instructor-led training

Odoo Functional Training: Sale, CRM, Accounting & Project

A complete 8-week course that takes students from a blank Odoo database to a working, integrated business: leads become quotations, quotations become invoices, invoices become financial statements, and services get planned, timed, and billed through Project. Every module ends with a hands-on lab; the course ends with a graded capstone implementation.

8 weeks · 29 sessions ~1.5–2 hrs / session Odoo 17 / 18 Community or Enterprise Beginner → Job-ready functional consultant

course overview

This course is designed for instructors teaching Odoo as a functional ERP skill: no coding, no developer tools — just the apps a business user, implementation consultant, or admin needs to run Sales, CRM, Accounting, and Project day to day.

Each module follows the same rhythm: concept walkthrough, instructor demo, guided lab, and an independent exercise. The four modules connect into one story — a single fictitious company that students build up week by week — so by the capstone, nothing is disconnected practice; it is one coherent implementation.

Prerequisite: basic computer literacy, no accounting/coding background required
Class size: works for 1-on-1 or up to ~20 students
Delivery: in-person, live online, or self-paced with checkpoints
Each student needs their own Odoo database (Odoo Online free trial, Odoo.sh, or a shared training instance)

learning outcomes

Sales

quotationspricelistsinvoicing policy

Configure products, units of measure, and pricelists
Run quotations through to confirmed, delivered, invoiced orders
Read and act on sales team and forecast reports

CRM

pipelineactivitieslead scoring

Design a pipeline with stages, lost reasons, and scoring rules
Run leads through activities to won/lost opportunities
Hand off a won opportunity into a Sales quotation

Accounting

invoices & billsreconciliationreporting

Set up a chart of accounts, journals, and taxes
Post customer invoices and vendor bills correctly
Reconcile a bank statement and close a period
Produce and explain a P&L and Balance Sheet

Project

planningtimesheetsbilling

Plan a project with tasks, stages, and a Gantt view
Log and approve timesheets against a project
Bill a client on time & material or milestones

curriculum

Module 1 — Sales

Weeks 1–2 · 6 sessions

Students configure a product catalog and pricelists for a fictitious trading company, then run quotations end to end through delivery and invoicing.

Sessions

Sales app setup — company, products, units of measure, sales teams
Quotation templates, terms & conditions, online signature/payment
Pricelists & discounts — fixed, percentage, formula-based, customer-specific
Sales order lifecycle — confirmation, delivery, invoicing policy (ordered vs. delivered)
Sales analysis & forecasting — pivot views, sales team dashboard
Lab: build a 15-item product catalog with 2 pricelists

Lab & deliverable

Independent exercise: process 10 quotations for 10 different customers, apply at least 2 pricelists, confirm 6 into sales orders, and generate their invoices.

Module 2 — CRM

Week 3 · 5 sessions

Students design a pipeline, populate it with leads, and practice moving opportunities through to a won handoff into Sales.

Sessions

CRM overview — leads vs. opportunities, pipeline & stage configuration
Lead capture — manual entry, website form, email alias, lead scoring rules
Activities & communication — call/meeting scheduling, activity types, mail templates
Pipeline management — Kanban drag-drop, lost reasons, win/loss review
CRM → Sales handoff and pipeline/forecast reporting

Lab & deliverable

Independent exercise: build a 4-stage pipeline, add 15 sample leads, run them through activities to won or lost, convert 3 won opportunities into quotations, and produce a pipeline forecast report.

Module 3 — Accounting

Weeks 4–6 · 9 sessions

The largest module. Students set up the books for the same fictitious company, post a quarter of transactions, reconcile the bank, and close the period.

Sessions

Accounting setup — fiscal year, chart of accounts, journals, taxes
Customer invoicing — from sales order, credit notes, payment terms
Vendor bills & purchases — 3-way matching, vendor payments
Bank & cash — statement import, reconciliation, bank sync
Multi-currency & intercompany transactions
Fixed assets & depreciation
Financial reporting — P&L, Balance Sheet, aged receivables/payables, cash flow
Month-end close — accruals, provisions, closing entries, audit trail
Lab: full accounting cycle for one simulated fiscal quarter

Lab & deliverable

Independent exercise: post 20 customer invoices and vendor bills, reconcile a full bank statement, run the aged receivables/payables report, and close the quarter with a produced P&L and Balance Sheet.

