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Odoo Functional Certification study materials
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Odoo Functional Certification practice questions

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Question 1CRM

Which statement best describes the difference between a lead and an opportunity in Odoo CRM?

  1. A lead is unqualified; an opportunity is a qualified deal. Correct answer.
  2. A lead belongs to a vendor, while an opportunity belongs to a customer.
  3. A lead is a confirmed sale order and an opportunity is a draft one.
  4. A lead is a lost deal, while an opportunity is a won deal.

Explanation

Odoo stores both records in the same CRM pipeline but with a different type. A lead is an incoming, not-yet-qualified contact, and once it is qualified it is turned into an opportunity whose stage, probability and expected revenue are tracked.

Question 2CRM

Where does an administrator add or rename the stages shown in the CRM Kanban pipeline?

  1. In the CRM app under Configuration > Stages Correct answer.
  2. In the Sales app under Configuration > Quotation Templates
  3. In the Settings app under Technical > Sequences
  4. On each opportunity form, using the Edit button

Explanation

Pipeline stages are shared records managed centrally in the CRM configuration menu. Editing a stage there changes the column for every user and every opportunity that uses it.

Question 3CRM

What is the main purpose of configuring lost reasons in Odoo CRM?

  1. To report on why opportunities were lost Correct answer.
  2. To archive opportunities that receive no answer automatically
  3. To block users from deleting opportunities
  4. To force the probability of an opportunity to zero

Explanation

Lost reasons are a configurable list offered when a user marks a deal as lost. Because each lost opportunity stores its reason, managers can analyse losses by reason in the pipeline and pivot reports.

Question 4CRM

When a user schedules an activity on an opportunity, what does Odoo record?

  1. An activity with a type and due date, tracked on the record Correct answer.
  2. An email sent immediately to the customer
  3. A static note visible only in list views
  4. A calendar event that replaces the opportunity

Explanation

Activities combine a type (call, email, to-do, meeting), a due date, and optionally a summary and responsible user. They appear in the activity widget and chatter of the record and drive the scheduled-activities views.

Question 5CRM

In the CRM Kanban view, what happens when a user drags a card from one column to another?

  1. The record is automatically marked as won or lost.
  2. The stage of the record changes to the stage of the target column. Correct answer.
  3. A new opportunity is created with the same customer.
  4. The salesperson assigned to the record is changed.

Explanation

Kanban columns in CRM are grouped by stage, so dragging a card writes the target stage on that record. The move is logged in the chatter and may update the probability if the stage defines one.

Question 6CRM

When the Leads feature is enabled, which action turns a lead into an opportunity?

  1. Creating a quotation from the lead
  2. Adding a tag to the lead and saving it
  3. Clicking Convert to Opportunity on the lead Correct answer.
  4. Clicking Mark as Won on the lead

Explanation

Odoo provides a dedicated conversion action on lead records. Conversion switches the record type to opportunity and, in current versions, lets the user link or create the customer record.

Question 7CRM

A company wants emails sent to [email protected] to automatically create records in the CRM. What should be configured?

  1. A UTM campaign named after the address
  2. An inbound mail server filter that deletes those messages
  3. A scheduled action in the Discuss app
  4. A CRM email alias on the sales team using that address Correct answer.

Explanation

Each sales team can have an email alias; messages sent to it are fetched by the incoming mail server and turned into leads or opportunities for that team. This is the standard way to feed the pipeline from a shared mailbox.

Question 8CRM

Two opportunities exist for the same deal and a salesperson runs the merge action on them. What is the result?

  1. The older record is archived and the newer keeps only its own data.
  2. The records are combined into one opportunity that absorbs the others' data. Correct answer.
  3. A third opportunity is created from the combined data.
  4. Both records remain, but they share the same chatter.

Explanation

Merging keeps a single opportunity and pulls in the information held by the duplicates, such as tags, contact details and chatter messages. The absorbed records are then removed so the pipeline no longer shows duplicates.

Question 9CRM

Which condition must be met before Odoo's predictive lead scoring can return a probability?

  1. Lead enrichment credits must be purchased beforehand.
  2. At least 50 won and 50 lost opportunities must exist for training. Correct answer.
  3. Every stage must be configured with a probability of 100 percent.
  4. All leads must first be converted to opportunities by hand.

Explanation

Predictive lead scoring trains a model on the company's own history of won and lost opportunities. Odoo requires a minimum amount of historical data before the model can output a probability, otherwise the stage probability is used.

Question 10CRM

What does the Enrich leads with company data feature do?

