Your Story

“I am done, I quit!” are the words you said to your manager

3 months ago. With $50k of savings, you are ready to start a
new adventure: launch the furniture business you have always
dreamed of starting.

A month later, your company (MyOf�ce Inc.) is incorporated!

The next step is to recruit a great team. After a few interviews,
you hire Sophia as Sales Manager, Marc as Purchase Manager,
and Paul as Secretary.

You Sophia Marc Paul

CEO Sales Manager Purchase Manager Secretary

Paul helps you �nd an affordable of�ce location. Now, it’s time
to start doing business; purchase your �rst products, market
your company, sell those products and, hopefully, make a pro�t!

The �rst game, “Buy & Sell”, will help you setup your B2B
business: from buying new products to selling and delivering
to customers. Once these processes are in place, you’ll be able
to choose from 6 other scenarios to develop your strategy:

Launch a point of sale for consumers

Offer extra services
Manufacture your own products
Manage your inventory with barcodes
Sell online with an eCommerce website
Lease fully-furnished properties

Good luck with your new business!

Game Rules
The game has 7 business cases of 8 to 10 cards each. Start
with the game “Buy & Sell”, then play others according to your
strategy. For each card, follow these 3 steps:

Read the business case on the front of

1 the card. Don’t look at the back yet!

Do the business process online,

2 on www.odoo.com. Take your time,
the goal is to learn!

Compare what you did with the

3 solution on the back of the card.

Your Score
Pile the cards front-side up, if you found the solution before
looking at the back (even if you did it differently). Pile the cards
with their back-side up, if you missed something in the solution.
At the end of the game, count the stars at the bottom-right
corner of each face. The following table de�nes your level of
success:

16+ 14-15 12-13 10-11 7-9

Buy & Sell
You are the CEO of MyOf�ce Inc., a modern furniture
retailer. To help your business grow, you have decided to
setup an integrated management software.

Create your company’s database on www.odoo.com and

select the Apps required for the following business ow:

Create a Product 1

Purchase Large Desks 2

Receive Products 3

Control the Bill 4

Sell Products 5

Deliver to Customer 6

Invoice Customer 7

Record Payment 8

Analyze Pro�ts 9
Buy & Sell 1

https://www.odoo.com

Start Now. It's Free

CRM Sales Invoicing

Accounting Project Timesheets

Inventory Purchase

These are the minimum set of apps for the ow, but you can install more.

Con�gure

Company Name
If your company name starts with 'edu-',
MyO ce Inc.
the database will exist for 10 months and
edu-myo ce-inc.odoo.com will be deleted afterwards without backup.

Country
Your own country should be selected by
United States default. The country de�nes the right taxes,
charts of accounts and legal reports.

Once �nished, you will receive an email to

Start now con�rm your database and validate your
password.
Buy & Sell

Create a Product 1

Marc • Purchase Manager

Hi, we visited Wood Corner, a new vendor that supplies of�ce

furniture. Here is a photo of their Large Desk that we like.

You

What’s the cost?

Marc • Purchase Manager

They cost $140 each, but they are discounted to $100

if we order a minimum of 10 desks. We can sell them at $220.

You

Sounds good, I’ll create the product in our catalog.

Create a Product 1

Purchase Products Products CREATE

Product Name

Large Desk

General Information Sales Purchase

Product Type Storable Product Sales Price $ 220.00

Consumable: Send & receive - No inventory count

Services: No inventory management
Storable Product: Send, receive and track inventory

Cost $ 140.00

Any cost between 100 and 140 is considered correct, as the accounting
valuation will depend on future purchases.

General Information Sales Purchase

Vendor Quantity Price

Wood Corner 10.00 100.00

Wood Corner 1.00 140.00

If you don't record a vendor, Odoo automatically creates it at the �rst purchase order.

To see “Quantity”, go to and select it. With Quantity set at 10 in the �rst line, the
system uses the matching price when creating a purchase order over 10 items.
Buy & Sell

Purchase Large Desks 2

You

Sophia, I plan to purchase Large Desks.

What are your monthly sales estimates?

Sophia • Sales Manager

Between 9 and 12.

You

Ok, I’ll purchase 10 desks to start with.

Purchase Large Desks 2

Purchase Orders Requests for Quotation CREATE

Vendor Wood Corner

Products Other Information

Product Quantity Unit Price Taxes Subtotal

Large Desk 10.000 100.000 15.00% $ 1,000.00

Add a line

Taxes vary by country. Depending on your location, you may not have the same
tax as the example.

Optionally, you can send it by email.

SEND BY EMAIL RFQ SENT

CONFIRM ORDER RFQ RFQ SENT PURCHASE ORDER

1
This button takes you directly to the Receipt document.
Receipt
Buy & Sell

Receive Products 3

Incoming Call...

Hello, I’m the driver from Wood Corner.

I’ll be at your warehouse in 5 minutes,

can you open a loading dock?

You

Ok, go to dock 3. I’ll validate the receipt.

Receive Products 3

Inventory

Receipts

1 TO PROCESS

Reference Contact Status

WH/IN/00001 Wood Corner Ready

EDIT

WH/IN/00001
Receive From Wood Corner Source Document P00001

Operations Additional Info Note

Product Demand Done

Large Desk 10.000 10.000

If you don't set any quantity received in the ‘Done' column, Odoo asks for a
con�rmation to accept all the initial demand (ordered quantities).

VALIDATE DRAFT WAITING READY DONE

Buy & Sell

Control the Bill 4

Paul • Secretary

Hi, we’ve received a bill from the vendor.

I’ve put it on your desk, can you create, check and con�rm it?
No need to pay it right now, the due date is in 2 months.

Wood Corner
1164 Cambridge Drive
White Tanks, AZ 85340
United States
[email protected]

MyO ce Inc
1725 Slough Avenue
Scranton PA, 18540
United States

Invoice 2021/0123
Description Quantity Unit Price Amount
Large Desk 10.000 $ 110.00 $ 1,100.00

Subtotal $ 1,100.00
Tax $ 165.00
Total $ 1,265.00

Please use the following communication for your payment:

INV/2021/0123

Payment terms: 2 months

Control the Bill 4

Accounting Vendors Bills CREATE

Vendor Wood Corner

Auto-Complete Select a purchase order

P0001: $ 1,000.00

Invoice Lines Journal Intems Other Info

Product Quantity Price Taxes Subtotal

Large Desk 10.000 100.000 15.00% $ 1,000.00

Add a line

CONFIRM DRAFT POSTED

Bonus Point • There is a difference between the bill auto-completed by Odoo ($100)
and the vendor bill ($110). When this happens, you usually send a message to the
vendor. You get an extra if you noticed it (even if you did not send the message).

