System Overview & Navigation
- Odoo interface, menus, dashboards
- User roles, access rights, and permissions
- Personal preferences and shortcuts
Master Data & Opening Data Management
- Customers, vendors, and contacts
- Products & services
- Units of Measure, price lists, and taxes
- Warehouses and locations (if applicable)
- Opening Data Migration
Sales Operations
- Quotations and sales orders
- Order confirmation and delivery
- Invoicing and credit notes
- Sales reports
Purchase Operations
- RFQs and purchase orders
- Goods receipt and returns
- Vendor bills and refunds
- Purchase reports
Inventory & Warehouse
- Stock receipts, deliveries, and transfers
- Replenishment rules
- Inventory adjustments
- Lot/serial numbers & valuation
- Stock reports
Accounting & Finance (User-Level)
- Customer invoicing & payments
- Vendor bills & payments
- Bank reconciliation
- VAT setup and VAT reports (UAE-ready)
- Financial statements (read & validate)
Approval Workflows
- Sales, purchase, and payment approvals
- Role-based escalation
- Three dimensional Approval work flow
- Department wise and hierarchical and budget wise approval work flow
- Audit trail and controls
HR & Payroll (If Implemented)
- Employee master data
- Leave, attendance, and payroll processing
- HR reports
Reporting & Dashboards
- Standard Odoo reports
- Filters, groupings, and pivot views
- Exporting to Excel
- Basic dashboard interpretation
Daily Operations & Best Practices
- End-to-end transaction flow
- Error handling and common mistakes
- Data accuracy and controls
- Month-end and year-end activities
Contact Us
BITS IT Solutions LLC 📍 Al Quoz, Sheikh Zayed Road, Dubai, UAE 📞 Phone: +971 4 229 8629 / +971 50 889 4203 📧 Email: info@bitsitworld.com 🌐 Website: https://www.bitsitworld.com/
