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Odoo Functional Training
This document outlines the agenda for a 5-day Odoo functional training. Day 1 covers introductions, setup, Odoo Studio, CRM, sales management, and inventory management. Day 2 focuses on stock management with barcodes, website and ecommerce features, point of sale, invoicing, and payments. Day 3 includes purchase management, pricelists, financial management, and online payments. The agenda covers additional modules on subsequent days like project management, HR, and maintenance before concluding extra topics.
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Odoo Functional Training
- 1. Odoo 10 Functional Training PinakinNayi Odoo India
- 2. Benefits of Training ❏To understand the functional concepts of Odoo ❏ To offer the valuable suggestions to enhance the productivity of an organization ❏ In performing a GAP Analysis and necessary changes through the front-end Odoo GUI
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- 4. Agenda ● Day 1: ○Introduction ○ Setup (Odoo Instance) ○ Odoo Studio ○ CRM ○ Sales Management ○ Inventory Management ● Day 2: ○ Stock Management -Barcode ○ Website & eCommerce (Delivery) ○ Point Of Sale (Restaurant also) ○ Invoicing and Payment ○ HR & Reimbursement ○ Timesheet & Projects
- 5. Agenda ● Day 3: ○Purchase Management ○ Pricelist ○ Financial Management ○ Online Payments ○ Stock Accounting ○ Asset Depreciation & Revenue Recognition ● Day 4: ○ Subscription ○ Project Management- Advanc ○ Project Issue ○ Helpdesk ○ Knowledge Management ○ HR Recruitment ○ Leaves Management ○ Payroll & Payroll Accounting ○ Employee Appraisal
- 6. Agenda ● Day 5: ○New MRP ○ Kits & Invoicing ○ Repair ○ Quality ○ PLM ○ Maintenance ● Extra : ○ Events ○ Survey ○ Lunch ○ Fleet ○ Live chat
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- 8. Introduction ● Open Source ○Open source software is software with source code that anyone can inspect, modify, and enhance. ● Online vs On premise ○ https://docs.google.com/document/d/1uvt8RKbaGEWHj117 bb-sd1FG5JVuem8rrjhUtfrY_HY/edit?usp=sharing ● Community vs Enterprise ○ https://www.odoo.com/editions
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- 11. Setup ● Create OnlineOdoo Instance ● SetUp Your Company ● Create New User ● Install System Second Language ● Populate your Address Book ● Internal & External Communication ● Manage your agenda (Meeting) ● Collaborative Notes
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- 13. CRM ● Implementation Guides(planner) ○ Know your objectives ● CRM Overview (Dashboard, Sales Team,...) ● Leads and Opportunities ● Activities ● Reporting
- 14. CRM: Example ofactivities New Lead Qualified Proposition Negotiation Won Call Call for Demo Make Quote Follow up Not Interested 5 days 10 days 15 days 5 days Lost
- 15. Advance Tools ● LeadScoring ● Email Integrations ● VOIP Integrations ● Mass Mailing ● GEO Localization ● Google Calendar
- 16. Sales Management ● Productsto Define ● Pricing Strategies ● Online Quote ● Odoo eSign ● Sales Analyses ● After Sales Services(issue or helpdesk)
- 17. Sales Order Billing ●Order Quantities ● Deliver Quantities ○ Service ■ Timesheet ■ Manually (milestone) ○ Products ■ Delivered Quantities ● Time & Material based ○ Expenses
- 18. Inventory Management ● InventoryAdjustment ○ Initial inventory ● Delivery Orders ○ Right flow to handle Delivery ■ One Step (Shipping) ■ Two Steps (Pick + Ship) ■ Three Steps (Pick + Pack + Ship) ● Miscellaneous Operations ○ Scrap Products ○ Configure and run Schedules
- 19. Inventory : Traceability ●Difference between lots and serial numbers ● Track products moves with serial numbers ● Put products into Packs
- 20. Inventory : Shipping ●Shipping ○ Set up Delivery Methods ○ Integrate third party shipper ● Shipping Operations ○ Invoice the shipping cost to the customer ○ Multi package for same DO ○ Print shipping labels ○ Cancel shipping requests
- 21. Inventory : AdvanceRoute ● Concepts : Inter WH ● Product costing(only concepts, see later on) ○ Costing method (standard,avg.,fifo) ○ perpetual FIFO or LIFO inventory valuation ○ Landed cost ● Putaway and Removal Strategies ○ Putaway ○ Removal - FIFO, LIFO, FEFO
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- 23. Inventory : Barcode ●Setup ○ Setup Barcode Scanner ○ Activate barcodes in Odoo ● Daily Operations ○ Inventory Adjustment ○ Internal Transfer ○ Delivery Orders ○ Incoming Receipts ○ Handle Lots and Serial Number
- 24. Website Builder :Introduction ● New WYSIWYG Editor ○ It allows to get output PDF or HTML, It is only when the output is HTML that it can be modified in a WYSIWYG fashion. ● Versioning & AB Testing ○ Allow to save all versions of your website and allow to perform AB testing.
