General 1 - Odoo Basics

General 1 - Odoo Basics

  • Kyle Robinson
  • 04/15/2021 08:30
  • https://www.uberconference.com/ssibtr

View the Recording [1] Odoo Communication Tools & Email Templates Contact Management Rules Logging In & URL Management Activity Creation & Management Odoo Views & Navigation Keystroke Management Mobile Device Access Discuss - History Discuss - Starring a Message [1] https://www.uberconference.com/getmp4/81cd30ba9def11ebb10fff340677199c.mp4...

Accounting 1 - Best Practices

Accounting 1 - Best Practices

  • Kyle Robinson
  • 04/19/2021 08:30

Recording Link [1] Accounts Receivable Follow-Up Inventory Accounting Principles Bank Reconciliation Batch Payments / Deposits Check Run / Printing Commission Payments Customer Deposits Credit Card Payment Reconciliation Credit Card Transactions Vendor Tax Accrual [1] https://www.uberconference.com/getmp4/d2843145a11311ebb7fa1d694daa042a.mp4...

Documents - Best Practices

Documents - Best Practices

  • Kyle Robinson
  • 04/19/2021 10:00

Recording Link [1] Document Retention & Management Workspace Management Employee Setup [1] https://www.uberconference.com/getmp4/d2843145a11311ebb7fa1d694daa042a.mp4...

Accounting 2, 3, 4 - Tax / AP / AR

Accounting 2, 3, 4 - Tax / AP / AR

  • Kyle Robinson
  • 04/20/2021 08:30

* Call Recording [1] * * * *Tax:* Sales Tax Collection Requirements Sales Tax Remittance & Closing Journal Entry Tax Rate Management & Fiscal Positions *Commission:* Configuration Reporting *AP & AR (Continued):* Payment Terms & Payment Discounts New Customer Credit Analysis Accounts Payable Approval / 3 Way Match Customer Credits & Approval Invoice Batching / Delivery Vendor Bill Creation and Posting [1] https://www.uberconference.com/getmp4/23c6a95ca1de11eba27c093386edd18e.mp4...

Accounting 5 - Advanced Accounting

Accounting 5 - Advanced Accounting

  • Kyle Robinson
  • 04/21/2021 08:30

Recording Link [1] Fixed Assets Depreciation Vendor Rebates Accounting Advanced Financial Reporting / Pivots / Spreadsheet Analytic Accounting Concepts Department Budget Management / Approval [1] https://www.uberconference.com/getmp4/78e2824fa2a611eb8087cd2d6f26f41e.mp4...

CRM 1 - CRM & Sale Concepts

CRM 1 - CRM & Sale Concepts

  • Kyle Robinson
  • 04/23/2021 08:30

Recording Link [1] Lead Creation & Assignment Requirements Opportunity Conversion Requirements Pipeline Management & Stages Sales / Quotation Followup Cadence Product Discounting / Sale Orders Orders to Invoice - Readiness Quotation Building Quotation Templates Quotation to Sale Order Concepts [1] https://www.uberconference.com/getmp4/95167cd7a43811ebb97fef2392400da9.mp4...

Accounting 6 - Period Closing

Accounting 6 - Period Closing

  • Kyle Robinson
  • 04/26/2021 08:30

Training Session Recording [1] Additional Resources: Advanced Financial Reporting Video [2] Odoo Accounting by an Odoo Accountant [3] Period Closing [4] Agenda: Accounting Lock Dates Month End Close Year End Close [1] https://www.uberconference.com/getmp4/d34ca7dea69311eb86526b6cacd2406e.mp4 [2] https://www.youtube.com/watch?v=l8kb6olfLjc [3] https://www.youtube.com/watch?v=YyMNUFaomWI [4] https://www.youtube.com/watch?v=zWl0oEXfDL8...

Website 1

Website 1

  • Kyle Robinson
  • 04/27/2021 08:30

Recording Link [1] Website Design Elements Ecommerce Transactions Product Images & Website Management [1] https://www.uberconference.com/getmp4/85d57466a76411eb9c19491c028cbad9.mp4...

Website 2 - E-commerce

Website 2 - E-commerce

  • Kyle Robinson
  • 04/27/2021 09:00

Recording Link [1] E-Commerce [1] https://www.uberconference.com/getmp4/85d57466a76411eb9c19491c028cbad9.mp4...

Admin 1 - Users & Permissions

Admin 1 - Users & Permissions

  • Kyle Robinson
  • 04/27/2021 10:00

Recording Link [1] New User Setup / Permissions Employee / Partner / User Relationships Explained [1] https://www.uberconference.com/getmp4/85d57466a76411eb9c19491c028cbad9.mp4...

Purchase 1 - Purchase Orders

Purchase 1 - Purchase Orders

  • Kyle Robinson
  • 04/27/2021 12:30

Recording Link [1] Lead Time Assignment / Review Purchase Order Approval Purchase Order Stages RFQ Preparation & Requirements [1] https://www.uberconference.com/getmp4/3f9cbda8a77e11eba8021360e2c01384.mp4...

Inventory 1 & 2 - Products / Stock Levels

Inventory 1 & 2 - Products / Stock Levels

  • Kyle Robinson
  • 04/28/2021 12:30

Recording Link [1] Lot Expiration Management Product Variants New Product Setup Product Categories Management Inventory Cycle Count Inventory PAR Levels Scrap of Damaged Inventory [1] https://www.uberconference.com/getmp4/0a49e71ca84811eba199bdfb74ed16cc.mp4...

Inventory 2 & 3 - Stock Movement

Inventory 2 & 3 - Stock Movement

  • Kyle Robinson
  • 04/30/2021 12:30

Call Recording [1] Consignment Inventory Control Inventory Receiving Inventory Return to Vendor Product Delivery Process Shipping Costs [1] https://www.uberconference.com/getmp4/44cd79f3a9db11eb98a493dbf126d814.mp4...

Sales - Follow Up

Sales - Follow Up

  • Kyle Robinson
  • 05/03/2021 08:30

Video Recording [1] -Sales Orders -Where/how will customer orders come in? -Input of sales orders (Attached are 2 examples that would generally be sent via email. Thought it might be helpful to have and maybe you could "preload" the inventory beforehand). -Application of discounts -Process for backorders -Customer Setup -Adding a new Customer/Vendor -Adding a new Ship-to Location -Vendor Bills -Input AP bill (aside from landed costs example, I'll cover that with Sue separately at a ...