odoo training
TRANSCRIPT
ODOO FUNCTIONAL TRAINING CAPSULE
Prepared by:Sarath Kumar J
Functional Consultant Mail:[email protected]
Linkedin: https://in.linkedin.com/pub/sarath-kumar-j/71/b24/837
Skype :kjsarath
Odoo
l Odoo is a suite of open-source business apps written in Python and released under the AGPL license.
l It is used by 2 million users worldwidel Version 8 of the software introduced apps including website builder, e-commerce, point of sale and business intelligence
l The software conforms to standard expectations of ERP systems, while providing additional modules beyond the coverage of traditional ERP systems.
Odoo is a suite of open-source business apps
The official Odoo apps are organized in 6 groups:
l Front-end apps: website builder, blog, e-commerce
l Sales management apps: CRM, point of sales, quotation builder
l Business operations apps: project management, inventory, manufacturing, accounting and purchase
l Marketing apps: mass mailing, lead automation, events, survey, forum, live chat
l Human Resources apps: employee directory, enterprise social network, leaves management, timesheet, fleet management
l Productivity apps: business intelligence, instant messaging, notes
l Customs Modules : Thousands of custom modules that is avliable to suite your business
CRM
l Intelligently and efficiently manage leadsl Manages key task such as communication, identification, prioritization, assignment, resolution and notification
l CRM ensures that all cases are successfully tracked by users, customers and suppliers
l Auto tomatically send reminders, escalate the request, trigger specific methods and many other actions based on your own enterprise rules
l Powerfull Reporting will drive the businessl Planned Revenue by Stage and User (graph)l Opportunities by Stage (graph)
Sales Management
l Drive your sales operations from quotes to invoices with all the information you need, easily accessible.
l It handles the full sales workflow:l * **Quotation** -> **Sales order** -> **Invoice**l You can choose flexible invoicing methods:
l * *On Demand*: Invoices are created manually from Sales Orders when needed
l * *On Delivery Order*: Invoices are generated from picking (delivery)
l * *Before Delivery*: A Draft invoice is created and must be paid before delivery
Qutation
Sale order
Invoicing Delivery
Done
Sales Management
Purchase
Purchase Mangement
l Automate procurement propositions, launch request for quotations, track purchase orders, manage suppliers' information, control products reception and check suppliers' invoices.
l Manage goods requirement by Purchase Orders easily
l Purchase management enables you to track your suppliers' price quotations .
l Convert them into orders
l Odoo can handle partial deliveriesl It issue reminders automatically for stock replinesment .
l Replenishment management rules enable the system to generate draft purchase orders automatically
l Dashboard / Reports for Purchase Management will include:l * Request for Quotationsl * Purchase Orders Waiting Approvall * Monthly Purchases by Categoryl * Receptions Analysisl * Purchase Analysis
Warehouse Management
Warehouse Management
l Manage multi-warehouses, multi- and structured stock locations
l The warehouse and inventory management is based on a hierarchical location structure, from warehouses to storage bins.
l he double entry inventory system allows you to manage customers, suppliers as well as manufacturing inventories.
l OpenERP has the capacity to manage lots and serial numbers ensuring compliance with the traceability requirements imposed by the majority of industries.
l Key Featuresl * Moves history and planning,l * Minimum stock rulesl * Support for barcodesl * Rapid detection of mistakes through double entry
systeml * Traceability (Serial Numbers, Packages, ...)
l Dashboard / Reports for Warehouse Management will include:l * Incoming Products (Graph)l * Outgoing Products (Graphl * Procurement in Exceptionl * Inventory Analysisl * Last Product Inventoriesl * Moves Analysis
Warehouse Reports Eg:
MRP
l The manufacturing module allows you to cover planning, ordering, stocks and the manufacturing or assembly of products from raw materials and components.
l It handles the consumption and production of products according to a bill of materials and the necessary operations on machinery, tools or human resources according to routings
l It supports complete integration and planification of stockable goods, consumables or services.
l Services are completely integrated with the rest of the software.
l You can set up a sub-contracting service in a bill of materials to automatically purchase on order the assembly of your production.
l Key Featuresl * Make to Stock/Make to Orderl * Multi-level bill of materials, no limitl * Multi-level routing, no limitl * Routing and work center integrated with analytic
accountingl * Periodical scheduler computation l * Allows to browse bills of materials in a complete
structure that includes child and phantom bills of materials
l Dashboard / Reports for MRP will include:l ** Procurements in Exception (Graph)l * Stock Value Variation (Graph)l * Work Order Analysis
Accounting
Accounting and Financial Management.
l Key Featuresl * General Accountingl * Cost/Analytic accountingl * Third party accountingl * Taxes managementl * Budgetsl * Customer and Supplier Invoicesl * Bank statementsl * Reconciliation process by partner
l Report / dashboard for accountants that includes:l * List of Customer Invoices to Approvel * Company Analysisl * Graph of Treasury
l Processes like maintaining general ledgers are done through the defined Financial Journals (entry move line or grouping is maintained through a journal)
l For a particular financial year and for preparation of vouchers there is a module named account_voucher.
Conslusion
l Open ERP has become established as the main free market-changing alternative for enterprise management systems in amongst software from giants such as SAP, Oracle and Microsoft, and from the small software developers in their own niches
l Larger companies often prefer a more classic implementation path. Even though Open ERP's simplicity makes this task easier than with other systems, you can't hide the fact that a project implementation is complex and introduces big changes to a company.
l So you can turn towards some of the different actors in this free software ecosystem to help you out the community of users and developers,
