Description

Dive into the world of Odoo and gain the skills you need to implement integrated business flows. Take advantage of the real-time connectivity between our apps and their intuitive interface to boost your productivity.

Information

This workshop will be 16 hours long: 8 hours on Monday, August 31st and 8 hours on Tuesday, September 1st.

The ticket for the workshop includes:

• Breakfast, lunch, and beverages during both days.

• One VIP Pass for Odoo Experience Latin America, happening on Wednesday 2nd and Thursday 3rd, 2026. This pass includes food and beverages, as well as access to our after party.

Requirements and considerations

This is an intermediate workshop designed for Odoo users who already have foundational knowledge gained through a Bootcamp and introductory resources, and who want to deepen their understanding of the platform. The content will focus on reviewing the essential configurations of Odoo 19.

The content will focus on the workshop agenda. While there will be time for questions, we won’t answer personalized inquiries about specific databases.

To maintain the ideal pace of the session, participants must already understand the general use of Odoo. It is also essential that they clearly understand business flows and actively look for digitalization opportunities within their companies.

All participants must bring a laptop with the latest version of Google Chrome or Mozilla Firefox installed on the operating system.

Why should you attend?

• Enjoy learning from our experts in a dynamic environment to foster learning. You’ll be able to talk with them and share your ideas during the Q&A sessions.

• You'll gain deeper Odoo knowledge and master it at an intermediate level, allowing you to cover the needs of 80% of customers.

• You’ll discover how special Odoo Experience Latin America is. 

• You’ll build professional relationships that will allow you to exchange ideas and become part of an amazing community.

What you will learn?

Learn how to configure the general accounting of a Mexican company, issue CFDIs easily, manage accounts receivable and payable accurately, track payments to control cash flow in bank accounts, interpret Odoo financial reports, and use the Expenses app.

The goal of this workshop is to master the entire e-invoicing process. You'll learn how to generate customer invoices (CFDI 4.0), configure the testing and company certificates required for stamping according to SAT requirements, and keep efficient records of payments and subscriptions, including the setup of automated and deferred payments..

Invoicing: Mexican Localization

• Database creation with the Mexican localization

• Certificate uploading and PAC

• Overview of database fundamentals:

  • Contact master data

  • Company master data

  • Product master data

• Basic configurations before getting started:

  • Chart of accounts review

  • Journal configuration

  • Tax review and configuration

  • Fiscal position configuration and functionality

• Basic stamping process

• PROFORMA invoices

• Invoice payments

  • Payment reconciliation

  • Payment complements

  • Batch payments

  • Multiple invoice payments

  • Invoice with multiple payments

  • Payment methods

• Invoice cancellation

  • Cancellation flows

  • Credit note process

• eCommerce invoicing [COMEX]

• Down payment flow

• Carta Porte usage

  • Carta Porte usage in v19+

  • Initial configurations

• Addendas

• Customs declaration flow

  • Initial configurations

  • Customs declaration upload process

• Global invoicing

• Point of Sale invoicing

  • Cancellations

  • Global invoicing in Point of Sale

  • Point of Sale payments

  • Payment methods

• General and l10n_mx reports

  • General

    • Accounts payable (AP)

    • Accounts receivable (AR)

  • Localization

    • COA: Chart of accounts

    • Trial balance

    • Closing report

    • General ledger report