OPENERP – Training Program &

Certification

One software package coversall your enterprise needs

Customer Relationship ManagementFinancial ManagementAccounting and ReportingManufacturingKnowledge managementStock ManagementHuman resources managementProject Management

And more than 400 other modules availablefree of charge...

OpenERP Training has offered Functional, Technical and Modular courses and certifications since few years

with more than one thousand people already trained all around the world! With the release of OpenERP V6,

we will continue to offer a job-relevant, hands-on training curriculum; a robust, performance-based

certification program; an a consistent training experience worldwide! That means to our customers,

listening to the market, and taking account developments in the job roles and backgrounds of

those working with OpenERP today.

Training Program

Functional Training: 5 days

Technical Training: 5 days

Modular Trainings: 1-2-3 days

Certification

Functional Training: 5 Days

Functional Training – 5 daysThe functional training offers you thorough knowledge in usability of the software. The objective is to use all of OpenERP and

gain an overview of the features. Thanks to full exercises, understand and master complete functional processes and analyze basic data.

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

• Duration: 5 days – Program at the next page

• 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

TechnicalTraining: 5 Days

Technical Training – 5 daysThe technical training is dedicated to Users, Integrators and Partners who want to develop new modules.

Some basic development knowledge 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 : 5 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 Environment such as Eclipse. Participants preferably have a functional knowledge of the OpenERP software (see Functional Training).

Technical Training Program

Technical Training Program

Technical Training Program

ModularTrainings

Modular Trainings Program

Introduction to OpenERP – CRM & SRM – Sales Management

Purchase Management

Human Resources

Project Management

Financial & Analytical Accounting

Pricelists

Warehouse Management

Manufacturing

Knowledge Management

Introduction to OpenERP – CRM -Sales Management

Introduction about the company, our business model, basic setup of OpenERP, database creation, administration and configuration.

OpenERP Sales Management allows you to track your best leads and opportunities. You can customize your sales cycle, controls statistics and forecasts and setup marketing campaign automation to improve your sales

performance.

Audience: This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding of OpenERP. This course is meant to give an overview of the basic configuration of OpenERP and the use 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 different main concepts as a Partner, Sales Order,... It provides also information about the installation and configuration of a new database, creation of users and assignments of rights.

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

Documentation: Try our online demo: http://www.openerp.com/products/crm

Customer & Supplier Relationship Management (CRM & SRM) process

Sales Management process

Purchase Management

OpenERP provides a complete Purchase Management application which enables you to create and track your purchase orders, to manage your suppliers' address book, to control your products reception process (with the possibility to manage partial

receptions) and to check suppliers' invoices. Customers can create their own personalized 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 of OpenERP and who are willing to master the purchase management flow within OpenERP. From defining suppliers and products to a whole purchase flow (Request for Quotation -> Purchase Order -> Reception -> Supplier Invoice).

Detailed 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)

Documentation: Try our online demo: http://www.openerp.com/products/old-purchase

Purchase Management process

Human Resources

Manage the most important asset in your company: "People". With our module for personnel information management, 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 better functional understanding of OpenERP and who are willing to manage their Human Resources

with OpenERP. It covers the basic functionalities such as Employees, Contracts encoding to the

management of holidays, expenses and time tracking.

Detailed 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

Documentation: Try our online demo: http://www.openerp.com/products/hr

Human Ressources process

Project ManagementIf you have a good system to manage tasks, your whole company will benefit. OpenERP’s project management application

enables you to efficiently manage and track tasks, work on them effectively, quickly delegate them while keeping close track of your delegated tasks. OpenERP also helps people in the company to organize their personal time, and this

training proposes a methodology aimed at improving the productivity of managers.

Keep track and manage your projects using tasks for short term project execution or plan phases for long term planning!

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

Detailed Course content:

OpenERP’sproject 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

Documentation: Try our online or online demo: http://www.openerp.com/products/project

Project Management process

Financial & Analytical AccountingWhen it’s well integrated with the management system, an accounting system offers a company special benefits in

addition to the obvious abilities it should have to report on the financial position. This part deals with 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 the workflow through from invoicing to payment, but also to use various tools for financial analysis based on both real-time

data and recent history depending on the analysis. Your accounting structure can be completely 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. Financial operations have never been easier!

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

Detailed 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.

Documentation: Try our online demo: http://www.openerp.com/products/accounting

Financial & Analytical Accounting process

PricelistsTo help you work most effectively, OpenERP’s pricelist principles are extremely powerful yet are based

on simple and generic rules. You can develop both sales pricelists and purchase pricelists for products capable of accommodating conditions such as the date period, the quantity requested

and the type of product.

Audience: This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding of OpenERP and who want to manage their customers and suppliers contracts using pricelists.

Detailed Course content:

Pricelists allow to manage promotions, customers special prices, segmentations of customer contracts made with customers or suppliers, multiple-level of discount (by product, category, quantities)

It enables to either set fixed prices or to work by rules to auto-compute prices according to the cost, the date, the currency, the category of product, etc.

Documentation: Visit our website at this following link:

http://doc.openerp.com/v6.0/book/6/6_16_Sales/6_16_Sales_pricing.html

Pricelists process

Warehouse ManagementOpen ERP’s warehouse management is very simple, flexible and complete. It is based on the concept of

double entry. The system can be described by Lavoisier’s maxim “nothing lost, everything changed” or, better, “everything moved”. In OpenERPyou don’t talk about disappearance, consumption or loss of

products: 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 needs very easily: tracking stocks of suppliers/customers, full traceability, accounting links, etc.

OpenERP support multi-warehouse management based on hierarchical location structure. Manage your own internal 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 better functional understanding of OpenERP and who will integrate their stock management within OpenERP (defining stock location, warehouse, stock rules replenishment, automatic orderpoint,…)

Detailed 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,

Documentation: Try our online demo http://www.openerp.com/products/wms

Warehouse Management process

ManufacturingPlan and control your supply chain through different applications in the Manufacturing module. Personalize your

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 both its operations and its financial control. It particularly benefits from the use of double-entry stock management 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 better functional understanding of OpenERP and who will be interested in the manufacturing process : how to manager bill of materials from selling them to customer to the delivery through the production of finished products.

Detailed Course content:

The manufacturing module manages all the practices concerning manufacturing industries:

Multi-level BoM and routings,

Phantom BoMs,

Work Center operations

Manufacturing concepts and settings

Manufacturing Orders,

Documentation: Try our online demo: http://www.openerp.com/products/manufacturing

Manufacturing process

Knowledge ManagementThe objectives of document management include easier archiving, access and reference, intelligent

classification and distribution of documents and the information they contain. It concerns sets of all sorts of company documents such as work procedures, meeting reports, documents received from

customers and suppliers, documents sent to customers, faxes, sales presentations and product datasheets.

Audience:

This modular course is dedicated to partners, integrators and end-users who want to get a better functional understanding of OpenERP and who want to manage their documents within the application (defining folders’hierarchy, attach documents to any information,… )

Detailed Course content:

OpenERP’s Knowledge Management is unique and totally innovative in its integrated approach. Its complete integration and synchronization with the company’s management system solves most of the problems that are encountered when you use independent document management systems.

• All documents produced by OpenERP are automatically indexed and classified for maximum efficiency.

• There is an ultra-rapid access to documents, which are directly available from the company management software

• The user access rights are managed just the same way as those that are available in the company management system.

Knowledge Management process