To: Followers of "Draft Bill BILL/2021/0001"

Hello, on your invoice 2021/0123, you charged us $110 per unit instead of
the $100 we agreed upon. We accept the bill, but we won't pay it until you
send us a $100 refund receipt.

SEND
Buy & Sell

Sell Products 5

Brandon • Customer

Hi, Brandon from Azure Interior speaking.

I’ve seen beautiful wooden desks in your catalog. Can you

send a quote for 3 desks to: [email protected]?

You

You’ll get it by email right now!

Sell Products 5

Sales Orders Quotations CREATE

Customer Brandon

Order Lines Optional Products Other Info

Product Quantity Unit Price Taxes Subtotal

Large Desk 3.000 220.00 15.00% $ 660.00

Add a product Add a section Add a note

Clicking on gives you details about the stock.

SEND BY EMAIL QUOTATION QUOTATION SENT SALES ORDER

Wait 30 seconds, you should receive a con�rmation email in your inbox if you
sent the email to [email protected]. Click CONFIRM .

QUOTATION QUOTATION SENT SALES ORDER

1
This button takes you directly to the Delivery Order.
Delivery
Buy & Sell

Deliver to Customer 6

Roger • Inventory Manager

Hi, Brandon from Azure

I’m in a meeting this morning.
Interior speaking.

Can you process and validate the delivery orders

that are ready to be shipped today?
Make sure that the one from Azure Interior is shipped.

You

You’ll get
Okay, I’ll check
it by email
this right
rightaway!
now!
Deliver to Customer 6

Inventory

Delivery Orders

1 TO PROCESS

Reference Contact Status

WH/OUT/00001 Azure Interior, Brandon Ready

VALIDATE

Immediate Transfer? You have not recorded done under quantities yet,
by clicking on apply Odoo will process all the quantities.

APPLY

DRAFT WAITING READY DONE

Odoo reserves products automatically based on quantities on hand.

However, even if you don't have enough stock you can force the transfer. If you
choose this method, the stock might become negative until you �x the issue.
Buy & Sell

Invoice Customer 7

Anita • Accountant

Can you validate which sales orders we need to invoice?

I’d like to invoice everything before the end of the month.

You

I’m on it!
Invoice Customer 7

Sales To Invoice Orders to Invoice

Quotation Nbr Customer Total Invoice Status

S00001 Azure Interior, Brandon $ 759.00 To invoice

CREATE INVOICE

Create Invoice Regular invoice

The other options “Down payment” allow you to invoice only a part of the invoice
(i.e. 20% or 500€).

CREATE AND VIEW INVOICE

Product Quantity Price Taxes Subtotal

Large Desk 3.00 220.00 Tax 15.00% $ 660.00

Untaxed amount: $ 660.00

Tax 15%: $ 99.00

Total: $ 759.00

CONFIRM DRAFT POSTED

Buy & Sell

Record Payment 8

Inbox (1)

PAYMENT NOTIFICATION
$759.00 from Azure Interior
Communication: “INV/2021/0001 - 3 large desks”

You

Let’s register this payment in the invoice.

Record Payment 8

Accounting Customers Invoices

Customer Invoice Date Total Status

Azure Interior, Brandon 01/04/2021 $ 759.00 Posted

REGISTER PAYMENT

Journal Bank

Amount $759.00

Amount and Journal can be different, it depends on the taxes and currency of
your country. Add the total of the invoice for Amount.

CREATE PAYMENT

DRAFT POSTED

Instead of recording payments manually, you can synchronize your bank with
Odoo (it supports integration with 24,000 banks), or import bank statement �les.
Reconciliation becomes much faster as matches are suggested automatically.
Buy & Sell

Analyze Pro�ts 9

You

Can you tell me the net pro�t of this year?

I need it for a board meeting tomorrow.

Anita • Accountant

Let me check the Pro�t & Loss report.

Analyze Pro�ts 9

Accounting Reporting Pro�t & Loss

If you are looking for a speci�c feature, start typing letters

on the Home screen to search across all menus. Try "Pro�t".

Continental Anglo-saxon Anglo-saxon

w/ perpetual valuation

Income 660.00 € $ 660.00 $ 360.00

Operating Income 660.00 € $ 660.00 $ 660.00

Cost of Revenue 0.00 € $ 0.00 - $ 300.00

Expenses 1000.00 € $ 0.00 $ 0.00

Expenses 1000.00 € $ 0.00 $ 0.00

Depreciation 0.00 € $ 0.00 $ 0.00

Net Pro�t - 340.00 € $ 660.00 $ 360.00

Depending on your national principles for accounting (Continental or Anglo-Saxon),

you should have a net pro�t of - €340 or + $660. In Continental accounting, the
expense is recorded at the time of the purchase. While in Anglo-Saxon accounting,
the expense is recorded once the goods are sold (in the Cost of Revenue account).

Congratulations!

What’s next? Choose your strategy:

Run a Store Sell Services

Start selling in your showroom. Target new customer segments.

Manufacture Sell Online

Build your own products. Create an eCommerce website.
Run a Store
To grow your business, you plan to launch a showroom
for B2B customers, as well as a shop for B2C customers,
where they can test and buy products directly.

Install the Point of Sale app and con�gure the Shop

by adding the possibility to create invoices.

Import Products 1

Sell 3 LED Lamps 2

Close Session 3

Con�gure Cash Control 4

Sell with an Invoice 5

Return 1 LED Lamp 6

Control Cash 7

Analyze the PoS Sales 8

Run a Store

Apps

Point of Sale
User-friendly PoS interface for shops and restaurants

INSTALL

Point of Sale Con�guration Point of Sale

Point of Sale

Shop

Bills & Receipts

Invoicing
Print invoices on customer request

In the con�guration screen, you can also add other payment methods, such as
credit cards.
Point of Sale

Import your Products 1

You

Roger, I’d like to sell products in the showroom.

Can you give me a list of the accessories

we can easily sell on-site?

Roger • Inventory Manager

Sure, no problem, here’s the document with all product

accessories information: www.odoo.com/r/pos-products

You

Great, I’ll import this �le directly into the system!

Import your Products 1

Point of Sale Product Products Favorites

...

Import records
LOAD FILE

Select the �le POS_products.xls you downloaded on www.odoo.com/r/pos-products

Map your columns to import

The �rst row contains the label of the column

External ID Name Product Type ...

External ID Name Product Type ...

product_template_1 Acoustic Block Screens Storable Product ...

IMPORT

You can set categories on the product form, to structure how products are
organized in the point of sale.

General Information Variants Point of Sales

Category Desks

Categories can help you �nd products faster thanks to the top navigation bar
on the POS interface.

Desks O�ce Supplies Miscellaneous

Point of Sale

Sell 3 LED Lamps 2

Mike • Customer

I love these LED Lamps. I’ll buy 3 right away!

