Getting Started Learn Module

Getting Started
Create an Odoo Database

In this video, learn how to create an Odoo database.

1-Within how many hours does an Odoo database need to be activated to ensure the full 15 day
trial?
Four hours.
Five hours.
Zero hours, the database is automatically activated when you set it up.
Three hours.

2-What happens when a user is created in an Odoo database?

A password is automatically created and sent to the user’s email address.
An email is sent with a link to create a secure password to the Odoo database.
No email is sent, the password appears on the screen.
You can’t create users from the main dashboard.

3-What needs to be activated in order to see the “Load Demo Data” option?
Developer Mode.
Nothing, demo data can be loaded without any special options turned on.
Concierge Mode.
Admin Mode.

4-Which is true about installing new applications on the Odoo database?

Only your account manager can install new applications.
Any user in the database can install applications.
Go to the Settings app and install applications from the list of applications.
As an administrator, go to the Apps module and click install on the application that
needs to be installed.
Navigate in Odoo
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 navigate an Odoo database. Explore menu options, settings,
navigating records, and go over what the chatter is.

Other lessons related to this video:

- 1.a Create an Odoo Database

- 1.g Odoo Calendar

- 1.c Chatter Basics

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.

1. How do you change the language for the user?

Users > Languages tab.
Languages App.
Name in upper Right > My Profile (Preferences) > Preferences tab.
Name in upper Right > Shortcut > Languages.

2. Where can two factor authentication can be turned on?

Odoo doesn’t offer two factor authentication.
Go to Configuration > Security.
In “My profile” under the “Account Security” tab.
In “My profile” under the “Preferences” tab.

3. In Odoo, what are all of the different “views” that are available to view records?
List, Kanban, Calendar, Pivot, Activity, By Shape.
Kanban, Pivot, Graph, Word Cloud, Activity.
List, Kanban, Color Coded, Graph, Activity.
List, Kanban, Calendar, Pivot, Graph, Activity.
Using Odoo
Odoo Calendar
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 schedule meetings using Odoo Calendar. Other lessons related to this
video: - 1.c Odoo Discuss: Direct Messages & Voice/Video Calls - 1.e Chatter Basics -
1.f Schedule Activities 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.

1. Where can you create a new calendar event?

In the Calendar module.
From the chatter on any record.
Both A & B are correct.
Neither A nor B are correct.

2. How can you view another user's calendar and all their scheduled events?
Calendar > Attendees > Add the user.
Calendar > Share Availabilities > Add the user.
Calendar > Search Bar > Search for the user.
Calendar > Filters > Only Internal Users.

3. Where can you set a calendar event to be a recurrent event?

Meeting > Edit > Options.
Meeting > Edit > Meeting Details.
Calendar > Settings > Recurring.
Calendar > Attendees > Recurring
Schedule activities
IIn this video, learn how to schedule activities in Odoo.

Other lessons related to this video:

- 1.e Odoo Discuss: Direct Messages & Voice/Video Calls

- 1.c Chatter Basics
- 1.g Odoo Calendar

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.

1. Which field in the Activity form do you edit if you want to delegate your activity to a
different person?
The “Assigned to” field.
The “Summary” field.
The “Due Date” field.
The “Activity Type” field.

2. What does the number next to the Activities button in the top right of the navigation
bar mean?
It is the number of days you have left to complete your activities.
It is the number of your unfinished activities that are due today or are past due.
It is the number of your finished activities up until today.
It is the number of your activities that you have planned for the future.

3. In Kanban view, what does it mean when a card has a green Activities icon?
The record has an activity that is due today.
All the activities on the record are done.
The record has an upcoming activity scheduled (with a future due date).
The record is ready to schedule its next activity.

Contacts
In this video, learn how to manage contacts in Odoo

1. What are the two types of contacts?

Individual & Company.
Company & Not-For-Profit.
Company & Personal.
Individual & Not-For-Profit.
2. How can you archive a contact you don’t do business with anymore?
Configuration Menu > Archive Contacts.
Select/view contact > Right click > Archive.
Select/view contact > Action > Archive.
Select/view contact > Favorites > Archive.

3. Where are the SMART buttons located in Odoo?

SMART buttons are located in the top bar of the record in Odoo.
SMART buttons are located in the bottom right corner.
SMART buttons are located in the configuration menu.
SMART buttons are not present in Odoo.

