Apagen SolutionsOpenERP Training Program

One software package covers all your enterprise needs

Customer Relationship ManagementSales & Purchase ManagementAccounting & FinanceManufacturingWarehouse ManagementProject ManagementKnowledge ManagementHuman Resources ManagementPoint of Sale

And more than 400 other modules available free of charge...

OpenERP Training has offered Functional, Technical andModular courses with more than one thousand peoplealready trained all around the world! With the releaseof OpenERP 7.0, we will continue to offer a job-relevant, hands-on training curriculum; an a consistenttraining experience worldwide! That means to ourcustomers, listening to the market, and taking accountdevelopments in the job roles and backgrounds ofthose working with OpenERP today.

Training Program

Functional Training: 3 days

Technical Training: 3 days

Modular Trainings: 1-2-3 days

Functional Training: 3 days

Functional Training – 3 daysThe functional training offers you thorough knowledge in usability of the software. The objective is to use all ofOpenERP and gain an overview of the features. Thanks to full exercises, understand and master complete functionalprocesses and analyse basic data.

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a better functional understandingof OpenERP. This course is meant to give an overview of the OpenERP features allowing for a general understanding of thesoftware.

• Duration: 3 days

• Objectives:Having attended this course, participants should be able to: Understand the functional concepts Set up a new OpenERP system with the appropriate OpenERP modules and access rights Work with the software on a daily basis Manage all major enterprise processes using OpenERP, Configure the software using the standard modules Master the OpenERP client interface Apply general system administrator settings Change existing workflows Customize an OpenERP system to suit specific business needs

• Requirements:Participants are expected to have a basic knowledge of Enterprise Management.

Functional Training Program

Day 1Setup

CRM

Sales

Day 2Purchase

Warehouse

Human Resources

Project

Day 3Manufacturing

Accounting & Finance

Configuration

Technical Training: 2 days

Technical Training – 2 daysThe technical training is dedicated to Users, Integrators and Partners who want to develop new modules. Some basic developmentknowledge is required. The technical training is a unique opportunity for anyone, who wants to develop and customize his own modules!

• Audience:This course is dedicated to partners, integrators and developers who need to grasp knowledge of the OpenERP development process.This course is for new developers or for IT professionals eager to learn more about the OpenERP technical aspects.

• Duration: 2 Days

• Objectives:Having attended this course, participants should be able to: Understand the development concepts and architecture Install and administer OpenERP Develop a new OpenERP module The purpose of this course is to master the technical part of OpenERP Install OpenERP Using existing modules Install modules Administrate OpenERP Adapt existing modules Manage objects, Views, Workflows, Wizards, Reports Interface with other programs

• Requirements:Participants are expected to have a basic knowledge of the Python programming language and an Integrated Development Environmentsuch as Eclipse. Participants preferably have a functional knowledge of the OpenERPsoftware (see Functional Training).

Technical Training Program

Day 1

Python Programming

Architecture

ORM

Day 2Views

Reports

Workflow

Wizards

Actions

ModularTrainings

Modular Trainings Program

CRM & Sales ManagementPurchase Management

Warehouse ManagementHuman Resources

Project ManagementAccounting & Finance

Manufacturing

CRM & Sales ManagementOpenERP Sales Management allows you to track your best leads and opportunities. You can customize your salescycle, controls statistics and forecasts and setup marketing campaign automation to improve your salesperformance.

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a better functionalunderstanding of OpenERP. This course is meant to give an overview of the basic configuration of OpenERP and theuse of the Sales Management Module to follow your leads, opportunities, meetings and phone calls.

• Course content:

• Exercises introducing to the different types of views within OpenERP(list view, form view, calendar view,...) and differentmain concepts as a Partner, Sales Order,... It provides also information about the installation and configuration of a newdatabase, creation of users and assignments of rights. Set up a new OpenERP system with the appropriate OpenERPmodules and access rights

• The OpenERP CRM application allows you to efficiently track your sales activities. From the first contact by email orwebsite form up to the sales order fulfilment, OpenERP allows salesmen to concentrate on their deals and manage the fullsales flow(lead qualification> opportunity tracking > quotation > sales order) while keeping a global vision of each stage.

Customer & Supplier Relationship Management (CRM & SRM) process

Create a Case Category

Add LeadsConvert Lead to

PartnerConvert Lead to

Opportunity

Register Phone Calls

Schedule Meetings

Create Quotation from

Opportunity

Delay to close an opportunity

Email ReminderAutomatic

AssignmentsClaims, Help

Desk, SupportPortals

Sales Management Process

Create Customers

Define Product Categories

Create Products

Create initial Stock

Inventory

Create Sales Order

Check Stock Levels

Purchase ManagementOpenERP provides a complete Purchase Management application which enables you to create and track yourpurchase orders, to manage your suppliers' address book, to control your products reception process (with thepossibility to manage partial receptions) and to check suppliers' invoices. Customers can create their ownpersonalized analysis with the reporting tool.

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding ofOpenERP and who are willing to master the purchase management flow within OpenERP. From defining suppliers andproducts to a whole purchase flow (Request for Quotation -> Purchase Order -> Reception -> Supplier Invoice).

• Course content:

• Define categories of suppliers• Follow your suppliers (In the Address Book you can follow all moves and transactions related to a given supplier with the

history tab)• Import Suppliers• Create product categories and products (OpenERP allows you to fully customize the information you want to input about

your products)• Create initial stock inventory• Control Receptions (With the inventory control manage back orders, reception control by orders lines and quality control)• Basic Purchase Flow• Automated Propositions (You will receive automated proposition of purchases by OpenERP according to stock levels, sales,

etc.)• Personalized analysis (Analyse the performance of your suppliers using the flexible reporting: delivery delays, discount on

prices, etc.)

