1. Introduction to open source ERP

2. Odoo Odoo (formerly known as OpenERP and before that, TinyERP) is a suite of enterprise management applications. Targeting companies of all sizes, the application suite includes billing, accounting, manufacturing, purchasing, warehouse management, and project management.

3. What is odoo? Founded: 2002, Fabien Pinckaers, Belgium TinyERP, OpenERP, and now Odoo 250 Employee, 6 Offices 120 Countries, 550 Official Partners 2,000,000 Users 1500 Developers, 4500 Apps

4. What is odoo? Open source ERP Tech stack: Python, PostgreSQL & Linux Web based Mobile & Tablet friendly Current version is 9 Online & On Premise Some modules: CMS, e-Commerce, Point of Sale, Marketing, CRM, Project Management, Purchase, Accounting, Warehouse, Manufacturing, HR and more

5. Why odoo? One of the best ERP on the market Big community behind it Well documented Easy to install, learn, use & develop Growing fast Many awards: – “L’Entreprise Prometteuse” by Ernst & Young – Bossie Award for the Best Open Source Solution – Trends Gazelles Award – The Best Open Source solution compatible with European Accounting Systems – INSEAD Innovator Award

6. Who likes odoo?

7. Why you should think about it ! – Mature and robust ERP platform – Vast business requirement coverage – Modular & Integrated – Easy to Customize – Scalable – Intuitive UI, easy training Intuitive UI, easy training

8. Three simple steps to Odoo ERP

9. Download and Install Odoo software Download and Install Odoo software Create Database Install Modules

10. 1. Download and install Download Odoo exe setup file for windows https://nightly.odoo.com/8.0/nightly/exe/odoo_8.0.lat est.exe Setup the file

11. >>> Keep default setting

12. 2. Create New Database Type » http://localhost:8069/web/database/manager#action=da tabase_manager http://localhost:8069/web/database/manager#action=da tabase_manager

13. >>> Fill the form – Master Password:admin ( default) – Select a database name: Name of database like ERP_School – Load demonstration data: uncheck this – Default language:English ( default) – Choose a password: your password – Confirm password:your password Click Create database

14. 3. Install Modules Install the required modules from the local modules – http://localhost:8069/web http://localhost:8069/web Email/user: admin (default) Password: your password

15. >>> Just click install button upon the module. Skip the any pop up menu during installation of module.

16. Keep these in mind… Don’t be panic about installation of module. Install as much module as required form setting tab. You can change any module anytime any moment. Don’t required of internet connection for module installation Use a separate browser for Odoo browsing.

18. SYSTEM OVERVIEW

19. Dashboard

20. New Employee Management Module

21. Odoo Licencing

22. ERP HR Module HR (Human Resources) is widely implemented ERP module. HR module streamlines the management of human resources and human capitals. HR modules routinely maintain a complete employee database including contact information, salary details, attendance, performance evaluation and promotion of all employees. Advanced HR module is integrated with knowledge management systems to optimally utilize the expertise of all employees 9-22

23. ERP Purchasing Module Purchase module streamlines procurement of required raw materials. It automates the processes of identifying potential suppliers, negotiating price, awarding purchase order to the supplier, and billing processes. Purchase module is tightly integrated with the inventory control and production planning modules. Purchasing module is often integrated with supply chain management software. 9-23

24. ERP Sales Module Revenues from sales are live blood for commercial organizations. Sales module implements functions of order placement, order scheduling, shipping and invoicing. Sales module is closely integrated with organizations' ecommerce websites. Many ERP vendors offer online storefront as part of the sales module. 9-24

25. ERP Financial Module Both for-profit organizations and non-profit organizations benefit from the implementation of ERP financial module. The financial module is the core of many ERP software systems. It can gather financial data from various functional departments, and generates valuable financial reports such balance sheet, general ledger, trail balance, and quarterly financial statements. 9-25

26. ERP Marketing Module ERP marketing module supports lead generation, direct mailing campaign and more. 9-26

27. How to use Open Source Odoo ERP software (Cloud)

28.  Search www.oddo.com  Click on the site  Click on sign in option to a create an account

29.  Click on “Don’t have an account” option.

30.  Provide Email address and Name.  Provide password based on your interest.  Then, click on “SIGN UP” option.

31.  Click on Your Databases “Create” option

32.  After clicking on “Create” option, a new window will appear.  Select a option or options from Human Resources.  Then, Click on “Continue” option.

33.  After clicking on “Continue” option, a new Page will appear.  Fill up these data.  Click on “Start Now” option.

34.  After clicking on “Start Now”, a new page comes containing “Pending Activation”.  Check your mail and click on “Click to activate your database” option.  Then, invite colleagues or skip.  Next, click on “go to my database” option, or go to the previous page and refresh it.

35.  After being activated the database, the page looks like that.

36.  Click on “Discuss” option to start a meeting or check inbox. Discuss

37.  Click on “ Employees” option to sorting employees’ data. Employees

38.  Click on “ Employees” to know number of employees and their information as well as to add new employee data.  Can be possible to sort data by group in the employee option.  Can be possible to filter data. Employees

39.  Click on “ Departments” option to know number of department as well as employees.  Can be possible to add new departments as well as employees in each department. Employees

40.  Click on “ Configurations” to know job positions, department, location, and so on. Employees

41.  Click on “ Apps” option to install different types of app based on organizational requirements. Apps