Service Management with Odoo/OpenERP - Opendays 2014
This document summarizes Daniel Reis' presentation on using Odoo/OpenERP for service management. The presentation covered:
1. Service desks - how to create public desks for end users and assign issues to second level support teams
2. Service contracts - how contracts can be linked to issues and service level agreements defined
3. Service work - how tasks can be created from issues and materials spent on tasks tracked
4. Service levels - how to define service level agreements and calculate issue response times against contracts
There are thousands of companies like the example of Richard's company. Start your free trial to benefit from the Odoo experience. http://odoo.com/start
This document introduces Odoo Mobile Apps, which allow users to access Odoo CRM features like leads, opportunities, contacts and messages from their mobile devices. The advantages include transferring data quickly even on slow networks, full integration with the Odoo application, and the ability to work offline. It demonstrates how to install the app, connect to an Odoo server, enable sync services and explore the different features. Use cases shown include managing messages, identifying callers and searching locally or on the server. It concludes that the mobile apps allow access to messages, notes and meetings anywhere to keep watch on your business.
The document summarizes the new Odoo Warehouse Management System. It discusses the global operations view, incoming and outgoing policies, and removal and put away strategies. Key points include barcode scanning for validation, routes to apply procurement and push rules, dropshipping capabilities, and options for receiving, shipping, and logistic strategies like FIFO, LIFO on locations. An advanced talk on the WMS is also announced.
This document discusses best practices and challenges for launching an Odoo SaaS business. It provides details on technical infrastructure with hosts in multiple continents and scripted maintenance. Commercial challenges include the long sales cycle for SaaS, the need for a large inside sales team, and slow ROI. Mistakes to avoid include neglecting user adoption, relying only on field sales, and not establishing customer success and support teams. The document advocates focusing on growth, cost optimization, and independence. It also compares freemium versus free trials for new users.
What's the spirit of your company? At Odoo, we know that a great and motivating atmosphere is the key! It can help employees to feel better and then be proud of working for your company!
Discover Odoo POS in v8: your shop ready to use in 20 minOdoo
Odoo POS allows small businesses to easily set up a point of sale system in just 20 minutes. It has an intuitive interface, works both online and offline, and fully integrates with other Odoo apps like inventory and accounting. The PosBox hardware allows wireless use of peripherals like receipt printers and barcode scanners with POS tablets. A demonstration showed how to quickly create sales tickets, payments, invoices and reports. Odoo POS provides a quick, easy to use, and affordable alternative to traditional POS solutions.
Service Management with Odoo/OpenERP - Opendays 2014Daniel Reis
This document summarizes Daniel Reis' presentation on using Odoo/OpenERP for service management. The presentation covered:
1. Service desks - how to create public desks for end users and assign issues to second level support teams
2. Service contracts - how contracts can be linked to issues and service level agreements defined
3. Service work - how tasks can be created from issues and materials spent on tasks tracked
4. Service levels - how to define service level agreements and calculate issue response times against contracts
There are thousands of companies like the example of Richard's company. Start your free trial to benefit from the Odoo experience. http://odoo.com/start
This document introduces Odoo Mobile Apps, which allow users to access Odoo CRM features like leads, opportunities, contacts and messages from their mobile devices. The advantages include transferring data quickly even on slow networks, full integration with the Odoo application, and the ability to work offline. It demonstrates how to install the app, connect to an Odoo server, enable sync services and explore the different features. Use cases shown include managing messages, identifying callers and searching locally or on the server. It concludes that the mobile apps allow access to messages, notes and meetings anywhere to keep watch on your business.
The document summarizes the new Odoo Warehouse Management System. It discusses the global operations view, incoming and outgoing policies, and removal and put away strategies. Key points include barcode scanning for validation, routes to apply procurement and push rules, dropshipping capabilities, and options for receiving, shipping, and logistic strategies like FIFO, LIFO on locations. An advanced talk on the WMS is also announced.
This document discusses best practices and challenges for launching an Odoo SaaS business. It provides details on technical infrastructure with hosts in multiple continents and scripted maintenance. Commercial challenges include the long sales cycle for SaaS, the need for a large inside sales team, and slow ROI. Mistakes to avoid include neglecting user adoption, relying only on field sales, and not establishing customer success and support teams. The document advocates focusing on growth, cost optimization, and independence. It also compares freemium versus free trials for new users.