Purchase Management Process

Create Suppliers

Define Product Categories

Create Products

Create initial Stock

Inventory

Create Purchase

Order

Check Stock Levels

Warehouse ManagementOpen ERP’s warehouse management is very simple, flexible and complete. It is based on the concept ofdouble entry. The system can be described by Lavoisier’s maxim “nothing lost, everything changed” or,better, “everything moved”. In OpenERP you don’t talk about disappearance, consumption or loss ofproducts: instead you speak only of stock moves from one place to another.OpenERP invented the double-entry inventory management system which allows to manage complex needsvery easily: tracking stocks of suppliers/customers, full traceability, accounting links, etc.OpenERP support multi-warehouse management based on hierarchical location structure. Manage your owninternal locations, external locations, customers, suppliers or manufacturing inventories.

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a betterfunctional understanding of OpenERP and who will integrate their stock management within OpenERP(defining stock location, warehouse, stock rules replenishment, automatic orderpoint,…)

• Course content:The Warehouse Management tools provide all operations needed to manage stock:• define warehouses and structure them around locations,• manage inventory rotation and stock levels,• execute packing orders generated by the system,• calculate theoretical stock levels and automate stock valuation,• create rules for automatic stock replenishment,

Warehouse Management Process

Create Stock Locations

Set Stock Level

Set Minimum Stock Rules

Deliver Orders

Incoming Shipments

Stock MovesPlanningTraceability

Stock Moves Packaging

Human ResourcesManage the most important asset in your company: "People". With our module for personnel informationmanagement, leave, time tracking, attendance‚ expenses, payroll, periodic evaluations and recruitment.

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a betterfunctional understanding of OpenERP and who are willing to manage their Human Resources withOpenERP. It covers the basic functionalities such as Employees, Contracts encoding to the management ofholidays, expenses and time tracking

• Course content:In OpenERP, the Human Resources Management tools provide functionalities such as :• management of staff and the holiday calendar• management of employment contracts• management of holiday and sickness breaks• managing claims processes• management of staff performance• management of skills and competencies

Human Resources Process

Install HR Modules

Create Employees

Enter ExpensesCreate

Analytical Accounts

Project ManagementIf you have a good system to manage tasks, your whole company will benefit. OpenERP’s projectmanagement application enables you to efficiently manage and track tasks, work on them effectively, quicklydelegate them while keeping close track of your delegated tasks. OpenERP also helps people in the companyto organize their personal time, and this training proposes a methodology aimed at improving theproductivity of managers.Keep track and manage your projects using tasks for short term project execution or plan phases for longterm planning!

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a betterfunctional understanding of OpenERP and who want to use the system to manage their project at short orlong term (creating project and their related tasks, spending time on task and billing time spent tocustomer,… )

• Course content:OpenERP’s project management tools handle projects related to Services or Support, Production or

Development. It enables to:• organise the activities into tasks and plan the work needed to get the tasks completed• handle an efficient allocation of resources, short and long term project planning, scheduling and

automatic email communication to get your partners informed on the project’s progress status• Have a graphical representations of project plans thanks to Gantt diagrams• Have a synchronization between tasks and timesheets• Generate project analysis

Project Management process

Install Project Modules

Add groups to users

Create Projects

Create Analytical Accounts

Create TasksGantt ChartWorking with

Tasks and Delegation

Timesheet

Invoice tasksProject Analysis

Financial & Analytical AccountingWhen it’s well integrated with the management system, an accounting system offers a company specialbenefits in addition to the obvious abilities it should have to report on the financial position. This part dealswith the practical aspects of accounting, and accounting’s role throughout the whole company.Open ERP’s accounting modules enable you not only to manage your operations clearly, following theworkflow through from invoicing to payment, but also to use various tools for financial analysis based onboth real-time data and recent history depending on the analysis. Your accounting structure can becompletely configured from A to Z to match the needs of your company very closely.Record your operations in a few clicks and manage all your financial activities in one place. Financialoperations have never been easier!

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a betterfunctional understanding of OpenERP and who will manage the Financial and Analytical part of theapplication (Invoice, Refund but also periodical processing such as reconciliation, payment follow-up,…).

• Course content:• Manage operations clearly but also to use efficient tools for financial analysis based on real-time data.• Configure your accounting structure from A to Z, defining automated recurring actions as well as

payment and budget follow-up• Drive your strategic enterprise decisions with the analytic (or cost) accounting modules.• Have access to key information thanks to dynamic accounting dashboards• Keep track of accounting moves by providing flexible data entry for people without accounting

background.

Financial & Analytical Accounting Process

Create Fiscal Year/Periods

Create Journals

Create Invoices

Payment & Reconciliation

BudgetsAssets

Generate Reports

Financial Analysis

ManufacturingPlan and control your supply chain through different applications in the Manufacturing module. Personalizeyour master data, configure planning, manage your manufacturing and work orders.Manufacturing management in OpenERP is based on its stock management and equally very flexible in bothits operations and its financial control. It particularly benefits from the use of double-entry stockmanagement for production orders.Manufacturing management is implemented by the MRP module

• Audience:This modular course is dedicated to partners, integrators and end-users who want to get a betterfunctional understanding of OpenERP and who will be interested in the manufacturing process : how tomanager bill of materials from selling them to customer to the delivery through the production of finishedproducts.

• Course content:The manufacturing module manages all the practices concerning manufacturing industries:• Multi-level BoM and routings,• Phantom BoM’s,• Work Centre Operations• Manufacturing concepts and settings• Manufacturing Orders,

Manufacturing Process

Create BOMDefine

RoutingDefine Work

Center

Define Sub Products

Make Preparations

Production

Contact us @sales@apagen.comM - +91-9971800665