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Retail Management

Retail Management

Learn how to manage contacts, process sales, and follow correct workflows that impact accounting, inventory, and reporting.

Join this Course
Responsible Jillian Tavera
Last Update 06/19/2026
Completion Time 3 hours 47 minutes
Members 19
  • SYSTEM ACCESS & STAFF SETUP
    2Lessons · 25 min
    • Create an Employee in Odoo (and set PIN)
      10 xp
    • Reset User Password in Odoo
      10 xp
  • CUSTOMER MANAGEMENT BASICS
    2Lessons · 20 min
  • TAX COMPLIANCE WORKFLOW
    1Lessons · 15 min
    • Assign Tax Exempt Status to a Contact
      10 xp
  • SALES TRANSACTION FLOW
    3Lessons · 45 min
    • Create and Manage Quotations in Odoo
      10 xp
    • Confirm Quotation into Sales Order
      10 xp
    • View Delivery Order in Odoo
      10 xp
  • Practice Assignments (Sandbox Required)
    5Lessons · 22 min
    • Retail Customer & Tax Exemption Oversight
      10 xp
    • Quotation to Sales Order Oversight
      10 xp
    • Inventory Receiving & Replenishment Awareness
      10 xp
    • User, PIN & Access Review
      10 xp
    • Training Completion Verification
      10 xp
  • Week 2 - New Lessons
    4Lessons · 50 min
    • Issue Refund via Gift Card in POS
    • How to assign a new lead in CRM
      10 xp
    • Retail – Manually Adjust Physical Inventory Counts in Odoo
      10 xp
    • How to Conduct a Physical Inventory in Odoo
  • Advanced Courses
    1Lessons · 15 min
    • Close Register and Verify Cash Balance in Odoo
      10 xp
  • Retail Reporting
    5Lessons · 35 min
    • Retail Reporting - How to view On Hand Quantity by Location
      10 xp
    • Retail Reporting - Weekly Product Sales by Location
    • Retail Reporting - How to review customer data capture in POS
      10 xp
    • Retail Reporting - Analyze Stock Velocity and Filter Products in Odoo
    • Retail Reporting - How to Report on Product Sales by Location in Retail