Tour Experience Center

Click on the Sales app from the home screen. You can view the pipeline and key metrics on the new Odoo 17 dashboard.

Click "New" to start a new quotation. Enter the customer name and expiration date.

Click "Add a product" to add items to sell. Enter quantity and unit price — the subtotal is calculated automatically.

Click "Confirm" to convert the quotation into a sales order. A delivery order is created automatically.

Click "Create Invoice" to immediately issue an invoice. It is automatically linked to the accounting module.

View all sales opportunities by stage on the CRM app's kanban board.

Click "+" to create a new opportunity. Enter company name, expected amount, and expected closing date.

Use the activity button to schedule next actions (calls, meetings, emails).

Drag and drop the opportunity to the next stage. Expected revenue is aggregated in real-time per stage.

Click "Won" to close the opportunity and automatically create a sales order.

Access the newly added Spreadsheet app in Odoo 17. It has an Excel-like interface ready for immediate use.

Insert Odoo module data as pivot tables directly into the spreadsheet.

Use Odoo-specific functions to create custom calculations and insert charts.

Share the completed spreadsheet with team members or pin it to the menu as a dashboard.

Manage purchase orders, suppliers, and product lists in the Purchase app.

Select a supplier for the new purchase order. Price lists and lead times are applied automatically.

Enter the products and quantities to purchase.

Click "Confirm Order" to send the purchase order to the supplier.

After receiving goods, verify the actual quantity and reflect it in inventory.

Check current inventory by warehouse, location, and product in real-time in the Inventory app.

Create a new transfer operation from the "Transfers" menu.

Enter the products and quantities to transfer.

Click "Validate" to complete the transfer. Inventory is updated automatically.

View receivables, payables, and cash flow at a glance on the Accounting app dashboard.

Create a new invoice from the "Customer Invoices" menu.

Add service or product lines and verify the tax rate.

Click "Confirm" to lock the invoice. Journal entries are created automatically.

Click "Register Payment" to record the received amount.

Match bank statements with system records for automatic reconciliation.

View the complete employee directory and org chart in the HR app.

Click "New" to create an employee record.

Fill in contact details, address, emergency contacts, and ID information in the Personal Info tab.

Set employment type, salary, and work schedule in the "Contract" tab.

Create a user account to grant the employee Odoo access with role-based permissions.

Start a leave request from the employee self-service portal or the HR app.

Choose leave type (annual, sick, etc.) and select start/end dates.

Click "Confirm" to send the approval request to the manager.

The manager reviews and approves or rejects the request via notification.

Create a new project in the Project app.

Configure stages that match the project's workflow.

Create tasks in each stage and assign team members.

Open a task to update its status and leave comments.

Review overall progress using burndown and Gantt charts.

Start payroll processing for the month in the Payroll app.

Batch-calculate payroll for all employees for the given period.

Verify base salary, allowances, and deductions for each employee.

After confirmation, generate bank transfer files or process payments directly.

Customize your online store with the drag-and-drop editor in the Website app.

Enable the "Published on Website" option for your products.

Connect payment providers (Stripe, PayPal, etc.).

Configure shipping rates and conditions by carrier.

Check pre-configured analysis reports in each module's Reports menu.

Filter and group data by period, product, customer, etc.

Add analyzed views to your personal dashboard as favorites.

Set up reports that are automatically emailed daily or weekly.

Manage BOM, production plans, and work orders in the Manufacturing app.

Review the Bill of Materials for the product to manufacture.

Click "Check Availability" to verify sufficient raw materials are in stock.

Enter actual production quantity and validate after production is complete.

Manage electronic signature documents in the Odoo 17 Sign app.

Upload the PDF document that requires signatures.

Drag and drop to place fields where signers should sign.

Send the signature request to signers via email.

Once all signers have signed, the completed document is automatically received.

Access the Email Marketing app to create and manage mass mailing campaigns.

Set up a mailing list and import or select contacts from existing records.

Use the drag-and-drop editor to design a professional email template with images, buttons, and dynamic content.

Send a test email to yourself, review it, then click "Send" to launch the campaign.

Monitor open rates, click-through rates, bounces, and unsubscribes on the campaign dashboard.

View all support tickets organized by team and stage in the Helpdesk app.

Create a team, set up stages (New, In Progress, Solved), and configure SLA policies.

Create a new ticket, set priority, and assign it to a team member.

Use the chatter to communicate with the customer and log internal notes for the team.

Move the ticket to "Solved" stage and review SLA performance on the dashboard.

Access the Fleet app to see all company vehicles with their status and assigned drivers.

Click "New" to add a vehicle. Enter model, license plate, driver, and contract details.

Record fuel fill-ups and service costs to track total cost of ownership per vehicle.

Create maintenance requests with scheduled dates. Get reminders when service is due.

Analyze costs by vehicle, driver, or service type using fleet analysis reports.

Access the Quality app to manage quality control points, checks, and alerts.

Define where quality checks happen — on receipt, during manufacturing, or before delivery.

When a check is triggered, inspect the product and record Pass or Fail with notes and photos.

If a check fails, create an alert to notify the responsible team and track corrective actions.

Monitor pass/fail rates, open alerts, and quality trends from the Quality dashboard.