EXERCISE 1: INITIAL SETUP AND COMPANY

CONFIGURATION
Steps

Step 1: Access Odoo

1. Open your web browser

2. Navigate to: http://localhost:8069 (or your Odoo URL)
3. Login with admin credentials
o Email: admin
o Password: admin (or your set password)

Step 2: Install Required Apps

1. Click on "Apps" icon from the main menu

2. Search for "Sales" and click "Install"
3. Wait for installation to complete
4. Similarly install: "Inventory", "Purchase", "Accounting"

Step 3: Configure Company Information

1. Click on "Settings" from the main menu

2. Under "Companies" section, click "Update Info"
3. Fill in the following:
o Company Name: "TechMart Solutions"
o Address: "123 Business Street"
o City: "New York"
o ZIP: "10001"
o Country: Select "United States"
o Phone: "+1 555-1234"
o Email: "[email protected]"
o Website: "www.techmart.com"
4. Click on the company logo placeholder to upload your logo
5. Click "Save"

Step 4: Configure Currency and Language

1. In Settings, scroll to "Users" section

2. Under "Languages", click "Manage"
3. Activate required languages (English is default)
4. Go back to Settings
5. Under "Companies" section, find "Currency"
6. Click "Activate" next to currencies you need (USD, EUR, etc.)
7. Set exchange rates if needed

Step 5: Create Additional Users

 1. Go to Settings → Users & Companies → Users
2. Click "Create" button
3. Fill in user details:
o Name: "John Sales"
o Email: "[email protected]"
o Click "Save"
4. Click on "Access Rights" tab
5. Assign the following access:
o Sales: User - Own Documents Only
o Inventory: User
6. Click "Save"
7. Repeat for more users:
o "Mary Manager" - Sales Manager
o "Bob Purchase" - Purchase User

EXERCISE 2: PRODUCT CATALOG SETUP

Steps

Step 1: Create Product Categories

1. Go to Sales → Configuration → Product Categories (or Inventory → Configuration

→ Product Categories)
2. Click "Create"
3. Create first category:
o Category Name: "Electronics"
o Click "Save"
4. Create more categories:
o "Computers"
o "Accessories"
o "Software"

Step 2: Create Simple Products

1. Go to Sales → Products → Products (or Inventory → Products → Products)

2. Click "Create"
3. Fill in product details:
o Product Name: "Laptop Pro 15"
o Product Type: "Storable Product"
o Product Category: Select "Computers"
o Sales Price: 1200.00
o Cost: 800.00
o Internal Reference: "LAP-PRO-15"
4. Click on "Inventory" tab
o Weight: 2.5 kg
o Volume: 0.05 m³
5. Click "Save"

Step 3: Create More Products Create the following products:

 Product Name Category Sales Price Cost Reference
Desktop PC Standard Computers 900.00 600.00 DTP-STD-01
Wireless Mouse Accessories 25.00 15.00 MOU-WIR-01
USB Keyboard Accessories 45.00 25.00 KEY-USB-01
Monitor 24" Electronics 300.00 180.00 MON-24-01
HDMI Cable 2m Accessories 15.00 8.00 CBL-HDMI-2

Step 4: Create Product with Variants

1. Go to Products and click "Create"

2. Product Name: "T-Shirt"
3. Before saving, click on "Attributes & Variants" tab
4. Click "Add a line" under Attributes
5. In the dialog:
o Attribute: Create new "Size"
o Values: Type "S" press Enter, "M" press Enter, "L" press Enter, "XL" press
Enter
o Click "Save & Close"
6. Add another attribute:
o Attribute: Create new "Color"
o Values: "Red", "Blue", "Black", "White"
o Click "Save & Close"
7. Product Category: "Accessories"
8. Sales Price: 25.00
9. Cost: 12.00
10. Click "Save"
11. Odoo will automatically generate all variant combinations (4 sizes × 4 colors = 16
variants)

Step 5: Add Product Images

1. Open "Laptop Pro 15"

2. Click on the camera icon placeholder
3. Upload an image
4. Click "Save"
5. Add images to at least 3 more products

Step 6: Set Reordering Rules

1. Open "Laptop Pro 15"

2. Go to "Inventory" tab
3. Under "Operations", click "Reordering Rules"
4. Click "Create"
5. Fill in:
o Minimum Quantity: 5
o Maximum Quantity: 20
o Quantity Multiple: 1
o Location: WH/Stock
6. Click "Save & Close"
EXERCISE 3: CUSTOMER AND VENDOR
MANAGEMENT
Creating customer and vendor databases with complete information.

