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Lessons
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Rep Order Entry Fundamentals
    • Contacts
    • Product Enquiry
    • Point of Sale
    • 01. Welcome and Rep Responsibilities
    • Screen Show 01 - Odoo Home and App Navigation
    • 01A. Narrated Walkthrough - Test Transactions
    • 02. Navigation for Reps
    • Screen Show 02 - Sales Order List and Search
    • 03. Customer Lookup and Account Review
    • Screen Show 03 - Customer Lookup and Account Review
    • 04. Product Search and Catalogue Structure
    • Screen Show 04 - Product Search and Stock Awareness
    • 05. Stock Awareness and Backorders
    • 06. Start a Customer Order
    • Screen Show 05 - Create Order and Add Products
    • 07. Add Products and Quantities
    • 08. Pricing and Customer Pricelists
    • Screen Show 06 - Pricing Stock and Delivery Review
    • 09. Delivery Notes and Order Review
    • 10. Submit the Order
    • 11. POS-Style Rep Ordering
    • Screen Show 07 - POS Style Rep Ordering
    • 12. Exceptions and Sign-Off Test
    • Screen Show 08 - Exceptions and Sign-Off Checklist
    • 13. Rep Order Entry Assessment