OpenERP Quickstart Offer - EN

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OpenERP Quickstart Offer - EN

  1. 1. OPENERP QUICKSTARTToday my companydeservesa flexible and affordableenterprise managementsolution
  2. 2. What am I looking for ?Customer Relationship Management Manage my leads Optimize my Sales Cycle Create customized dashboards Improve my sales reporting Communicate with customers and colleagues Control & Manage my sales forecastsand much more …Services Management Manage my customer contracts Optimize and analyze my time management Manage, analyse & trace my issues Create customized dashboards Perform project management Trace my invoices Manage my helpdeskand much more …Point(s) of Sale Management Manage products and product categories Manage your inventories Manage inbound shipments Manage delivery orders Configure your payment methods Manage sales journalsand much more …Human Resources Management Manage my employees Leaves administration Create, control & invoice timesheets Manage & track expenses Organise the recruitment process Plan and follow-up on appraisalsand much more …
  3. 3. What’s in it for me ?A.The OpenERP Entreprise Contract (1 year) covering:a. Unlimited bugfix serviceb. “One Click” updatec. Functional supportd. Migratione. Online hostingB. The “Get on Board” Hands-on Training (4 options):a. Customer Relationship Management – 3 daysb. Services Management – 3 daysc. Point(s) of Sale Management – 2 daysd. Human Resources Management – 2 daysC. On-site consulting (minimal 2 days)How do we work?1. Together, we qualify your main business needs and retain a keyarea.2. We prepare a tailored demonstration with your own data.3. We organize a session of 2 hours together with a functionalconsultant.4. We train you on a dedicated module (CRM, Services, PoS or HR).5. We deploy your instance with a functional consultant.Qualification (1), demo configuration (2) & live demonstration (3)areFREE OF CHARGE!
  4. 4. GET ON BOARD PROGRAMCustomer RelationshipManagementDay 1 - CRM FeaturesAM SessionGet started with OpenERP● Discover Views and Search/Filter features○ List, Form, Calendar, Graph, Kanban, Ganttviews○ Basic search○ Group by○ Advanced search○ Tool tips● Print and attach Documents● Run Actions on records (Deletion, Duplication) and openassociated Views● Install / Update / Remove modules● Configure your Company● Use Social Network features inside OpenERP:○ Chatter○ Email box / To-do○ Discussion Groups○ NotesGet started with OpenERP OnlinePM SessionsManage your Address Book● Register your Contacts (Companies orAddresses/Consumers)● Find and Sort your Contacts using Filters● Categorize your Contacts● Use LinkedIn to populate your Adress BookManage your Leads● Store your Business Cards effectively● Generate Leads automatically based on a received Email● Analyze and Organize your LeadsOptimize your Sales Cycle through Opportunities● Convert Leads into Customers or Opportunities● Adapt OpenERP to your Sales Organization through:○ Sales Teams○ Key Steps of your Presale Cycle● Plan the Next Action and the Deadline date● Plan your Meetings & Calls EffectivelyKeep track of your Customer’s History● Track Leads, Opportunities and Sales Orders of eachCustomer● Store Attached Documents“Training goes far beyond the expectations andfurther in details. We see the real product ‘live’with demos and beyond the field of CRM.”P. Wautier (Sonbae academy)Day 2 - Sales FlowAM SessionRegister your Products● Characterize the Product: Price, Type, ProcurementMethod, Supply Method● Categorize it● Define Units of MeasureProcess your Sales Flow● Encode and configure your Orders (Invoicing Policy,Delivery Policy)● Keep track of open Orders● Sales to Invoicing○ Advance Payment○ Partial Payment● Analyse your Sales & Invoices dataPM SessionCustomize your Sales Processes● Define Packaging● Manage Alerts● Keep track of your Margins by Product and on Sales OrdersConvert a Prospect into a Customer● Create a Quotation and a Customer from aLead/OpportunityManage Aftersale Services● Create a Claim (on the fly or automatically from a receivedEmail)● Characterize the Claim: Topic, Deadline, link with otherDocuments (i.e. Sales Order), Actions to perform● Communicate internally and with the CustomerDay 3 - Advanced ConfigurationAM SessionManage Pricelists● Create Pricing Policies (Tariff Grids)● Assign Pricelists to Customers● Manage Currencies● Manage Carriers & Transport CostsImport your own data● Import your Customers● Import your ProductsPM SessionAdvanced Features● Configure a Public platform for external people (prospects,etc.)● Configure a Portal platform for your Customers (SalesOrders, Invoices, etc.)● Set up Automated Actions (assign a specific Salesman, adda default record Follower, etc)● Customize your Reports through Report Designer &Customize your Email templates
