Odoo Training 1- Basic Knowledge
Partner - An Important Concept
What does the term partner mean?
Anyone doing business with our company
Our Suppliers such as factories and QC Inspectors
Partners are divided into Customers and Vendors. Which statements are correct about Vendors?
Anyone who supplies products and services to our company is a Vendor
Customers are vendors
Accounting Firms are vendors
Shipping companies are vendors
Freight Forwarders are vendors
Customs are NOT vendors
Quality Inspectors are vendors
Factories are vendors
All partners are stored in the same place but which partners do you see per default in the Sales App?
Customers and our Employees
Which partners do you see as a default view in Purchases App
Vendors and our Employees
Is it possible to see Vendors in Sales App?
How can you see vendors in the Sales App?
Change the selection filter in the Customer View
Open the Purchases App from the Sales App
Partners are also classified as individuals and companies. Is it good practice to create a company before you create an individual?
Yes, always create a company first then individual
No, because individuals are more important
It doesn't matter; I only contact my contact persons anyway
One company can have many individuals. What is an individual?
It's a contact person
It's a department within that company
It's our company's account manager
As a minimum requirement what information is required when setting up a partner?
For every Partner you can add Product Category. When is this used?
Only sales managers use it
It is used for generating analytical reports
It is used for marketing campaigns
It is used for searching
It is used for accounting and invoicing
Terminology - Odoo Vocabulary
A sourcing request for a new product is in Odoo called....
A factory in Odoo is called.....
A vendor is the same as a.....
An RFQ in Odoo is a
Request for quotation from a customer
A request for quotation send TO a supplier
A draft Purchase Order
A PO in Odoo is....
Purchase Order sent to vendor
Purchase Order received from customer
Purchase Opportunity from a customer
An SO in Odoo is.....
A Customer Sales Order
A Supplier Order for a vendor
A Sourcing Order from a customer
An SKU is in Odoo called....
What does the term "Back-to-Back" Purchase Order Mean
A PO you have to put in the back of the folder
A PO with a product description printed on the back
Two PO's that are identical
A PO that is linked to a Sales Order (SO)
Quality Control Inspector in Odoo is called....
Product - Set-up and use of Products in Odoo
One of the most important fields in the Product card is product categories. Which are the three categories?
Service, Consumable, Stockable
Sellable, Consumable, Service
Why is it important to select the correct product category? Select the correct answers.
Because Adam says so
For analysis of sales statistics
The Product Category determines who the Sales Order is managed in Odoo
It's not important
If a product is categorised as a Service, which of the following statements are true?
This product cannot be put into stock
It is a physical product, i.e. a chair
It is possible to automatically create a project when you create a Sales Order
It has no impact on anything
Which of the following should be classified as a Service Product?
Manual and Artwork
Sourcing a new product
A Stockable Product has the following characteristics...
Can be put in stock
Is a physical product, i.e. a chair
Can create a project when added to a Sales Order
I don't know
Every product has a lead time, what does it mean?
The time it takes to produce the product
The time it takes to ship the product
The time it takes from the order is placed until the customer receives the product
When is lead time used in Odoo?
To calculate the earliest date the customer can be promised the delivery
To push suppliers to shorten their delivery time
In Which Odoo Apps can you find products?
Each Product has three description fields. Which ones?
For the Vendor Description - which of the following are true:
It can be seen on the PO
It can be seen on the SO
It can be written in dual languages
It needs to contain the complete product description
For The Quotation Description - which of the following are true:
It can bee seen ONLY on the quotation
It can be seen both on quotation and SO
It can be seen on the PO
It needs to include the complete product description,It can be changed
It can be changed
For each product you can add vendors. Why is this useful?
Use Vendor Product Names on Purchase Orders
Add prices for each vendor on the same product
It is not useful
Odoo - Apps and Their Use
The Discuss App is used for...
E-mails (Odoo Alias only)
Instant messaging within Odoo
Save files for sharing with colleagues
The Sales App is for...
Managing Service Projects
The Purchase App is for
Odoo - Names of Views
A Form View is defined as.....
A view where information can be added, deleted or edited
The Sales Order is a form view
The Product is a form view
The Purchase Order is a form View
The Analysis view is a form View
Is this a Kanban view?
What is this view called?