Odoo 18 Webinar for the Trading Company | Odoo 18 Functional Webinar | Odoo 18 Webinar | Odoo 18
0Learn how trading companies can run their entire business in Odoo — from lead capture to in-store sales.
In this webinar, we’ll walk through a real-world example of a company that sells its goods through both wholesale (B2B) and retail (B2C) channels. We'll use six key Odoo modules — CRM, Sales, Purchase, Inventory, Accounting, and Point of Sale (PoS) — to show how each step in the trading process is handled within a single platform
1. CRM: Lead Capture and Opportunity Management
Create leads automatically from website forms and incoming emails.
Use tools like lead mining, enrichment, and scoring.
Manage opportunities through pipeline stages and scheduled activities.
2. Sales: Quotation and Order Management
Build and send sales quotations with templates and product configurations.
Apply price lists, product variants, and discounts.
Use PDF quote builder and quote calculator for more efficient quoting.
3. Purchase: Restocking and Vendor Coordination
Trigger purchase orders when products are out of stock.
Create RFQs and manage vendor pricelists and receipts.
4. Inventory: Stock Tracking and Delivery
Check stock availability and track movements.
Handle delivery orders, barcode scanning, packaging, and lot tracking.
5. Accounting: Billing and Financial Reports
Generate invoices and vendor bills from sales and purchases.
Review payment status, tax setup, and financial reports like Profit & Loss.
6. POS: Retail Sales for B2C
Use PoS for in-store transactions with barcode support and payment handling.
Manage promotions, loyalty programs, and offline sales.
Stock and accounting are updated automatically.
You’ll gain a clear view of how Odoo supports both B2B and B2C trading workflows, keeps all departments connected, and helps you stay on top of orders, stock, and finances.
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