Apagen has offered Functional, Technical and Modular courses with more than 5000 people already trained all around the world! With the release of Odoo, we will continue to offer a job-relevant, hands-on training curriculum; and 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 Odoo today.

1. Apagen Solutions (P) Limited
Odoo Training Program

2. Corporate profile
SOFTWARE & ERP SOLUTIONS
“INNOVATION IS OUR EXCELLENCE”

3. About Apagen
Appearance
• Apagen Solutions, head office is based out of Noida
• Apagen is a sister concern of Enventa Group
• Track record of world class product & service delivery since inception in 2009
• International presence in Malaysia, UK, Nigeria, Kenya, USA and UAE
• Rich portfolio of alliances with major industry players
Experience
• Expert in manufacturing domain
• World class ERP consulting services for Auto component manufacturers, oil and
gas drilling companies, Logistic companies, Plastic processing units, Cement
Units, Retail, Export Companies and training
• Having huge pool of products for Help Desk, Smart Card, Biometrics Payroll
system, Accounting, mobility, Production automation & Private Enterprise ATM
etc.
• Rich experience in offshore delivery through ODCs (Offshore Delivery Model) at
Noida and Next focus is on West India .

4. World wide presence
CA, USA
Kenya

5. We provide training in below modules
All of our trainers are real time ERP implementers
- Customer Relationship Management
- Sales & Purchase Management
- Accounting & Finance
- Manufacturing
- Warehouse Management
- Project Management
- Knowledge Management
- Human Resources Management
- Point of Sale
- Websites

6. Apagen has offered Functional, Technical and Modular
courses with more than 5000 people already trained all
around the world! With the release of Odoo 8.0, we
will continue to offer a job-relevant, hands-on training
curriculum; and 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 Odoo
today.

7. Training Program
Functional Training: 6 days
Modular Trainings: 1-2-3 days
Technical Training: 6 days

8. Functional Training: 6 days

9. Functional Training – 6 days
The functional training offers you thorough knowledge in usability of the software. The objective is to use all of
Odoo 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
Odoo. This course is meant to give an overview of the Odoo features allowing for a general understanding of the software.
• Duration: 6 days
• Objectives:
Having attended this course, participants should be able to:
 Understand the functional concepts
 Set up a new Odoo system with the appropriate Odoo modules and access rights
 Work with the software on a daily basis
 Manage all major enterprise processes using Odoo,
 Configure the software using the standard modules
 Master the Odoo client interface
 Apply general system administrator settings
• Requirements:
Participants are expected to have a basic knowledge of Enterprise Management.

10. Functional Training Program
Day 1
Database Setup
Social Network
CRM
Sales
Day 2
Purchase
Warehouse
Projects
Day 3
Human
Resources
Manufacturing
Day 4
Accounting &
Finance
Day 5
Website
E-Commerce
Other Modules
Day 6
Configuration
Administrator
functions

11. Modular
Trainings

12. Modular Trainings Program
 CRM & Sales Management
 Purchase Management
 Warehouse Management
 Human Resources
 Project Management
 Accounting & Finance
 Manufacturing
 Website
 Point of Sale

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
Category
Add Leads
Convert Lead to
Partner
Convert Lead to
Opportunity
Register Phone
Calls
Schedule
Meetings
Create
Quotation from
Opportunity
Delay to close
an opportunity
Email Reminder
Automatic
Assignments
Claims, Help
Desk, Support
Portals

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

16. Purchase Management
Odoo 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
Odoo and who are willing to master the purchase management flow within Odoo. 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 (Odoo 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 Odoo 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
Suppliers
Define Product
Categories
Create
Products
Create initial
Stock Inventory
Create
Purchase Order
Check Stock
Levels

18. Warehouse Management
Odoo’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 Odoo you don’t talk about disappearance, consumption or loss of products: instead
you speak only of stock moves from one place to another.
Odoo 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. Odoo 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 Odoo and who will integrate their stock management within Odoo (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
Locations
Set Stock
Level
Set Minimum
Stock Rules
Deliver
Orders
Incoming
Shipments
Stock Moves Planning Traceability
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 Odoo and who are willing to manage their Human Resources with Odoo. It
covers the basic functionalities such as Employees, Contracts encoding to the management of holidays,
expenses and time tracking
• Course content:
In Odoo, 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
Modules
Create
Employees
Enter Expenses
Create
Analytical
Accounts

22. Project Management
If you have a good system to manage tasks, your whole company will benefit. Odoo’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. Odoo 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 Odoo 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:
Odoo’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
Install Project
Modules
Add groups to
users
Create Projects
Create
Analytical
Accounts
Create Tasks Gantt Chart
Working with
Tasks and
Delegation
Timesheet
Invoice tasks Project Analysis

24. 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 Odoo 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.
• Audience:
This modular course is dedicated to partners, integrators and end-users who want to get a better
functional understanding of Odoo 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,

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

26. 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.
Odoo’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 Odoo 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.

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

28. Technical Training – 6 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 Odoo development process. This
course is for new developers or for IT professionals eager to learn more about the Odoo technical aspects.
• Duration: 2 Days
• Objectives:
Having attended this course, participants should be able to:
 Understand the development concepts and architecture
 Install and administer Odoo
 Develop a new Odoo module
 The purpose of this course is to master the technical part of OpenERP
 Install Odoo
 Using existing modules
 Install modules
 Administrate Odoo
 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 Odoo software (see Functional Training).

29. Technical Training Program
Day 1
Odoo
Installation
Linux
Commands
& Structure
Basics of
Python
Day 2
Views &
Fields
Relational
Fields
Button
Function
ORM
Methods
Day 3
Model-
View-
Inheritance
Method
Overriding
Odoo
Workflow
Day 4
Odoo
Wizard
Security
Day 5
Reports
Day 6
Demo Data
Integrations

30. Head Office:
E-198B,
Sector-63, Noida, India
Tel: +91 11 2487892 | Mob.: +91- 9971800665
Thank you
Registered Office
Meadows House,
21 West End, Pinxton
Nottinghamshire NG166NN, United Kingdom
Tel: +1-404-940-4400
E-mail: gaurav.kumar@apagen.com | Web: www.apagen.com |