What's the spirit of your company? At Odoo, we know that a great and motivating atmosphere is the key! It can help employees to feel better and then be proud of working for your company!
Odoo - Open Source CMS: A performance comparisionOdoo
The document compares the performance of four open source content management systems (CMS): Odoo, Drupal, Magento, and Prestashop. It finds that Odoo consistently outperforms the other CMS across a number of metrics: it is 3 times faster than Drupal and 6 times faster than Magento based on load testing; it can handle more users before timing out; and its codebase is smaller. While the other CMS have improvements to make in terms of HTML validation, Odoo represents the best balance of speed, scalability, and maintainability according to the analysis in the document.
This is a simple power point for basic introduction of odoo. Very first facts and figures about the company and software plus the reasons odoo is a good ERP for SMB and even big enterprises.
This document outlines the documentation process at Odoo, including contributing to the documentation forum, promoting forum topics to documentation posts, undergoing quality review, and translating documentation. Forum topics can be answered, promoted to documentation, reviewed for quality, and translated with Gengo before being published. The goal is to continually improve documentation through community contributions.
1) Odoo has experienced significant growth over the past year with an 82% increase in recurring revenue and becoming profitable after 12 months of operation.
2) The company now has over 900 employees and is continuing to rapidly expand its operations globally including opening new offices in India and growing its US business by 59%.
3) Looking ahead to 2017, the company plans to continue heavily investing in R&D and global expansion to further boost its growth with the goal of surpassing all its previous numbers and milestones.
Hoe kan een verkoper zijn tijd beter besteden? Hoe kan de verkoper over objectieve input beschikken om de juiste prioriteiten te leggen? Hoe kan het management over goede cijfers beschikken voor forecast en aankoop prognoses?
Kim den Brok (consultant) van TOPdesk en Gaby Rumping (projectleider en applicatiebeheerder) van Heliomare vertellen over de best practice producten- en dienstencatalogus. Heliomare laat zien hoe zij de shared service management software van TOPdesk inzetten voor de ondersteuning van hun diensten.
Prepare for the impact of Marketing AutomationErwin Sigterman
What is Marketing Automation, what is the ROI and how can you implement Marketing Automation for your needs. A detailled powerpoint which demonstrates the power of Marketing Automation. With lots of examples of how to start marketing automation.
Fast Close Manager schermafdrukken, Fast Close snel implementeren met documen...André Salomons
www.fastclosemanager.com - Fast Close stelt je in staat om binnen 5 dagen, sneller, beter en goedkoper te rapporteren. Fast Close Manager kan je daarbij goed helpen. Deze schermafdrukken geven u inzicht in de toegevoegde waarde van een monitoring tool. Binnenkort volgt er een update. Fast Close Manager is een module van Financial Suite®.
Zelf-service roosteren voor de student en docent van morgen - HO-link 2017HOlink
Donderdag 15 juni
Sessieronde 2
Titel: Zelf-service roosteren voor de student en docent van morgen
Spreker(s): Alexander Tjittes (Universiteit Maastricht) en Eveline Koenen (Scientia Ltd)
Zaal: Boston 12
Sneller, soepeler, beter en efficienter afsluiten en rapporteren. Hoe?....André Salomons
Op deze slideshare met de meest recente aanpassingen aan Fast Close Manager (FCM) zie je hoe je in 5 dagen kan afsluiten en rapporteren met FCM.
Meer informatie kun je vinden op onze website http://www.fastclosemanager.com/
Ruim je Excel takenlijstjes en fileshares nu definitief op
De customer-journey-in-kaart-brengen - korte metingen - interactieve dashboar...Rene Lagendijk
Van eerste behoefte tot evaluatie en aanbeveling! Breng de ervaringen van uw klanten, leden, cursusdeelnemers, vrijwilligers etc. gestructureerd in kaart. Stuur via overzichtelijke managementdashboards dagelijks uw bedrijfsvoering bij. Realiseer een extreem klantgerichte organisatie waarbij aanbevelingen van huidige klanten zorgen voor een continue stroom nieuwe klanten.
Cognos Close Up! - Vereenvoudiging van het jaarverslagprocesFinext
Stephan de Wit van Finext Performance Management over Cognos Disclosure Management.