  5. 5. Services ManagementOffering your Services to your CustomersProcessing the InvoicingManaging your CustomersAccounts/ContractsKeeping track of your Activities/Time spentDay 1 - Customers & ServicesAM SESSIONGet started with OpenERP● Discover Views and Search/Filter features○ List, Form, Calendar, Graph, Kanban, Ganttviews○ Basic search○ Group by○ Advanced search○ Tool tips● Print and attach Documents● Run Actions on records (Deletion, Duplication) and openassociated Views● Install / Update / Remove modules● Configure your Company● Use Social Network features inside OpenERP:○ Chatter○ Email box / To-do○ Discussion Groups○ NotesGet started with OpenERP OnlinePM SESSIONManage your Address Book● Register your Contacts (Companies orAddresses/Consumers)● Find and Sort your Contacts using Filters● Categorize your Contacts● Use LinkedIn to populate your Adress BookRegister your Products● Characterize the Product: Price, Type● Categorize it● Define Units of MeasureProcess your Sales Flow● Encode and configure your Orders (Invoicing Policy,Delivery Policy)● Keep track of open Orders● Sales to Invoicing○ Advance Payment○ Partial Payment● Analyse your Sales & Invoices dataDay 2 - Manage Contracts & ActivitiesAM SESSIONCreate Customer Accounts/Contracts● Create Contracts for Customers:○ Prepaid amount○ Time Material basis● Define the application Dates and the Terms of the Contract● Configure the Reinvoicing based on Orders, Timesheets,Expenses● Renew Contracts● Create Contract templatesPlan and follow your Activities through Projects● Create your Projects and associated Tasks● Define Stages in your Processes● Delegate Tasks● Track Issues and manage Issues Escalation (from oneoperational Level to another)Record Activities/Expenses● Associate Activities to Tasks● Record Timesheets/Expenses● Manage the Reinvoicing of those records● Associate Revenues and Costs to Employee’s WorkIntroduction to Analytic Accounting● Create your Analytic Journals & Accounts● Track Costs and Revenues associated to an AnalyticAccountPM SESSIONCustomize your Sales Processes● Manage Alerts● Keep track of your Margins by Product and on Sales OrdersConvert a Prospect into a Customer● Create a Quotation and a Customer from aLead/OpportunityManage Aftersale Services● Create a Claim (on the fly or automatically from a receivedEmail)● Characterize the Claim: Topic, Deadline, link with otherDocuments (i.e. Sales Order), Actions to perform● Communicate internally and with the CustomerDay 3 - Advanced ConfigurationAM SESSIONManage Pricelists● Create Pricing Policies (Tariff Grids)● Assign Pricelists to Customers● Manage CurrenciesImport your own data● Import your Customers● Import your Products/ServicesPM SESSIONAdvanced Features● Configure a Public platform for external people● Configure a Portal platform for your Customers(Sales Orders, Invoices, etc)● Customize your Reports through Report Designer● Customize your Email templates
  6. 6. Point(s) of Sale ManagementPurchasing, Storing and Reselling ProductsDay 1 - Purchase Products to SuppliersThe introduction to OpenERP is suggested through anonline video to watch before coming at the Get onBoard session.AM SESSIONRegister your Products● Characterize your Products: Type, Procurement Method,Supply Method, Cost, Price● Categorize your Products● Register Suppliers & Associate them to your ProductsPM SESSIONPurchase those Products● Define your Purchase Process:○ Invoicing & Shipping policies○ Communicate with your Suppliers○ Customize the Process: validation steps,requisitionStore the received products● Ship the incoming Products● Learn to analyse your Stock ReportsSet up your Point of Sale:● Configure your Payment Methods and your Sales Journal● Define your Shops● Configure your Products for Point of Sale operations“Training has exceeded expectations. Given theimplementation time of our previous software,I’ve never imagined being able to leave thetraining with a database ready for use. (…) wecan already use the system point of sale for ourstore” R. Soenen (Neolabo)Day 2 - Sell your ProductsAM SESSIONHandle Customer Orders● Open a Session● Register PoS Orders● Multi ticketting● Scanning● Invoicing● Validating the Accounting EntriesManage Cash Operations● Register the Cash content before and after a Sale Session● Cash-in / Cash-out OperationsReporting● Access to your reporting tools (Sales, Stock, Accounting)PM SESSIONSupplier Pricelists● Register Supplier’s PricelistsManage the Storage● Follow Stock Moves● Operate an Inventory● Manage Traceability: Serial Numbers, PacksImport your own data from your old system toOpenERP● Import your Suppliers● Import your Products
  7. 7. Human Resources ManagementManaging your Employees Repository,Leaves, Timesheets, Expenses, RecruitmentProcess, AppraisalsDay 1 - Employees, Leaves &Timesheets/ExpensesThe introduction to OpenERP is suggested through anonline video to watch before coming at the Get onBoard session.AM SESSIONGet started with OpenERP OnlineRegister your Employees● Encode your Employee data● Assign Employees to Jobs & Department● Attach Documents to the Employee FormManage Employee Vacations● Configure different types of Leaves● Allocate Leaves to your Employees● Encode Leave Requests● Get a Leave Summary for each Employee● Configure the Leave validation processPM SESSIONManage Employee Expenses● Record Employee Expenses● Process the RefundRecord Timesheets● Record Timesheets and associate them to yourProjects/Activities/Departments● Process their Reinvoicing to Customers● Follow AttendancesIntroduction to Analytic Accounting● Create your Analytic Accounts(Projects/Activities/Departments)● Track Revenues and Expenses associated toTimesheets/ExpensesDay 2 - Recruitment, Appraisals, AdvancedConfigurationAM SESSIONManage your Recruitment Process● Record Applications (on the fly or automatically fromreceived Emails)● Define your Recruitment Process● Define the Recruitment Expectations by Job● Communicate with Applicants thanks to the Social NetworkfeaturesIntroduction to Surveys & Appraisals● Create your own Questionnaires● Define your Appraisal Process● Fill in Appraisal Questionnaires● Consult ResultsPM SESSIONAdvanced Features● Configure a Public platform for Applicants (with offeredJobs, Company News, etc.)● Customize Emails
  8. 8. Contact OPENERPQuickStart TeamDirect@openerp.comTEL: +32 2 290.34.90

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