01
CRM
Train users to manage leads, opportunities, activities and sales pipeline processes.
Better systems. More confident users.
A successful ERP implementation depends on people knowing how to use it.
Bapple provides practical Odoo training based on the processes users perform in their everyday work.
✓
Practical
✓
Role-based
✓
Workflow focused
✓
Odoo specific
In progress
U
USER ROLE
Sales User
01
CRM
02
Sales
03
Customers
04
Activities
REAL WORKFLOW
Lead to quotation
Lesson 2 of 4
✓
STEP 01
Create lead
2
STEP 02
Qualify opportunity
3
STEP 03
Create quotation
ODOO
Opportunity
Demonstration
Customer
ABC Trading
Expected Revenue
R 125,000
New Quotation
Next step →
TRAINING
Workflow based
ROLE
Relevant
FOCUS
Real work
Train the modules your people actually use.
Odoo training can be tailored around the applications, workflows and responsibilities relevant to each user or department.
02
Sales
Cover quotations, sales orders, customer processes and related everyday sales workflows.
03
Purchasing
Train purchasing teams on requests, quotations, purchase orders, vendors and procurement workflows.
04
Inventory
Cover receipts, deliveries, transfers, stock movements and the processes users perform in the warehouse.
05
Accounting
Train finance users on customer invoices, vendor bills, reconciliation, journals and daily accounting processes.
06
Manufacturing
Cover manufacturing orders, bills of materials, production steps and operational manufacturing workflows.
07
Projects
Train teams on project structure, tasks, assignments, activities and project delivery processes.
08
Timesheets
Show users how to record and manage time against projects, tasks and billable activities.
09
HR
Train HR users on employee information and the human resources processes configured in Odoo.
10
Payroll
Cover the payroll processes and responsibilities relevant to your configured Odoo payroll environment.
11
Point of Sale
Train retail users on sales, payments, sessions and the everyday operational workflow at the point of sale.
12
Website and eCommerce
Train users to manage website content, products and relevant eCommerce processes.
13
Management reporting
Train management users to access the reports, dashboards and information relevant to their responsibilities.
14
Custom Odoo functionality
Train users on custom workflows, fields, reports and functionality developed specifically for your business.
Different users. Different responsibilities.
Training can be provided to individual users, departments, administrators or management teams.
01
Individual users
Train around day-to-day responsibilities.
02
Departments
Train teams around shared workflows and handovers.
03
Administrators
Cover configuration, control and system administration.
04
Management
Focus on reporting, oversight and decision-making.
TRAINING PLAN
Role → Process → Odoo
Tailored
SALES
Lead → Quote
PURCHASE
Request → Order
FINANCE
Invoice → Reconcile
MANAGEMENT
Data → Report
Relevant workflows
Practical exercises
Not just features. Real business workflows.
We focus on real workflows rather than simply demonstrating features.
01
Understand the role
Identify what the user is responsible for in the business.
→
02
Follow the process
Work through the real sequence the user performs in Odoo.
→
03
Perform it in Odoo
Users work through the relevant screens, actions and records.
→
04
Build confidence
Reinforce the workflow so the user can perform it independently.
PRACTICAL EXERCISE
Create and confirm a quotation
Training
✓
Open Sales
Navigate to the Sales application.
✓
Select customer
Choose the correct customer record.
3
Add products
Add the products or services being quoted.
4
Confirm quotation
Review and complete the workflow.
PROGRESS
2 of 4 steps completed
Learn by doing. Not by watching.
Users understand Odoo more effectively when training follows the tasks they will actually perform after the session.
✓
Use realistic business scenarios
✓
Follow actual process sequences
✓
Train around user responsibilities
✓
Include custom functionality where relevant
THE OBJECTIVE
Users who know what to do when the training is over.
The aim is not simply to show Odoo features. It is to help users understand the business process, the system steps and their role in completing the work correctly.
Relevant
Training
Practical
Workflows
Confident
Users
Better systems. More confident users.