You

Good! With today’s special offer, when buying 2

identical items, you get a 20% discount on both.

Mike • Customer

Great! I’ll pay in cash. Here is $600.

Sell 3 LED Lamps 2

Point of Sale NEW SESSION

LED Lamp $ 320.00 $ 200.00

2.000 Unit(s) at $ 200.00 / Unit(s)
With a 20% discount

LED Lamp $ 200.00 LED Lamp

1.000 Unit(s) at $ 200.00 / Unit(s)

Total: $ 598.00
Taxes: $ 78.00

Customer 1 2 3 Qty

4 5 6 Disc

7 8 9 Price

Payment
+/- 0 .

Validate »
Cash 600.00

If your database's country has higher tax rates, the cash amount that you'll have
to input will be over 600.

You can also add products in the POS by scanning the barcode.
Point of Sale

Close Session 3

Anita • Accountant

I’ve got a question for you, can you come over please?

You

We’re closing the shop.

I’ll close my POS session and be there in a minute.

Close Session 3

Close

Con�rm

Shop

RESUME CLOSE

CLOSE SESSION & POST ENTRIES

OPENING CONTROL IN PROGRESS CLOSING CONTROL CLOSED & POSTED

You can continue selling even if you are disconnected from the internet.
The system keeps all sales in memory and syncs them once it gets back online.

2 Close 2 Close Close

Point of Sale

Con�gure Cash Control 4

Anita • Accountant

How do you plan to control the cash from your register?

You

There’s a functionality in Odoo PoS. I’ll con�gure the

option. But then I’ll need some cash to Set the Opening
balance when I open a new session. Do you have some?

Anita • Accountant

Sure. I can give you $550.

x50 x20 x10 x5 x2 x1

Con�gure Cash Control 4

Point of Sale Con�guration Point of Sale

Point of Sale

Shop

Payments
Advanced Cash Control
Control cash box at opening and closing

You can set a Default Opening balance, and record the bills and coins
you’ll always have, each time you open a new session.

Point of Sale Dashboard NEW SESSION

Opening amount:

550 $

Open

In the Notes, if you want, you can write the number of bills (and their amounts)
as shown at the front of this card. For example: 50 x $1, 20 x $5, 10 x $10, etc.
Point of Sale

Sell with an Invoice 5

Lorraine • Customer

Hi, I’ll take this whiteboard.

Is it possible to get an invoice?

You

Sure. Can I have your name, address

and phone number, please?

Lorraine • Customer

Yes, my name is Lorraine Douglas, 3202 Hannah Street,

Asheville NC 28801. My phone number is (443)-648-
9155.

I’ll pay cash. Here is $ 200.

Sell with an Invoice 5

Customer

Create

Lorraine Douglas

Street 3202 Hannah Street Country United States

City Asheville Email [email protected]

Postcode 28801 Phone (443)-648-9155

State North Carolina

Save

Set Customer

$ 100.00

Whiteboard Payment

Cash Cash 200.00

Validate »
Invoice
Change $ 85.00

The invoice is automatically downloaded in a pdf format.

Point of Sale

Return 1 LED Lamp 6

Mike • Customer

Hi, I came yesterday and bought 3 LED Lamps.

I don’t need this one, can I return it?

You

Sure, no problem!
Return 1 LED Lamp 6

New Order »

LED Lamp $ -200.00 $ 200.00

-1.000 Unit(s) at $ 200.00 / Unit(s)

LED Lamp

Total: $ -230.00
Taxes: $ -30.00

You need to enter -1 for the quantity

while the product line is selected. +/- 1
Payment

Cash -230.00

Validate »

Don’t try to cancel the original receipt in the back-end. It’s not a good practice
(a cashier rarely does it this way), and it’s not even legal in some countries.
Point of Sale

Control Cash 7

You

Dave, don’t forget to set the Closing Balance.

You'll need to add all the coins and bills you have
in the register drawer.

Dave • Showroom Salesman

I'm on it!!
Control Cash 7

Close Con�rm

Shop
END OF SESSION

RESUME CLOSE

Cash Control

Actual in Cash $ 0.00 Set Closing Cash

#Coins/Bills Coin/Bill Value Subtotal

50 $ 1.00 50.00

20 $ 5.00 100.00

Add a line

Add all the bills you have (as shown on front of card 4) with the other bills CONFIRM

exchanged in previous transactions (on cards 5 & 6).

+ Transactions: $ -115.00
Theoretical Closing Balance
= Expected in Cash: $ 435.00
= $435. You started with
Actual in Cash: $ 435.00 $550. Then added $115 by
selling the whiteboard. But
when reimbursing the Lamp
at $230, you have $435 left
Before Closing Difference $ 0.00 ( = $665 - $230 ). Your numbers
might change depending on
the taxes in your country.

CLOSE SESSION & POST ENTRIES

Point of Sale

Analyze the PoS Sales 8

Roger • Inventory Manager

Hey, can you tell me which products are the best sellers?

You

I’ll check on the Orders Reporting.

Analyze the PoS sales 8

Point of Sale Reporting Orders

MEASURES

Average Price

Delay Validation

Product Quantity

Sale Line Count

Subtotal w/o discount

Filters Group By Favorites

Salesperson

Point of Sale

Product

Product Category
Sell Services
As your business grows, more and more companies come
to you to furnish their new of�ces. As a response to this,
you decide to launch an internal Of�ce Design service, to
help your customers evaluate their needs. For this project,
you'll work with Audrey, an interior designer who creates
designs for your prospects.

Install the Apps required for the following business ow.

Set up a Project 1

Create a Task 2

Perform the Job 3

Con�gure a Product 4

Sell the Design Service 5

Record Timesheet 6

Invoice Customer 7
Install the Apps

Apps

Project
Organize and plan your projects

INSTALL

Apps

Timesheets
Track employee time on tasks

INSTALL

To quickly search for an app, you can use the top-right search bar.

Apps Timesheet

Instead of installing apps one by one, you can switch to the list view
from the apps screen. Then check multiple apps and install them all
at once using the top menu Actions
Sell Services

Set up a Project 1

You

I'll create a project "Of�ce Design" to structure our services.

What are the steps involved in designing an of�ce?

Audrey • Interior Designer

It starts with an on-site meeting to check their of�ce and

gather info, then I prepare 3 design proposals.

Based on their feedback, I model a oor plan, then a sales

rep does the quotation with the new products.

You

Ok thanks. I’ll create the stages and set the email address
"design@" on the project, to ease the creation of tasks.
Set up a Project 1

Project CREATE

Project Name O ce Design

Timesheets
Billable

Create tasks by
sending an email to design

@myo ce.odoo.com
CREATE

If you send an email to the above email address, a task will be created automatically
in this project.

