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CORE Construction & Service

CORE Construction & Service

This section covers the foundational Odoo skills required across all departments. It includes mobile access, contact navigation, quotation basics, sales order flow, tax and payment configuration, and system navigation standards.

These lessons establish consistent workflows and ensure all users follow the same operational process before moving into department-specific training.

Construction-only staff are not required to complete these lessons unless assigned to service-related roles.

Join this Course
Responsible Jillian Tavera
Last Update 02/02/2026
Completion Time 2 hours 57 minutes
Members 16
  • Core System Access
    4Lessons · 50 min
    • How to switch to v19 on mobile device
    • Introduction to Mobile View
      10 xp
    • Search & Navigate the Contact App
      10 xp
    • Create & Save a Contact in Odoo
      10 xp
  • Core Sales Basics
    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
  • Core Finance Controls
    3Lessons · 45 min
    • Assign Tax Exemption Status in Odoo
      10 xp
    • Setup/Change Payment Terms on Sales Order
      10 xp
    • Setup/Change Payment Terms on Contact Level
      10 xp
  • Practice Assignments (Sandbox Required)
    5Lessons · 22 min
    • Mobile Access & Navigation Validation
      10 xp
    • Contact Search & Company Context
      10 xp
    • Quotation to Sales Order Workflow
      10 xp
    • Tax & Payment Configuration Awareness
      10 xp
    • Training Completion Verification
      10 xp
  • Week 2 - New Lessons
    1Lessons · 15 min
    • How to assign a new lead in CRM
      10 xp