Disclosure Management helpt je om eenvoudig maand-, kwartaal- en jaarverslagen te maken, zowel de cijfers als de tekst. Hoe maak je het (goedkeuring)proces van gezamenlijk werken aan documenten effectief? En hoe kun je eenvoudig werken met Management Letters? Stephan De Wit gaat via deze slides dieper in op de details van Cognos Disclosure Management (CDM).
Benieuwd naar meer informatie over Cognos Disclosure Management? Neem dan contact op met Stephan de Wit via stephan.de.wit@finext.nl of 070-3003000.
http://performancemanagement.finext.nl
WWV 2017: verdubbel uw rendement door datagedreven conversie-optimalisatievalantic NL
Conversie-optimalisatie wordt voor (online) retailers een steeds belangrijker onderdeel van de strategie. Maar hoe verdubbelt u uw rendement met een denderende conversiemachine op basis van data? Bekijk het in deze presentatie.
FacilityApps presentatie bij de VSR Borrel over innovatie in schoonmaakDirk Tuip
Dirk Tuip van FacilityApps presenteerde bij de VSR Kennisdag 2015 over innovatie en ontwikkelingen in de schoonmaak. O.a. hoe je schoonmakers en leidinggevenden in alle fasen van het schoonmaakproces beter kunt laten samenwerken en communiceren en direct de klant meer inzicht kunt laten geven via apps. Inclusief trends en ontwikkelingen, big data en internet of things in schoonmaak. Bekijk op de site meer informatie www.facilityapps.com.
Timesheet Workshop: The Timesheet App People Love!Odoo
This document introduces an app called Awesome Timesheet that allows users to track their working times, manage employees, work offline anywhere, and report and analyze data. It provides a demonstration of the app's features including tracking product, sales, projects, timesheets, employee management, and reporting on a website.
This document discusses using the Google model-viewer widget to display and interact with 3D models in the GLB format within Odoo. It describes addons developed to integrate 3D product viewing into the backend, frontend, and e-commerce sections of Odoo. The document also provides background on glTF as an open standard for 3D content and the model-viewer library, which is based on three.js and allows easy 3D model embedding on websites. Future steps discussed include expanding AR capabilities on mobile browsers and converting models to the required glTF format.
The document announces an Odoo Experience online event, unveiling the new features of Odoo 14. It promotes sessions on topics like ROI analysis for ERP selection, website design tips, supply chain management, and HRMS. Speakers will provide insights into Odoo's ORM and certification. Attendees can participate in surveys, quizzes and choose their adventure for a digital CEO roleplay game. The event aims to deliver an amazing experience for amazing attendees.
Extending Odoo with a Comprehensive Budgeting and Forecasting CapabilityOdoo
Essatto is a budgeting and forecasting software that integrates with Odoo. It was implemented by Global Car Sales, a company that sells cars globally using Odoo. Essatto streamlined Global Car Sales' forecasting processes by capturing forecasts at a more detailed item level, providing historical sales data to salespeople, automatically consolidating submissions, and producing interactive daily/weekly reports. It also enabled powerful budgeting, data analysis, reporting tailored to different user needs, flexibility to changes, and importing data from multiple sources including Odoo.
Managing multi-channel selling involves selling through multiple online and offline sales channels. This allows sellers to reach more customers but also presents challenges in order management, fulfillment, and inventory management across channels. Odoo and Emipro provide integrated solutions to help sellers manage orders, inventory, products, and reporting across marketplaces, e-commerce platforms, and brick-and-mortar stores in a centralized system. Emipro's solutions sync inventory, orders, and products across channels; integrate with popular marketplaces, shipping carriers, and warehouses; and provide inventory and sales reporting.
The Product Configurator allows for simple setup and flexibility. It can help sales go faster by integrating with a company's website, point of sale systems, and manufacturing processes. The Configurator aims to streamline operations.
Accounting Automation: How Much Money We Saved and How?Odoo
This document discusses the benefits of automating finance and accounting processes. It finds that digitizing and automating invoice processing, purchase-to-pay, and order-to-cash can significantly reduce costs compared to traditional paper-based manual processes. Specific cost savings identified include reducing processing times for invoices from over 25 minutes to just 1-2 minutes. The break-even point for automating typically occurs within 12 months for companies processing over 100 invoices per month. Automation is recommended for companies of all sizes and industries to improve efficiency and cash flow management.