Meeting + Design + Floor Plan + Quotation + Done ADD

0 0 0 0
See Examples

If you made a mistake in the name of the stage, click on the icon that appears when
you hover your cursor over the column title. From there, you can rename or remove
the stage. You can also easily restructure the process over time using drag & drop on
columns.
Sell Services

Create a Task 2

Sophia • Sales Manager

Boogle asked us to design their new of�ce in New York.

You

Send an email to “[email protected]”

with subject “Boogle NY” to create a task for Audrey.
Create a Task 2

From your personal Inbox

You’ll �nd your domain name in the navigation bar of your browser.

https://yourdomainname.odoo.com/web

When sending an email to the project, you can attach photos or provide
a description. These will automatically be attached to the new task.
Sell Services

Perform the Job 3

You

Audrey, you should have a new task for “Boogle NY”

under the Of�ce Design project. Can you prioritize it?

Audrey • Interior Manager

Ok, I’ll star the task for priority.

I will be scheduling a meeting with the customer next week.

Once my meeting is done, I’ll work on the design proposal.
Perform the Job 3

Project

O ce Design
design@myo ce-inc.odoo.com

1 Tasks

Meeting
+

Boogle NY Click on to mark the task as:

Ready for the Next Stage
Blocked

Schedule activities to help you get things done.

+ SCHEDULE AN ACTIVITY

Activity Type Meeting

Summary Visit Boogle's O ce

OPEN CALENDAR

Select a timeslot in the Calendar view and then click on CREATE

Sell Services

Con�gure a Product 4

Sophia • Sales Manager

I think it’s a mistake to offer our Of�ce Design

service for free. If we sell it, customers will better
understand the value of Audrey’s work.

You

You’re right. We can sell this service at $50 per hour.

I’ll create a product “Of�ce Design Service”

that you can use in your quotations. I’ll con�gure it
to generate tasks for every sales order.
Con�gure a Product 4

Sales Products Products CREATE

Product Name Can be Sold

O ce Design Service Can be Purchased

General Information Variants Sales Accounting

Product Type Service Sales Price $50.00

Unit of Measure Hours

If Product Type is set as Service, the sales order can generate a task or a project.
It helps you organize your service activities according to what has been sold.

General Information Variants Sales Accounting

Service Invoicing Policy Timesheets on tasks

Service Tracking Create a task in an existing project

Project O ce Design

Bonus Point • You could have set Service Tracking as Create a task or
Create a project. Both are valid options. But you get an extra if you choose
Create a task in an existing project. It’s more e cient to manage all tasks in
the same project as you only have one task per customer to track.
Sell Services

Sell the Design Service 5

Sophia • Sales Manager

I just con�rmed our �rst quotation for “The Jackson Group”.

We sold an Of�ce Design Service, estimated at 20 hours.

The customer loved it and con�rmed the order right away!

You

Awesome! Check that the task has been

created automatically for Audrey.
Sell the Design Service 5

Sales Orders Quotations CREATE

Customer The Jackson Group

Order Lines Optional Products Other Information

Product Qty Unit Price Taxes Subtotal

O ce Design Service 20.000 50.00 15% $ 1000.00

Untaxed amount: $ 1000.00

Tax: $ 150.00

Total: $ 1150.00

CONFIRM QUOTATION QUOTATION SENT SALES ORDER

Links to the Project (and to the task) have been included on the sales order,
on the top right corner.

1 Project
Tasks Overview
Sell Services

Record Timesheet 6

You

Audrey, don’t forget to record your timesheet on tasks,

as we charge customers based on hours spent.

Audrey • Interior Manager • 32 minutes ago

Hold on, I’m on the phone with The Jackson Group.

Audrey • Interior Manager • Now

Ok, I’ve just started to work on the design for

The Jackson Group. I’ll log the time spent.

You

Thanks. Use the Timesheets App, it’s easy.

Record Timesheet 6

Timesheet Timesheet Timesheet App

START
00:28:24 STOP

Edit Activity

Project
O ce Design

Task
S0002: O ce Design Service Today (00:30) +

Time spent (hh:mm) O ce Design

00:30 +
00:30 S00002: O ce Design... −

Work Summary
1st call to de�ne the needs of The Jackson
Group.

By default, the app rounds up

SAVE the time set by quarter. You can
change this in the Settings.

There are many ways to record timesheets: directly from the task, via the mobile
app: “Awesome Timesheet”, or via the grid to control the whole week. All of these
methods give the same result.

Timesheet Timesheet My Timesheets

Mon Tue Wed Thu

O ce Design / S0002: O ce Design Service 0:00 0:00 0:30 0:00

0:30
Sell Services

Invoice Customer 7

Anita • Accountant

Can you check if we still have sales orders to invoice?

I’d like to invoice everything before the end of the month.

You

I generated the draft invoices, you can review them.

Invoice Customer 7

Sales To Invoice Orders to Invoice

Number Customer Total Invoice Status

S00002 The Jackson Group $ 1150.00 To invoice

CREATE INVOICE QUOTATION QUOTATION SENT SALES ORDER

Create Invoice Regular invoice

CREATE AND VIEW INVOICE

Product Quantity Price Taxes Subtotal

O ce Design Service 0.500 50.00 15.00% $ 25.00

CONFIRM DRAFT POSTED

Manufacture
Your business is booming! MyOf�ce is now known for its
quality products and services. But lately, you have been
feeling the competition from bargain stores, who import
their furniture from China. To differentiate yourself, you plan
to manufacture your furniture on demand. This way you’ll
improve your margins, while producing your furniture faster!

Install the Apps and activate the settings to run the following
business ow:

De�ne the Bill of Materials 1

Purchase Raw Materials 2

Receive Products 3

Manufacture 3 Tables 4

Set up Routings & Work Centers 5

Plan a Manufacturing Order 6

Add a Quality Check 7

Check Your Quality Test 8

Control Cost 9
Manufacture

Apps

Manufacturing
Manufacturing Orders & BOMs

INSTALL

Apps

Quality
Control the quality of your products

INSTALL

Manufacturing Con�guration Settings

Operations

Work Orders SAVE

Process operations at speci�c work centers.
Manufacture

De�ne the Bill of Materials 1

Ronnie • Head of Engineering

Hi, we just �nished the plans to manufacture

the new Table. Can you review them?

You

Looks good!

I’ll create the 4 products in the system (the

Table and its components), as well as the Bill of
Materials, according to your plan.
De�ne the Bill of Materials 1

Manufacturing Products Products CREATE

Table

General Information Sales Purchase Inventory

Product Type Storable Product Sales Price $ 330.00

Cost $ 115.00

Cost is generally the sum of the components ($90) plus the assembly costs.

