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Advanz Knowledge Systems OpenERP Features Guide


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Advanz Knowledge Systems OpenERP Feature Guide

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Advanz Knowledge Systems OpenERP Features Guide

  1. 1. Building Enterprise Ecosystems with Technology & Innovation OpenERP For Enterprise Feature Guide by Advanz Knowledge Systems
  2. 2. Establishment Founded in 2009 with vision of building Enterprise solutions on different technology platform A dedicated team of brilliant software professionals with experience in Managing Offshore , distributed Agile development Development Centers in Bangalore and Hyderabad Offices at Bangalore, Hyderabad, US and UK
  3. 3. About Us Web Development • Wordpress/Joomla • E-commerce Magento • Custom Development • Response Designs • Cloud Application Social Media • Social Media Marketing Services • Social Media Management (SMM) • Social Media Optimization (SMO) • Social Media Advertising (SMA) • Social Media Application Development Mobile Apps • HTML5 Apps • Android • iPhone • Windows 7 Enterprise Applications & Integration • Salesforce • SugarCRM • Odoo (OpenERP) • Pentaho • Talend Cloud Service • AWS App Development • Google App Engine Analytics • Pentaho
  4. 4. About OpenERP  A web based commercial open source enterprise system for real time enterprise resource planning and highly customized as per business requirements.  User Friendly Design  No license cost, light, fast, easy to set, easy to use, robust and flexible.  Dynamic dashboards, consolidation of data in real time, custom report designer.
  5. 5. Main Modules i. Sales Management ii. Purchase Management iii. Manufacturing Management iv. Human Resource Management • Employee Management • Timesheet Management • Recruitment Management • Leave Management • Expense Management • Employee Appraisals v. Project Management vi. Point of Sale vii. Fleet Management viii. Finance Management ix. Document Management x. Analytics xi. Event Management xii. Issue Tracker xiii. Collaboration Many other .....
  6. 6. Sales Management
  7. 7. Sales Management Manage sales quotations and orders This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history. Preferences (only with Warehouse Management installed) If you also installed the Warehouse Management, you can deal with the following preferences: i. Shipping: Choice of delivery at once or partial delivery ii. Invoicing: choose how invoices will be paid iii. Incoterms: International Commercial terms You can choose flexible invoicing methods: i. On Demand: Invoices are created manually from Sales Orders when needed ii. On Delivery Order: Invoices are generated from picking (delivery) iii. Before Delivery: A Draft invoice is created and must be paid before delivery
  8. 8. i. Sales Management Made Easy. From quotes to invoices, in just a few clicks. ii. Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click. iii. Fully Integrated. The information your need, where you need it. iv. Load customer data from LinkedIn, assign tags to your prospects, manage relationships between contacts and store all customer's preferences including pricing, billing conditions, addresses, payment terms, etc. v. Fully Integrated Invoicing. All the invoicing methods you need. Key Features
  9. 9. vi. Keep track of your contracts vii. The chatter feature enables you to communicate faster and more efficiently with your customer viii. Fully Extensible Activate features on demand. Key Features
  10. 10. Application View
  11. 11. Application View
  12. 12. Purchase Management
  13. 13. Purchase Management Purchase management enables you to track your supplier’s price quotations and convert them into purchase orders if necessary. OpenERP has several methods of monitoring invoices and tracking the receipt of ordered goods. You can handle partial deliveries in OpenERP, so you can keep track of items that are still to be delivered in your orders, and you can issue reminders automatically. OpenERP’s replenishment management rules enable the system to generate draft purchase orders automatically, or you can configure it to run a lean process driven entirely by current production needs
  14. 14. i. Automated Procurement Propositions. Reduce inventory level with procurement rules. ii. Launch purchase tenders, integrate supplier's answers in the process and compare propositions. Choose the best offer and send purchase orders easily. iii. Use the claim management module to track issues related to suppliers. iv. Use the costing method that reflects your business: standard price, average price, fifo or lifo. v. Get your accounting entries and the right inventory valuation in real-time vi. Easily import supplier's pricelists to make smarter purchase decisions based on promotions, prices depending on quantities vii. Control supplier invoices with no effort. Choose the right method according to your need viii. Get accurate statistics on the performance of your suppliers through flexible reporting: delivery delays, negotiated discount on prices, quantities purchased, etc. ix. Integrate purchases with the analytic accounting to analyse your contracts profitability. Key Features
  15. 15. Dashboard / Reports for Purchase Management i. Request for Quotations ii. Purchase Orders Waiting Approval iii. Monthly Purchases by Category iv. Receptions Analysis v. Purchase Analysis
  16. 16. Application View
  17. 17. Application View
  18. 18. Warehouse Management
  19. 19. Manage Warehouse Manage multi-warehouses, multi- and structured stock locations The warehouse and inventory management is based on a hierarchical location structure, from warehouses to storage bins. The double entry inventory system allows you to manage customers, suppliers as well as manufacturing inventories. OpenERP has the capacity to manage lots and serial numbers ensuring compliance with the traceability requirements imposed by the majority of industries.