- 25. Website Builder :Tool ● Building Blocks ○ Create beautiful websites with no technical knowledge, it allows to design modern websites that are not so possible with traditional page editors. ● Quick Form Builder ○ Build custom web forms using the website builder ● Customization Tools ○ Create fully features modern websites with customization tools ● Link Tracker ○ Website interface to create short & trackable URLs.
- 26. Website : Themes ●Customizable ○ Customize your own website theme ● Drag and drop Building Blocks ● Dynamically change the colors on the fly ○ It includes bootstrap by default, this means that you can take advantage of all bootstrap styles and layout functionality out of the box. You can download free/paid themes : https://www.odoo.com/apps/themes
- 27. Website and more ●Event ○ Website Event : design pages ○ Sell Tickets online ● Blog ● Forum ● Presentation (slide)
- 28. eCommerce ● Design &Configure ○ Inline Editing ○ Building blocks system ○ Sell digital products ○ word processor text editing ○ Product variants creation ○ Price-lists, products and stores
- 29. eCommerce ● Integrated tools ○Cross-selling and Upselling(suggest optional products) ○ Promotional or coupon codes ○ Options to boost sales ● Shopping Experience ○ Easy search system ○ Skip shipping address when providing only services ○ Live chat embedded ○ Easy checkout process
- 30. eCommerce ● Payment methods ○Fully integrated ● Billing & Accounting ○ Calculate & Bill Shipping Costs ● Reporting ○ Sales data analytics ● Customer Portal
- 31. eCommerce : ShippingIntegration ● Shipping companies Integration. ○ Now with Odoo eCommerce you can deliver product with shipping companies like Fedex, USPS, UPS etc. ● eBay Integration ○ The eBay integrator gives you opportunity to manage you Odoo’s products on eBay.
- 32. Point Of Sale ●User Friendly ○ Set-up in minutes, sell in seconds ● Interface designed for productivity ○ POS that keeps everything where you need it
- 33. Point Of Sale ●Online or Offline Interface ○ POS stays reliable even if your connection is not ● Keep in touch with your customers ○ Keep customers coming back with loyalty programs ○ Reward your loyal customers with points, gifts and discounts with Odoo Loyalty programs. ● Integrated inventory management ○ POS will facilitate your inventory management
- 34. Point Of Sale: Restaurant ● Restaurant ○ Scan Product, Room/Floor Identification, Directly print in the kitchen and/or bar ● Customer Creation ○ Create/update customer from POS interface ● Split Bills ○ Split an order into different orders ● Barcode Nomenclatures ○ Identify specific type of items (Products, Locations..) ○ Define how numerical values are encoded (e.g. the weight or the
- 35. Point Of Sale: Additional ● Fiscal Position ○ Allow different fiscal position on different POS ● Payment with credit card(mercury) ○ Fast payment by just swiping a credit card while on the payment screen ○ Supported Cards: Visa, MasterCard, American Express, Discover
- 36. Invoicing and Payments ●From Invoice to Payment Collection ○ Invoice creation(draft) ○ Open or Pro-forma invoices ○ Send the invoice to customer ○ Payment ○ Receive a partial payment through the bank statement ○ Reconcile ○ Payment Followup ○ Customer aging report
- 37. Invoicing and Payments ●Record a new vendor bill ● Validate The Vendor Bill ● Pay a bill ● Printing vendor Checks ● Aged payable balance
- 38. HR & Reimbursement ●Set Expense Types ● Employee ○ Record Expense ○ Submit Expenses to managers ● Manager/Accountant ○ Approve Expenses ○ Post Expenses in accounting ○ Reimburse Employees ● Reinvoice Expenses to your customers
- 39. Timesheet and Project ●Track costs of human resources with timesheet ● Example : We will take the following example: Our two employees Harry Potter and Cedric Digory both work on a Consultancy pack for our customer Smith&Co. Harry is paid 18€ p.h. and Cedric's salary is 12€ p.h. We would like to track their timesheet costs within the accounting app, and compare them with the revenue of the consultancy service.