General Information Sales Purchase Inventory

Routes Manufacture

The BoM is also accessible

0 in the menu Products Bills of
CREATE
Bill of Materials Materials

Product Table BoM Type Manufacture this product

Quantity 1.00

Component Quantity
Table Top 1.000

Cost $ 40.00

Repeat this operation for the 2 last components of the Bill of Material.
Manufacture

Purchase Raw Materials 2

You

Hi, can you send me a quotation for 100 table

tops, 400 table legs, and 400 bolts?

Only Woods Inc. • Sales Representative

Sure. Here is our offer.

You

Sounds good, I’ll send you the purchase order by email.

Purchase Raw Materials 2

Purchase CREATE

Vendor Only Woods Inc.

Products Other Information

Product Quantity Unit Price Taxes Subtotal

Table Top 100 40.00 Tax 15.00% $ 4,000.00

Table Leg 400 12.00 Tax 15.00% $ 4,800.00

Bolt 400 0.50 Tax 15.00% $ 200.00

Untaxed amount: $ 9,000.00

Tax: $ 1,350.00

Total: $ 10,350.00

Taxes depend on countries. Depending on the accounting package installed,

you won't have the same tax percentage as the one in the example.

CONFIRM ORDER RFQ RFQ SENT PURCHASE ORDER

SEND PO BY EMAIL RFQ RFQ SENT PURCHASE ORDER

Manufacture

Receive Products 3

Randall • Inventory Of�cer

Hello, we just received the products from Only Woods Inc.

There are 400 table legs and 400 bolts, but they only
delivered 80 table tops. Should I validate the receipt?

You

Yes, con�rm the reception with a backorder

for the 20 remaining products. They’ll deliver
the remaining products later.
Receive Products 3

Inventory

Receipts Another way to con�rm the reception

is to click on the Receipt button on
the purchase order.

1 TO PROCESS 1
Receipt

Reference Contact Source Document Status

WH/IN/00001 Only Wood Inc. P00002 Ready

WH/IN/0001
Partner Only Wood Inc.

Source Document P00002

Operations Additional Info Note

Product Initial Demand Done

Table Top 100.000 80.000

Table Leg 400.000 400.000

Bolt 400.000 400.000

VALIDATE DRAFT WAITING READY DONE

You have processed less products than the initial demand.

CREATE BACKORDER
Manufacture

Manufacture 3 Tables 4

You

Ernest, we got all the materials we need to start producing

desks. Can you manufacture 3 tables for the showroom?

Ernest • Worker

I’m on it.
Manufacture 3 Tables 4

Manufacturing Operations Manufacturing Orders CREATE

Product Table

Quantity 3.00
To Produce
Bill of Material Table

SAVE CONFIRM EDIT

Quantity 3.00 / 3.00 To Produce

Components Work Orders Miscellaneous

Product To Consume Reserved Consumed

Table Top 3.00 / 3.00 Available 3.00
Table Leg 12.00 / 12.00 Available 12.00

Bolt 12.00 / 12.00 Available 12.00

MARK AS DONE IN PROGRESS TO CLOSE DONE

Manufacture

Operations & Work Center 5

Sharlene • Manufacturing Engineer

I plan to organize the manufacturing line by creating

2 work centers of 60 min each: Assembly Station and
Painting Room. Can we put a tablet with instructions
on each station?

You

Sounds like a good idea. I’ll create the 2 operations:

Assembly and Painting from the Bill of Materials of
the table.

Sharlene • Manufacturing Engineer

Thanks. I created this document to help our workers:

http://odoo.com/r/worksheet
Can you upload this worksheet on the assembly
operation?
Operations & Work Center 5

Manufacturing Products Bills of Materials

Product
EDIT
Table

Components Operations Miscellaneous

Operation

Add a line

Operation Assembly

Work Center Assembly Station

Work Sheet

SAVE & NEW

Repeat for the Operation "Painting" with the work center "Painting Room".
Manufacture

Plan an Order 6

You

Sharlene, our operations are set up. We can

create and con�rm a manufacturing order
for the table.

When it’s con�rmed, operations become

available on the tablet at each work station.

Sharlene • Manufacturing Engineer

I’ll test the work center control

panel at the same time.
Plan an Order 6

Manufacturing Operations Manufacturing Orders CREATE

Product Table

Quantity 1.00 To Produce

Bill of Materials Table

CONFIRM DRAFT CONFIRMED IN PROGRESS DONE

Manufacturing Overview

Assembly Station
WH/MO/00002 - Assembly

WORK ORDERS Table 1.00 Unit(s)

Table: 1.00 /1.00 Unit(s) WH/MO/00002-Assembly

Pause Previous Skip MARK AS DONE

Continue the production by working on the order related to the Painting

work center and mark it as done.
Manufacture

Add a Quality Check 7

Rachel • After Sales Services

Hi, we’ve got 5 customers complaining about

a defect in their table. Looks like the table top
separates from the legs after a few months.

You

It’s probably related to the bolts. I will create a

Quality control point on the assembly operation
to measure the torque.

We will ensure that the measure

stays between 11.00 and 15.00 Nm.
Add a Quality Check 7

Quality Quality Control Control Points CREATE

New
Title Torque Setting Control Type All Operations

In Control Type, you can choose if the control point has to be done on each
operation, randomly or periodically.
Title

Products Table Type Measure

Operations MyOff.: Manufact. Norm 13.00 Nm

Work Order Assembly Tolerance from 11.00 to 15.00

Operation
Worksheet Scroll to speci�c page

Worksheet 3
Page

“Scroll to speci�c page” allows you to designate the right page of the worksheet
when it’s time to perform the quality control.

SAVE

If you install the IoT App, you can send the measure automatically from the
connected device to Odoo.
Manufacture

Check your Quality Test 8

You

Sharlene, I added a control point

on the assembly operation.

Sharlene • Manufacturing Engineer

That’s good, we have to create a new table.

We will have the opportunity to test it through
the work center control panel.

You

FYI, the torque setting measure

should be between 11 and 15 Nm.
Check your Quality Test 8

Manufacturing Operations Manufacturing Orders CREATE

Product Table

Quantity to Produce 1.00

Bill of Material Table

CONFIRM DRAFT CONFIRMED IN PROGRESS DONE

Manufacturing Operations Work Orders

Operation Manufacturing Status

Assembly WH/IN/00003 Ready Start Block

Painting WH/IN/00003 Waiting fot ano ... Start Block

Measure: 14.00 Nm VALIDATE

MARK AS DONE

Table - Units

Date Operator Title Result Status

01/18/2022 14:57:01 Admin Torque Setting 14 Nm Done

Manufacture

Control Cost 9

Anita • Accountant

To close my �scal year, I need to know the cost of

the table we manufacture, including time and materials.

