About the Instructor:

Ray Carnes has been implementing Odoo for the last 6 versions.  He is recognized as a lead contributor on the Community Discussion Forums and has worked for several of the top Gold Odoo Partners in the USA.  His classes are always fun and highly valuable – as he makes sure all participants are engaged in the subject matter.

• Top Karma Contributor Odoo Forums

• Veteran of over 6

Who is this class for?

• Odoo Users who want more from their Systems

• Odoo Partners wanting to expand their ‘non-developer’ customization skills

• New Odoo Partners

• Odoo Users who want to take on more of the implementation work themselves
  
  If you are familiar with how Odoo works, but want to become a Power User who can customize the look and behavior of Odoo without becoming a Python Developer, this course is for you!
  

By the end of this course you will know how to:

• Personalize and streamline Odoo without needing to learn the App customization framework!

• Modify the layout of screens and adjust terminology to suit your users!

• Tailor searching and filtering to suit common user workflows!

• Reduce clicks by linking document creation directly from related documents (Create a Purchase Order directly from a Maintenance Request).

• Carry over information from one document to another!

• Validate data entered by users!

• Import and Export data more easily!

• Extend reports to include additional information!

• Develop your own App from scratch to create, find and process custom documents!

• Secure information based on your own needs!
  ... and much more!
  

Other Benefits:

• Participants capped at 8 - more face time with our Instructors!

• 12 hours of OPEN DISCUSSION - bring your own scenarios and we will build them together!

• Drinks, Lunch and a Social Evening out!

Detailed Agenda:

User Interface

• Search, List, Form Views, Filters

• Defaults, Domains, Context

• Window Actions, Automated Actions, Server Actions

Email Templates

• Additional Activities & Meeting Types

• Studio App

• Customer Portal
  

Data Model

• Custom, Related and Computed Fields

• Custom Objects

• Custom Terms (via Translations)

• Sequences

Data

• XML

• External Identifiers

• Import/Export

• Reports, Report Naming 
  

e-Commerce

• Modify Product Pages

• Add a Step to the Checkout Process

• Change Add to Cart Behavior

• Search Engine Optimization

Your Own App

• Models & Fields

•  Views

• App & Main Menus
  

Security

• Groups

• Record Rules, Access Controls