Odoo training in Switzerland: master your ERP

Odoo training is an indispensable investment to get the full benefit from your ERP. A software as comprehensive as Odoo only reveals its true value in the hands of users who understand what they are doing — and why they are doing it.

At AX-Fiduciaire, our Odoo training courses are delivered by trainers who combine two rare areas of expertise: technical mastery of Odoo and solid Swiss fiduciary and accounting experience. You do not just learn how to use the software — you learn how to use it correctly, according to the accounting and tax rules applicable in Switzerland.

Our Odoo Training Packages

We offer six packages adapted to your needs, whether you are an SME in the midst of implementation or a company seeking to strengthen its teams' skills on an already live instance.

Available Training Formats

We adapt our training to your organisational and geographical constraints. Four formats are available:

On-Site — At Your Premises in French-speaking Switzerland

This is the format we most often recommend for initial training sessions. The trainer comes to your offices, works directly on your Odoo instance and adapts examples to your real activity. Your teams are in their usual environment, which encourages immediate practical application. We travel throughout French-speaking Switzerland: Geneva, Lausanne, Fribourg, Sion, Neuchâtel, Delémont and surrounding areas.

Remote — Videoconference

Remote training is ideal for partially distributed teams, for post-training follow-up or for short sessions targeting a specific point. We use Teams, Zoom or Google Meet according to your preference. The trainer shares their screen and can take control of your Odoo session if necessary to illustrate a point.

At Our Geneva Offices

If you prefer to travel, you can follow your training at our Geneva premises. This option is particularly suitable for individual training or small groups (1 to 3 people). It allows full concentration, without the distractions of the everyday office.

Documentation and E-Learning Resources

In addition to all our training sessions, we provide written educational materials: step-by-step guides, quick reference sheets and documented procedures adapted to your Odoo configuration. These resources allow you to consolidate learning and train new staff members joining your team.

Detailed Content by Training Module

Odoo Accounting Training

This training is designed for accountants, finance directors and administrative managers who use Odoo daily for their company's accounting management. It covers:

• Accounting settings: Swiss chart of accounts in Odoo, fiscal year parameters, accounting journals
• Entry of accounting documents: client and supplier invoices, payments, bank reconciliation
• Swiss VAT management: VAT rate configuration, quarterly returns, reconciliation
• Monthly and annual closing: adjustment entries, depreciation, provisions, year-end close
• Financial reporting: balance sheet, income statement, general ledger, trial balance in Odoo
• Bank reconciliation: import of statements, automatic and manual matching, management of differences
• Export and archiving: accounting exports, legal retention of documents (art. 958f CO)

Payroll & HR Odoo Training

Aimed at HR managers and payroll administrators, this training covers Odoo's Payroll module in the Swiss context:

• Payslip configuration: calculation rules, Swiss social contributions (AHV, IV, EO, ALV, UVG, KTG, BVG)
• Employee management: employee files, contracts, individual parameters
• Monthly payroll processing: generation of payslips, verification, validation and posting
• Social fund statements: preparation of AHV, BVG, UVG statements
• Salary certificates: generation of annual certificates compliant with Swiss tax requirements
• Absence and leave management: maternity leave, paternity leave, illness, accident in Odoo
• Withholding tax: configuration and management for workers subject to withholding tax

CRM & Sales Odoo Training

For sales teams and sales managers, this training allows full exploitation of Odoo's CRM and Sales modules:

• Sales pipeline management: creation and tracking of opportunities, sales stages, probabilities
• Contact and client management: client database, segmentation, interaction history
• Quotes and sales orders: creation, sending, tracking and validation of commercial offers
• Invoicing and payment tracking: invoice generation from orders, client follow-ups
• Sales reporting: dashboards, sales forecasts, performance analyses
• Email and calendar integration: synchronisation with your messaging and calendar

Odoo Administration Training

For IT managers and internal referents who manage the company's Odoo platform:

• User management: account creation, role and access rights assignment, security groups
• General settings: module configuration, system preferences, company parameters
• Backup management: backup procedures, restoration, recommended frequencies
• Updates and maintenance: version management, update procedure, regression testing
• Monitoring and performance: system logs, queue management, basic optimisation
• Interface with the hosting provider: communication with Odoo.sh or your host, environment management

Tailored Training

Does your company have specific needs that do not exactly match one of our standard packages? We build a fully customised training programme. The process begins with an interview to understand your processes, identify gaps and define learning objectives. The programme is then co-built with you, module by module.