  20. 20. i. Double Entry Stock Management ii. Manage Physical Inventory • Warehouse • Location • Shop • Stock iii. Track of Stock Movement • Goods Receipts • Internal Stock Moves • Shipping of Goods • Logistics Configuration through Advanced Routes • Procurement Method- Make to Stock and Make to Order • Supply Methods • Packaging with Various Logistics Units of Measure Key Features
  21. 21. iv. Scheduling Procurement • Manual Procurement • Sales Forecast • Production Plan v. Manage Lots and Traceability • Stock Moves • Lots • Traceability vi. Scraping Product vii. Identify Products and Location with Barcodes and RFID viii. Financial Inventory Management • Manual and Real-time Stock Valuation • Managing Transportation Cost ix. Estimate Delivery Dates x. Standard Delivery Time xi. Schedule Logistic Flows according to MRP1 Rule xii. Incoming and Outgoing Products Planning xiii. Managing Inventory Reconciliation Key Features
  22. 22. Dashboard / Reports for Warehouse Management i. Incoming Products (Graph) ii. Outgoing Products (Graph) iii. Procurement in Exception iv. Inventory Analysis v. Last Product Inventories vi. Moves Analysis
  23. 23. Application View
  24. 24. Application View
  25. 25. Manufacturing Management
  26. 26. Manage Manufacturing The manufacturing module allows you to cover planning, ordering, stocks and the manufacturing or assembly of products from raw materials and components. 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. It supports complete integration and planning of stockable goods, consumables or services. Services are completely integrated with the rest of the software. For instance, you can set up a sub-contracting service in a bill of materials to automatically purchase on order the assembly of your production.
  27. 27. i. Bill of Material and Components • Using Bill of Material • Multi Level Bill of Material • Phantom Bill of Material • Bill of Material for Kits/Sets ii. Work Canters iii. Routing iv. Manufacturing Order v. Production Workflow • The Sales Order • Producing an Intermediate Product • Finished Product Manufacturing • Subproduct Production • Scrapping • Production Order vi. Managing Repairs : from Repairs to Invoicing and Stock Movement Key Features
  28. 28. vii. Forecasting and Supplying • Scheduler • Planning • Procurement viii. Working with Subcontractors Dashboard / Reports for MRP : i. Procurements in Exception (Graph) ii. Stock Value Variation (Graph) iii. Work Order Analysis
  29. 29. Application View
  30. 30. Application View
  31. 31. Employee Management
  32. 32. HR Management: Employee Management This application enables you to manage important aspects of your company's staff and other details such as their skills, contacts, working time... You can manage: Employees and hierarchies : You can define your employee with User and display hierarchies HR Departments HR Jobs
  33. 33. i. Manage Employees ii. Manage Recruitment iii. Enterprise Social Network iv. Attendance Management v. Manage Leaves vi. Employee Expense Management vii. Appraisal Management viii. Payroll Management ix. Boot Engagement Key Features
  34. 34. Application View
  35. 35. Application View
  36. 36. Timesheet Management
  37. 37. Timesheets: Timesheets, Attendances, Activities Record and validate timesheets and attendances easily This application supplies a new screen enabling you to manage both attendances (Sign in/Sign out) and your work encoding (timesheet) by period. Timesheet entries are made by employees each day. At the end of the defined period, employees validate their sheet and the manager must then approve his team's entries. Periods are defined in the company forms and you can set them to run monthly or weekly. The complete timesheet validation process is: Draft sheet Confirmation at the end of the period by the employee Validation by the project manager The validation can be configured in the company: Period size (Day, Week, Month) Maximal difference between timesheet and attendances
  38. 38. Application View
  39. 39. Application View
  40. 40. Recruitment Management