You

Ok, I’ll check the cost structure on the Bill of Materials

for theoretical costs if you want to update it.
Control Cost 9

Manufacturing Products Bills of Materials

Product BoM Type

Table Manufacture this product

Structure &
Cost

BoM Structure & Cost

Product BoM Quantity Product Cost BoM Cost

Table Table 1.000 $ 115.00 $ 90.00

Table Top 1.000 $ 40.00 $ 40.00

Table Leg 4.000 $ 48.00 $ 48.00

Bolt 4.000 $ 2.00 $ 2.00

Operations 62:27 $ 0.00

Unit Cost $ 115.00 $90.00

As Anita doesn't have the user access rights for Manufacturing, you can send her a
document with the details of the BoM.
Click on PRINT and a pdf will automatically be downloaded.
Use Barcodes
To speed up your inventory operations, you plan to use
barcode scanners in the warehouse. With barcodes,
your team will pick products faster and more accurately.
Install the Barcode app.

This game requires any USB barcode scanner, or a phone

with the Odoo Mobile app installed. You can download it
in the Apple store or the Google Play Store. Connect to
your database via your smartphone to continue the game.

Con�gure the Barcode Scanner 1

Set up your Product 2

Receive Products 3

Sell Products 4

Deliver Products 5

Adjust Inventory 6

De�ne Locations 7

Move Products 8
Use Barcodes

Apps

Barcode
Use barcode scanners to process logistics operations.

INSTALL

You can also install the feature by going to Inventory > Settings.

All the barcodes needed for the following exercises are here.
Keep this card near you.

WH-RECEIPTS DESK12345678

O-BTN.validate O-CMD.MAIN-MENU

O-BTN.pack WH-STOCK

ZONEA ZONEB
Use Barcodes

Con�gure the Scanner 1

Paul • Secretary

Hey, we received the USB barcode

scanner you ordered last week.

You

Thanks. I’ll con�gure it according to my keyboard.

Paul • Secretary

Scan any barcode in a text editor

to make sure it works.
Con�gure the Scanner 1

If you use a smartphone with the Odoo mobile app, instead of a barcode scanner,
you’ll need to authorize the Odoo app to use your camera when you hit the
“Tap to Scan” button.

Plug the barcode scanner

into your computer.

As a barcode scanner simulates

the keyboard, open any text editor
to test it. Scan the following barcode
to check the settings.
With a smartphone, use any barcode
or QR code scanner.

3 If the scanner is con�gured properly, it should type “It works!” in the editor.

It works!

If you see different characters, have a look at the manual of your barcode
scanner, you might need to scan special barcodes to con�gure it according
to your keyboard.
Use Barcodes

Set up your Products 2

You

Sharlene, I plan to use a barcode

scanner to speed up inventory moves.

Can you set the barcode references on our products?

Sharlene • Manufacturing Engineer

Ok, I set the barcode reference

DESK12345678 to the Large Desk.
Set up your Products 2

Inventory Products Products

Large Desk
Price: $ 220.00
On hand: 4.00 Units

Product Name

Large Desk

General Information Variants Sales Purchase Inventory

Product Type Storable Product Sales Price $220.00

Barcode DESK12345678 Cost $140.00

The barcode reference must perfectly match DESK12345678 (uppercase letters,

no space), otherwise the barcode scanner might not recognize the product.
Use Barcodes

Receive Products 3

Incoming Call...

Hello, I’m the driver from Wood Corner.

I have 3 Large Desks for you. I’ll be at your warehouse

in 5 minutes. Can you open a loading dock?

You

Ok, go to dock 3. I’ll create the

receipt with my barcode scanner.
Receive Products 3

Barcode

1 Initiate a receipt.

WH-RECEIPTS

2 Scan the product, 3 times.

DESK12345678

3 Validate the transaction.

O-BTN.validate

You can also add more quantities of a product by tapping on +1

Use Barcodes

Sell Products 4

Brandon • Customer

Hi, Brandon from Azure Interior speaking. I’d like

to buy 3 large desks. Can you send me the order?

You

I’ll send it to you right now! Your email address

is still [email protected], right ?

Brandon • Customer

That’s correct!
Sell Products 4

Sales Orders Quotations CREATE

Customer Azure Interior, Brandon

Order Lines Optional Products Other Info

Product Quantity Unit Price Taxes Subtotal

Large Desk 3.00 $ 220.00 15.00% $ 660.00

Add a product Add a section Add a note

Subtotal: $ 561.00
Taxes: $ 99.00

Total: $ 660.00

SEND BY EMAIL QUOTATION QUOTATION SENT SALES ORDER

CONFIRM QUOTATION QUOTATION SENT SALES ORDER

Use Barcodes

Deliver Products 5

Sophia • Sales Manager

Hi, can you deliver Azure Interior’s order?

It's a high priority.

You

Ok, I’ll continue the operation by scanning the products

and the operation barcodes.

The 3 desks didn’t �t in one pack. I’ve put 2 desks

in one pack, and the last one in another.
 Deliver Products 5

Inventory Con�guration Settings

Operations

Packages SAVE
Put your products in packs (e.g. parcels, boxes) and track them

Barcode OPERATIONS

Delivery Orders
WH/OUT/00002 Ready

1 TO PROCESS Azure Interior, Brandon 01/15/2022

1 2

DESK12345678 DESK12345678

3 4

O-BTN.pack DESK12345678

5 6

O-BTN.pack O-BTN.validate

The “Put in Pack” operation allows you to track individual packages, or pallets,
and their products. It helps compute the real cost of the shipping, if you use
shipping connectors like DHL, Fedex, UPS, etc.

Bonus Point • If you thought about activating the packages

management feature, you get an extra
Use Barcodes

Adjust Inventory 6

Roger • Inventory Manager

Hi, the system tells me there are 4 Large Desks on

hand. However, I see only 3 in the warehouse.

You

Ok, let’s make an inventory adjustment.

We probably scraped one of the desks.
Adjust Inventory 6

Barcode INVENTORY ADJUSTMENTS CREATE

1 Scan 3 times

DESK12345678

2 Validate the inventory

O-BTN.validate
Use Barcodes

De�ne Locations 7

Roger • Inventory Manager

Our average time to pick has increased by 30% compared to

last year. As the warehouse gets bigger, workers have to walk
more to pick products.

You

I am going to do an ABC inventory analysis. Frequently sold

products should go in ZoneA, closer to the packing zone.
Less frequently sold products should go in ZoneC, at the end of
the warehouse. Can you activate the storage location feature?

Roger • Inventory Manager

Ok. So I’ll divide our main stock, WH/stock, in 3 zones.