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- 41. Purchase Management ● MasterData ○ Configure products for purchases ○ Purchase in different unit of measures than sales ○ Set several suppliers on a product ○ Set default Procurement(RFQ,Call for Tender) ○ "Fixed", "Real" or "Average" price costing methods
- 42. Purchase Management ● Requestfor Quotations ○ Send first Request for quotation ○ Control supplier bills ○ Control product received (entirely & partially) ○ Buy in a foreign currency ○ Apply a Double Validation on Purchases ○ Analyze the performance of vendors
- 43. Purchase Tenders ● PurchaseTender ○ Sent to different suppliers ○ Not especially high volume ○ Quantities set automatically on PO ○ One PO in the end ● Blanket Order ○ One supplier involved ○ High Volume ○ Multiple deliveries
- 44. Purchase Management :Replenishment ● Automated replenishment methods ○ Drop-shipping ○ Minimum stock rule ● Trigger the purchase of products based on sales ● Trigger a warning when purchasing at a specific vendor
- 45. Pricelist ● Import supplierprice lists ● Import Sales Pricelist ● Price Computation based on fix price, Percentage, Formula ● Apply On : ○ Global ○ Product Category ○ Product ○ Variant
- 46. Financial Management ● AccountsReceivable ○ Clean customer invoices ○ Advanced Payment terms ○ Draft invoice propositions ○ On-the-fly payment reconciliation ● Get paid easily ○ Automated follow-ups ○ Aged receivable balance ○ Customer Portal ○ Advanced customer statement
- 47. Financial Management ● Accountpayable ○ Control supplier bills ○ Employee Expenses ● Pay bills ○ Print checks ○ Automate wire transfer ○ Organize payment orders
- 48. Financial Management ● Bank& Cash ○ Automate bank feeds ○ Manage cash register(cash payments, put money in/out) ○ Import Statements ● Easy Reconciliation ○ Smart Reconciliation Tool ○ Reconciliation Report ○ Bank Reconciliation ○ Easy outstanding payments (get partial or full reco.)
- 49. Financial Management ● Multis ○Multi Currency support ○ Multi Companies ○ Multiple users ○ Multi Journals
- 50. Financial Management ● PerformanceReports ○ Business Intelligence Reports ○ Customizable dashboards ○ Annotate any report ○ Predefined Executive Summary ○ Perpetual fiscal year closing
- 51. Financial Management ● LegalStatements ○ Profit & Loss ○ Balance Sheet ○ Cash flow statement ○ Tax Report ○ General Ledger ○ Country-specific statements ○ Advanced Taxes Management ○ Tax Audit Report
- 52. Online Payment ● Coveredin eCommerce ● Paid with payment acquirers ○ Paypal ○ Authorize.Net ○ Wire Transfers ○ ….. ● Manage Orders paid with payment acquires ● Customer can access their customer account
- 53. Stock Accounting ● CostingMethods ○ Standard Price Costing ○ Average Price Costing ○ Real Price Costing ● Periodic Inventory Valuation ● Perpetual Inventory Valuation ● Landed Cost
- 54. Stock Accounting :Costing Methods ● Standard Price Costing Standard price is simple. It is just computed based on one set price for a product. The purchase order price has no effect on standard price costing.