Exporting and Importing Data

In this video, learn how to import or export contacts.

1. How do you specify what records in Odoo you want to export?

Specify what to export by checking the box on the left of the record line while in
List mode.
There is no need to specify, all records will automatically download as long as
they are present on the page.
Highlight the lines you want to export.
Action > Specify Contacts > Export.

2. What is the setting to make the data you’re exporting/importing compatible with
Odoo?
All data, no matter where it is exported, is import-compatible.
Check the box labeled: “I want to update data (import-compatible export)” when
exporting.
Download the template from the import data window and use the headings
supplied.
Both answers B & C.

3. Where can you find the “Import Records” option in Odoo?

Select contacts in list view > Action > Import records.
Favorites > Import records.
Import records icon in the top bar.
Under the configuration menu.
Odoo Discuss
Chatter Basics
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 what the "Chatter" is on Odoo and how to use it to send messages and log notes.
Other lessons related to this video: - 1.c Odoo Discuss: Direct Messages & Voice/Video
Calls - 1.f Schedule Activities - 1.g Odoo Calendar 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.

1. What can you NOT see in a record’s Chatter?

Log notes.
Related sales orders.
Updates to the record information.
Sent messages.

2. How do you add a follower to the record?

Followers > Add Followers > Mention (@) the person’s name > Add Follower.
Followers > Add Followers > Type the person’s name or email > Add Follower.
Followers > Add Followers > Copy and send the invitation link to the person.
Followers > Add Followers > Check the box next to the person’s name > Add
Follower.

3. What is the difference between “Send Message” and “Log Note”?

“Log Note” can use email templates; “Send Message” can not.
“Send Message” will notify Followers; “Log Note” will not.
“Send Message” can send a message that is visible to external users; “Log Note”
can create a note that is NOT visible to external users.
“Send Message” can attach files to its message; “Log Note” can not.

Odoo Discuss: Direct Messages & Voice/Video Calls | Getting s

In this video, learn how to use Odoo's Discuss app.

1. How can you view all your Discuss conversations in Odoo?

By clicking the Conversations icon in the top navigation bar.
By going to the Discuss module.
By clicking on a record and viewing its Chatter.
Both A & B are correct.
2. Where can you view new unread messages in the Discuss module?
New Message.
Inbox.
Starred.
History.

Odoo Discuss: Channels

In this video, learn how to create and edit channels in Odoo Discuss.

1. How can you view all public channels in Odoo?

Discuss module > Channels menu.
Conversations button > Channels tab.
Conversations button > All Channels tab.
Discuss module > Channels > click the gear icon.

2. What are two ways to access channels in Odoo?

Through the Conversations icon in the upper right corner and through the
Messaging app.
You can only access channels though the Discuss app.
Through the Conversations icon in the upper right corner and through the
Discuss app.
Through the Discuss app and through the Telephone icon in the upper right
corner.

3. Where can you auto-subscribe a department to a channel?

In Discuss > Configuration > Settings.
In Discuss > Configuration > Channels.
In the channel settings > Members tab.
In the channel settings > Privacy tab.
Business Flows
Business Flow: Furniture Store
In this video, learn how to manage a furniture store.

1. Can you sell a product for which your inventory displays a quantity of 0?
Yes.
Yes, but only if you first have set a replenishment/reordering rule.
Yes, but only if your product has an invoicing policy set to “on delivered
quantities”.
No, it is illegal.

2. Where do you go to invoice all your customers at once?

Go to the Accounting app > To Invoice > Create Batch Invoice
Go to the CRM app > select all “Won” opportunities > Send Invoices
Go to the Sales app > To Invoice > Orders to Invoice
It is not possible, you have to create each invoice separately.

Business Flow: Consulting Services

In this video, learn about project management in Odoo. This business flow uses a
fictitious architectural consultancy company to show how projects and tasks can be
created at the confirmation of a sales order, how time can be tracked, and how
expenses can be encoded directly in the sales order. At the end of the project,
everything is set and recorded, ready to be invoiced.

1. If you want a project and tasks to be created when a sales order is confirmed, which
of the following service tracking options do you need to pick?
Create a task in sales order’s project.
Create a new project but no task.
Create a task in an existing project.
Timesheet on tasks.

