We firmly believe that “No Knowledge is bad knowledge” but at the same time that knowledge to the right person with the right pedigree with the right tools and right background brings successful results. We provide OpenERP Training keeping in mind your objectives and take-aways from it. We deliver trainings at your location. We can also deliver training remotely via audio/video sharing tools/technologies, via remote sessions, conferences or video conferencing if you are so much in love with virtualization.

1. Apagen Solutions
OpenERP Training Program

2. One software package covers all your enterprise needs
Customer Relationship Management
Sales & Purchase Management
Accounting & Finance
Manufacturing
Warehouse Management
Project Management
Knowledge Management
Human Resources Management
Point of Sale
And more than 400 other modules available
free of charge...

3. OpenERP Training has offered Functional, Technical and
Modular courses with more than one thousand people
already trained all around the world! With the release
of OpenERP 7.0, we will continue to offer a job-
relevant, hands-on training curriculum; an a consistent
training experience worldwide! That means to our
customers, listening to the market, and taking account
developments in the job roles and backgrounds of
those working with OpenERP today.

4. Training Program
Functional Training: 3 days
Technical Training: 3 days
Modular Trainings: 1-2-3 days

5. Functional Training: 3 days

6. Functional Training – 3 days
The functional training offers you thorough knowledge in usability of the software. The objective is to use all of
OpenERP and gain an overview of the features. Thanks to full exercises, understand and master complete functional
processes and analyse basic data.
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding
of OpenERP. This course is meant to give an overview of the OpenERP features allowing for a general understanding of the
software.
• Duration: 3 days
• Objectives:
Having attended this course, participants should be able to:
 Understand the functional concepts
 Set up a new OpenERP system with the appropriate OpenERP modules and access rights
 Work with the software on a daily basis
 Manage all major enterprise processes using OpenERP,
 Configure the software using the standard modules
 Master the OpenERP client interface
 Apply general system administrator settings
 Change existing workflows
 Customize an OpenERP system to suit specific business needs
• Requirements:
Participants are expected to have a basic knowledge of Enterprise Management.

7. Functional Training Program
Day 1 Day 2 Day 3
Setup Purchase Manufacturing
Warehouse
Accounting &
CRM
Finance
Human Resources
Sales Project Configuration

8. Technical Training: 2 days

9. Technical Training – 2 days
The technical training is dedicated to Users, Integrators and Partners who want to develop new modules. Some basic development
knowledge is required. The technical training is a unique opportunity for anyone, who wants to develop and customize his own modules!
• Audience:
This course is dedicated to partners, integrators and developers who need to grasp knowledge of the OpenERP development process.
This course is for new developers or for IT professionals eager to learn more about the OpenERP technical aspects.
• Duration: 2 Days
• Objectives:
Having attended this course, participants should be able to:
 Understand the development concepts and architecture
 Install and administer OpenERP
 Develop a new OpenERP module
 The purpose of this course is to master the technical part of OpenERP
 Install OpenERP
 Using existing modules
 Install modules
 Administrate OpenERP
 Adapt existing modules
 Manage objects, Views, Workflows, Wizards, Reports
 Interface with other programs
• Requirements:
Participants are expected to have a basic knowledge of the Python programming language and an Integrated Development Environment
such as Eclipse. Participants preferably have a functional knowledge of the OpenERPsoftware (see Functional Training).

10. Technical Training Program
Day 1 Day 2
Views
Python Programming
Reports
Architecture Workflow
Wizards
ORM
Actions

11. Modular
Trainings

12. Modular Trainings Program
CRM & Sales Management
Purchase Management
Warehouse Management
Human Resources
Project Management
Accounting & Finance
Manufacturing

