This document provides information about OpenERP and its modules for Customer Relationship Management, Services Management, Point of Sale Management, and Human Resources Management. It describes the features and benefits of each module and includes an agenda for "Get on Board" training sessions that will provide hands-on instruction over several days. The training sessions will help users learn how to use the modules to manage key business functions like sales, customer service, inventory, and employees. The document also provides contact information for the OpenERP QuickStart Team to help users get started with the software.
In this webinar, Josh Adam from inta maintenance breaks down how small to medium-sized businesses can adopt a simple yet effective fleet maintenance process and incorporate it into daily operations.
A Path to Predictability at Scale - Sales Workshop for Foundation CapitalJoanne Chen
- how to assess product/market fit using the sales process
- how to design the first sales process and teach someone else to sell your product predictably
- how to move from qualitative sales to data-driven sales
- how to scale a sales org and use data to measure success
- a lot more!
Established step-by-step directions to help clients get to checkout without any blocking problems. Allow product hunting easier by having set product attributes (size, colour, power, etc.). To convert abandoned or lost carts into orders you may search, mail and launch marketing automation on them.
Odoo Experience 2018 - Organize Your Operations in a Startup EnvironmentElínAnna Jónasdóttir
A startup is always running full speed! You need a powerful IT architecture to support it:
- Build a community,
- Come up with an offer very quickly,
- Service delivery & tracking,
- Methodic invoicing with a good follow-up,
- Reactive customer support (live chat, video chat),
- Rating, etc.
During this presentation we'll cover all of this and more!
An Ounce of Validation = a Pound of Pivot by LinkedIn PMProduct School
Main takeaways:
- How even basic impact sizing and user validation can save you and your team a lot of pain and effort in the long run
- Real-world examples of the consequences of skipping validation, along with more successful applications
- Strategies for creatively validating ideas in different situations (low-data, B2B, B2C, web, mobile)
1C Drive SA. Rise SA Business Solutions Ilia Shikhov
We are launching a game-changing cloud-enabled business management system in South Africa that has transformed and simplified SMMEs worldwide.
I'd like to meet with you to hear about your business needs and requirements.
In return, you will get a free LIFETIME licence of this innovative and easy-to-customize business solution that is tailor-made for manufacturing companies 1C:Drive
Kanban for Procurement - A SwiftKanban Customer Case StudyMahesh Singh
A presentation by Gigante Consultoria, Brazil on their successful consulting with Poiesis – a Culture, Language and Literature Support Institute - to improve their Procurement Process, using Kanban and SwiftKanban
Odoo training 2016 - Apagen Solutions Pvt. ltd.Gaurav Kumar
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.
Quick Wins for Tour Operators - ETOA Showcase Digital ConferenceOpen Destinations
Open Destinations CEO Kevin O'Sullivan discusses the quick win approach to technology projects. Open Destinations continues to see a trend among tour operators for a balance of short-term, tactical plans running alongside the long-term technology strategy.
Open Destinations has published a new report of the Top 5 Quick Wins for Tour Operators. To request a copy of the report, visit opendestinations.com/quickwins
This presentation examines how you can manage & grow sales with a sales pipeline set up with the proper sales pipeline stages and how to master sales pipeline management.
Resources & Links:
iDeal Sales CRM: https://idealcrm.app/
Sales Pipeline Full Article: https://idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/
Sales Pipeline Excel Download: https://idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx
-------------
One of the best ways to keep track of sales is with a sales pipeline - an important tool that helps you manage and grow sales.
What We Cover:
- Sales Pipeline Definition
- Sales Pipeline vs Sales Funnel
- Sales Pipeline Management Best Practices
- Sales Pipeline Stages
- Sales Pipeline Stages Example
- Sales Pipeline Software
- Sales Pipeline Excel Template - free download
Complete ERP Solution for Service Industry with CRM, Project Management, Inventory, Warehouse, Accounts, etc. Manage your after sales service very efficiently.
In this webinar, Josh Adam from inta maintenance breaks down how small to medium-sized businesses can adopt a simple yet effective fleet maintenance process and incorporate it into daily operations.
A Path to Predictability at Scale - Sales Workshop for Foundation CapitalJoanne Chen
- how to assess product/market fit using the sales process
- how to design the first sales process and teach someone else to sell your product predictably
- how to move from qualitative sales to data-driven sales
- how to scale a sales org and use data to measure success
- a lot more!
Established step-by-step directions to help clients get to checkout without any blocking problems. Allow product hunting easier by having set product attributes (size, colour, power, etc.). To convert abandoned or lost carts into orders you may search, mail and launch marketing automation on them.