  1. It sends a verification email to the lead's address.
  2. It converts each lead into a customer record at creation.
  3. It fills company details on a lead using paid credits. Correct answer.
  4. It merges duplicate company records automatically.

Explanation

Enrichment queries an external data service through Odoo's in-app purchase credits and completes fields such as company name, industry and size from the lead's domain. It consumes credits per record enriched.

Question 11CRM

A sales manager wants Odoo to propose brand-new companies that match an ideal customer profile. Which tool does this?

  1. The Lost Reasons report
  2. The pipeline Forecast view
  3. The Generate Leads (lead mining) feature Correct answer.
  4. The Activity Plans scheduler

Explanation

Lead generation uses an ideal customer profile such as country, size and industry to fetch new prospect companies from an external provider. The resulting records are created as leads in the CRM and consume credits.

Question 12CRM

Which set of fields links a CRM opportunity to the marketing action that generated it?

  1. Priority, Probability and Expected Revenue
  2. Salesperson, Team and Company
  3. Tags, Stages and Teams
  4. Source, Medium and Campaign Correct answer.

Explanation

Source, medium and campaign are the UTM fields stored on the opportunity. They are filled from link trackers or web forms and allow reporting on which marketing action produced the deal.

Question 13CRM

An opportunity uses a monthly recurring plan and shows a Recurring Revenue of 100. What does this amount represent?

  1. The one-time setup fee charged at signature
  2. The monthly recurring amount billed to the customer Correct answer.
  3. The total of all invoices already paid by the customer
  4. The expected revenue multiplied by the probability

Explanation

Recurring revenue captures the subscription-like amount the customer will be billed repeatedly, expressed on the basis of the recurring plan (for example monthly). It feeds the prorated and expected revenue calculations of the opportunity.

Question 14CRM

From an opportunity, a salesperson clicks New Quotation. What is created?

  1. A new opportunity in the same stage
  2. A sale order linked to the opportunity's customer and sales team Correct answer.
  3. An invoice that is posted immediately
  4. A purchase order addressed to the lead's supplier

Explanation

The button opens a sale order pre-filled with the customer and sales team and linked back to the opportunity. The opportunity then shows the quotations in a smart button so the deal value can be tracked.

Question 15CRM

Which feature applies several activities with their own delays to a record in a single operation?

  1. Assignment Rules
  2. Activity Plans Correct answer.
  3. The Merge action
  4. The Rotting report

Explanation

An activity plan is a reusable template of activities, each with a delay expressed in days relative to the start. Launching a plan on a record schedules all its activities at once with computed due dates.

Question 16CRM

A salesperson wants to flag opportunities coming from a trade fair so they can be filtered later. What should be used?

  1. A dedicated lost reason
  2. A separate sales team for each opportunity
  3. The fold option of the current stage
  4. A tag applied to those opportunities Correct answer.

Explanation

Tags are free-form labels stored on the record and usable in filters, groupings and assignment rules. They are the standard way to mark a subset of opportunities for later follow-up without changing their stage or owner.

Question 17CRM

A team's assignment rules look correct, yet one salesperson never receives automatically assigned leads while colleagues do. Which member setting most likely explains this?

  1. The member is linked to more stages than the others.
  2. Skip auto assignment is enabled on that member. Correct answer.
  3. The member's user is configured with another language.
  4. The member has no invoicing target defined.

Explanation

Team members carry an option that excludes them from the automatic lead distribution while keeping them in the team for reporting. When it is set, the assignment engine simply skips that member and continues to the next eligible one.

Question 18CRM

A user clicks Mark as Won on an opportunity that currently sits in a mid-pipeline stage. What does Odoo do by default?

  1. It moves the record to the won stage and sets the probability to 100. Correct answer.
  2. It archives the record and excludes it from reports.
  3. It creates a quotation and leaves the stage untouched.
  4. It keeps the current stage and sets the probability to 50.

Explanation

Marking a deal as won moves it to the stage flagged as Won and forces the probability to 100 percent. Expected revenue therefore equals the full prorated amount of the opportunity.

Question 19CRM

An opportunity has a prorated revenue of 1,000 and a probability of 30 percent. How is its expected revenue calculated?

  1. 1,000 increased by 30 percent, giving 1,300
  2. It remains 1,000 until the deal is won
  3. 1,000 divided by 30
  4. 1,000 multiplied by 0.30, giving 300 Correct answer.

Explanation

Expected revenue weights the prorated (or planned) revenue of the opportunity by its probability. A 30 percent chance on 1,000 therefore contributes 300 to the forecast, and the value rises as the probability increases.