Module 4 — Project

Week 7 · 5 sessions

Students plan a short client project, track time against it, and bill the client from logged hours — closing the loop back into Accounting.

Sessions

Project setup — templates, stages, tags, access & privacy
Task management — subtasks, dependencies, priorities, Kanban/List/Gantt views
Timesheets — logging time, approval workflow, timesheet reports
Project billing — time & material invoicing, fixed-price milestones, linking to a sales order
Project profitability — cost vs. revenue, burndown, resource planning

Lab & deliverable

Independent exercise: plan a 4-week project with at least 10 tasks, log timesheets across 3 team members, generate a time & material invoice, and review the profitability report.

Module 5 — Capstone: full integration

Week 8 · 4 sessions

Students trace and rebuild the complete flow — Lead → Opportunity → Quotation → Sales Order → (Project, if a service) → Delivery → Customer Invoice → Payment → Accounting entries → Financial report — for a new mock client, then sit a practical exam.

Sessions

Case study walkthrough — a services company selling subscriptions needing CRM + Sales + Project + Accounting together
Capstone build — students configure the 4 apps for a new mock client from a blank database
Capstone build — run one full business cycle: a lead through to a paid, reconciled invoice and a delivered project
Presentations & practical exam

Capstone deliverable

Graded submission: a configured Odoo database plus a short presentation (10–15 min) showing the CRM pipeline, the quotation-to-invoice trail, the reconciled bank statement, the P&L/Balance Sheet, and — if the mock client sells services — a billed, profitable project.

8-week schedule at a glance

Week	Module	Focus	Deliverable
1	Sales I	Setup & quotations	Product catalog + pricelist configured
2	Sales II	Orders, invoicing & reporting	10 quotations processed end to end
3	CRM	Pipeline, activities, lead-to-quote	CRM pipeline with 15 leads run to close
4	Accounting I	Setup, invoices & bills	Chart of accounts + 10 invoices/bills posted
5	Accounting II	Payments, bank reconciliation, multi-currency	Bank reconciled, AR/AP aging reviewed
6	Accounting III	Assets, reporting & month-end close	P&L + Balance Sheet produced, quarter closed
7	Project	Planning, timesheets & billing	Project delivered, timesheet-based invoice generated
8	Capstone	Full integration & certification	End-to-end mock company build + practical exam

assessment & certification

Grading breakdown

Attendance & lab completion — 20% Module quizzes (4) — 30% Capstone project — 40% Practical exam — 10%

Each module ends with a short quiz (10–15 questions) checking configuration knowledge, not memorization — screenshots of a real database state, "what would you click next" style questions. Labs are graded pass/fail against a checklist (e.g. "pricelist applied and visible on the quotation").

Certificate

Students scoring 70% or above overall, with a passing capstone submission, receive an "Odoo Functional Foundations — Sale, CRM, Accounting & Project" certificate. Instructors can issue it under their own training brand or co-branded with Sky Bridge Business Solution.

instructor resources

Environment setup

Odoo Online trialOdoo.shDocker

Fastest: a free 15/30-day Odoo Online trial per student, apps: Sales, CRM, Accounting, Project
Self-hosted option: local Docker Odoo 17/18 Community for a shared classroom instance
Reset the demo data between cohorts so every student starts clean

Sample data & exercises

one company storyreusable dataset

Use Odoo's built-in demo data as a starting point, then layer the course's fictitious company on top
Keep a shared spreadsheet of the 10 quotations / 15 leads / 20 invoices used across labs so grading is consistent
Provide answer-key screenshots for each lab checkpoint

Live dashboards as reference

real outputcapstone benchmark

This site's Sales, Balance Sheet & P&L, and Executive dashboards pull live KPIs straight from an Odoo database
Show students these before the capstone as "this is what good data in Sales, CRM, and Accounting eventually produces"
Optional stretch task: connect a capstone database to one of these dashboards for a live report demo

bring this course to your classroom

teach Odoo, end to end

Need a co-instructor, a customized syllabus for a shorter bootcamp format, or help standing up training environments for a cohort?

contact sky bridge