Odoo ERP Training Course - Canada

Module 1: Odoo Foundations & Solution Landscape

1. Odoo ecosystem, Community and Enterprise considerations, apps, licensing concepts and deployment options.
2. Database structure, menus, actions, views, models, records, fields, users, companies and multi-company design.
3. Implementation lifecycle: discovery, fit-gap assessment, solution blueprint, configuration, build, validation and transition.

Module 2: Requirements & Process Design

1. Process discovery, stakeholder interviews, pain-point analysis, requirements catalogue and prioritisation.
2. As-is and to-be mapping, fit-to-standard decisions, gap classification and customisation governance.
3. User stories, acceptance criteria, traceability, solution documentation and change-control discipline.

Module 3: Core Functional Configuration

1. CRM and Sales: pipelines, activities, quotations, pricelists, discounts, approvals, sales orders and customer lifecycle.
2. Purchase and Inventory: vendors, purchase agreements, replenishment, routes, warehouses, receipts, transfers, lots, serials and valuation concepts.
3. Accounting overview: journals, taxes, fiscal positions, payment terms, invoicing, reconciliation and analytic dimensions.
4. Manufacturing: bills of materials, work centres, operations, manufacturing orders, planning, subcontracting and quality touchpoints.
5. Projects, Timesheets, Helpdesk and Services: task stages, planning, time capture, billable delivery, SLAs and support workflows.
6. Employees and approvals overview: organisational data, leave, expenses, recruitment and controlled approval flows.

Module 4: Cross-Functional Scenarios

1. Lead-to-cash, procure-to-pay, inventory fulfilment, make-to-stock, make-to-order and project-to-invoice walkthroughs.
2. Master-data dependencies, document status, automated actions, accounting impact, exception handling and managerial reporting.
3. Multi-company, multi-currency and intercompany considerations, including governance and segregation of duties.

Module 5: Odoo Technical Architecture

1. Add-on structure, manifests, dependencies, models, ORM, fields, computed fields, constraints and inheritance patterns.
2. XML data files, external IDs, actions, menus and views: form, list, search, kanban, calendar, pivot and graph.
3. Python business logic, recordsets, environments, decorators, scheduled actions and server-side debugging.
4. QWeb reports and templates, website components, email templates, automated communications and localisation considerations.

Module 6: Security & Controls

1. Users, groups, access-control lists, record rules, company restrictions and field-level visibility.
2. Approval design, auditability, least-privilege access, sensitive-data handling and security testing.
3. Safe use of Studio and custom code, with attention to maintainability and upgrade impact.

Module 7: Integration & Data Migration

1. Import templates, data cleansing, mapping, sequencing, reconciliation, cut-over loads and migration validation.
2. External API and integration concepts, authentication, payload mapping, error handling, logging and retry design.
3. Integration scenarios for e-commerce, payment, logistics, banking, HR, BI and legacy applications.

Module 8: Development, Testing & Deployment

1. Development environments, source control, branching, configuration separation and dependency management.
2. Functional tests, developer tests, regression packs, user acceptance testing, defect management and evidence capture.
3. On-premise, cloud and managed-platform deployment considerations; backup, monitoring and release planning.
4. Performance awareness, troubleshooting approach, log analysis, upgrade readiness and technical-debt control.

Module 9: Implementation & Go-Live Readiness

1. Project governance, workstreams, roles, RAID management, sprint planning, demonstrations and stakeholder reporting.
2. Configuration workbooks, technical specifications, test scripts, training materials, SOPs and support handover.
3. Cut-over planning, user readiness, go/no-go criteria, hypercare, incident triage and continuous improvement.