Question 20CRM

A team has rule A (sequence 1) matching leads from France and assigning them to Alice, and rule B (sequence 2) matching the VIP tag and assigning them to Bob. A French VIP lead arrives. Who is assigned?

  1. Bob, because tag-based rules always take precedence.
  2. Alice, because rules are evaluated in sequence order and the first match wins. Correct answer.
  3. Both Alice and Bob, as co-assignees of the lead.
  4. Nobody, because the two rules conflict.

Explanation

Assignment rules are evaluated in their configured sequence, and the first rule whose conditions match decides the salesperson. Because rule A comes first and its country condition is satisfied, it applies before the VIP rule is considered.

Question 21Sales

When a draft quotation is confirmed in Odoo Sales, what is its new status?

  1. Cancelled
  2. Sales Order Correct answer.
  3. Locked
  4. Quotation Sent

Explanation

Confirming a quotation validates it and moves it to the Sales Order stage, from which related documents such as delivery orders and invoices are generated according to the product configuration. The order remains editable at this stage unless it is locked later on.

Question 22Sales

A product is configured with the invoicing policy Delivered quantities. How does Odoo decide what can be invoiced?

  1. Invoices are generated automatically when the quotation is confirmed.
  2. Invoices are based on the quantities ordered, whatever the delivery status.
  3. Invoices are created only after the customer pays a down payment.
  4. Invoices are based on delivered quantities, not ordered ones. Correct answer.

Explanation

With Delivered quantities, the invoiceable quantity is the quantity already delivered minus the quantity already invoiced. The order therefore shows a To Invoice status only once the related delivery has been validated.

Question 23Sales

Which Sales setting must be activated before a percentage discount can be typed on a sales order line?

  1. Margins
  2. Pricelists
  3. Discounts Correct answer.
  4. Units of Measure

Explanation

The discount column is hidden by default. Enabling Discounts in the Sales settings adds the per-line discount field and also allows a global discount on the whole order.

Question 24Sales

Which setting lets a customer accept and sign a quotation directly from the customer portal?

  1. Delivery Methods
  2. Online Signature Correct answer.
  3. Online Payment
  4. Quotation Templates

Explanation

Enabling Online Signature adds an Accept and Sign action to the portal view of the quotation, and the order is confirmed once the customer signs. Online Payment adds a payment step but does not by itself provide the signature.

Question 25Sales

Where is the default pricelist assigned to a customer?

  1. On the customer form's Sales & Purchase tab Correct answer.
  2. On the sales order, in the Other Info tab
  3. On the sales team form, in the configuration
  4. On the product form, in the Sales tab

Explanation

The pricelist is a property of the customer record, stored on the Sales & Purchase tab. When a quotation is created for that customer, Odoo loads this pricelist by default, although it can still be changed on the order.

Question 26Sales

A salesperson emails a draft quotation to the customer from the quotation form. What does the quotation status become?

  1. Sales Order
  2. Quotation Sent Correct answer.
  3. Locked
  4. Cancelled

Explanation

The Send by Email action opens the email composer with the quotation template and, once sent, moves the document from Quotation to Quotation Sent. The order is still open for the customer to accept, and no delivery or invoice is generated yet.

Question 27Sales

A sales order uses the Delivered quantities policy. Its delivery has been validated and no invoice exists yet. What does the Invoice Status field show?

  1. Fully Invoiced
  2. To Invoice Correct answer.
  3. Cancelled
  4. Nothing to Bill

Explanation

Validating the delivery makes the delivered quantities invoiceable, so the order moves to To Invoice until a customer invoice is created for them. Once every delivered quantity has been invoiced, the status changes to Fully Invoiced.

Question 28Sales

A customer must pay 30% of an order before production starts. Which Sales feature creates the corresponding invoice from the sales order?

  1. The Down Payment button Correct answer.
  2. The Pricelist on the order
  3. The Optional Products tab
  4. The Send by Email action

Explanation

The Down Payment button opens a wizard where a percentage or a fixed amount can be entered, and it creates an invoice for that advance. The down payment is later deducted from the final invoice of the order.

Question 29Sales

A pricelist rule uses the Percentage computation type with a discount of 10% on a product whose sales price is 200. What unit price does the order line receive?

  1. 20
  2. 210
  3. 200
  4. 180 Correct answer.

Explanation

The percentage computation applies the discount rate to the base price, here the product sales price, giving 200 minus 10%, which is 180. A negative discount would instead act as a surcharge.

Question 30Sales

What happens to products listed in the Optional Products tab of a quotation?

  1. They are offered on the portal as extras the customer may add. Correct answer.
  2. They are added to the order automatically at confirmation.
  3. They are invoiced as free samples.
  4. They replace the main product if the customer declines it.