Steps

Step 1: Create Customer Records

1. Go to Sales → Orders → Customers

2. Click "Create"
3. Fill in customer details:
o Name: "ABC Corporation"
o Toggle "Is a Company" to ON
o Address:
 Street: "456 Corporate Ave"
 City: "Boston"
 State: "Massachusetts"
 ZIP: "02101"
 Country: "United States"
o Phone: "+1 555-2000"
o Email: "[email protected]"
o Website: "www.abccorp.com"
4. Click on "Sales & Purchase" tab
o Salesperson: Select your user
o Payment Terms: Create new "Net 30" (30 days)
5. Click "Save"

Step 2: Create Contact Person for Customer

1. While viewing ABC Corporation, click on "Contacts & Addresses" tab

2. Click "Add"
3. Select "Create and edit..."
4. Fill in:
o Name: "Sarah Johnson"
o Toggle "Is a Company" to OFF
o Job Position: "Procurement Manager"
o Email: "[email protected]"
o Phone: "+1 555-2001"
o Address Type: "Other address"
5. Click "Save & Close"

Step 3: Create More Customers Create these customers:

Customer 2:
  Name: "Tech Retailers Inc"
 Type: Company
 Street: "789 Retail Plaza"
 City: "Chicago"
 State: "Illinois"
 ZIP: "60601"
 Phone: "+1 555-3000"
 Email: "[email protected]"
 Payment Terms: "Immediate Payment"

Customer 3:

 Name: "David Miller"

 Type: Individual
 Street: "321 Home Street"
 City: "San Francisco"
 State: "California"
 ZIP: "94102"
 Phone: "+1 555-4000"
 Email: "[email protected]"
 Payment Terms: "Net 15"

Step 4: Create Vendor Records

1. Go to Purchase → Orders → Vendors

2. Click "Create"
3. Fill in vendor details:
o Name: "Electronics Supplier Co"
o Toggle "Is a Company" to ON
o Check "Vendor" checkbox (should be checked by default)
o Address:
 Street: "100 Supplier Road"
 City: "Los Angeles"
 State: "California"
 ZIP: "90001"
 Country: "United States"
o Phone: "+1 555-5000"
o Email: "[email protected]"
o Website: "www.electronicsupplier.com"
4. Click on "Sales & Purchase" tab
o Payment Terms: Create "Net 45"
5. Click "Save"

Step 5: Create More Vendors

Vendor 2:

 Name: "Global Tech Distributors"

 Street: "200 Distribution Center"
 City: "Houston"
  State: "Texas"
 ZIP: "77001"
 Phone: "+1 555-6000"
 Email: "[email protected]"

Vendor 3:

 Name: "Accessory Wholesale Ltd"

 Street: "300 Wholesale Blvd"
 City: "Miami"
 State: "Florida"
 ZIP: "33101"
 Phone: "+1 555-7000"
 Email: "[email protected]"

Step 6: Set Vendor Prices for Products

1. Go to Inventory → Products → Products

2. Open "Laptop Pro 15"
3. Click on "Purchase" tab
4. Under "Vendor Prices", click "Add a line"
5. Fill in:
o Vendor: "Electronics Supplier Co"
o Price: 800.00
o Delivery Lead Time: 7 days
6. Click "Save"
7. Repeat for "Desktop PC Standard" with vendor "Global Tech Distributors", price
600.00

Final Outcome:

 3 customers created with complete information

 1 customer with contact person
 3 vendors created
 Vendor prices set for at least 2 products

EXERCISE 4: COMPLETE SALES CYCLE

Process a complete sales transaction from quotation to payment.