1. Camptocamp developed an open source WMS and SCM ecosystem for Odoo to meet the complex needs of a major medical logistics customer.
2. Key features include integrated procurement, warehouse management, order processing, delivery, and replenishment powered by Odoo applications and custom developments.
3. A case study of the customer's operations highlights the various storage types, equipment, and end-to-end supply chain flows managed through the system.
Transition from a cost to a flow-centric organizationOdoo
The document discusses transitioning from a traditional cost accounting approach to a throughput accounting approach based on the Theory of Constraints. It explains that traditional cost accounting focuses on profit margins by product, but this does not consider system constraints. The Theory of Constraints identifies the constraint in a production system and prioritizes production to maximize throughput. The document provides an example of a clothing company that increases profits by identifying sewing capacity as the constraint and allocating production accordingly. It advocates adopting a demand-driven operating model to further elevate system constraints and improve inventory, lead times, and alignment between strategy and operations.
This document summarizes how a distance university runs its operations using Odoo. It discusses the university's study programs and key metrics like employee and student counts. It then outlines how Odoo provides functionality for expenses, HR, accounting, ticketing, mailing and more. Apps are used for areas like admissions, student/teacher/evaluation portals, and connecting to the learning management system. Business intelligence tools give insights into enrollments. HR modules cover leaves, attendance and expenses while finance manages accounting, budgets and reporting. The university aims to improve recruitment, integrate its website and enhance CRM and marketing in the coming years.
Sodexis is an Odoo partner that specializes in implementing Odoo to help manufacturing and distribution companies improve efficiency. Cecilie Barreto, a business analyst at Sodexis, gave a presentation on implementing purchase order down payments in Odoo, demonstrating how to configure, register, and apply down payments to final invoices and reviewing the corresponding journal entries. The presentation also discussed other apps Sodexis offers to help customers, such as payment processing, EDI connectors, credit management, and inventory availability checking.
Odoo Implementation in Phases - Success Story of a Retail Chain 3Sach foodOdoo
The document provides information about Port Cities Group, an Odoo consulting firm that has been helping businesses grow since 1997. It lists Jakub Smolka as the Director of Consulting, with teams located in various countries. Port Cities has implemented Odoo solutions in over 25 projects across multiple countries. The rest of the document outlines the story of 3Sach Food, a client that went through a multi-phase Odoo implementation with 120 employees across 10 stores and 2 kitchen studios over 2 years.
This document describes a customer success story of a San Francisco-based company that provides personal emergency medical alert services. The company was facing challenges with its previous technology stack, including a lack of integrated contact center experience. It implemented a new technology solution from Brainvire using Odoo for CRM, accounting, ecommerce, and integration. This enabled an improved omni-channel customer experience, streamlined subscription payments and billing, quick transformation of business processes and technology, improved integration with third parties, and customization to fit the company's unique business needs and practices. The new solution enhanced processes, automated shipping with third parties, and provided cost effectiveness and real-time communication across the organization.
Preventing User Mistakes by Using Machine LearningOdoo
This document discusses an anomaly detection module for inventory management created by Bista Solutions to prevent user errors in Odoo. It describes common user mistakes like incorrect tagging or data entry that can cause inventory issues. The machine learning module is trained on inventory data patterns to identify anomalies and alert users. This helps prevent damages from inventory mistakes by users in remote locations or from barcode tagging errors. A case study shows it provided better visibility and avoidance of human errors for robust inventory management.
Becoming an Odoo Expert: How to Prepare for the Certification Odoo
Port Cities Group is a consulting firm that has helped businesses grow since 1997. It has implemented Odoo in several countries and has branches in Mexico, Japan, Hong Kong, Vietnam, Malaysia, Singapore, Indonesia, Australia, the UK, and Colombia. The document provides tips for preparing for the Odoo certification exam, including doing homework in the Odoo e-learning system, following business logic through cases, learning Odoo principles like functions and models, and understanding the exam format.
Instant Printing of any Odoo Report or Shipping LabelOdoo
Odoo Direct Printing allows users to print documents like shipping labels and delivery slips directly from Odoo without needing to download files or use additional software. It works with both local and remote Odoo installations via an app and Printnode client. Case studies showed companies saving 70-80% efficiency by automating printing tasks like labels from warehouse apps. The solution integrates subscription plans directly in Odoo and provides a Raspberry Pi installation for easy setup.
