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Odoo training 2016 - Apagen Solutions Pvt. ltd.

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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.

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Odoo training 2016 - Apagen Solutions Pvt. ltd.

  1. 1. Apagen Solutions (P) Limited Odoo Training Program
  2. 2. Corporate profile SOFTWARE & ERP SOLUTIONS “INNOVATION IS OUR EXCELLENCE”
  3. 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. 4. World wide presence CA, USA Kenya
  5. 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. 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. 7. Training Program Functional Training: 6 days Modular Trainings: 1-2-3 days Technical Training: 6 days
  8. 8. Functional Training: 6 days
  9. 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. 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. 11. Modular Trainings
  12. 12. Modular Trainings Program  CRM & Sales Management  Purchase Management  Warehouse Management  Human Resources  Project Management  Accounting & Finance  Manufacturing  Website  Point of Sale
  13. 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. 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. 15. Sales Management Process Create Customers Define Product Categories Create Products Create initial Stock Inventory Create Sales Order Check Stock Levels
  16. 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. 17. Purchase Management Process Create Suppliers Define Product Categories Create Products Create initial Stock Inventory Create Purchase Order Check Stock Levels
  18. 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. 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. 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. 21. Human Resources Process Install HR Modules Create Employees Enter Expenses Create Analytical Accounts
  22. 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. 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. 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. 25. Manufacturing Process Create BOM Define Routing Define Work Center Define Sub Products Make Preparations Production
  26. 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. 27. Financial & Analytical Accounting Process Create Fiscal Year/Periods Create Journals Create Invoices Payment & Reconciliation Budgets Assets Generate Reports Financial Analysis
  28. 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. 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. 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 |

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