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Odoo 19 Cheat Sheet

Practice this exam

Accounting

  • 18% of exam
  • Invoice Flow Bank & Reconciliation Taxes & Fiscal Financial Reports Payment Status

Inventory & Warehouse

  • 13% of exam
  • Warehouse Operations Routes & Rules Valuation & Costing Traceability & Removal Replenishment

Sales & CRM

  • 12% of exam
  • CRM Pipeline Quotation to Invoice Pricing & Variants Invoicing Policy Lost & Won

Manufacturing / MRP

  • 12% of exam
  • BoM Types Manufacturing Orders MRP Planning Subcontracting Shop Floor

Purchase

  • 7% of exam
  • Procure to Pay Bill Control 3-Way Matching Vendor Management Blanket Orders

Website, eCommerce & POS

  • 13% of exam
  • Website Builder eCommerce & Checkout Payment Providers Point of Sale Restaurant Mode

Studio & Cross-app

  • 13% of exam
  • Studio Customization Automation & Approvals Cross-app & Platform Field Types Email Templates

Project & HR

  • 12% of exam
  • Project Management Billing Types Human Resources Time Off Expenses

Quick Facts

  • Exam Odoo 19 Functional
  • Questions ~120 multiple-choice
  • Time ~120 minutes
  • Format Online, in-database
  • Audience Functional consultants
  • Provider Odoo S.A.
  • Delivery odoo.com/slides
  • Version Odoo 19 (2025)
  • Top area Accounting ~18%

Invoice Entry AC

  • Dr AR; Cr Income + Tax
  • AR = gross Income = net Tax = VAT

In Payment vs Paid AC

In Payment

  • Payment registered
  • Outstanding account
  • Not reconciled

Paid

  • Bank reconciled
  • Cleared to bank
  • Final status
  • Registered vs cleared

Payment Status Trace AC

  • Nothing registered → Not Paid ( Open residual )
  • Payment registered → In Payment ( Outstanding account )
  • Bank reconciled → Paid ( Cleared to bank )
  • Part settled → Partially Paid ( Residual open )

Invoice Flow AC

  • Draft Editable, not posted
  • Posted Numbered, legal entry
  • Cancelled Reverse, never delete
  • In Payment Outstanding account, unreconciled
  • Paid After bank reconciliation
  • Credit note Reverses posted invoice

Invoice Journal Entry AC

  • Customer invoice Dr AR, Cr Income+Tax
  • Vendor bill Dr Expense+Tax, Cr Payable
  • Register payment (in) Dr Outstanding, Cr AR
  • Register payment (out) Dr Payable, Cr Outstanding
  • Reconcile receipt Dr Bank, Cr Outstanding
  • AR debit Gross customer total

Bank & Reconciliation AC

  • Bank journal Type Bank account
  • Cash journal Type Cash box
  • Suspense account Holds unmatched lines
  • Outstanding Receipts Registered, not reconciled
  • Internal transfer Between own banks
  • Import formats CAMT, OFX, QIF, CSV
  • Reconcile models Auto-match statement lines

Taxes & Fiscal AC

  • Fiscal localization Installs chart, taxes
  • Account type Sets report, reconcilable
  • Tax grids Build tax report
  • Fiscal position Remaps taxes by location
  • Tax computation Percent, fixed, group
  • Lock dates Close editing period

Financial Reports AC

  • Profit & Loss Revenue minus expenses
  • Balance Sheet Point-in-time position
  • Aged Receivable Overdue customer buckets
  • Aged Payable Overdue vendor buckets
  • General Ledger All account movements
  • Tax Report Built from grids

Removal Strategies IN

  • FIFO old, LIFO new, FEFO expiry
  • FIFO: oldest LIFO: newest FEFO: soonest expiry Closest: location

MTO vs Reordering Rule IN

MTO

  • One supply per order
  • No buffer stock
  • Demand-driven

Reordering rule

  • Min/max buffer
  • Replenish to max
  • Stock held
  • No buffer vs buffer

Push vs Pull Route IN

  • Demand pulls stock → Pull rule ( Backward flow )
  • Supply pushes stock → Push rule ( Forward flow )
  • Keep buffer stock → Reordering rule ( Min/max )
  • No stock buffer → MTO ( Per order )
  • Skip warehouse → Dropship ( Vendor→Customer )

Warehouse Operations IN

  • Receipt Vendor→Internal
  • Delivery Internal→Customer
  • Internal transfer Internal→Internal
  • Stock move Between two locations
  • Storable Good, tracked inventory
  • Consumable Good, no tracking
  • Internal location Real countable stock

FIFO vs AVCO IN

FIFO

  • Oldest cost first
  • Layered valuation
  • Tracks batches

AVCO

  • Weighted average
  • Smoothed cost
  • One blended value
  • Layered vs averaged