A successful ERP implementation depends on people knowing how to use it.
Bapple provides practical Odoo training based on the processes users perform in their everyday work.
✓
Practical
✓
Role-based
✓
Workflow focused
✓
Odoo specific
In progress
U
USER ROLE
Sales User
01
CRM
02
Sales
03
Customers
04
Activities
REAL WORKFLOW
Lead to quotation
Lesson 2 of 4
✓
STEP 01
Create lead
2
STEP 02
Qualify opportunity
3
STEP 03
Create quotation
ODOO
Opportunity
Demonstration
Customer
ABC Trading
Expected Revenue
R 125,000
New Quotation
Next step →
TRAINING
Workflow based
ROLE
Relevant
FOCUS
Real work
Train the modules your people actually use.
Odoo training can be tailored around the applications, workflows and responsibilities relevant to each user or department.
01
CRM
Train users to manage leads, opportunities, activities and sales pipeline processes.
02
Sales
Cover quotations, sales orders, customer processes and related everyday sales workflows.
03
Purchasing
Train purchasing teams on requests, quotations, purchase orders, vendors and procurement workflows.
04
Inventory
Cover receipts, deliveries, transfers, stock movements and the processes users perform in the warehouse.
05
Accounting
Train finance users on customer invoices, vendor bills, reconciliation, journals and daily accounting processes.
06
Manufacturing
Cover manufacturing orders, bills of materials, production steps and operational manufacturing workflows.
07
Projects
Train teams on project structure, tasks, assignments, activities and project delivery processes.
08
Timesheets
Show users how to record and manage time against projects, tasks and billable activities.
09
HR
Train HR users on employee information and the human resources processes configured in Odoo.
10
Payroll
Cover the payroll processes and responsibilities relevant to your configured Odoo payroll environment.
11
Point of Sale
Train retail users on sales, payments, sessions and the everyday operational workflow at the point of sale.
12
Website and eCommerce
Train users to manage website content, products and relevant eCommerce processes.
13
Management reporting
Train management users to access the reports, dashboards and information relevant to their responsibilities.
14
Custom Odoo functionality
Train users on custom workflows, fields, reports and functionality developed specifically for your business.
Different users. Different responsibilities.
Training can be provided to individual users, departments, administrators or management teams.
01
Individual users
Train around day-to-day responsibilities.
02
Departments
Train teams around shared workflows and handovers.
03
Administrators
Cover configuration, control and system administration.
04
Management
Focus on reporting, oversight and decision-making.
TRAINING PLAN
Role → Process → Odoo
Tailored
SALES
Lead → Quote
PURCHASE
Request → Order
FINANCE
Invoice → Reconcile
MANAGEMENT
Data → Report
Relevant workflows
Practical exercises
Not just features. Real business workflows.
We focus on real workflows rather than simply demonstrating features.
01
Understand the role
Identify what the user is responsible for in the business.
→
02
Follow the process
Work through the real sequence the user performs in Odoo.
→
03
Perform it in Odoo
Users work through the relevant screens, actions and records.
→
04
Build confidence
Reinforce the workflow so the user can perform it independently.
PRACTICAL EXERCISE
Create and confirm a quotation
Training
✓
Open Sales
Navigate to the Sales application.
✓
Select customer
Choose the correct customer record.
3
Add products
Add the products or services being quoted.
4
Confirm quotation
Review and complete the workflow.
PROGRESS
2 of 4 steps completed
Learn by doing. Not by watching.
Users understand Odoo more effectively when training follows the tasks they will actually perform after the session.
✓
Use realistic business scenarios
✓
Follow actual process sequences
✓
Train around user responsibilities
✓
Include custom functionality where relevant
THE OBJECTIVE
Users who know what to do when the training is over.
The aim is not simply to show Odoo features. It is to help users understand the business process, the system steps and their role in completing the work correctly.
Relevant
Training
Practical
Workflows
Confident
Users