13. CRM & Sales Management
OpenERP Sales Management allows you to track your best leads and opportunities. You can customize your sales
cycle, controls statistics and forecasts and setup marketing campaign automation to improve your sales
performance.
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better functional
understanding of OpenERP. This course is meant to give an overview of the basic configuration of OpenERP and the
use of the Sales Management Module to follow your leads, opportunities, meetings and phone calls.
• Course content:
• Exercises introducing to the different types of views within OpenERP(list view, form view, calendar view,...) and different
main concepts as a Partner, Sales Order,... It provides also information about the installation and configuration of a new
database, creation of users and assignments of rights. Set up a new OpenERP system with the appropriate OpenERP
modules and access rights
• The OpenERP CRM application allows you to efficiently track your sales activities. From the first contact by email or
website form up to the sales order fulfilment, OpenERP allows salesmen to concentrate on their deals and manage the full
sales flow(lead qualification> opportunity tracking > quotation > sales order) while keeping a global vision of each stage.

14. Customer & Supplier Relationship
Management (CRM & SRM) process
Create a Case Convert Lead to Convert Lead to
Add Leads
Category Partner Opportunity
Create
Delay to close Schedule Register Phone
Quotation from
an opportunity Meetings Calls
Opportunity
Automatic Claims, Help
Email Reminder Portals
Assignments Desk, Support

15. Sales Management Process
Create Define Product Create
Customers Categories Products
Create initial
Check Stock Create Sales
Stock
Levels Order
Inventory

16. Purchase Management
OpenERP provides a complete Purchase Management application which enables you to create and track your
purchase orders, to manage your suppliers' address book, to control your products reception process (with the
possibility to manage partial receptions) and to check suppliers' invoices. Customers can create their own
personalized analysis with the reporting tool.
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding of
OpenERP and who are willing to master the purchase management flow within OpenERP. From defining suppliers and
products to a whole purchase flow (Request for Quotation -> Purchase Order -> Reception -> Supplier Invoice).
• Course content:
• Define categories of suppliers
• Follow your suppliers (In the Address Book you can follow all moves and transactions related to a given supplier with the
history tab)
• Import Suppliers
• Create product categories and products (OpenERP allows you to fully customize the information you want to input about
your products)
• Create initial stock inventory
• Control Receptions (With the inventory control manage back orders, reception control by orders lines and quality control)
• Basic Purchase Flow
• Automated Propositions (You will receive automated proposition of purchases by OpenERP according to stock levels, sales,
etc.)
• Personalized analysis (Analyse the performance of your suppliers using the flexible reporting: delivery delays, discount on
prices, etc.)

17. Purchase Management Process
Create Define Product Create
Suppliers Categories Products
Create Create initial
Check Stock
Purchase Stock
Levels
Order Inventory

18. Warehouse Management
Open ERP’s warehouse management is very simple, flexible and complete. It is based on the concept of
double entry. The system can be described by Lavoisier’s maxim “nothing lost, everything changed” or,
better, “everything moved”. In OpenERP you don’t talk about disappearance, consumption or loss of
products: instead you speak only of stock moves from one place to another.
OpenERP invented the double-entry inventory management system which allows to manage complex needs
very easily: tracking stocks of suppliers/customers, full traceability, accounting links, etc.
OpenERP support multi-warehouse management based on hierarchical location structure. Manage your own
internal locations, external locations, customers, suppliers or manufacturing inventories.
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better
functional understanding of OpenERP and who will integrate their stock management within OpenERP
(defining stock location, warehouse, stock rules replenishment, automatic orderpoint,…)
• Course content:
The Warehouse Management tools provide all operations needed to manage stock:
• define warehouses and structure them around locations,
• manage inventory rotation and stock levels,
• execute packing orders generated by the system,
• calculate theoretical stock levels and automate stock valuation,
• create rules for automatic stock replenishment,

19. Warehouse Management Process
Create Stock Set Stock Set Minimum Deliver
Locations Level Stock Rules Orders
Incoming
Traceability Planning Stock Moves
Shipments
Stock Moves Packaging