Steps

Step 1: Create a Quotation

1. Go to Sales → Orders → Quotations

2. Click "Create"
3. Fill in:
 o Customer: Select "ABC Corporation"
o Quotation Date: Today's date (auto-filled)
o Expiration: 15 days from today
4. Click "Add a product" under Order Lines
5. Select "Laptop Pro 15"
o Quantity: 5
o Price will auto-fill (1200.00)
6. Add another line:
o Product: "Monitor 24""
o Quantity: 5
7. Add another line:
o Product: "Wireless Mouse"
o Quantity: 10
8. Review the total at the bottom
9. Click "Save"

Step 2: Send Quotation by Email

1. While viewing the quotation, click "Send by Email" button

2. Review the email template
3. Edit subject if needed: "Quotation for Your Hardware Requirements"
4. Edit message body:

Dear Sarah,

Please find attached our quotation for the hardware items discussed.
This quotation is valid for 15 days.

Please let me know if you have any questions.

Best regards,
TechMart Solutions

5. Click "Send"
6. The quotation status changes to "Quotation Sent"

Step 3: Confirm the Sales Order

1. In the same quotation, click "Confirm" button

2. The status changes to "Sales Order"
3. A delivery order is automatically created (you'll see a "Delivery" smart button appear)
4. Note the Sales Order number (e.g., S00001)

Step 4: Check Inventory Availability

1. Click on the "Delivery" smart button

2. Review the delivery order
3. Check "Quantity Done" column - it should be empty
 4. Check availability:
o If products show "Available", proceed to next step
o If showing "Waiting" or "Not enough stock", you need to update inventory
(see Step 4a)

Step 4a: Update Initial Inventory (if needed)

1. Go to Inventory → Operations → Inventory Adjustments

2. Click "Create"
3. Click "Start Inventory"
4. For each product in your sales order:
o Add a line
o Product: Select product
o Location: WH/Stock
o Counted Quantity: Enter sufficient quantity (e.g., 50 for Laptop Pro 15)
5. Click "Validate Inventory"
6. Go back to your delivery order

Step 5: Validate Delivery

1. Return to the delivery order (from Sales Order, click "Delivery" button)
2. Click "Check Availability" if button is visible
3. For each line, enter quantity in "Done" column:
o Laptop Pro 15: 5
o Monitor 24": 5
o Wireless Mouse: 10
4. Click "Validate" button
5. Delivery status changes to "Done"

Step 6: Create Invoice

1. Go back to the Sales Order (use breadcrumb navigation or Sales → Orders)

2. Click "Create Invoice" button
3. Select "Regular invoice"
4. Click "Create Draft Invoice"
5. Review the invoice details:
o Invoice Date: Today
o Due Date: Based on payment terms (Net 30 = 30 days from today)
o All order lines are included
6. Click "Confirm" button
7. Invoice is now posted and confirmed

Step 7: Send Invoice to Customer

1. Click "Send & Print" button

2. Select "Send" from dropdown
3. Review email
4. Click "Send"

Step 8: Register Payment

 1. While viewing the invoice, click "Register Payment" button
2. Fill in payment details:
o Journal: Select "Bank" or "Cash"
o Payment Method: "Manual"
o Amount: Should match invoice total (auto-filled)
o Payment Date: Today
o Memo: "Payment for S00001"
3. Click "Create Payment"
4. Invoice status changes to "Paid"
5. A payment record is created

Step 9: Review the Complete Transaction

1. Go back to the original Sales Order

2. Review the smart buttons at top:
o Delivery: 1 (status: Done)
o Invoices: 1 (status: Paid)
3. Check the "Status" field: Should show "Fully Delivered & Invoiced"

Final Outcome:

 Quotation created and sent

 Sales order confirmed
 Products delivered and validated
 Invoice created and confirmed
 Payment registered
 Complete order-to-cash cycle documented