Mastering Advanced Odoo Accounting and Inventory Management

• Unlock the full potential of Odoo with our comprehensive guide to Advanced Accounting and Inventory Management. In this course, we delve into the intricate features of Odoo, providing step-by-step instructions on how to optimize your accounting processes and streamline inventory management.

• Whether you are a seasoned user or new to Odoo, this course will equip you with the knowledge to enhance your business operations. Join us as we explore advanced techniques, best practices, and tips to ensure your financial and inventory systems are efficient and effective

• Designed to meet the needs of accounting professionals and business leaders, our Odoo accounting training guides you in optimizing and automating your accounting processes through the expertise of our specialized trainers.

Odoo Administration: Key Modules for Business Operations Training Course

• Odoo is an all-in-one management software that includes a suite of business applications. This course focuses on the Project, Planning, Sales, Accounting (Analytics Accounting Plan), Employee, Contact, and Settings modules to equip administrators with the skills needed to manage and optimize these modules effectively.

• Odoo Accounting is a solution that streamlines financial management by centralizing all your accounting data within a single system. Its main strength lies in automation, allowing you to track your finances in real time without manual data entry. With seamless integration across various modules (sales, purchases, inventory, etc.), Odoo ensures a smooth and consistent workflow, minimizing errors and improving data accuracy.

• ​You also get features tailored to your needs, such as invoice management, payments, tax reporting, and more. These tasks are fully automated, saving you time and enabling you to focus on growing your business. The intuitive interface makes it easy to use, even for those with little accounting experience. ​

• With Odoo Accounting, sales and invoicing management becomes fully automated. As soon as a sale is recorded in the Sales app, an invoice is automatically generated in the accounting module, removing the need for manual data entry. This streamlines operations while minimizing the risk of errors.

• You can track each invoice’s status in real time, whether sent, viewed, paid, or overdue. Odoo also lets you set up automatic reminders for late payments, helping you maintain healthy cash flow effortlessly. This integrated tracking system gives you clear visibility into your receivables and helps you optimize your financial management.

• Odoo simplifies purchasing and vendor management. When an order is placed, the supplier invoice can be automatically matched with the purchase order and the goods receipt. This integration ensures that you only pay what is due while verifying data accuracy.

• Payment management is also automated, you can track due dates and have a clear overview of outstanding amounts, making it easier to manage your expenses.

• Odoo’s inventory management goes beyond simple stock tracking. Every stock movement is directly integrated into accounting, allowing automatic tracking of costs associated with goods and services. This gives you a complete and up-to-date view of product costs without manual calculations or data entry errors.

• Whether you’re receiving products, shipping them, or transferring stock between warehouses, every transaction is automatically recorded in your accounting books.

Our training topics

Configuration of the accounting application

Setting up and managing the Analytics Accounting Plan

Tracking expenses, revenues, and budgets

Generating financial reports and compliance documentation

Administration of taxes and currencies

Management of customer and supplier payments

Analytical and budget tracking

Configuration of the chart of accounts

Review of Odoo Accounting Basics

• Overview of Odoo Version 16 Accounting Module

• Setting up a new company and configuring the chart of accounts

• Invoices, bills, and payments

• Introduction to accounts payable and receivable management in Odoo

Advanced Configuration of Accounts Payable and Receivable

• Automating follow-ups and payment matching

• Configuring vendor and customer portals for improved collaboration

• Leveraging AI features for invoice recognition and reconciliation

• Setting up a complex vendor payment structure

In-depth with Odoo's Reporting Tools

• Customizing financial reports for internal and external use

• Advanced use of Odoo's pivot and graph views for reporting

• Setting up dashboard reports for real-time financial analysis

Managing Taxes and Budgets

• Configuring and managing multiple tax rates and jurisdictions

• Setting up budgetary positions and monitoring budget performance

• Advanced budgetary controls and reporting

• Implementing a budget management system

Supplier management

• Administration of supplier invoices

• Payment management

• Advanced configuration of the supplier dashboard

Customer management

• Administration of customer invoices and refunds

• Configuration of customer accounts

• Monitoring of collections

Tailored and targeted training

We design our Odoo training sessions based on your industry (commerce, manufacturing, services, etc.) and your user profile (accountant, manager, etc.). This customized approach ensures that the training meets your specific requirements and those of your team.

Expertise of our trainers

Our team of trainers, specialists in Odoo accounting, has comprehensive knowledge of all functional applications of Odoo and their interactions with other modules (CRM, e-commerce, inventory management, etc.). This broad expertise enhances your learning experience and enables you to master the tool in its entirety.

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