Odoo Experience 2018 - Organize Your Operations in a Startup EnvironmentElínAnna Jónasdóttir
A startup is always running full speed! You need a powerful IT architecture to support it:
- Build a community,
- Come up with an offer very quickly,
- Service delivery & tracking,
- Methodic invoicing with a good follow-up,
- Reactive customer support (live chat, video chat),
- Rating, etc.
During this presentation we'll cover all of this and more!
An Ounce of Validation = a Pound of Pivot by LinkedIn PMProduct School
Main takeaways:
- How even basic impact sizing and user validation can save you and your team a lot of pain and effort in the long run
- Real-world examples of the consequences of skipping validation, along with more successful applications
- Strategies for creatively validating ideas in different situations (low-data, B2B, B2C, web, mobile)
1C Drive SA. Rise SA Business Solutions Ilia Shikhov
We are launching a game-changing cloud-enabled business management system in South Africa that has transformed and simplified SMMEs worldwide.
I'd like to meet with you to hear about your business needs and requirements.
In return, you will get a free LIFETIME licence of this innovative and easy-to-customize business solution that is tailor-made for manufacturing companies 1C:Drive
Kanban for Procurement - A SwiftKanban Customer Case StudyMahesh Singh
A presentation by Gigante Consultoria, Brazil on their successful consulting with Poiesis – a Culture, Language and Literature Support Institute - to improve their Procurement Process, using Kanban and SwiftKanban
Odoo training 2016 - Apagen Solutions Pvt. ltd.Gaurav Kumar
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.
Quick Wins for Tour Operators - ETOA Showcase Digital ConferenceOpen Destinations
Open Destinations CEO Kevin O'Sullivan discusses the quick win approach to technology projects. Open Destinations continues to see a trend among tour operators for a balance of short-term, tactical plans running alongside the long-term technology strategy.
Open Destinations has published a new report of the Top 5 Quick Wins for Tour Operators. To request a copy of the report, visit opendestinations.com/quickwins
This presentation examines how you can manage & grow sales with a sales pipeline set up with the proper sales pipeline stages and how to master sales pipeline management.
Resources & Links:
iDeal Sales CRM: https://idealcrm.app/
Sales Pipeline Full Article: https://idealcrm.app/construction-sales/sales-pipeline-stages-explained-b2b/
Sales Pipeline Excel Download: https://idealcrm.app/wp-content/uploads/Sales-Pipeline-Excel.xlsx
-------------
One of the best ways to keep track of sales is with a sales pipeline - an important tool that helps you manage and grow sales.
What We Cover:
- Sales Pipeline Definition
- Sales Pipeline vs Sales Funnel
- Sales Pipeline Management Best Practices
- Sales Pipeline Stages
- Sales Pipeline Stages Example
- Sales Pipeline Software
- Sales Pipeline Excel Template - free download
Complete ERP Solution for Service Industry with CRM, Project Management, Inventory, Warehouse, Accounts, etc. Manage your after sales service very efficiently.
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
Le nuove frontiere dell'AI nell'RPA con UiPath Autopilot™UiPathCommunity
In questo evento online gratuito, organizzato dalla Community Italiana di UiPath, potrai esplorare le nuove funzionalità di Autopilot, il tool che integra l'Intelligenza Artificiale nei processi di sviluppo e utilizzo delle Automazioni.
📕 Vedremo insieme alcuni esempi dell'utilizzo di Autopilot in diversi tool della Suite UiPath:
Autopilot per Studio Web
Autopilot per Studio
Autopilot per Apps
Clipboard AI
GenAI applicata alla Document Understanding
👨🏫👨💻 Speakers:
Stefano Negro, UiPath MVPx3, RPA Tech Lead @ BSP Consultant
Flavio Martinelli, UiPath MVP 2023, Technical Account Manager @UiPath
Andrei Tasca, RPA Solutions Team Lead @NTT Data
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
zkStudyClub - Reef: Fast Succinct Non-Interactive Zero-Knowledge Regex ProofsAlex Pruden
This paper presents Reef, a system for generating publicly verifiable succinct non-interactive zero-knowledge proofs that a committed document matches or does not match a regular expression. We describe applications such as proving the strength of passwords, the provenance of email despite redactions, the validity of oblivious DNS queries, and the existence of mutations in DNA. Reef supports the Perl Compatible Regular Expression syntax, including wildcards, alternation, ranges, capture groups, Kleene star, negations, and lookarounds. Reef introduces a new type of automata, Skipping Alternating Finite Automata (SAFA), that skips irrelevant parts of a document when producing proofs without undermining soundness, and instantiates SAFA with a lookup argument. Our experimental evaluation confirms that Reef can generate proofs for documents with 32M characters; the proofs are small and cheap to verify (under a second).
