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Odoo Functional Training

This document provides an overview of Odoo functional training materials, including how to set up a database, install modules, configure company settings, import charts of accounts and master data, and process transactions for purchasing, sales, inventory, and accounting. Key steps covered are creating a database, installing required apps, editing company information, importing charts of accounts and master data for vendors, products, and customers, and processing transactions for purchases, sales, inventory, and accounting functions.

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Ahmad Hidayat
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© © All Rights Reserved
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1K views17 pages

Odoo Functional Training

This document provides an overview of Odoo functional training materials, including how to set up a database, install modules, configure company settings, import charts of accounts and master data, and process transactions for purchasing, sales, inventory, and accounting. Key steps covered are creating a database, installing required apps, editing company information, importing charts of accounts and master data for vendors, products, and customers, and processing transactions for purchases, sales, inventory, and accounting functions.

Uploaded by

Ahmad Hidayat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Odoo Functional Training

Training Materials
• Create New Database
• Module Instalation
• Company Setting
• Import Chart of Account
• Setting Chart of Account (Account Receivable, Account Payable)
• Setting Journal
• Import Product, Customer, Vendor.
• Warehouse (Manage Locations, Manage Stock, Incoming Shipment)
• Transaction (Purchase, Sales, Invoice, Incoming Shipment, Delivery Order)
• Accounting and Financial Report
How to Setup Database
• Create New Database
• Set Master Password
• Create database name
• Email/Username
• Database Password
• Language: English
• Country: Indonesia
• DON’T Check the load demonstration data!
How to Install Module/Apps in Odoo
• Go to Menu APPS
• Click the Application, then Install
• Please Install Accounting, Purchase, Inventory, Sales, Manufacturing.
How to Company Setting
• Click “Edit Company Data” on the top left corner
• Edit Company Logo, Name, Tagline, Address, Contact
• Edit the Currency to Indonesian Rupiah.
How to Import Chart of Account
• Go to Menu Accounting
• Chart of Account
• Delet all default CoA
• Import Chart of Account of your company
How to Setting Chart of Account (AR, AP, Income &
Expense Account, Inventory & Temporary Account)
• Go to Menu Setting
• Activate developer mode
• Parameters
• Company Properties
How to Setting Journal
• Go to Menu Accounting
• Configuration > Accounting
• Journal

Exercise:
Setting Journal Cash, Bank, Opening Balance
How to Setup Location (Warehouse)
• Go to Menu Inventory
• Warehouse Management
• Warehouse (For manage warehouse)
• Locations (For manage Locations)

Exercise:
Create Location ”Gudang A”
Location Type: Internal Location
Type: Internal Location
How to Import Vendor
• Go to Menu Purchase
• Vendor
• Import Vendor
How to Import Product
• Go to Menu Sales
• Product
• Import Product
How to Import Customer
• Go to Menu Sales
• Customer
• Import Customer
Purchase
• Go to Menu Purchase
• Create Request for Quotations
• Purchase Order
• Incoming Shipment
• Vendor bill
Sales
• Go to Menu Sales
• Create Quotations
• Sales Order
• Delivery Order
• Invoice
Sales
• Go to Menu Sales
• Create Quotations
• Sales Order
• Delivery Order
• Invoice
Accounting
• Create Initial Balance
• How to: Accounting > Journal Entry

Journal: Opening Balance


Accounting
• Accouting Report: General Ledger, Trial Balance, Balance Sheet, Profit & loss
• How to Setting Report: Accounting > Financial Report > Account Report
• How to: Accounting > PDF Reports

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