2. The timesheet hours recorded at tasks are shown in which of the following columns in
the sales order?
Invoiced.
Quantity.
Delivered.
None of the above.

3. When configuring Expense Products, what are the Re-invoice options available?
No reinvoicing.
At cost.
Sales price.
All of the above.
4. My company chooses to invoice clients in batches, at the end of the month. When
creating a batch, can I choose a specific timesheet period?
No, only when creating individual invoices, not in batches.
Yes, when creating invoices in batches, a specific timesheet period can be
chosen.
Yes, by selecting the option ”Timesheet/Batches” in the settings.

Business Flow: Administrative Department

In this video, learn how to manage documents received by mail or email by dispatching
them to the right department, creating bills, tasks, or asking for validation. Manage
signatures with a safe and compliant online signature solution and become a paperless
company with Odoo!

1. What does the Split action do?

It splits a single page into two pages.

It splits the documents into different workspaces.

It splits a batch of documents into separate files.

None of the above.

2. When I use an email address to receive documents: does Odoo create a new email account,
or use an email alias?
New email.
Email alias.

This is not possible.

You need to continue receiving them by mail and scanning them.

An email alias, but for that, a third-party app is necessary.

3. I would like to send a document to be signed by my customer and employee. Is this possible?

Yes.
Yes, but only if your customer is an Odoo user.

No.

I need a genie lamp!

Business Flow: Construction Project
In this video, learn about construction project management in Odoo.

1. If the “Analytic” column isn’t visible on the Purchase Order or Sales Order, where can it be
activated?
Analytic Accounts cannot be used in Odoo.
Analytic Accounts are activated in Accounting > Configuration > Settings.

Analytic Accounts are activated by default in Odoo and don’t need to be activated.

Analytic Accounts are activated in the Sales / Purchase Configuration > Settings.

2. How can you invoice the customer for the time your employees worked on the project?

By setting the “product” (architect in the video) as a consumable and the invoicing
policy as ordered quantity.
By setting the “product” (architect in the video) as a service and the invoicing policy as
ordered quantity.

By setting the “product” (architect in the video) as a service and the invoicing policy as
timesheets on tasks.

By setting the “product” (architect in the video) as a consumable and the invoicing
policy as timesheets on tasks.

3. The Wood Panels are set up as invoicing the delivered quantities and re-invoice at sales
price. The cost of the product is $50 and the sales price is $80. What will be invoiced to the
customer for 5 wood panels?
50$
80$

250$

400$
Business Flow: Restaurant
In this video, learn how to manage a restaurant using Odoo.

1. In Odoo’s Planning App what does the red “earmark” mean, when it appears on a shift?

Conflicting shift for the same person.

It was duplicated.

There was a note left on the shift.

The person is on vacation.

2. What two modules are needed to complete online orders?

eCommerce and Website.

Sales and Website.

Website and Inventory.

eCommerce and Sales.

3. What option needs to be selected in a PoS session in order to edit the table layout?

Configuration > Settings > Check the box next to “Edit tables.
”Developer mode needs to be turned on.

Edit button in the settings menu.

Pencil Icon in the upper right corner.

Business Flow: Events and Marketing
In this video, learn how Odoo's integration allows you to easily manage events from
creation to feedback. You will also learn how to manage your online communication
channels, and how to automatically turn attendees into leads! Leads that come from
your events are valuable because they are prospects with an existing interest in the
brand/product.

1. About the registration questions: if ‘Ask only once per order’ is not enabled:

The question is asked once per order.

The question is asked once per attendee.

Questions are randomized if more than one question was created, making only one
question being asked per attendee.

None of the above.

2. To create a Lead Generation rule, I have to go to:

Events → Configuration → Lead Generation → Create.

Events → Settings → Lead Generation → Create.

Events → Lead Generation → Create.

CRM → Configuration → Events → Lead Generation → Create.

3. Can I create and send a post to multiple social platforms at once?

No, posts have to be created and posted individually, by stream.

Yes, but the content has to be created individually, by stream, and then scheduled to be
posted at the same time.

Yes, posts can be created and posted to multiple streams at the same time.

No, posts can be created at the same time but have to be posted individually.