  41. 41. Recruitment Process Jobs, Recruitment, Applications, Job Interviews Manage job positions and the recruitment process This application allows you to easily keep track of jobs, vacancies, applications, interviews... It is integrated with the mail gateway to automatically fetch email sent to <> in the list of applications. It's also integrated with the document management system to store and search in the CV base and find the candidate that you are looking for. Similarly, it is integrated with the survey module to allow you to define interviews for different jobs. You can define the different phases of interviews and easily rate the applicant from the Kanban view
  42. 42. Application View
  43. 43. Application View
  44. 44. Leave Management
  45. 45. Leave Management Holidays, Allocation and Leave Requests Manage leaves and allocation requests This application controls the holiday schedule of your company. It allows employees to request holidays. Then, managers can review requests for holidays and approve or reject them. This way you can control the overall holiday planning for the company or department. You can configure several kinds of leaves (sickness, holidays, paid days, ...) and allocate leaves to an employee or department quickly using allocation requests. An employee can also make a request for more days off by making a new Allocation. It will increase the total of available days for that leave type (if the request is accepted). You can keep track of leaves in different ways by following reports: • Leaves Summary • Leaves by Department • Leaves Analysis A synchronization with an internal agenda (Meetings of the CRM module) is also possible in order to automatically create a meeting when a holiday request is accepted by setting up a type of meeting in Leave Type.
  46. 46. Application View
  47. 47. Application View
  48. 48. Expense Management
  49. 49. Expense Management Expenses Validation, Invoicing Manage expenses by Employees This application allows you to manage your employees' daily expenses. It gives you access to your employees’ fee notes and give you the right to complete and validate or refuse the notes. After validation it creates an invoice for the employee. Employee can encode their own expenses and the validation flow puts it automatically in the accounting after validation by managers. The whole flow is implemented as: • Draft expense • Confirmation of the sheet by the employee • Validation by his manager • Validation by the accountant and receipt creation This module also uses analytic accounting and is compatible with the invoice on timesheet module so that you are able to automatically re-invoice your customers' expenses if your work by project.
  50. 50. Application View
  51. 51. Application View
  52. 52. Employee Appraisal Management
  53. 53. Employee Appraisals Periodical Evaluations, Appraisals, Surveys Periodical Employees evaluation and appraisals By using this application you can maintain the motivational process by doing periodical evaluations of your employees' performance. The regular assessment of human resources can benefit your people as well your organization. An evaluation plan can be assigned to each employee. These plans define the frequency and the way you manage your periodic personal evaluations. You will be able to define steps and attach interview forms to each step. Manages several types of evaluations: bottom-up, top-down, self-evaluations and the final evaluation by the manager.
  54. 54. i. Ability to create employees evaluations. ii. An evaluation can be created by an employee for subordinates, juniors as well as his manager. iii. The evaluation is done according to a plan in which various surveys can be created. Each survey can be answered by a particular level in the employees hierarchy. The final review and evaluation is done by the manager. iv. Every evaluation filled by employees can be viewed in a PDF form. v. Interview Requests are generated automatically by OpenERP according to employees evaluation plans. Each user receives automatic emails and requests to perform a periodical evaluation of their colleagues. Key Features
  55. 55. Application View
  56. 56. Application View
  57. 57. Project Management
  58. 58. Project Management Track multi-level projects, tasks, work done on tasks This application allows an operational project management system to organize your activities into tasks and plan the work you need to get the tasks completed. Gantt diagrams will give you a graphical representation of your project plans, as well as resources availability and workload.