- 55. Stock Accounting :Costing Methods ● Average Price Costing Every Time the product is purchased and received, the cost price is recalculated based on the purchase order price paid and quantity ordered. But when products leave the warehouse, the costs is not affected. Qty Purchase Price Stock Valuation Cost Price 8 Units $10 each $80 $10 +4 Units $16 each ($80 + $64)= $144 $12 -10 Units ---- ($144 - $120) = $24 $12
- 56. Stock Accounting :Costing Methods ● Real Price Complicated and less common. Cost price is determined by the actual purchase price as items are received. NOT calculated as an average- instead, it keeps your inventory separated in groups as needed based on the purchase price. Price is also affected by the removal strategy (FIFO, LIFO). Qty Purchase Price Stock Valuation Cost Price 8 Units $10 each $80 8 x $10 +4 Units $16 each ($80 + $64)= $144 8 x $10, 4 x $16 -10 Units ---- ($144 - $80 - $32) = $32 2 x $16
- 57. Stock Accounting :Periodic Inventory With periodic inventory valuation, goods received and goods delivered have no immediate effect on your accounting. Instead, at the end of the period (month, quarter or year) the accountant posts one journal entry representing the value of your inventory. This is standard and how it is most commonly done.
- 58. Stock Accounting :Periodic Inventory Log your inventory valuation periodically : Debit Credit Assets : Inventory (Closing Value) X Expenses : Cost of Goods Sold X Expenses : Purchased Goods X Assets : Inventory (starting value) X
- 59. Stock Accounting :Perpetual With perpetual inventory valuation, all purchase order receipts and deliveries are logged into your books in real time.
- 60. Stock Accounting :Landed Cost Landed Costs let you include additional costs associated with receiving a product. ● Shipping ● Custom Duties ● Insurance ● Labor Charges Require REAL costing and PERPETUAL valuation
- 61. Stock Accounting :Landed Cost Split Methods for a transfer of 8 bricks ($5 each) and 2 logs ($10 each) and a landed cost amount of $100 : 1. Equal Split: $100 / 2 = $50 for bricks, $50 for logs 2. Quantity Split: $100 / 10 = $10 for brick and log 3. Current Cost: Bricks to Logs Cost Ratio = $40 to $20 = 2 to 1 $100 x 2/3 = $66 for bricks $100 x 1/3 = $33 for logs
- 62. Deferred Revenue ● DeferredRevenue(unearned amount) ○ Payment recorded on the recipient's balance sheet as a liability account until either the services have been rendered or the products have been delivered. ○ Let's say you sell a 2 year support contract for $24,000 that begins next month for a period of 24 months. Once you validate the customer invoice, the $24.000 should be posted into a deferred revenues account. This is because the $24,000 you received has not yet been earned.
- 63. Asset Depreciation ● Trackassets, depreciation boards and generate amortization entries automatically. Manage all events on your assets in just a few clicks.
- 64.
- 65. Subscription ● Automated ContractManagement ○ creation of contracts ○ customer invoicing ○ Automatic payments ● Customer Satisfaction ○ Customer editing options ○ Easy payment and customer invoicing ○ Contracts closable by customer
- 66. Subscription ● Analytics andforecasts ○ Monthly Recurring Revenue ○ Understand your business' growth ○ KPI Tracking ● Sales Performance Analysis ○ Analyse per sales person ● Sales life made easier ○ Create templates ○ Manage customer access ○ Set up billing scenario
- 67. Project Management -Advance ● Customizable ○ A Simple drag & drop view to help you easily group tasks at the right stage ● Forecasting ○ Schedule your teams
- 68. Project Management :Timesheet ● Timesheet on Tasks ○ Projects are automatically integrated with customer contracts you to prepare an invoice based on time & materials and to record timesheets easily. ● Create task from SO ○ Now you are able to create task with particular project directly from sales order.