I’ll create these 3 new locations: ZoneA, ZoneB, ZoneC with
their respective barcodes: ZONEA, ZONEB, ZONEC.
De�ne Locations 7

Inventory Con�guration Settings

Warehouse

Storage Locations SAVE

Track product location in your warehouse.

Inventory Con�guration Locations CREATE

ZoneA
Parent Location
WH/Stock

Use internal locations for all locations that belong to you (usually inside your
warehouse). The products in those locations are valued in your accounting.

Location Type Internal Location Barcode ZONEA

Repeat this opeation to create the two other locations:

ZoneB • Internal Location • ZONEB
ZoneC • Internal Location • ZONEC

The barcode of a location is usually scanned from the shelf. It's scanned in order to
record the spot where products have been taken from and where they'll be moved.
Use Barcodes

Move Products 8

You

According to my ABC analysis, the

desks are the most frequently used.

Can you move 3 Large Desks (products)

from the location WH-STOCK to ZoneA?

Sharlene • Manufacturing Engineer

Ok, I’m on it.

Move Products 8

Barcode

1 To start an internal move,

scan the source location
from the barcode app home.

WH-STOCK

2 Then, scan 3 times

the products you picked.

DESK12345678

3 Next, scan the destination shelf:

ZONEA.

ZONEA

4 Finally, validate it.

O-BTN.validate
Sell Online
Locally, the MyOf�ce brand is recognized for its quality and
service. It’s time to go global and establish a web presence
to showcase your great products. You will plan to setup an
eCommerce store where customers can view your catalog,
customize products, buy online and track their orders.

Install the eCommerce App and select the Graphene theme.

Design your Homepage 1

Create a Product 2

Improve SEO 3

Set up a Product Con�gurator 4

Test your eCommerce 5

Upsell Customers 6

Write a Blog Post 7

Sell Online

Apps

eCommerce
Sell your products online

INSTALL

Take the time to check the themes that interest you and select the right one to start
with. If you already have Website installed, go to Website > Con�guration > Settings
to pick a theme.

If published, your page is online.

Published + New Edit

Sell Online

Design your Homepage 1

You

I’m launching our new website. Any idea

what we should put on our homepage?

Sophia • Sales Manager

I like websites with a cover on the top, customized

with an of�ce image as the background.

I would put some key numbers like: 70+ happy

customers, 35 employees, 120+ designed products,
and 4 year guarantee.

Then, we can add 3 columns: “You Customize”,

“We Design”, and “We Manufacture”.
Design your Homepage 1

EDIT

STYLE

Image Replace media

When searching for an image, use Unsplash to �nd

Search an image
great photos, free of charge.

45 91

Save
Sell Online

Create a Product 2

Sophia • Sales Manager

Love the new website! Can we start selling

our new Of�ce Chairs online?

You

Ok, I’ll create the product page on

the website with a $120 price tag.
Create a Product 2

+ New

Page Product Blog Post

New Product

Name: O ce Chair

CONTINUE

1 Upload an image 2 Set the price $ 120.00

Save

Products / Of�ce Chair Search...

Of�ce Chair
$ 120.00
− 1 +

Add to Cart
Sell Online

Improve SEO 3

Sophia • Sales Manager

Hi, there have been no sales for our new of�ce chairs online.
Can we do some Search Engine Optimization (SEO)?

You

I’ll target keywords people are looking

for on Google, with the promote tool.
Improve SEO 3

Website Promote Optimize SEO

Title Preview
O ce Chair On Sale | MyO ce Inc.
O ce Chair On Sale | MyO ce Inc. myo ce.odoo.com/shop/o ce-chair-on-sale
Get the best o ce chairs for sale,
buy online now.
Keywords:

o ce chair English Add

Keyword H1 H2 T D C Related keywords

o ce chair o ce chairs near me o ce chairs on sale

Most “o ce chair” searches on Google are related to “O ce Chair On Sale”.

By narrowing your target to these keywords, you should attract more visitors.

Products / Of�ce Chair Search...

Of�ce Chair
$ 120.00
1 +
Try to target the same keywords in the title of your page, the URL and the product
name. If you change the product name, the URL is updated accordingly, but you can
choose to keep the initial product name in the URL thanks to the “Custom Url” feature.

Published
Bonus Point • Check if your product is published in the top-right
corner, otherwise, visitors can not access the page.
You get an extra if you thought about publishing it.
Sell Online

Set up a Product Con�gurator 4

Sophia • Sales Manager

The chairs are selling like crazy. Good job!

But people are asking for different colors and sizes.

You

Ok, I will activate the variants feature

and con�gure it on the chair product.

What are the options?

Sophia • Sales Manager

They come in 4 colors (grey, black, white, purple),

and 3 sizes (Small, Medium, Large). We can even offer
a custom embroidery, with their name on it.
Set up a Product Con�gurator 4

Sales Con�guration Settings

Products

Variants SAVE
Sell variants of a product using attributes (size, color, etc.)

Sales Products Products EDIT

O ce Chair
General Information Variants Sales eCommerce

Attribute Attribute Values

Size Small Medium Large

Color Grey White Black Purple

Attribute Name Color

Display Type Color

Embroidery Custom No embroidery

Attribute Name Embroidery

Type Select
Create Variants Never
Attribute Values Value Is custom Value

No embroidery

Custom
Sell Online

Test your eCommerce 5

You

Our eCommerce is ready.

Can you test buying a product online?

Sophia • Sales Manager

Sure!
Testing your eCommerce 5

Of�ce Chair
Size

Small

Medium

Large

Color

Embroidery

No Embroidery

$ 120.00
− 1 +

Add to Cart

Review Order Address Con�rm Order

Product Quantity Price Subtotal: $ 120.00

O ce Chair Taxes: $ 18.00

− 1 + $ 120.00
Embroidery: No embroidery
Total: $ 138.00

Continue Shopping Process Checkout Process Checkout

Review Order Address Con�rm Order

By default, only the “Wire Transfer” payment method is activated. Don’t forget
to edit your bank account information using . You can also activate
Paypal, or any credit card, by con�guring one of the available payment
acquirers (Stripe, Authorize.net, Ingenico, etc.)
Sell Online

Upsell Customers 6

Sophia • Sales Manager

Last month, we did $350k in revenue through the

website, with an average cart size of $250. Can we
upsell customers by proposing options?

You

Yes, let’s create a new product "Warranty" that

we will set as an option for the chair. This warranty
is valid for 3 years and will cost $50.
Upsell Customers 6

Website Products Products CREATE

Warranty: 3 years

General Information Variants Sales eCommerce

Product Type Service Sales Price $50.00

Website Con�guration Settings

Products

Optional Products
SAVE
Display a prompt with optional products when adding to cart

Website Products Products

O ce Chair
12 Variants
Price: $ 120.00

General Information Variants Sales eCommerce

Optional Products Warranty: 3 years

Once the product is set up, test it by adding a chair to your cart. You should see
a popup offering you the option for a warranty. You can use this mechanism to
do a multi-level product con�guration, as the optional product (the warranty)
can have options and variants, too.
Sell Online

Write a Blog Post 7

Sophia • Sales Manager

I love the new warranty service. It would be

great to write a news article about it.

