Functional Knowledge Base
Standard Operating Procedures for Odoo business cycles. Select a module below to browse procedures.
10 Modules
29 Procedures
Updated March 2026
Module Library
Settings
Configure your company, users, security, and system-wide preferences.
4 Procedures
Contacts
Central address book for customers, vendors, partners, and individuals.
3 Procedures
CRM
Sales pipeline management from lead capture to closed deal.
5 Procedures
Sales
Quotation management, sales orders, pricing, and customer relations.
5 Procedures
Accounting
Invoicing, payments, bank reconciliation, and financial reporting.
6 Procedures
Inventory
Warehouse logistics, stock moves, locations, and inventory valuation.
3 Procedures
Purchase
Procurement workflows from RFQ through vendor bills and 3-way match.
1 Procedure
Employees
HR records, org chart, time off, expenses, and workforce management.
1 Procedure
Project
Task management, timesheets, project planning, and profitability tracking.
0 Procedures
Discuss
Internal messaging, channels, chatter, and email integration.
1 Procedure