Which Costing Method IN

  • Fixed manual cost → Standard ( No landed costs )
  • Track real cost → FIFO ( Oldest first )
  • Smooth cost swings → AVCO ( Weighted average )
  • Real-time GL entries → Automated ( Interim accounts )
  • Periodic manual → Manual valuation ( No entries )

Routes & Rules IN

  • Pull rule Demand triggers backward
  • Push rule Supply triggers forward
  • Reordering rule Min/max buffer
  • MTO One supply per order
  • Dropship Vendor→Customer directly
  • Resupply from Inter-warehouse via Transit

Push vs Pull IN

Push rule

  • Supply triggers
  • Forward flow
  • From source

Pull rule

  • Demand triggers
  • Backward flow
  • From destination
  • Supply vs demand

Valuation & Costing IN

  • Standard Fixed manual cost
  • FIFO Oldest cost first
  • AVCO Weighted average cost
  • Automated valuation Journal per move
  • Manual valuation Periodic, no entries
  • Landed costs FIFO/AVCO only
  • Interim accounts Stock Input/Output

Traceability & Removal IN

  • Lot Batch shares number
  • Serial One unique unit
  • FIFO removal Oldest goes first
  • LIFO removal Newest goes first
  • FEFO removal Earliest expiry first
  • Inventory adjustment Posts corrective move

Order to Cash SA

  • Quote → Order → Deliver → Invoice
  • Quotation draft Sales order Delivery order Customer invoice

Ordered vs Delivered SA

Ordered qty

  • Invoice full order
  • At confirmation
  • Typical services

Delivered qty

  • Invoice shipped only
  • After delivery
  • Typical goods
  • Order vs shipment

Which Invoicing Policy SA

  • Service, bill upfront → Ordered qty ( Invoice at confirm )
  • Goods, bill shipped → Delivered qty ( Invoice on delivery )
  • Bill in advance → Down payment ( Fixed or percent )
  • Bill per timesheet → Timesheet policy ( Delivered hours )

CRM Pipeline SA

  • Opportunity Card on pipeline
  • Lead Optional qualification step
  • Stage Configurable Kanban column
  • Won stage Probability set 100%
  • Lost Archives, needs reason
  • Weighted forecast Revenue × Probability
  • Activity Next scheduled action

Lead vs Opportunity SA

Lead

  • Optional qualification
  • Not on pipeline
  • Needs conversion

Opportunity

  • On Kanban pipeline
  • Has stage
  • Weighted forecast
  • Triage vs pipeline

Quotation to Invoice SA

  • Quotation Draft sale order
  • Quotation Sent Emailed to customer
  • Sales Order Confirmed quotation
  • Ordered qty Invoice full order
  • Delivered qty Invoice shipped only
  • Backorder Remainder after partial
  • Down payment Advance fixed/percent

Pricing & Variants SA

  • Pricelist Rules by qty/date
  • Fixed price Set list price
  • Formula rule From price/cost/pricelist
  • Discount setting Enables per-line discount
  • Coupon/promotion Campaign rewards, codes
  • Variant From attribute values

BoM Types MA

  • Manufacture, Kit, Subcontract
  • Manufacture → MO Kit → explode Subcontract → vendor

Kit vs Manufacture BoM MA

Kit BoM

  • No manufacturing order
  • Explodes on delivery
  • Just components

Manufacture BoM

  • Creates MO
  • Work orders run
  • Finished good
  • Bundle vs build

Which BoM Type MA

  • Assemble on floor → Manufacture BoM ( Creates MO )
  • Sell as bundle → Kit BoM ( Explodes on delivery )
  • Outsource assembly → Subcontract BoM ( Vendor builds )
  • Extra output added → By-product ( Enabled in settings )

BoM Types MA

  • Manufacture BoM Creates manufacturing order
  • Kit BoM Explodes on delivery
  • Subcontract BoM Vendor builds product
  • Operations tab Work centers, routing
  • By-product Secondary output added
  • BoM selection Variant, sequence priority

Manufacturing Orders MA

  • MO states Confirmed → progress → done
  • Consumption Strict, allowed, warning
  • Shop Floor Modern work-order interface
  • Work center Cost, capacity, efficiency
  • Unbuild Disassemble into components
  • Scrap Move to scrap

MRP Planning MA

  • Manufacture route Shortage → make order
  • MPS Manual make-to-stock grid
  • Lead times Manufacturing, purchase, security
  • Basic subcontract Vendor sources components
  • Resupply subcontract You ship components
  • Quality Control Point Enforces production checks