Paper: https://eprint.iacr.org/2023/1886
The Metaverse and AI: how can decision-makers harness the Metaverse for their...Jen Stirrup
The Metaverse is popularized in science fiction, and now it is becoming closer to being a part of our daily lives through the use of social media and shopping companies. How can businesses survive in a world where Artificial Intelligence is becoming the present as well as the future of technology, and how does the Metaverse fit into business strategy when futurist ideas are developing into reality at accelerated rates? How do we do this when our data isn't up to scratch? How can we move towards success with our data so we are set up for the Metaverse when it arrives?
How can you help your company evolve, adapt, and succeed using Artificial Intelligence and the Metaverse to stay ahead of the competition? What are the potential issues, complications, and benefits that these technologies could bring to us and our organizations? In this session, Jen Stirrup will explain how to start thinking about these technologies as an organisation.
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
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 forecasts
and 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 helpdesk
and 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 journals
and 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 appraisals
and much more …
3. What’s in it for me ?
A.The OpenERP Entreprise Contract (1 year) covering:
a. Unlimited bugfix service
b. “One Click” update
c. Functional support
d. Migration
e. Online hosting
B. The “Get on Board” Hands-on Training (4 options):
a. Customer Relationship Management – 3 days
b. Services Management – 3 days
c. Point(s) of Sale Management – 2 days
d. Human Resources Management – 2 days
C. On-site consulting (minimal 2 days)
How do we work?
1. Together, we qualify your main business needs and retain a key
area.
2. We prepare a tailored demonstration with your own data.
3. We organize a session of 2 hours together with a functional
consultant.
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)
are
FREE OF CHARGE!
4. GET ON BOARD PROGRAM
Customer Relationship
Management
Day 1 - CRM Features
AM Session
Get started with OpenERP
● Discover Views and Search/Filter features
○ List, Form, Calendar, Graph, Kanban, Gantt
views
○ Basic search
○ Group by
○ Advanced search
○ Tool tips
● Print and attach Documents
● Run Actions on records (Deletion, Duplication) and open
associated Views
● Install / Update / Remove modules
● Configure your Company
● Use Social Network features inside OpenERP:
○ Chatter
○ Email box / To-do
○ Discussion Groups
○ Notes
Get started with OpenERP Online
PM Sessions
Manage your Address Book
● Register your Contacts (Companies or
Addresses/Consumers)
● Find and Sort your Contacts using Filters
● Categorize your Contacts
● Use LinkedIn to populate your Adress Book
Manage your Leads
● Store your Business Cards effectively
● Generate Leads automatically based on a received Email
● Analyze and Organize your Leads
Optimize 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 Effectively
Keep track of your Customer’s History
● Track Leads, Opportunities and Sales Orders of each
Customer
● Store Attached Documents
“Training goes far beyond the expectations and
further in details. We see the real product ‘live’
with demos and beyond the field of CRM.”
P. Wautier (Sonbae academy)
Day 2 - Sales Flow
AM Session
Register your Products
● Characterize the Product: Price, Type, Procurement
Method, Supply Method
● Categorize it
● Define Units of Measure
Process 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 data
PM Session
Customize your Sales Processes
● Define Packaging
● Manage Alerts
● Keep track of your Margins by Product and on Sales Orders
Convert a Prospect into a Customer
● Create a Quotation and a Customer from a
Lead/Opportunity
Manage Aftersale Services
● Create a Claim (on the fly or automatically from a received
Email)
● Characterize the Claim: Topic, Deadline, link with other
Documents (i.e. Sales Order), Actions to perform
● Communicate internally and with the Customer
Day 3 - Advanced Configuration
AM Session
Manage Pricelists
● Create Pricing Policies (Tariff Grids)
● Assign Pricelists to Customers
● Manage Currencies
● Manage Carriers & Transport Costs
Import your own data
● Import your Customers
● Import your Products
PM Session
Advanced Features
● Configure a Public platform for external people (prospects,
etc.)
● Configure a Portal platform for your Customers (Sales
Orders, Invoices, etc.)