Explanation

Optional products are cross-selling suggestions: they appear on the portal view of the quotation so the customer can add them before accepting. They are only added to the order if the customer or the salesperson explicitly selects them.

Question 31Sales

Which Sales setting must be enabled to display the cost and margin of each order line?

  1. Units of Measure
  2. Pricelists
  3. Discounts
  4. Margins Correct answer.

Explanation

The Margins option adds Cost and Margin columns to sales order lines, computed from the product cost. It is a pricing setting and does not affect the prices charged to the customer.

Question 32Sales

A company sells a product both as a single unit and as a pack of 12. Which setting should be enabled so the salesperson can select the selling unit on the order line?

  1. Discounts
  2. Pricelists
  3. Units of Measure Correct answer.
  4. Margins

Explanation

Enabling Units of Measure in the Sales settings makes the unit of measure field available on order lines, so a product can be sold in a unit other than its default one. Odoo then converts quantities for stock and invoicing.

Question 33Sales

A company wants the shipping charge computed and added as an order line when the salesperson picks a carrier. Which setting makes this possible?

  1. Discounts
  2. Online Payment
  3. Pricelists
  4. Delivery Methods Correct answer.

Explanation

Enabling Delivery Methods adds a shipping method field to sales orders; selecting a carrier creates a delivery line whose price comes from the carrier configuration. The delivery order then follows the selected method.

Question 34Sales

Which field on a quotation indicates the date after which the quoted prices are no longer guaranteed?

  1. Payment Terms
  2. Expiration Date Correct answer.
  3. Delivery Date
  4. Confirmation Date

Explanation

The Expiration Date, found in the Other Info tab of the quotation, states how long the offer stands. The portal warns the customer when the quotation has passed that date.

Question 35Sales

What determines the taxes applied by default on a sales order line for a given customer?

  1. The product's customer taxes, mapped by the customer's fiscal position. Correct answer.
  2. The currency of the pricelist only.
  3. The delivery method selected on the order.
  4. The sales team's default taxes.

Explanation

Odoo takes the customer taxes configured on the product and applies the customer's fiscal position, which can replace them with another tax set. The salesperson can still adjust the taxes on the line if needed.

Question 36Sales

In the Sales Analysis report, which of the following is a standard measure?

  1. Number of warehouses
  2. Number of pricelists
  3. Number of sales teams
  4. Untaxed Amount Correct answer.

Explanation

Sales Analysis offers measures such as Untaxed Amount, Total, Quantity and Margin, which can be aggregated over group-by dimensions like salesperson, team, product or customer. The other entries are dimensions used for grouping rather than measures.

Question 37Sales

Pricelist B is configured with Based on set to Pricelist A and a percentage rule of -5%. Pricelist A gives a product a price of 100. What price does Pricelist B compute?

  1. The product's sales price
  2. 100
  3. 105
  4. 95 Correct answer.

Explanation

A pricelist based on another pricelist first resolves the price from the source pricelist, then applies its own rule to that result. Here the 100 coming from Pricelist A is reduced by 5%, giving 95.

Question 38Sales

A sales order has line A with Delivered quantities (10 ordered, 6 delivered) and line B with Ordered quantities (5 ordered, nothing delivered). A single invoice is created for the order. What quantities does it contain?

  1. Line A: 10 units and line B: 5 units.
  2. Line A: 10 units and line B: 0 units.
  3. Line A: 6 units and line B: 5 units. Correct answer.
  4. Line A: 6 units and line B: 0 units.

Explanation

Each line is invoiced according to its own policy: line A invoices the delivered quantity not yet invoiced, which is 6, while line B invoices the ordered quantity not yet invoiced, which is 5. The two policies are evaluated independently on the same order.

Question 39Sales

A customer's pricelist uses EUR while the company currency is USD. A quotation is created for this customer. What currency does the sales order use?

  1. The salesperson picks any currency freely on the order.
  2. EUR, taken from the pricelist at the order-date rate. Correct answer.
  3. USD, because the company currency always wins.
  4. EUR only if the customer has a eurozone invoice address.

Explanation

The pricelist carries its own currency, and that currency is applied to the sales order. Amounts are converted with the exchange rate in effect at the order date when they are posted in company currency.

Question 40Sales

A confirmed sales order has been locked. What is the effect of that action?

  1. It can no longer be edited until it is unlocked. Correct answer.
  2. The order is sent again to the customer for signature.
  3. The order is cancelled and its deliveries are reversed.
  4. The order is duplicated as a new quotation.