20. Human Resources
Manage the most important asset in your company: "People". With our module for personnel information
management, leave, time tracking, attendance‚ expenses, payroll, periodic evaluations and recruitment.
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better
functional understanding of OpenERP and who are willing to manage their Human Resources with
OpenERP. It covers the basic functionalities such as Employees, Contracts encoding to the management of
holidays, expenses and time tracking
• Course content:
In OpenERP, the Human Resources Management tools provide functionalities such as :
• management of staff and the holiday calendar
• management of employment contracts
• management of holiday and sickness breaks
• managing claims processes
• management of staff performance
• management of skills and competencies

21. Human Resources Process
Install HR Create
Modules Employees
Create
Analytical Enter Expenses
Accounts

22. Project Management
If you have a good system to manage tasks, your whole company will benefit. OpenERP’s project
management application enables you to efficiently manage and track tasks, work on them effectively, quickly
delegate them while keeping close track of your delegated tasks. OpenERP also helps people in the company
to organize their personal time, and this training proposes a methodology aimed at improving the
productivity of managers.
Keep track and manage your projects using tasks for short term project execution or plan phases for long
term planning!
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better
functional understanding of OpenERP and who want to use the system to manage their project at short or
long term (creating project and their related tasks, spending time on task and billing time spent to
customer,… )
• Course content:
OpenERP’s project management tools handle projects related to Services or Support, Production or
Development. It enables to:
• organise the activities into tasks and plan the work needed to get the tasks completed
• handle an efficient allocation of resources, short and long term project planning, scheduling and
automatic email communication to get your partners informed on the project’s progress status
• Have a graphical representations of project plans thanks to Gantt diagrams
• Have a synchronization between tasks and timesheets
• Generate project analysis

23. Project Management process
Create
Install Project Add groups to Create
Analytical
Modules users Projects
Accounts
Working with
Timesheet Tasks and Gantt Chart Create Tasks
Delegation
Project
Invoice tasks
Analysis

24. Financial & Analytical Accounting
When it’s well integrated with the management system, an accounting system offers a company special
benefits in addition to the obvious abilities it should have to report on the financial position. This part deals
with the practical aspects of accounting, and accounting’s role throughout the whole company.
Open ERP’s accounting modules enable you not only to manage your operations clearly, following the
workflow through from invoicing to payment, but also to use various tools for financial analysis based on
both real-time data and recent history depending on the analysis. Your accounting structure can be
completely configured from A to Z to match the needs of your company very closely.
Record your operations in a few clicks and manage all your financial activities in one place. Financial
operations have never been easier!
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better
functional understanding of OpenERP and who will manage the Financial and Analytical part of the
application (Invoice, Refund but also periodical processing such as reconciliation, payment follow-up,…).
• Course content:
• Manage operations clearly but also to use efficient tools for financial analysis based on real-time data.
• Configure your accounting structure from A to Z, defining automated recurring actions as well as
payment and budget follow-up
• Drive your strategic enterprise decisions with the analytic (or cost) accounting modules.
• Have access to key information thanks to dynamic accounting dashboards
• Keep track of accounting moves by providing flexible data entry for people without accounting
background.

25. Financial & Analytical Accounting Process
Create Fiscal Create Create
Year/Periods Journals Invoices
Payment &
Assets Budgets
Reconciliation
Generate Financial
Reports Analysis

26. Manufacturing
Plan and control your supply chain through different applications in the Manufacturing module. Personalize
your master data, configure planning, manage your manufacturing and work orders.
Manufacturing management in OpenERP is based on its stock management and equally very flexible in both
its operations and its financial control. It particularly benefits from the use of double-entry stock
management for production orders.
Manufacturing management is implemented by the MRP module
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better
functional understanding of OpenERP and who will be interested in the manufacturing process : how to
manager bill of materials from selling them to customer to the delivery through the production of finished
products.
• Course content:
The manufacturing module manages all the practices concerning manufacturing industries:
• Multi-level BoM and routings,
• Phantom BoM’s,
• Work Centre Operations
• Manufacturing concepts and settings
• Manufacturing Orders,

27. Manufacturing Process
Define Define Work
Create BOM
Routing Center
Make Define Sub
Production
Preparations Products

28. Contact us @
sales@apagen.com
M - +91-9971800665