This training provides a step-by-step guide on managing customer transactions, sales orders, quotations, refunds, and financial processes in Odoo. ✅ CRM Transactions – Create and document customer profiles, purchases, and payments. ✅ Sales Orders – Process new orders, manage customer profiles, set payment terms, and complete sales transactions. ✅ Quotations – Generate and manage quotations for different sales scenarios. ✅ Refunds & Prepayments – Handle customer refunds and process prepayment transactions. ✅ Financial Management – Verify sales, record expenses, reconcile cash, and ensure accurate reporting.
