Odoo Functional Certification study guide
Odoo Functional Certification · Work through your exam, one topic at a time.
The Odoo Functional Certification is a multiple-choice credential for people who implement and operate Odoo's business applications rather than develop them. It is aimed at functional consultants, in-house ERP administrators, accountants and operations staff who need to prove they can configure and run Odoo end to end, not just navigate a single screen. The Odoo Functional Certification study guide has 10 sections and about 3,199 words.
01CRM: Leads, Opportunities and Pipeline Management
Odoo CRM runs on a single model ( crm.lead ) that stores both leads and opportunities . The distinction is a settings toggle (CRM settings, Leads ), which adds a qualification step; converting a lead to an opportunity can create or link a customer ( res.partner ).
325 words, about 2 min02Sales: Quotations, Pricelists and Invoicing Policy
The sales cycle is quotation → sales order → delivery → invoice . A quotation becomes a sales order on confirmation, which reserves stock, generates delivery orders per the warehouse routes, and allows invoicing according to the invoicing policy .
338 words, about 2 min03Purchase: RFQs, Vendor Bills and Control Policies
The purchasing flow is request for quotation → purchase order → receipt → vendor bill . Confirming an RFQ creates a purchase order, which reserves nothing but records the commitment; receiving goods updates stock against the PO line's received quantity .
342 words, about 2 min04Inventory: Products, Routes and Reordering
Inventory is built on products, warehouses , locations and operation types (receipts, deliveries, internal transfers, manufacturing). Product types matter: storable products are tracked in stock and valued, consumables are not valued and not stock-tracked for valuation purposes, and services never move stock.
308 words, about 2 min05Accounting and Invoicing: Journals, Taxes and Posting
Odoo Accounting starts with a chart of accounts (installed per company and country template) and journals : sales, purchase, bank, cash and miscellaneous. Every accounting document - customer invoice, vendor bill, credit note, journal entry - is created in draft and must be posted to affect the ledger and receive a sequence number from its journal.
343 words, about 2 min06Manufacturing: BOMs, Work Orders and Consumption
Manufacturing links a bill of materials to a manufacturing order ( MO ). A BOM lists components with quantities, optional operations (executed at work centers with expected durations), and byproducts.
310 words, about 2 min07Project and Timesheets: Tasks, Stages and Billing
Projects contain tasks organised by stages (kanban), with assignees, tags, milestones, deadlines and sub-tasks. Projects can be private (members only) or shared with all internal users; a project's stages belong to that project, so changing a stage affects only that project's flow.
301 words, about 2 min08Website and eCommerce: Publishing, Prices and Checkout
Odoo Website is a page builder with menus, themes, blogs, forms and SEO fields, plus multi-website support where each site has its own domain, theme, language(s), currency and pricelists. eCommerce adds a shop with categories, product pages and a cart/checkout flow.
298 words, about 1 min09Human Resources: Employees, Time Off and Expenses
Odoo HR centres on the employee record: contact details, department, job position, manager, work location and work schedule. Departments form a hierarchy; job positions are separate from departments.
306 words, about 2 min10Settings and Technical Configuration
Most configuration sits in the Settings app, but access control and automation live in the technical menu , which requires developer mode (activated from Settings, or via the URL parameter). Key technical objects: models and fields (database structure), views , actions (window, server, report), scheduled actions (cron), automated actions , sequences , email templates , record rules and access rights .
328 words, about 2 min