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Odoo Open Days – 5th June 2014
HOW TO GET THE MOST OF ODOO
TRAINING
Odoo Open Days – 5th June 2014
Who are we ?
 Odoo Gold Partner
 Certified Training Partner
 120 trainings delivered on Odoo
2
Odoo Open Days – 5th June 2014
What do you expect from training ?
3
As a new partner
• Acquire QUICKLY a functional knowledge to
implement Odoo and advise your customers
• Be a certified Odoo partner
As a future customer
• Understand the main Odoo modules and
functionalities
• See how Odoo can adapt to your company
• Be able to join the Odoo project team
• Be a Odoo advanced user
Odoo Open Days – 5th June 2014
Before the training4
Odoo Open Days – 5th June 2014
Review business concepts
 Having a basic knowledge of enterprise management and
business process is a must to succeed !
 Business process adressed by Odoo :
 CRM
 Sales
 Purchase
 Project Management
 Human resource management
And the more touchy :
 Warehouse Management
 MRP
 Accounting & Analytical Account
 In any case, Odoo will help you to discover best practices on
standard business processes, and from trainers/participants
Discover some books & e-learning on the subject
5
Odoo Open Days – 5th June 2014
Discover & Test Odoo by yourself
 You can try Odoo very easily by yourself by creating an online
instance on the Odoo website
 Introduce your own data or a customer example
 Test limits of what you can do alone
 Get used to the user interface
Come at the training with your open issues !
Odoo Open Days – 5th June 2014
Prepare business cases
 Which market will you adress ?
 What are your customers expectations ?
 Which features will you demo to close your first
deals ?
 Which business issues raised by your customers ?
7
Odoo Open Days – 5th June 2014
During the training8
Odoo Open Days – 5th June 2014
Best practices embeded in Odoo
 Most of Odoo processes are based on best
practices
 Challenge your business practices currently in
place: Odoo can change the way you manage your
business
Ex: Follow the purchase workflow:
• Purchase requisition -> Purchase Order -> Incoming
Shipment -> Invoice
• Each step his purpose !
9
Odoo Open Days – 5th June 2014
Implementation of concrete cases
 Challenge specific cases from your
customers/prospects or your company
 Examples :
 Pricing rules
 Shipment process
 Project and tasks / Analytic accounts
10
Odoo Open Days – 5th June 2014
Frequent Questions / Situations
 Is it possible to manage user access rights on specific fields of a form ?
 Can an automated e-mail be sent when a sales order is validated ?
 Is the sale workflow adaptable through the interface of Odoo ?
 Is it possible to manage fixed price invoicing ?
 How to create orders in another currency than the main currency ?
 Is it possible to fill timesheet with days as measure unit instead of hours?
 Can we create an invoice based on sale orders lines and time on a project
?
 How to see the quantities of a product on a specific location?
 Does Odoo manage priorities on tasks of a project?
 What are the advantages of double entry stock management?
 Why using analytic accounting?
11
Odoo Open Days – 5th June 2014
After the training12
Odoo Open Days – 5th June 2014
Continue to learn & succeed
 Continue to learn :
 Your Odoo instance is still available for 10 days after the training
 Do the exercises again
 Get certified
 Start a project as soon as possible
 Even a small
 In a business that you well know
 Coach your own team and verify yourself if you master the
tool
 Prepare & Do demo’s progressively more advanced
 Be accompanied by an experienced partner or by Odoo on a
first project
13
Odoo Open Days – 5th June 2014
What did a new partner achieve after their
first training ?
 New partner
 Experienced with Magento
 Delivered a first project on sales management with simple e-
commerce integration.
 New partner
 Experienced in HR
 Organize demos on HR module to his customers
 Extend knowledge to project mgnt module, etc...
 New partner launched an internal ERP project in its company
14
Odoo Open Days – 5th June 2014
What did end-users achieved ?
 CIO of a manufacturing company with a broad
experience in ERP
 Small extra functional and technical coaching requested
a few weeks after the traning
15
Odoo Open Days – 5th June 2014
Contact us for a training :
odoo@audaxis.com
www.audaxis.com
Success in your Odoo Project !16

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Odoo Opendays 2014 How to get the most of Odoo training ?

