Homepage

Welcome to Vapo/Alt e-learning course

Homepage shortcuts and features

Updating company details

Adding users and roles

Removing/Archiving users

Setting up warehouses and locations

Setting up operations types

Setting up payment terms

Setting up pricelists

Setting up multi-currency

Groups, Access Rights, Record Rules, and Developer Mode

Odoo-Shopify connector overview​

Shopify B2B sales process

Shopify Cancellation/Refund/Return/Exchange process

Shopify partial Cancellation/Refund/Return/Exchange process

Exporting/Updating products to Shopify

Manually importing sales orders from Shopify to Odoo

Adding staff discounts and staff benefits tag

Batch picking using the Ventor app

Receiving products to QC location using the Ventor app

Transferring products from QC location to bins using the Ventor app

Setting default tax rate for suppliers

Creating purchase order

Import purchase order lines by bulk

Editing a request for quotation

Changing the approver of a purchase order

Printing/Sending the purchase order

Adding tracking reference to an incoming shipment

Validating receipts of goods

Checking of stock levels

Creating bill against the purchase order

Creating a supplier credit note

Moving received damaged items to faulty warehouse

Creating product categories

Creating product attributes

Creating a new product

Adding a unit of measure under existing unit of measure category

Adding product image

Adding vendor special pricing

Adding customer price rules

Editing a product

Updating products in bulk

Archiving/Unarchiving a product

Creating product variants

Importing product variants

Creating a bill of material

Importing bill of materials

Filtering/Grouping products

Checking stock availability

Resupplying of products by bulk

Updating reordering rules of products by bulk

Transferring items to retail stores

Creating stock adjustment

Stocktake

Creating a new customer

Setting credit limit to customers

Indicating the owner of multiple stores

Logging notes, adding attachments, scheduling activities, following and unfollowing customer

Searching/Filtering Customers

Editing customer's information

Archiving/Unarchiving customer

Creating sales quotation and sending to customer

Creating sales order for customer with an overdue amount/above the credit limit

Importing sales orders by bulk

Editing a sales quotation

Cancelling a sales quotation

Creating and editing sales order

Cancelling and deleting sales order

Creating a delivery

Creating partial and multiple deliveries

Fulfilling orders with StarshipIt

Creating an invoice

Creating a credit note

Receiving stock from customer after creating a credit note

Setting area, territory, area manager, territory manager for customer's zip code

Running a sales report

Logging into POS

Adding new customer in Odoo for Yotpo (Vapo Club) loyalty program

Scanning/Selling products

Redeeming of points of Vapo Club member customer

Validating payment and printing/sending receipt to customer

Saving/Parking orders

Return-exchange process

Return-refund process

Returning damaged item

Closing of the register

Generating POS sales report

Adding retail stores

Archiving/Unarchiving retail store

How to create a batch transfer

Receiving Products to QC Location

Transferring products from QC location to bins

Fulfillment- Batch Transfer

Fulfillment - Assigning direct to pick