Pavel Sodomka discusses his company Simple Hardware's migration from various tools like Vtiger, Hubspot, and Shopify to Odoo. Some key reasons for migrating to Odoo included needing integrated inventory management, manufacturing workflows, and e-commerce capabilities. While the migration process revealed documentation and support issues, Odoo provided a remarkably integrated system at a fair price. Odoo's customizability and growing community were major benefits, but it still lacks some modern features like live chat. With improvements to documentation, support, and responsiveness, Odoo could better compete with alternatives like Hubspot and Shopify.
2. Wat zijn mijn verwachtingen ?
Mijn Klantenrelatie Beheren (CRM)
Mijn leads afhandelen
Mijn verkoopcyclus optimaliseren
Mijn verkoopsprognose analyseren en beheren
Gepersonaliseerde dashboards aanmaken
Verkoopsrapporten verbeteren
Communiceren met klanten en collegas
En nog veel meer …
Services Management
Mijn contracten beheren
Time management controleren en optimaliseren
Klanten vragen en klachten analyseren en
behandelen
Gepersonaliseerde dashboards aanmaken
Mijn verkoopsfacturen opvolgen
Mijn helpdesk beheren
En nog veel meer …
Mijn Verkooppunt Beheren (Point of Sale)
Artikels en artikel categorieën beheren
Mijn inventaris beheren
Ontvangsten beheren
Betalingsmethode beheren
En nog veel meer …
Human Resources Management
Mijn werknemers beheren
Verlof en ziektes opvolgen en beheren
Gepresteerde uren opvolgen en factureren
Onkosten beheren
Aanwervingenprocedure opvolgen
Evaluatieprocedure aanmaken en opvolgen
En nog veel meer …
3. Wat krijg ik ?
A.Een OpenERP Entreprise Contract (1 jaar) inbegrepen:
a. Onbeperkt bugfix
b. Snelle update
c. Functioneel en technisch support
d. Migraties
e. Online hosting (optioneel)
B. Een “Get on Board” Hands-on Training (4 opties):
a. CRM Klanterelatie – 3 dagen
b. Service Management – 3 dagen
c. Verkooppunt (PoS) – 2 dagen
d. Personeelsbeheer (HR) – 2 dagen
C.On-site consulting (vanaf 2 dagen)
Hoe gaan we te werk?
1. We analyseren samen uw standard behoeftes.
2. We bereiden een demonstratie voor met uw eigen gegevens.
3. We organiseren een meeting van 2u samen met een functioneel
consultant.
4. U krijgt opleiding volgens uw noden (CRM, Services, PoS, HR)
5. We implementeren uw OpenERP database met een functioneel
consultant.
Qualificatie (1), demo configuratie (2) en live demonstratie (3)
zijn
GRATIS!
4. GET ON BOARD PROGRAMMA
Klanterelatie (CRM)
Dag 1 - CRM kenmerken
Ochtend Sessie
‘Van start met OpenERP’
● Ontdekt Views en Search/Filter
○ Lijst, Form, kalender, Graph, Kanban, Gantt
views
○ Basic search
○ ‘Group by’
○ Advanced search
○ Tool tips
● Print en voeg Documenten toe
● Run Actions on records (Deletion, Duplication) and open
associated Views
● Installeren / Updaten / verwijderen van modules
● Configureer uw bedrijf
● Gebruik van Social Network in OpenERP:
○ Chatter
○ Email box / To-do
○ Discussie Groepen
○ Notas
Namiddag Sessie
Van start met OpenERP Online
Beheer uw adresboek
● Registreer uw Contacten (Bedrijven of Adressen)
● Vind en sorter uw contacten met gebruik van filters
● Categorizeer uw Contacten
● Gebruik LinkedIn om Adresboek te vullen
Beheer uw Leads
● Automatische aanmaak van leads door inkomende mails
● Leads analyseren per verkoopspersoon / team
Verkoopcyclus optimaliseren met behulp van
opportuniteiten
● Leads omzetten in klanten of opportuniteiten
● OpenERP to your Sales Organization through:
○ SalesTeams
○ ‘Key steps’ van u verkoopcyclus
● Next Action en Deadline date
● Meetings & Calls planning
Klanten historiek bijhouden
● Leads opvolgen, Opportunities en verkooporders per
klanten
● Documenten bijhouden
Dag 2 - Sales Flow
Ochtend Sessie
Produkten aanmaken
● Produkten kenmerken: Prijs, Type, Inkoop politiek.
