Serpent Consulting Services Pvt. Ltd.
OpenERP CRM, Sales, Purchase and Warehouse Training
OpenERP Version : 7.0
Duration : 3 Days
Website : CRM Sale Purchase Inventory
E-Mail : [email protected]
Skype : husen.daudi, jaynvora
Mobile # : (+91)(9033472982) (Husen) (+91)(9879354457)(Jay)
Phone # : (+91)(07923243307)(+91)(07930493864)
Serpent Consulting Services Pvt. Ltd.
Upon completion of the training, the participant will be able
to:
Install and administer OpenERP.
Become an OpenERP Consultant.
Do the GAP analysis of any Business Process.
Understand the functional concepts, business processes by
OpenERP.
Operate/Work with OpenERP Smoothly on regular basis.
Configure OpenERP using the standard modules.
Change the look and feel from the front-end(GUI) rather than a
need of technical knowledge.
Objectives
Serpent Consulting Services Pvt. Ltd.
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
OpenERP 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.
Serpent Consulting Services Pvt. Ltd.
Schedule
Day 1
Introduction
Installation and Configuration
Database management
UI Introduction & Operations
Users and Groups
Module Installation
Company Configuration and Multi Company Management
Multi Language Management
Emails and SMS Configuration
Data Migration by Import/Export
Customization from Interface
Design your Own Dashboard
Fetchmail Configuration
Serpent Consulting Services Pvt. Ltd.
Schedule
Day 2
Product Category & product Configuration with Order
point
Customers/Suppliers
Pricelist and auto Segmentation
Setup UOM and UOS for the products
Configure Stages of Leads and Opportunity
Marketing Campaign & Lead generation
Work on Leads, Mail/SMS & Phone Call followup
Convert Lead to Opportunity & Customer management
Schedule Phone Calls and Meetings
Generate Quotations and Add Expected Revenue in Opportunity
Negotiation and Quotation Revisions
Generate Sale Order & direct mail to customer
Generate Delivery Orders and Final Invoice & mail to
Customer
Serpent Consulting Services Pvt. Ltd.
Schedule
Day 3
Warehouse Management Introduction
Shop, Location & Warehouse Configuration
Opening Stock and Physical Inventory
Stock Scheduler to generate Automated Purchase order
Purchase Requisition and Purchase Order Management
Incoming Shipment, Delivery Order & Internal Stock
Movement
Partial and Full Shipment / Delivery
Serial number and packaging management
Product Expiry and Warranty
Product Up-Stream and Down-Stream Traceability
After Sales Service (Helpdesk)
Serpent Consulting Services Pvt. Ltd.
Thank You
For more details contact us on
E-Mail : [email protected]
Skype : husen.daudi, jaynvora
Mobile # : (+91)(9033472982) (Husen) (+91)(9879354457)(Jay)
Phone # : (+91)(07923243307) (+91)(07930493864)
