Managing Advanced Sales Procedures

Course Description – Managing Advanced Sales Procedures in Odoo

This course trains employees on accurately assigning and managing sales orders in Odoo to ensure seamless invoicing, returns, credits, and manufacturer claims. Participants will learn how to create sales orders under the correct customer or payer, verify financial responsibility, and make adjustments when contact changes are necessary.

The training covers step-by-step procedures for updating the customer on an existing order, documenting changes in log notes, adjusting taxes and discounts, and managing notifications to avoid confusion. Emphasis is placed on maintaining clear records and following best practices to preserve data integrity.

By the end of this course, employees will understand how precise sales order management protects downstream processes, improves communication across departments, and supports accurate, error-free operations.