Odoo ERP Administration and Configuration Training Course

Course overview

Odoo administrators are often expected to turn operational requirements into working ERP processes without disrupting live users, corrupting master data, or creating configuration that cannot be maintained. This course addresses the practical work behind that responsibility: setting up companies, users, roles, accounting structures, products, sales flows, purchasing rules, inventory operations and reporting. Participants learn how to translate a department’s process requirements into controlled Odoo configuration decisions, and how to recognise when a request requires configuration, Odoo Studio, a third-party app or custom development.

Across five instructor-led days, participants configure a working Odoo environment using core applications including Sales, Purchase, Inventory, Accounting and CRM. They build multi-company settings, user access groups, product and vendor records, price lists, approval rules, warehouses, replenishment routes, taxes, journals, payment terms and automated activities. The course also covers data import preparation, configuration testing, audit-friendly access control, dashboard reporting, troubleshooting and change-control practices for production environments.

Teaching combines concise demonstrations with guided configuration labs based on a realistic distribution business case. Each participant works in an Odoo training database and progressively configures an integrated operational model. They leave with a documented configuration workbook containing process maps, security-role definitions, master-data templates, key settings, test scenarios and a prioritised implementation action plan that can be adapted for their own organisation.

The course is suited to professionals responsible for administering, implementing or supporting Odoo in an operational setting. It is particularly valuable for teams moving from spreadsheets or disconnected business applications into a configured Odoo environment, and for organisations that need stronger internal ownership before engaging implementation partners or developers.

Course objectives

By the end of this course, participants will be able to:

• Configure company, currency, fiscal position and multi-company settings for an Odoo environment
• Create user roles, access groups and record rules using Odoo security controls
• Build product, customer and vendor master data structures with import-ready templates
• Configure quotation-to-order, purchase-to-receipt and inventory fulfilment workflows
• Set up warehouses, locations, routes, reorder rules and replenishment methods
• Configure taxes, journals, payment terms, invoicing policies and basic accounting controls
• Design operational dashboards, pivot reports, filters and scheduled activities for process monitoring
• Produce a configuration test script and change-control plan for releasing Odoo settings safely

Benefits of attending

Target competencies

Who should attend

• Odoo Administrators — who maintain users, settings, master data and day-to-day application controls
• ERP Implementation Coordinators — who translate business requirements into configured Odoo processes
• Business Systems Analysts — who document workflows and test ERP configuration with operational teams
• Operations Managers — who need to standardise sales, purchasing, warehouse and fulfilment processes in Odoo
• Finance Systems Users — who configure invoicing, taxes, journals and approval controls alongside finance teams
• IT Support Specialists — who provide first-line support, access administration and configuration troubleshooting for Odoo users

Requirements and prerequisites

Participants should be comfortable using browser-based business applications and working with structured business data such as customer lists, product catalogues, supplier records and spreadsheets. Familiarity with the basic flow of sales orders, purchase orders, stock receipts and invoices is helpful, particularly for those configuring operational modules. No prior Odoo experience, programming knowledge, PostgreSQL administration or Python development is required. This is a foundation-to-intermediate course: complete beginners should expect to spend time learning Odoo terminology, navigation and app relationships before progressing to integrated configuration and testing exercises.

Training methodology

The programme uses an instructor-led Odoo training database rather than slide-only teaching. Each topic begins with a short demonstration of the relevant Odoo menu, model and configuration dependency, followed by guided individual setup tasks. Participants work through a distribution-company case covering leads, quotations, purchasing, warehouse replenishment, delivery and invoicing. Small-group reviews compare alternative configuration choices and their control implications. On day five, participants validate their own configured scenario against test scripts and create an implementation action plan for their workplace.

Course outline

Day 1: Odoo foundations, administration and security

• Odoo architecture, apps, databases and configuration dependencies
• Navigation, developer mode and technical settings awareness
• Company profiles, currencies, languages and localisation settings
• Multi-company configuration and inter-company operating considerations
• User accounts, internal users, portal users and invitation controls
• Access rights, security groups and record-rule principles
• System parameters, activity logging and safe configuration governance

Workshop: Participants configure a two-company training environment and produce a role-access matrix for sales, purchasing, warehouse and finance users.

Day 2: Master data and commercial process configuration

• Customer, contact and vendor master-data design
• Product types, categories, units of measure and product attributes
• Pricelists, discounts, fiscal positions and customer payment terms
• CRM pipelines, lead assignment rules and activity scheduling
• Sales teams, quotation templates and optional product configuration
• Sales order confirmation, delivery and invoicing policy settings
• CSV import mapping, data cleansing and import validation methods

Workshop: Participants import a cleaned product and customer data set, then configure and process a quotation-to-invoice scenario.

Day 3: Purchasing, inventory and fulfilment control

• Warehouse structure, locations and operation types
• Inventory routes, push rules, pull rules and replenishment logic
• Reordering rules, minimum and maximum quantities and lead times
• Vendor pricelists, purchase agreements and purchase order approvals
• Goods receipts, three-way matching and backorder handling
• Lots, serial numbers, expiry dates and traceability settings
• Inventory adjustments, cycle counts and stock valuation concepts

Workshop: Participants configure a warehouse and replenishment route, then complete a purchase-to-receipt-to-delivery transaction with traceability records.

Day 4: Finance configuration, reporting and automation

• Chart of accounts, journals and accounting configuration boundaries
• Taxes, tax grids, fiscal positions and tax mapping
• Customer invoices, vendor bills, credit notes and payment terms
• Payment methods, bank reconciliation workflow and payment follow-up concepts
• Analytic accounts, analytic plans and cost allocation structure
• Search views, filters, group-by analysis, pivot tables and dashboards
• Automated actions, scheduled activities and approval-oriented controls

Workshop: Participants configure core invoicing controls and build an operational dashboard for overdue receivables, purchase commitments and stock availability.

Day 5: Testing, troubleshooting and controlled release

• Configuration documentation and decision-log techniques
• End-to-end test scenarios and acceptance criteria
• User acceptance testing roles, defect logging and retest cycles
• Troubleshooting access, workflow, master-data and transaction issues
• Odoo Studio boundaries and criteria for engaging developers
• Odoo.sh, staging environments and deployment risk awareness
• Configuration change control, training handover and support procedures

Workshop: Participants execute an end-to-end test script against their configured business case and produce a configuration workbook with a release and improvement plan.

Tools & standards covered

Odoo, Odoo Studio, Odoo.sh, PostgreSQL

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions