Reach new heights

Each and every one of us serves customers, whether we realize it or

not. Maybe you’re on the frontlines of a company, serving the

people who buy your products. Perhaps you’re an accountant,

serving the employees by producing their pay checks and keeping

the company running. Or maybe you’re a company owner, serving

your staff and your customers.

This workshop will look at all types of customers and how we can

serve them better and improve ourselves in the process.

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.

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.