  59. 59. i. OpenERP's collaborative and realtime project management helps your team get work done. ii. Organize projects around your own processes. Work on tasks and issues using the kanban view. iii. The easy-to-use interface takes no time to learn, and every action is instantaneous iv. Use open chatter to communicate with your team or customers and share comments and documents on tasks and issues. Integrate discussion fast with the email integration Key Features
  60. 60. vi. Get alerts on followed events to stay up to date with what interests you. vii. Projects are automatically integrated with customer contracts allowing you to invoice based on time & materials and record timesheets easily. viii. Support services, helpdesk, bug tracker, etc Key Features Dashboard / Reports for Project Management : i. My Tasks ii. Open Tasks iii. Tasks Analysis iv. Cumulative Flow
  61. 61. Application View
  62. 62. Application View
  63. 63. Point of Sale
  64. 64. Point of Sales (POS) This module allows you to manage your shop sales very easily with a fully web based touch screen interface. It is compatible with all PC tablets and the iPad, offering multiple payment methods. Product selection can be done in several ways: • Using a barcode reader • Browsing through categories of products or via a text search.
  65. 65. i. Fast encoding of the sale ii. Choose one payment method (the quick way) or split the payment between several payment methods iii. Computation of the amount of money to return iv. Create and confirm the picking list automatically v. Allows the user to create an invoice automatically vi. Refund previous sales Key Features
  66. 66. Application View
  67. 67. Application View
  68. 68. Fleet Management
  69. 69. Fleet Management Vehicle, leasing, insurances, cost With this module, OpenERP helps you managing all your vehicles, the contracts associated to those vehicle as well as services, fuel log entries, costs and many other features necessary to the management of your fleet of vehicle(s)
  70. 70. i. Vehicle : • Vehicle Information • Provision to collect Driver Information for Particular vehicle • Vehicle Insurance Details • Provision to collect details line No. Of doors, No. Of Seats, color and Engine Details • Provision set GPS for Vehicle to track • Device History to capture previous tracking details of Device ii. Vehicle Contract • Provision to set vehicles purchase and leasing details • Provision to Services for the Vehicle iii. Vehicle Fuel Log • Maintain Vehicle Fuel Log • Allow to set cost of fuel . Which is going to add in total cost of vehicle • Maintains records of Supplier from whom Fuel is purchased Key Features
  71. 71. iv. Vehicle Cost: • Total Cost of the all vehicle will be calculated here based on – Vehicle purchase or contract cost, Service cost, Fuel Cost iv. Device Configuration • It contains GPS device details installed on vehicle for tracking - Device ID, Device Name, IMEI/ESN Number, Email ID v. Route Management • Route Between Two ERP Partners • Route Between ERP partner and GPS device and vice versa • Route Between ERP partner and Android Device and vice versa • Optimized route between all the partners in the path of source and destination Key Features
  72. 72. iv. C.M.M.S: • Service Configuration - Service Template - Service Item • Service Management - Work Order v. Work Order Task • Work Order Task Key Features
  73. 73. Application View
  74. 74. Application View
  75. 75. Financial Management
  76. 76. Financial Management The specific and easy-to-use Invoicing system in OpenERP allows you to keep track of your accounting, even when you are not an accountant. It provides an easy way to follow up on your suppliers and customers. You could use this simplified accounting in case you work with an (external) account to keep your books, and you still want to keep track of payments. The Invoicing system includes receipts and vouchers (an easy way to keep track of sales and purchases). It also offers you an easy method of registering payments, without having to encode complete abstracts of account. This module manages: • Voucher Entry • Voucher Receipt [Sales & Purchase] • Voucher Payment [Customer & Supplier]
  77. 77. i. Track of Invoice & Payment • Customer Receipts /Supplier Vouchers • Track Payments ii. Accounting Workflow & Automatic Invoice Creation • Draft Invoice • Open or Pro Forma Invoices • Reconciliation and Payments • Record based accounting system iii. Invoices • Entering Customer Invoice • Tax Management • Cancelling and Invoice • Creating a Supplier Invoice • Credit Notes/Refunds • Payments Key Features
