PLO/ERP Odoo Training Course

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Contenido del curso

0 Welcome Session/Sesión de Bienvenida
- 0.1 Incorporación de Socios 10 xp
  - Prueba
1 PLO: Partner Onboarding
- 1.1 Basic data import/Importación de datos básicos
- 1.2 Managing Lots/Gestión de lotes
2 Business Game
- 2.1 Business Games: Compra y Venta 10 xp
  - Prueba
3 Getting Started
4 CRM
- 4.1 CRM: Basics and Pipelines 10 xp
  - Prueba
- 4.2 CRM: Wins and Losses 10 xp
  - Prueba
- 4.3 CRM: Activities
- 4.4 CRM: Marketing Automation Essentials
- 4.5 CRM: Sales Teams 10 xp
  - Prueba
5 Sales
- 5.1 Sales: Sales Basics and Your First Quotation 10 xp
  - Prueba
- 5.2 Sales: Product Variants 10 xp
  - Prueba
- 5.3 Sales: Online Quotation 10 xp
  - Prueba
- 5.4 Sales: Delivery Prices 10 xp
  - Prueba
- 5.5 Sales: Delivery Lead Times 10 xp
  - Prueba
- 5.6 Sales: Dropshipping 10 xp
  - Prueba
- 5.7 Sales: Pricelists - Multiple 10 xp
  - Prueba
- 5.8 Sales: Pricelists - Computed 10 xp
  - Prueba
6 Q&A
- 6.1 Q&A + Intro to use case 1
7 Accounting
- 7.1 Accounting: Getting started 10 xp
  - Prueba
- 7.2 Accounting: Accounting roles 10 xp
  - Prueba
- 7.3 Accounting: Chart of Accounts 10 xp
  - Prueba
- 7.4 Accounting: Update your chart of accounts 10 xp
  - Prueba
- 7.5 Accounting: Journals 10 xp
  - Prueba
- 7.8. Accounting: Import an opening balance 10 xp
  - Prueba
- 7.9 Accounting: Debit and Credit 10 xp
  - Prueba
- 7.10 Accounting (Invoicing): Issue a Customer Invoice
- 7.11 Accounting (Invoicing): Customer Invoice from a Sales Order 10 xp
  - Prueba
- 7.12 Accounting (Invoicing): Issuing a Credit Note 10 xp
  - Prueba
- 7.13 Accounting (Invoicing): Registering a Vendor Bill 10 xp
  - Prueba
- 7.14 Accounting (Invoicing): Payment terms 10 xp
  - Prueba
- 7.15 Accounting (Invoicing): Terms & Conditions 10 xp
  - Prueba
- 7.16 Accounting (Taxes): Taxes and VAT 10 xp
  - Prueba
- 7.17 Accounting (Taxes): Fiscal Positions 10 xp
  - Prueba
- 7.18 Accounting (Taxes): Tax Report and Return 10 xp
  - Prueba
- 7.19 Accounting (Taxes): Cash Basis 10 xp
  - Prueba
- 7.20 Accounting (Taxes): Extra Taxes (ecotax, alcohol, luxury,...) 10 xp
  - Prueba
- 7.21 Accounting (Payments): Customer and Vendor Payments 10 xp
  - Prueba
- 7.22 Accounting (Payments): Payment Follow-up 10 xp
  - Prueba
- 7.23 Accounting (Payments): Batch Deposit of Checks 10 xp
  - Prueba
- 7.24 Accounting (Payments): Cash discount 10 xp
  - Prueba
- 7.25 Accounting (Bank & Cash): Bank Configuration 10 xp
  - Prueba
- 7.26 Accounting (Bank & Cash): Bank Statements 10 xp
  - Prueba
- 7.27 Accounting (Bank & Cash): Bank reconciliation 10 xp
  - Prueba
- 7.28 Accounting (Bank & Cash): Reconciliation Models 10 xp
  - Prueba
- 7.29 Accounting (Reports): Financial reports 10 xp
  - Prueba
- 7.30 Accounting (End of Period): Multi-currency - Realized Gains/Losses 10 xp
  - Prueba
- 7.31 Accounting (End of Period): Multi-currency - Unrealized Gains/Losses 10 xp
  - Prueba
- 7.32 Accounting (End of Period): Closing the fiscal year 10 xp
  - Prueba
8 Business Game
- 8.1 Business game: Service
9 PLO Correction Use Case
- 9.1 PLO Correction Use case 1
10 Project & Timesheets
- 10.1 Project & Timesheets: Kanban Project Management 10 xp
  - Prueba
- 10.2 Project & Timesheets: Customize your project 10 xp
  - Prueba
- 10.3 Project & Timesheets: Project stages and status 10 xp
  - Prueba
- 10.4 Project & Timesheets: Tasks 10 xp
  - Prueba
- 10.5 Project & Timesheets: Creating tasks from sales orders, web forms, and emails 10 xp
  - Prueba
- 10.6 Project & Timesheets: Sub-tasks 10 xp
  - Prueba
- 10.7 Project & Timesheets Task dependencies 10 xp
  - Prueba
- 10.8 Project & Timesheets: Recurring tasks 10 xp
  - Prueba
- 10.9 Project & Timesheets: Visibility and collaboration 10 xp
  - Prueba
- 10.10 Project & Timesheets: Planning 10 xp
  - Prueba
- 10.11 Project & Timesheets: Timesheets 10 xp
  - Prueba
- 10.11 Project & Timesheets: Reminders 10 xp
  - Prueba
- 10.12 Project & Timesheets: Customer ratings 10 xp
  - Prueba
- 10.13 Project & Timesheets. Reporting 10 xp
  - Prueba
- 10.14 Project & Timesheets: Measuring Project Profitability 10 xp
  - Prueba
Q&A
- 11.1 Q&A / Preguntas y respuestas
12 Business Game
- 12.1 Business Game
13 Inventory
- 13.1 Inventory: Inventory Basics & Your First Warehouse Operations 10 xp
  - Prueba
- 13.2 Inventory: Inventory Adjustment Techniques 10 xp
  - Prueba
- 13.3 Inventory: Units of Measures 10 xp
  - Prueba
- 13.4 Inventory: Integrate Landed Costs 10 xp
  - Prueba
14 Purchase
- 14.1 Purchase: Purchase Basics and Your First Request for Quotation 10 xp
  - Prueba
- 14.2 Purchase: Purchase Lead Times 10 xp
  - Prueba
- 14.3 Purchase: Reordering Rules 10 xp
  - Prueba
- 14.4 Purchase: Call for Tenders 10 xp
  - Prueba
- 14.5 Purchase: Blanket Orders 10 xp
  - Prueba
- 14.6 Purchase: 3-Way Matching 10 xp
  - Prueba

4.3 CRM: Activities

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Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides. In this video, learn how to use activities to efficiently follow up with customers in your pipeline. Other lessons related to this video: - CRM Basics and Pipelines: https://www.odoo.com/slides/slide/crm-basics-and-pipelines-618?fullscreen=1 Sales Teams Marketing Automation Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

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4.3 CRM: Activities

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