● Categorizeer uw produkten.
● Beheer uw eenheden
Beheer van de Sales Flow
● Encode and configure your Orders (Facturatiemethode,
Leveringsmethode)
● Openstaande orders opvolgen
● Orders te factureren
○ Voorraf betaling
○ Deels betaling
● Orders en facturen analyseren
Namiddag Sessie
Verkoop Process
● Alarm beheren
● Marge berekening op artikels en verkooporders.
Van Prospecten naar klanten
● Maak een Offerte en Klant vanuit een Lead/Opportuniteit
Aftersale
● Klachten beheren (on the fly of automatisch door
inkomende Email)
● Klachten categorizeren: Topic, Deadline, link met andere
Documenten (o.a verkooporder), opvolging.
● Interne communicatie en met klanten
Dag 3 - Advanced Configuration
Ochtend Sessie
Prijzenlijst beheren
● Prijzenlijst aanmaken (Tariff Grids)
● Prijzenlijst linken aan klanten
● Koers opvolgen
● Transportkosten
Importeer u eigen data
● Klanten
● Produkten
Namiddag Sessie
Advanced Features
● Toegang verlenen aan externe mensen (prospects...)
● Portal platform voor klanten (Verkooporders,
verkoopfacturen...)
● Set up van Automated Actions (Specifieke Salesman
toewijzen, default Follower toewijzen, enz…)
● Rapporten aanpassen met Report Designer & Email
templates aanmaken
5. Services Management
Dag 1 – Klanten & Diensten
Ochtend Sessie
Van start met OpenERP
● Ontdekt Views en Search/Filter
○ Lijst, Form, kalender, Graph, Kanban, Gantt
views
○ Basic search
○ ‘Group by’
○ Advanced search
○ Tool tips
● Print en voeg Documenten toe
● Run Actions on records (Deletion, Duplication) and open
associated Views
● Installeren / Updaten / verwijderen van modules
● Configureer uw bedrijf
● Gebruik van Social Network in OpenERP:
○ Chatter
○ Email box / To-do
○ Discussie Groepen
○ Notas
Van start met OpenERP Online
Namiddag Sessie
Beheer uw adresboek
● Registreer uw Contacten (Bedrijven of Adressen)
● Vind en sorter uw contacten met gebruik van filters
● Categorizeer uw Contacten
● Gebruik LinkedIn om Adresboek te vullen
Produkten/ Diensten aanmaken
● Produkten kenmerken: Prijs, Type, Inkoop politiek.
● Categorizeer uw produkten.
● Beheer uw eenheden
Sales Flow
● Verkooporders ingeven (FacturatiePolicy, LeveringsPolicy)
● Opensaatnde orders opvolgen
● Orders factureren
○ Voorraf betaling
○ Deels betaling
● Analyse van uw verkooporders & verkoopfacturen data
Dag 2 – Beheer van Contracten & Activiteiten
Ochtend Sessie
Aanmaken van Contracten
● Contracten aanmaken voor klanten
● Begin- en einddatum van contracten
● Facturatie beheren van prestaties, onkosten…
● Contracten vernieuwen
● Contract templates aanmaken
Projecten opvolging en planning
● Projecten en taken aanmaken
● Etapes definieren voor projecten
● Taken delegeren
● Issues en Issues Escaleren (Van operationele Level naar
anderen)
Activiteiten/Onkosten ingeven
● Activiteiten registreren op taken
● Factureren van Activiteiten
● Kosten opvolgen
Introductie tot Analytisch rekening
● Aanmaken van analytisch rekening
(Projecten/Activiteiten/Departmenten)
● Opvolgen van kosten en inkomsten
Namiddag Sessie
Verkoop Process
● Alarm beheren
● Marge berekening op artikels en verkooporders.