Procure to Pay PU

  • RFQ → PO → Receipt → Bill → Pay
  • RFQ sent Purchase order Receipt validated Vendor bill Payment

Ordered vs Received Bill PU

On ordered

  • Bill full PO
  • Before receipt
  • Faster

On received

  • Bill received only
  • After receipt
  • Safer control
  • PO vs receipt

Bill Control Choice PU

  • Pay full order → On ordered ( Bill immediately )
  • Pay received only → On received ( Bill after receipt )
  • Verify goods first → 3-way matching ( Should Be Paid )
  • Compare vendors → Alternatives ( Tender lines )

Procure to Pay PU

  • RFQ Request for quotation
  • RFQ Sent Emailed to vendor
  • Purchase Order Confirmed binding order
  • Bill control Ordered vs received qty
  • 3-way matching PO, receipt, bill
  • Should Be Paid Match exception flag

Vendor Management PU

  • Vendor pricelist Price, min qty, lead
  • Buy route Generates replenishment RFQ
  • Alternatives Compare competitive tenders
  • Blanket Order Long-term agreed prices
  • Replenishment report Order once, automate
  • MTO + Buy SO raises RFQ

Website Builder CO

  • Blocks tab Snippet drag library
  • Customize tab Block/page options
  • Theme tab Site-wide colors, fonts
  • Published switch Public visibility toggle
  • Optimize SEO Title, meta, keywords
  • Multi-website Own domain, menus

eCommerce & Checkout CO

  • Published product Buyable online
  • eCommerce category Shop navigation, filters
  • Checkout steps Review, address, pay
  • Payment provider Stripe, PayPal, Adyen
  • Test/Enabled mode Provider credential state
  • Delivery method Fixed, rules, carrier

Point of Sale CO

  • POS config One till setup
  • Session Open, sell, close
  • Cash control Count vs expected
  • Cash method Cash journal, change
  • Bank/card method Bank journal payment
  • Restaurant mode Floors, tables, tips

Access Layers ST

  • Type → Group → Rights → Record rule
  • User type Groups = roles Access rights Record rules

Studio Customization ST

  • Toggle Studio No-code editor
  • x_studio_ prefix Custom field name
  • x_ prefix Custom model name
  • Many2one Link one record
  • Tags (Many2many) Link several records
  • Studio export ZIP module move

Automation & Approvals ST

  • Automation rule Watch model, trigger
  • Triggers Create, update, timed
  • No-code actions Update, email, activity
  • Server action Reusable logic unit
  • Approval rule Blocks button until sign-off
  • Email template Inline-QWeb placeholders

Cross-app & Platform ST

  • Internal user Full backend, paid
  • Portal user Own documents, free
  • Public user Anonymous website visitor
  • Access layers Type, group, rules
  • Company switcher Scopes active data
  • Developer Mode General Settings bottom
  • Chatter Messages, log, followers
  • Smart buttons Link related records

Project Management PR

  • Task stage Drag Kanban column
  • Sub-task Rolls up parent
  • Billable timesheet Feeds sales order
  • Milestone Triggers fixed-price invoice
  • Profitability Cost vs revenue
  • Project template Reusable stage structure

Human Resources PR

  • Employee record Central HR data
  • Recruitment Applicant Kanban pipeline
  • Time Off Leave types, allocation
  • Expense flow Submit, approve, post
  • Manager relation Drives approval routing
  • Contract Employee terms record

Common Traps

Invoice payment status

  • In Payment = registered ≠ Paid = reconciled

Invoicing policy

  • Ordered = full order ≠ Delivered = shipped only

BoM type

  • Kit explodes delivery ≠ Manufacture creates MO

Route direction

  • Pull = demand backward ≠ Push = supply forward

Costing method

  • FIFO = oldest cost ≠ AVCO = average cost

Lead vs opportunity

  • Lead off pipeline ≠ Opportunity on pipeline

Apps vs modules

  • App = top application ≠ Module = installable package

Studio scope

  • Studio edits shared view ≠ Favorite is personal

Last Minute

  • 1. Accounting is ~18%, study first
  • 2. In Payment = registered, not reconciled
  • 3. Invoice: Dr AR, Cr Income
  • 4. Ordered = full; Delivered = shipped
  • 5. Kit explodes on delivery, no MO
  • 6. Pull = demand; Push = supply
  • 7. FIFO oldest, AVCO average cost
  • 8. FEFO reserves soonest-expiring lot
  • 9. MTO = no buffer stock
  • 10. 3-way match: PO, receipt, bill
  • 11. Fiscal position remaps taxes by country
  • 12. Studio fields prefixed x_studio_
  • 13. Access: type, group, rights, rules
  • 14. Lead off pipeline until converted
  • 15. POS session closes with cash control

Odoo Functional Certification

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