● Set up Automated Actions (assign a specific Salesman, add
a default record Follower, etc)
● Customize your Reports through Report Designer &
Customize your Email templates
5. Services Management
Offering your Services to your Customers
Processing the Invoicing
Managing your Customers
Accounts/Contracts
Keeping track of your Activities/Time spent
Day 1 - Customers & Services
AM SESSION
Get started with OpenERP
● Discover Views and Search/Filter features
○ List, Form, Calendar, Graph, Kanban, Gantt
views
○ Basic search
○ Group by
○ Advanced search
○ Tool tips
● Print and attach Documents
● Run Actions on records (Deletion, Duplication) and open
associated Views
● Install / Update / Remove modules
● Configure your Company
● Use Social Network features inside OpenERP:
○ Chatter
○ Email box / To-do
○ Discussion Groups
○ Notes
Get started with OpenERP Online
PM SESSION
Manage your Address Book
● Register your Contacts (Companies or
Addresses/Consumers)
● Find and Sort your Contacts using Filters
● Categorize your Contacts
● Use LinkedIn to populate your Adress Book
Register your Products
● Characterize the Product: Price, Type
● Categorize it
● Define Units of Measure
Process 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 data
Day 2 - Manage Contracts & Activities
AM SESSION
Create 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 templates
Plan 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 one
operational 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 Work
Introduction to Analytic Accounting
● Create your Analytic Journals & Accounts
● Track Costs and Revenues associated to an Analytic
Account
PM SESSION
Customize your Sales Processes
● Manage Alerts
● Keep track of your Margins by Product and on Sales Orders
Convert a Prospect into a Customer
● Create a Quotation and a Customer from a
Lead/Opportunity
Manage Aftersale Services
● Create a Claim (on the fly or automatically from a received
Email)
● Characterize the Claim: Topic, Deadline, link with other
Documents (i.e. Sales Order), Actions to perform
● Communicate internally and with the Customer
Day 3 - Advanced Configuration
AM SESSION
Manage Pricelists
● Create Pricing Policies (Tariff Grids)
● Assign Pricelists to Customers
● Manage Currencies
Import your own data
● Import your Customers
● Import your Products/Services
PM SESSION
Advanced 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. Point(s) of Sale Management
Purchasing, Storing and Reselling Products
Day 1 - Purchase Products to Suppliers
The introduction to OpenERP is suggested through an
online video to watch before coming at the Get on
Board session.
AM SESSION
Register your Products
● Characterize your Products: Type, Procurement Method,
Supply Method, Cost, Price
● Categorize your Products
● Register Suppliers & Associate them to your Products
PM SESSION
Purchase those Products
● Define your Purchase Process:
○ Invoicing & Shipping policies
○ Communicate with your Suppliers
○ Customize the Process: validation steps,
requisition
Store the received products
● Ship the incoming Products
● Learn to analyse your Stock Reports
Set 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 the
implementation time of our previous software,
I’ve never imagined being able to leave the
training with a database ready for use. (…) we
can already use the system point of sale for our
store” R. Soenen (Neolabo)
Day 2 - Sell your Products
AM SESSION
Handle Customer Orders
● Open a Session
● Register PoS Orders
● Multi ticketting
● Scanning
● Invoicing
● Validating the Accounting Entries
Manage Cash Operations
● Register the Cash content before and after a Sale Session
● Cash-in / Cash-out Operations
Reporting
● Access to your reporting tools (Sales, Stock, Accounting)
PM SESSION
Supplier Pricelists
● Register Supplier’s Pricelists
Manage the Storage
● Follow Stock Moves
● Operate an Inventory
● Manage Traceability: Serial Numbers, Packs
Import your own data from your old system to
OpenERP
● Import your Suppliers
● Import your Products
7. Human Resources Management
Managing your Employees Repository,
Leaves, Timesheets, Expenses, Recruitment
Process, Appraisals
Day 1 - Employees, Leaves &
Timesheets/Expenses
The introduction to OpenERP is suggested through an
online video to watch before coming at the Get on
Board session.
AM SESSION
Get started with OpenERP Online
Register your Employees
● Encode your Employee data
● Assign Employees to Jobs & Department
● Attach Documents to the Employee Form
Manage 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 process
PM SESSION
Manage Employee Expenses
● Record Employee Expenses
● Process the Refund
Record Timesheets
● Record Timesheets and associate them to your
Projects/Activities/Departments
● Process their Reinvoicing to Customers
● Follow Attendances
Introduction to Analytic Accounting
● Create your Analytic Accounts
(Projects/Activities/Departments)
● Track Revenues and Expenses associated to
Timesheets/Expenses
Day 2 - Recruitment, Appraisals, Advanced
Configuration
AM SESSION
Manage your Recruitment Process
● Record Applications (on the fly or automatically from
received Emails)
● Define your Recruitment Process
● Define the Recruitment Expectations by Job
● Communicate with Applicants thanks to the Social Network
features
Introduction to Surveys & Appraisals
● Create your own Questionnaires
● Define your Appraisal Process
● Fill in Appraisal Questionnaires
● Consult Results
PM SESSION
Advanced Features
● Configure a Public platform for Applicants (with offered
Jobs, Company News, etc.)
● Customize Emails