Explanation

Locking moves the order to the Locked state and freezes its content, so lines and quantities can no longer be modified. An authorised user must unlock the order before any change can be made.

Question 41Purchase

An RFQ has been sent to the vendor by email but has not been confirmed yet. Which status does Odoo display on the document?

  1. Purchase Order
  2. To Approve
  3. RFQ Sent Correct answer.
  4. Draft

Explanation

Sending a request for quotation moves it from the Draft state to the 'sent' state, which is displayed as RFQ Sent. The document stays editable and becomes a commitment only once it is confirmed.

Question 42Purchase

A purchase order containing a storable product is confirmed. What does Odoo create in the Inventory app?

  1. An inventory adjustment
  2. A delivery order for the vendor
  3. A manufacturing order
  4. An incoming receipt for the ordered quantity Correct answer.

Explanation

Confirming a purchase order with storable products generates an incoming transfer (receipt) in the warehouse defined on the order. That receipt is what later drives received quantities and, with received-based bill control, the billable quantity.

Question 43Purchase

Where does Odoo keep the price, minimum quantity and delivery lead time negotiated with a specific vendor for a product?

  1. In the vendor's contact record under the Internal Notes tab
  2. On the product's Purchase tab as vendor pricelist lines Correct answer.
  3. On the company's fiscal position
  4. On the product's Sales tab

Explanation

Vendor-specific data is stored as supplier information (vendor pricelist) lines on the product, available from the Purchase tab. Each line carries the vendor, price, currency, minimum quantity and delivery lead time used to propose values on purchase order lines.

Question 44Purchase

Three-way matching in Odoo Purchase compares the vendor bill with which two documents?

  1. The RFQ and its approval request
  2. The payment and the bank statement
  3. The purchase order and the receipt Correct answer.
  4. The sales order and the delivery order

Explanation

The three documents are the purchase order (what was ordered), the receipt (what was received) and the vendor bill (what is invoiced). Controls prevent billing more than what was ordered or received, depending on the product's control policy.

Question 45Purchase

How is the Expected Arrival of a purchase order line calculated?

  1. Vendor lead time added to the confirmation date Correct answer.
  2. The scheduled date of the next manufacturing order
  3. The payment term of the vendor
  4. Customer lead time added to the delivery date

Explanation

Expected arrival is the order confirmation date plus the vendor lead time taken from the vendor pricelist line, increased by any 'days to purchase' set on the company. Changing the lead time or the confirmation date recalculates it.

Question 46Purchase

What does the Purchase Representative field on an RFQ designate?

  1. The carrier that transports the goods
  2. The internal user responsible for the order Correct answer.
  3. The vendor contact who will receive the goods
  4. The accountant who validates the bill

Explanation

The purchase representative is the internal buyer accountable for the order. It defaults to the user who created the RFQ and is the field filtered by the 'My Orders' filter.

Question 47Purchase

A purchase order for 10 units uses the 'On received quantities' control policy. 4 units have been received and you click Create Bill on the purchase order. Which quantity is pre-filled on the bill line?

  1. 10
  2. 4 Correct answer.
  3. 0
  4. 6

Explanation

With bill control on received quantities, a vendor bill may only cover what has actually been received, so 4 units are proposed. The remaining 6 units become billable once a further receipt is validated.

Question 48Purchase

A product has a reordering rule with minimum 10 and maximum 30, and its forecasted quantity is 6. What quantity does the scheduler order?

  1. 10
  2. 6
  3. 30
  4. 24 Correct answer.

Explanation

The order quantity is the maximum minus the forecasted quantity, here 30 - 6 = 24, so stock is replenished up to the maximum level. If the forecast were above the minimum, no order would be generated.

Question 49Purchase

What is the purpose of a blanket order (purchase agreement) in Odoo?

  1. To fix prices and quantities for later call-offs Correct answer.
  2. To receive goods without creating a purchase order
  3. To invoice a customer before delivering
  4. To reserve stock for a specific sales order

Explanation

A blanket order records negotiated prices and quantities with a vendor over a period. Individual purchase orders are then created from it, and its ordered and received quantities are tracked against the agreement.

Question 50Purchase

You buy a product in the purchase unit of measure 'Pack of 12' while it is stocked in Units. The order line states 2 packs. What quantity does the receipt show?

  1. 24 Units Correct answer.
  2. 2 Units
  3. 12 Units
  4. 1 Unit

Explanation

Odoo converts the purchase unit of measure into the stock unit of measure using their ratio, so 2 packs of 12 become 24 units on the receipt. The purchase order line itself remains expressed in packs.