Tailored training is particularly suited to:

• Companies with atypical business processes or specific developments
• Role changes — training a new employee on an existing instance
• Upgrades following a migration to a new version of Odoo
• Teams that received no training during the initial implementation

Our Teaching Methodology

Practical Training on Your Own Data

We firmly believe in learning by doing. Unlike generic training on fictitious data, our sessions work on your Odoo instance, with your own accounts, your suppliers, your clients and your processes. If your instance is in production, we create a beforehand an identical test environment to allow free practice without risk.

This approach has several advantages: participants immediately recognise their work environment, examples are directly transferable and questions raised during training are relevant to real situations you encounter.

Concrete Exercises Adapted to Your Business

Each training includes practical exercises designed from concrete cases in your sector of activity. A consulting firm does not do the same exercises as a distribution company or a restaurant. We adapt pedagogical scenarios to your business reality to maximise learning transfer.

Course Materials Included

Each participant receives a complete set of educational materials at the end of training:

• Illustrated getting-started guide, specific to your Odoo configuration
• Quick reference sheets for the most frequent operations
• Documented procedures for periodic processing (monthly closing, VAT return, payroll processing)
• Checklist for end-of-period operations

These materials are written in accessible language for non-technical users, and can be enriched and shared with new staff members.

Post-Training Follow-Up Session

All our training sessions include a remote follow-up session, generally 3 to 4 weeks after the initial training. This one-to-two hour session allows questions that arose during real hands-on use to be answered, bad habits that may have formed to be corrected, and points requiring clarification to be consolidated.

The post-training follow-up is often the most valuable part of the teaching process: this is when real practical problems emerge and can be definitively resolved.

Why Train with a Fiduciary Rather Than a Technical Integrator?

Most Odoo training courses are delivered by integrators or technicians who know the software very well, but who have never kept accounts, processed payroll or managed a VAT return. The result: users who know how to click the right buttons, but who do not understand what they are doing or why.

At AX-Fiduciaire, our trainers are first and foremost financial and business management professionals. They understand:

• Accounting issues: why an entry is booked to a particular account, what the difference is between an expense and a fixed asset, how to handle a credit note
• Swiss law of obligations: legal document retention obligations, CO accounting principles, declaration deadlines
• Swiss taxation: Swiss VAT (reduced, standard, special rates), withholding tax, deductibility of expenses
• Swiss employment law: social contributions (AHV, BVG, UVG, EO), employer charges, statutory leave

This dual expertise — technical and business — means your teams do not just receive training on a software package. They receive training on their jobs, equipped by Odoo. The difference is immediately felt in the quality of entered data and in the reliability of produced reports.

Our philosophy: a well-used tool is better than an over-configured tool. Our training aims to create autonomous and confident users, capable of managing their daily work in Odoo without systematically depending on external assistance.

Initial Training Included in Odoo Implementation

If you deploy Odoo with AX-Fiduciaire, initial training for your teams is included in our implementation service. It is organised at the end of the project, once the instance is configured and set up according to your processes. It covers the deployed modules and is delivered to all future users.

This initial training is complemented by a post-launch support period during which our consultants remain available to answer operational questions during the first weeks.

Ongoing Training and Upgrades

Odoo regularly releases new versions with improved features and updated interfaces. We offer upgrade training sessions during major version migrations, to allow your teams to take advantage of new features without being destabilised by interface changes.

We also offer targeted training for:

• Onboarding new staff on an existing instance
• Activation of new modules after a partial initial deployment
• Correction of poor practices identified during an Odoo audit

How to Request Training

The process for organising your Odoo training with AX-Fiduciaire is simple and fast:

1. Scoping interview (free, 30 minutes): we discuss your needs, participant profiles, your Odoo configuration and your objectives
2. Training proposal: we send you a detailed training programme and a quote within 48 hours
3. Scheduling: we agree together on dates, location and format
4. Preparation: we prepare materials and the test environment if necessary
5. Training: training session(s) according to the agreed programme
6. Follow-up: post-training follow-up session 3 to 4 weeks later

Are you looking to train your teams on Odoo or to fill gaps in your ERP usage? Contact us for a free and no-obligation scoping interview.