Van Prospecten naar klanten
● Maak een Offerte en Klant vanuit een Lead/Opportuniteit
Aftersale
● Klachten beheren (on the fly of automatisch door
inkomende Email)
● Klachten categorizeren: Topic, Deadline, link met andere
Documenten (o.a verkooporder), opvolging.
● Interne communicatie en met klanten
Dag 3 - Advanced Configuration
Ochtend Sessie
Prijzenlijst beheren
● Prijzenlijst aanmaken (Tariff Grids)
● Prijzenlijst linken aan klanten
● Koers beheer
Importeer uw eigen data
● Importeer uw klanten
● Importeer uw produkten/diensten
Namiddag Sessie
Advanced Features
● Public platform aanmaken voor externe mensen
● Portal platform voor klanten (Verkooporders, Facturen,
enz)
● Rapporten aanpassen met Report Designer
● Email templates aanmaken
6. Verkooppunt Beheren (PoS)
Dag 1 – Aankoop van produkten
Ochtend Sessie
Produkten aanmaken
● Produkten kenmerken: Prijzen, Type, Inkoop politiek.
● Categorizeer uw produkten.
● Beheer uw eenheden
● Leveranciers aanmaken en linken aan artikels
Namiddag Sessie
Aankoop van produkten
● Aankoop procedure definieren:
○ Facturatie- en leveringsmethode
○ Communiceren met leveranciers
Produkten stockeren
● Inkomende produkten ontvangen
● Stock rapporten bekijken
Kassa configureren:
● Betalingsmethode en verkoopjournaal configureren
● Winkels(shops) aanmaken
● Produkten configureren voor kassaverkoop
Dag 2 – Verkoop uw produkten
Ochtend Sessie
Kassa verkoop
● Nieuwe sessie starten
● Verkooporders (POS) aanmaken
● Multi ticketting
● Scanning
● Facturatie
● Sessie sluiten en cash controle
● Valideren van boekingen
Beheer van Cash Operaties
● Cash controle voor en na de sessie
● Cash-in / Cash-out Operaties
Reporting
● Toegang tot rapporten (Verkoop, Stock, Boekhouding)
Namiddag Sessie
Prijzenlijst voor leveranciers
● Prijzenlijst aanmaken voor leveranciers
Beheer van u stock
● Opvolging van u stockbewegingen
● Inventaris aanmaken
● Tracabiliteit : serie nummers, loten…
Importeer uw eigen data
● Importeer uw leveranciers
● Importeer uw produkten
7. HR Management
Dag 1 - Werknemers, Vakanties &
Prestaties/onkosten
Ochtend Sessie
Van Start met OpenERP Online
Werknemers ingeven
● Werknermers gegevens inputen
● Werknemers toewijzen aan departementen en job positie
● Documenten bijvoegen
Vakantie van werknemers beheren
● Aanmaken van verschillende types afwezigheid
● Afwezigheden (vakantie) aan werknemers toewijzen
● Verlofaanvraag ingeven en beheren
● Overzicht afwezigheden per werknemer
● Validatieprocess van verlofaanvragen
Namiddag Sessie
Onkosten nota van werknemers
● Onkosten ingeven
● Betaling beheren
Prestaties registreren
● Prestaties registreren en linken aan Projecten/Activiteiten.
● Prestaties factureren aan klanten en opvolgen
Introductie tot Analytische rekening
● Aanmaken van analytisch rekening
(Projecten/Activiteiten/Departmenten)
● Opvolgen van kosten en inkomsten
Dag 2 - Aanwerven, Evaluaties, Advanced
Configuration
Ochtend Sessie
Beheer van aanwervingsprocedure
● Record Applications (Manueel of automatisch door
inkiomende Emails)
● Definieer uw aanwervingsprocedure
● Plaats vacaturen
● Communiceer met kandidaten via the social network
Introductie tot Enquêtes en Evaluatieformulier
● Aanmaken van gepersonaliseerde vragenlijst
● Definieren van uw evaluatieprocedure
● Invullen van evaluaties
● Resultaten bekijken
Namiddag Sessie
Advanced Features
● Public platform aanmaken voor externe mensen (met
huidige vacatures, Company News, enz.)
● OpenERP platform configureren voor werknemers
● Emails customiseren
8. Neem contact op met het
OPENERP
QuickStart Team
Direct@openerp.com
TEL: +32 2 290.34.90