Odoo ERP Functional Training

Develop ERP skills with functional training and become invaluable assets for successful digital transformation.

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Functional Training

Odoo Functional training at Synconics offers you a thorough knowledge in the usability of the software. At Synconics, you will get Odoo training via an expert team of professionals from Odoo Domain from the corporate point of view as well as for an end-user. This is dedicated to Odoo partners, ERP consultants, and end-users who want to get a better functional and technical understanding of Odoo. We offer customized training plans for individuals as well as groups. Also, we provide on-campus/onsite training, or via Remote video conference training.

Objectives & Requirements

Objectives

Upon completion of the training, the participants will be able to:

Install and administer Odoo.
Become an Odoo Consultant.
Do the GAP analysis of any Business Process.
Operate/Work with Odoo Smoothly on regular basis.
Configure Odoo using the standard modules.
Change the look and feel from the front-end (GUI) rather than a need of technical knowledge.

Requirements

We expect following requirements to be fulfilled by the participant:

Bring your own Laptop device.
Install the latest stable version that you can download from Odoo Official Website.
Good to have a basic understanding of the corresponding business process.
Basic concepts of Enterprise Resource management, laws of management processes.
Good to have an experience of Business Analysis.

Expert Trainers

Our trainers are not only technology experts, they are practitioners with real-world experience using relevant ERP platforms. Additionally, our instructors are adept at conducting train-the-trainer courses to help clients stay within budget and leverage internal resources. By arming key resources with the right understanding of an ERP platform, our clients achieve higher user-adoption rates over shorter time periods. Partner with us for Odoo ERP initiatives to address your business and IT challenges. Don’t look at end-user training as an unnecessary cost. It’s the last step in your ERP implementation and arguably one of the most important.

Functional Training Architecture

The introduction exercises have been created to help you discover Odoo in an easy way. Their main objective is to present the different applications, menus, view types, shortcuts, field types, wizards, actions, etc. It will help you to discover how to navigate in Odoo! Therefore, the Introduction is compulsory for everyone, even if you need to learn a specific module given on another date. This obligation has been made to make sure that you are not lost if you arrive in the middle of the training for another module.

Introduction, CRM & Sales
Odoo’s architecture
How to create an Odoo Online instance
List and form views, search and filter features
Tool-tips and drill-downs
Advanced navigation
Calendar, Graph, Kanban and Gantt views
Social network features: emailing, internal communication

Odoo CRM

Introduction: About Odoo, Python Introduction, Configurations General information about Odoo.

Manage Lead & Opportunities
Call, Meeting
Partners & contacts
Automated actions
Import partners and contacts from LinkedIn
Track all leads coming in and push them to real opportunities
Improve the productivity of the sales force
Access all documents and messages related to one lead/opportunity in one place
Track the sales pipeline by month and stage to produce accurate sales forecasts at the individual and group levels
Track individual performance of salespeople

SALES

Odoo CRM & Sales Management

From an opportunity to a sale order
Claims
After-sale communication
Margins

Odoo can work with independent applications, so the whole commercial process can be integrated together in order to accomplish complete business flows.

Access rights, Sales & Purchase, Financial accounting Users

Groups
Access rights and access rules
After-sale communication
Modules configuration

Thanks to the integrated access rights management integrated, each user has access to relevant information. No overloaded screen with a lot of irrelevant data, no unwanted menu, etc. Only a clean interface!

Customer

Products to sell
Sales orders
Manual discounts
Margins

Sales & Warehouse: Invoicing control (On-demand / On Delivery Order), Shipping policy (At once / Each product when available).

Register orders from customers and creates invoices

Schedule deliveries (for products) or tasks (for service)
Ensure that sales orders are properly invoiced by tracking pending sales orders

Project Management

Manage and follow your projects, tasks, and issues

Tasks and tasks delegation

Issues and issues escalation

Discover the Kanban view to quickly operate some actions and quickly detect any bottlenecks in your project flows

Discover the Gantt view to see how your project has been planned and adapt it according to new elements or to the people's agenda

Define project members & delegate tasks

Register issues and escalate them

Create automatically time sheet lines in the Human Resources menu from recorded work activities

Track and invoice (to customers) the costs associated to a project

Manage a support ticket system

Odoo Purchase

Suppliers

Products
Request for Quotation
Purchase order
Invoicing & Invoice control
Incoming order (Complete/partial reception)
Purchase requisition
Better negotiate volumes and prices based on historical data
Centralize all the data to be able to build reporting and statistics
Control the invoicing process
Work with purchase requisitions to ask different suppliers to submit quotations

Odoo Sales & Purchase Management

Make-to-order product
Retailer process: buy a product and sell it without any customization/manufacturing

Keep control of the replenishment process based on sales demands! Thanks to this integration, you will be able to automate the ordering for the missing units ordered by a customer.

Odoo Contract Management

Contracts

Invoicing methods
- Sale orders
- Timesheets
- Expenses

Centralize the data related to a specific contract in one single point

Perform the invoicing from one single place (Sales order / Timesheet / Expenses)
Follow the renewal process
Compute statistics based on expected revenues

Odoo Human Resources

Employees

Recruitment
Expenses
Allocations and leaves requests
Time management: time sheet and time sheet lines

About Recruiting

Track each application received on the web site
Improve the recruiting process by tracking applicants at each stage of this process
Centralizing all the information (evaluation, internal mail, resumes) regarding one applicant in one place

About Holidays

Track the number of vacation days accrued by each employee
Allow managers to approve leave requests and plan backups for their teams

Pricelists, Point of Sale (POS), Introduction to Report Customization

Pricelists

Prices for returning customers
Prices in foreign currencies (with exchange fees)
Retailer prices (based on a minimal margin)
Keep control on the pricing policy
Allow discounts for some periods
Ensure your margins even when you define discounts
Allow different pricing by customer and/or supplier
Update the prices in an easy way

Payment Methods (Journals)

POS Configuration
POS front-end
POS back-end
Shops
Sessions
POS Orders
Re-Invoicing
Scanning / Self-scanning

Odoo POS is the first POS running in a 100% web based environment, which means any computer with a browser can host the POS. The POS is a two-part system with a front-end (interaction with the client) and a back-end (managers can configure the system, print reports, analyze …)

About the Back-end

Configure the products being sold in the POS
Configure the payments methods
Print daily sales report
Analyze sales

Introduction to Report Customization

Customize the layout of your invoices
Change the footer/header of documents
Add a field in a standard document / report
This features will help you to fully customize the standard documents made from Odoo.

Odoo Warehouse Management, Odoo Manufacturing (MRP) & Sales, Import/Export

Stock moves

Inventory
Partial delivery / receipt
Units of measure

Odoo Warehouse Management is at once very simple, flexible and complete. It is based on the concept of double entry that revolutionized accounting: ‘Nothing lost, everything moved’. In Odoo, we don’t talk about disappearance, consumption or loss of products: instead we speak only of stock moves from one place to another.

Manufacturing (MRP)

Odoo Enterprise support only
Server manage by Odoo company
Allow custom development
Install third-party apps
Integration with Github

MRP & Sales

Product configuration Make to Stock / to Order
Commercial BoM (kit)
Just in Time

As a manager

Define products to be assembled or to be sold as a kit
Organize the pipeline of the production
Track the cost of a manufacturing order and measure the efficiency of the department