  • 1. Odoo Open Days – 5th June 2014 HOW TO GET THE MOST OF ODOO TRAINING
  • 2. Odoo Open Days – 5th June 2014 Who are we ?  Odoo Gold Partner  Certified Training Partner  120 trainings delivered on Odoo 2
  • 3. Odoo Open Days – 5th June 2014 What do you expect from training ? 3 As a new partner • Acquire QUICKLY a functional knowledge to implement Odoo and advise your customers • Be a certified Odoo partner As a future customer • Understand the main Odoo modules and functionalities • See how Odoo can adapt to your company • Be able to join the Odoo project team • Be a Odoo advanced user
  • 4. Odoo Open Days – 5th June 2014 Before the training4
  • 5. Odoo Open Days – 5th June 2014 Review business concepts  Having a basic knowledge of enterprise management and business process is a must to succeed !  Business process adressed by Odoo :  CRM  Sales  Purchase  Project Management  Human resource management And the more touchy :  Warehouse Management  MRP  Accounting & Analytical Account  In any case, Odoo will help you to discover best practices on standard business processes, and from trainers/participants Discover some books & e-learning on the subject 5
  • 6. Odoo Open Days – 5th June 2014 Discover & Test Odoo by yourself  You can try Odoo very easily by yourself by creating an online instance on the Odoo website  Introduce your own data or a customer example  Test limits of what you can do alone  Get used to the user interface Come at the training with your open issues !
  • 7. Odoo Open Days – 5th June 2014 Prepare business cases  Which market will you adress ?  What are your customers expectations ?  Which features will you demo to close your first deals ?  Which business issues raised by your customers ? 7
  • 8. Odoo Open Days – 5th June 2014 During the training8
  • 9. Odoo Open Days – 5th June 2014 Best practices embeded in Odoo  Most of Odoo processes are based on best practices  Challenge your business practices currently in place: Odoo can change the way you manage your business Ex: Follow the purchase workflow: • Purchase requisition -> Purchase Order -> Incoming Shipment -> Invoice • Each step his purpose ! 9
  • 10. Odoo Open Days – 5th June 2014 Implementation of concrete cases  Challenge specific cases from your customers/prospects or your company  Examples :  Pricing rules  Shipment process  Project and tasks / Analytic accounts 10
  • 11. Odoo Open Days – 5th June 2014 Frequent Questions / Situations  Is it possible to manage user access rights on specific fields of a form ?  Can an automated e-mail be sent when a sales order is validated ?  Is the sale workflow adaptable through the interface of Odoo ?  Is it possible to manage fixed price invoicing ?  How to create orders in another currency than the main currency ?  Is it possible to fill timesheet with days as measure unit instead of hours?  Can we create an invoice based on sale orders lines and time on a project ?  How to see the quantities of a product on a specific location?  Does Odoo manage priorities on tasks of a project?  What are the advantages of double entry stock management?  Why using analytic accounting? 11
  • 12. Odoo Open Days – 5th June 2014 After the training12
  • 13. Odoo Open Days – 5th June 2014 Continue to learn & succeed  Continue to learn :  Your Odoo instance is still available for 10 days after the training  Do the exercises again  Get certified  Start a project as soon as possible  Even a small  In a business that you well know  Coach your own team and verify yourself if you master the tool  Prepare & Do demo’s progressively more advanced  Be accompanied by an experienced partner or by Odoo on a first project 13
  • 14. Odoo Open Days – 5th June 2014 What did a new partner achieve after their first training ?  New partner  Experienced with Magento  Delivered a first project on sales management with simple e- commerce integration.  New partner  Experienced in HR  Organize demos on HR module to his customers  Extend knowledge to project mgnt module, etc...  New partner launched an internal ERP project in its company 14
  • 15. Odoo Open Days – 5th June 2014 What did end-users achieved ?  CIO of a manufacturing company with a broad experience in ERP  Small extra functional and technical coaching requested a few weeks after the traning 15
  • 16. Odoo Open Days – 5th June 2014 Contact us for a training : odoo@audaxis.com www.audaxis.com Success in your Odoo Project !16