  78. 78. iv. Accounting Entries • Managing Bank Statements • Manual Entry • Import Invoices • Cash Management • Manual Entry in a Journal • Reconciliation Process - Automatic Reconciliation - Manual Reconciliation v. Payment Management • Management Payment Orders • Prepare and Transfer Orders Key Features
  79. 79. vi. Financial Analysis • Reporting - Financial Analysis of Partners - Multi –setup Reminders - Partner Information • Statuary Taxes and Chart of Accounts - Taxation - General Ledger and Trial Balance - The Accounting Journals - Tax Declaration vii. Company Financial Analysis • Management Indicator • Management Budgeting • Accounting Dashboard Key Features
  80. 80. Application View
  81. 81. Application View
  82. 82. Document Management
  83. 83. Document Management This is a complete document management system. •User Authentication •Document Indexation:- .pptx and .docx files are not supported in Windows platform. •Dashboard for Document that includes: New Files (list) Files by Resource Type (graph) Files by Partner (graph) Files Size by Month (graph)
  84. 84. Application View
  85. 85. Application View
  86. 86. Analytics
  87. 87. Sales  Lead Analysis  Opportunities Analysis  Sales Analysis  Phone Call Analysis Purchase  Purchase Analysis Warehouse  Reception Analysis  Last Product Inventory  Moves Analysis  Inventory Analysis Project  Tasks Analysis  Commutative Flow  Issues Analysis Accounting  Invoice Analysis  Entries Analysis  Treasury Analysis  Sales Receipts Analysis  Analytic Entries Analysis Fleet  Cost Analysis  Indicative Cost Analysis Analytics
  88. 88. Human Resource Recruitment Analysis Expense Analysis Employee Timesheet Appraisal Analysis Timesheet Analysis Leave Analysis Point of Sale Order Analysis Sales Details Analytics
  89. 89. Event Management
  90. 90. Event Management Organization and management of Events. The event module allows you to efficiently organise events and all related tasks: planning, registration tracking, attendances, etc.
  91. 91. i. Manage your Events and Registrations ii. Use emails to automatically confirm and send acknowledgements for any event registration Key Features
  92. 92. Application View
  93. 93. Application View
  94. 94. Issue Tracker
  95. 95. Track Issues/Bugs Management for Projects This application allows you to manage the issues you might face in a project like bugs in a system, client complaints or material breakdowns. It allows the manager to quickly check the issues, assign them and decide on their status quickly as they evolve. Issue Tracker Support, Bug Tracker, Helpdesk
  96. 96. Application View
  97. 97. Application View
  98. 98. Collaboration
  99. 99. Notes :Sticky notes, Collaborative, Memos Use notes to write meeting minutes, organize ideas, organize personal todo lists, etc. Each user manages his own personal Notes. Notes are available to their authors only, but they can share notes to others users so that several people can work on the same note in real time. It's very efficient to share meeting minutes.
  100. 100. Social Network Business oriented Social Networking The Social Networking module provides a unified social network abstraction layer allowing applications to display a complete communication history on documents with a fully- integrated email and message management system. It enables the users to read and send messages as well as emails. It also provides a feeds page combined to a subscription mechanism that allows to follow documents and to be constantly updated about recent news.
  101. 101. i. Clean and renewed communication history for any OpenERP document that can act as a discussion topic ii. Subscription mechanism to be updated about new messages on interesting documents iii. Unified feeds page to see recent messages and activity on followed documents iv. User communication through the feeds page v. Threaded discussion design on documents vi. Relies on the global outgoing mail server - an integrated email management system - allowing to send emails with a configurable scheduler-based processing engine vii. Includes an extensible generic email composition assistant, that can turn into a mass- mailing assistant and is capable of interpreting simple placeholder expressions that will be replaced with dynamic data when each email is actually sent. Key Features
  102. 102. Application View
  103. 103. Application View
  104. 104. Calendar Personal & Shared Calendar i. Calendar of events ii. Recurring events iii. If you need to manage your meetings, you should install the CRM module.
  105. 105. Application View
  106. 106. Application View
  107. 107. Bangalore Hosur Road, 1st & 2nd Floor, IBIS Hotel, 26/1 Hosur Road, Bommanahalli, Bangalore, Karnataka,India, Zip : 560068. Phone : +918067027064, Mail: Hyderabad 1st Floor Mid Town Plaza, Road No 1, Banjara Hills,Hyderabad,Andhra Pradesh, India. Zip:500033 Phone: +9190 52886600