Finance
- Customer and vendor invoices
- Bank feeds and reconciliation
- Tax returns and reports
- Month-end close
step 2 of 4
Training: each team learns its own screens.
Not a tour of every menu. Finance learns bank reconciliation and month-end; sales learns quotations and confirmations; the warehouse learns receipts, picking and counts — all on your own products and customers.
by role
Sessions we run.
Sales
- CRM pipeline and activities
- Quotations and pricelists
- Order confirmation and invoicing
- Customer portal
Warehouse
- Receipts and put-away
- Barcode picking and delivery
- Transfers and adjustments
- Cycle counts
how
Short sessions, real data, written guides.
Sessions are kept short and hands-on. Every session leaves a one-page guide for the task, so new staff can be onboarded without us.
- Run on a staging copy of your database, not a demo.
- On-site in Singapore or remote for other locations.
- Key users trained first; they help train the rest.
- Refresher session after the first month-end.
then
Next: Integration.
Banks, payments and the tools you keep — connected to Odoo.