You

Ok, I’ll setup a blog on our website

and write the �rst post.
Write a Blog Post 7

Website GO TO WEBSITE + New

Page Product Blog Post

Blog Post

Do you want to install the “Blogs” App?

Install Blog Post

To set a cover to your blog, click on the title then click on the icon next to
the “Background” option.
Create your App
Following the great feedback you received from your
Of�ce Design services, you are ambitious and want to go
further. So, you plan to rent fully-furnished of�ces.
You already have a few of�ces, but you need a dedicated
app to manage those properties.

Install the Studio App to run the following business ow.

Initialize your App 1

Design Of�ce Form 2

Manage Rental Status 3

Record your Of�ces 4

Improve the List view 5

Add a Kanban view 6

Create Statistic Reports 7

Design a Report Template 8

Create your App

Apps

Studio
Create and customize your Odoo apps

INSTALL

To quickly search for an app, you can use the top-right search bar.

Apps Studio

Once Odoo Studio is installed, click on this icon to customize any screen
of Odoo, whether it’s a form, a list or a kanban view.
Create your App

Initialize your App 1

Sophia • Sales Manager

We need an app to manage our properties. It’s not

ef�cient to do everything in a spreadsheet.

You

I’ll create an Of�ce Rental app

to manage our Of�ces.

Sophia • Sales Manager

Great! I’m looking forward to it!

Please make sure it has basic info, such as:
the name, picture, and rental price.
Initialize your App 1

New App

Create your App Design your Icon

Choose an app name

O ce Rental

Create your �rst Menu

Choose your �rst object name

O ces

Suggested features for your new model

Picture
Attach a picture to a record

Monetary value
Set a price or cost on records

CREATE YOUR APP

Create your App

Design Of�ce Form 2

You

You’ll
Whatget
information
it by emaildo
right
younow!
need on an of�ce form?

Sophia • Sales Manager

As I mentionned, I'll need the name, photo, and rental

price, but also the capacity (number of available desks),
address, and type of of�ce (open space or closed space).
Design Of�ce Form 2

VIEWS > FORM

+ Add

New Fields

Rent $ 0.00 Value

N° Integer Capacity 0

Ab Text Address

If you want to use existing contacts for the

address, use a Many2one with the relation
“Contact”, instead of a Text �eld.

Selection Type Open Space

Once a �eld is dropped, you should edit its Label

on the left menu under “Properties”.

CLOSE
Create your App

Manage Rental Status 3

Sophia • Sales Manager

I love our database of of�ces!

But can we manage of�ce status:

Available Leased To renew?

You

Ok, I’ll add a pipeline status bar to the form.

Manage Rental Status 3

Add a pipeline status bar

Field Properties

Available

Leased

To renew

CONFIRM

AVAILABLE LEASED TO RENEW

Label

Status

CLOSE
Create your App

Record your Of�ces 4

You

Sophia, I created the Of�ce Rental app.

Can you add our properties in the app?

Sophia • Sales Manager

Ok, I will create our 3 of�ces for rent.

Leased $ 65000

Chestnut
1450, Chestnut Street
Closed Space • 150 desks

Available $ 2000

Creekside
645 Creekside Drive
Open Space • 15 desks

Available $ 3500

Merriman
4597 Merriman Street
Open Space • 45 desks
Record your Of�ces 4

O ce Rental CREATE

AVAILABLE LEASED TO RENEW

Merriman

Address Merriman Street, 4597

Rent 3,500.00

Type Open Space

Capacity 45

SAVE

Repeat this operation to create the two other o ces.

Name Address Type Capacity Rent Status

Chestnut Chestnut Street, 1450 Closed Space 150 65 000 Leased

Creekside Creekside Drive, 645 Open Space 15 2000 Available

Create your App

Improve the List view 5

Sophia • Sales Manager

When browsing the list of of�ces, it would be

useful to have more information, such as
the of�ce type, capacity, price, and status.

You

You’ll get
Good idea. by add
it I’ll emailthese
rightcolumns
now! to the list view.
Improve the List view 5

O ce Rental

Type N° Capacity € Rent Status

Name Type Capacity Rent +

Merriman Open Space 45 3,500.00

Chestnut Closed Space 150 65,000.00

Creekside Open Space 15 2,000.00

You can �nd these �elds in the “Existing Fields” section below the "New Fields".

CLOSE

When you are customizing a screen with Studio, you can easily switch to other
views, using the Views tab.
Create your App

Add a Kanban view 6

Sophia • Sales Manager

Is it possible to have an overview of

which of�ces are leased or not?

You

Yes. I’ll activate a Kanban view of the of�ces,

with columns according to the status �eld.
Add a Kanban view 6

O ce Rental O ces

Views

Multiple Records Views

Activate View

Kanban

View
Add tags
Merriman
Add a Priority
Add an avatar

Default Group by

Status
Create your App

Create Statistic reports 7

You

Sophia, I’m going to a meeting, do you know how

I can show our of�ce occupation rate easily?

Sophia • Sales Manager

Why don’t you create a graph view?

You

Good idea, I’ll get the availability ratio

(percentage of available desks by type).
Create Statistic reports 7

O ce Rental O ces

Views

Reporting Views

ACTIVATE VIEW

Graph

CLOSE

MEASURES Group By

Add Custom Group

Capacity
Status
New Monetary
Rent APPLY

Bonus Point • You get an extra if you found the following pie chart,
with measures = Capacity and group by “Status”.
 Create your App

Design a Report Template 8

Sophia • Sales Manager

We’d like to publish our available of�ces in a magazine.

Is it possible to create a display with the image, name,

address, rent, Type, and Capacity? Ideally, with a short
text about us at the bottom of the page?

You

Sure! I’ll create the ad for you, directly

from the ”Reports” menu in the app.

Merr
im an
Merr
iman
Stree
t4 597
Rent
$ 350
0.00 Type
Open
Spac Capa
e city
45
Design a Report Template 8

O ce Rental O ces

Reports

CREATE
Blank
No header/footer

Block

Field doc (O ces) Image

Field doc (O ces) Name

Heading1
Width 800
800 px A

Field doc (O ces) Address

Field & Label Rent Type Capacity

Ab Title Block About MyO ce Inc.

Ab Text We are a team of passionate people whose

goal is to improve everyone’s life through
disruptive products. We build great products
to solve your business problems.

To print a report, CLOSE Studio. Then open an entry and click on PRINT .