- 69. Project Management -Issue ● Issue Management ○ Issues that arise in a project in order to have a better focus on resolving them. Integrate customer interaction on every issue.
- 70. Helpdesk ● Maximize yourproductivity ○ Create different teams ○ Assigning tickets ○ Prioritize your tickets ○ Configure automated emails ○ Canned responses ● Customers can create tickets via multiple channels ○ Create tickets via email ○ Create tickets via website form ○ Create tickets via Live Chat
- 71. Helpdesk ● Analyze yourwork ○ Set your own SLA rules ○ Helpdesk Dashboard ○ Customer rating ● Self Service ○ eLearning ○ Help Center Forum
- 72. HR Recruitment ● RecruitmentProcess ○ Online Job Position ○ Application Tracking/Trackers ○ Email Templates linked to stage ○ Communication via chatter
- 73. HR Recruitment ● Organizeyour job posting and applications ○ Organize your job board, promote your job announces and keep track of application submissions easily. ● Customize your recruitment process ○ Use the kanban view and customize the steps of your recruitment process. ● Get accurate statistics on your recruitment pipeline. ○ Streamline your recruitment process ○ Follow applications in your recruitment with the smart kanban view.
- 74. Leave Management ● Manageleave requests ○ Employee requests ○ Approve or refuse requests ○ Add Comment ○ Add allocation ○ Customize leaves type ● Reporting ○ Personal Dashboard ○ Gantt, Chart view ○ Calendar view ○ Reports
- 75. Payroll & PayrollAccounting ● Salary structures, salary rule categories & salary rules ● Business Case ● Accounting Integration ● Appendix: Rules definition The payroll app allows you to manage employees salaries, from 'Basic salary' defined on the employee contract to 'Net to pay' booked in your salary journal.
- 76. Payroll & PayrollAccounting ● Salary Structure: Salary structures are a way to define the sets of salary rules that apply to different types of employees. ● Salary Categories : Salary categories are a way to group salary rules to use them in salary computation. ● Salary rules : Salary rules are the steps used to compute the 'Net salary to pay' to an employee. starting from the 'Basic gross salary' defined on the employee contract.
- 77. Payroll & PayrollAccounting Let's assume the following: Net to Pay = Basic gross + Bonus + Transportation allowance(non taxable) -
- 78. Payroll & PayrollAccounting Specifying on the salary rules Salary Rules DR/CR Account Basic Dr Expense Bonus Dr Expense Allowance Dr Expense Gross Employee Contribution Cr Payable Net Cr Payable Company Contribution Dr Expense Cr Payable
- 79. Employee Appraisal ● Manage ○Create appraisal plans ○ Sort appraisals ○ Organize interviews ● Create Survey ○ Design surveys ○ Create Template ○ Test Surveys ○ Export answers ● Automate process ○ Create automatic actions
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- 81. Manufacturing ❏ Configure OdooManufacturing basis and BoM ❏ Advance Manufacturing with work centers, operations and routes ❏ Odoo automation using procurements and Just In Time techniques ❏ Manage scraps, repairs and by-products with their billing process ❏ Manufacturing reports and statistics for Production Analysis
- 82. Manufacturing ● Manage ○ Manufacturingorders ○ Work orders ○ Repair orders ● Schedule & plan ○ Plan Manufacturing ○ Organize work orders ○ Manage Bill Of Materials ○ Workcenter Capacity ● Define Flexible Master Data ○ Create multi-level Bills Of Materials ○ Optional routing ○ Version Changes ○ Phantom Of Bill of Materials ● Customize ○ Manually edit operations
- 83. Manufacturing ● PLM ○ Versioning ○Document Management ○ Engineering Changes ● Quality ○ Control Points ○ Quality Checks ○ Quality Alerts
- 84. Manufacturing ● Maintenance ○ PreventiveMaintenance ○ Corrective Maintenance ○ Calendar ○ Statistics ● Workcentre Control Panel ○ Tablets ○ Record Production ○ Worksheets ○ Misc Operations ○ Alerts