Odoo: Open-Source ERP for SMEs

Introduction:

Odoo is a comprehensive open-source ERP (Enterprise Resource Planning) platform that is widely adopted by small and medium-sized enterprises (SMEs) to streamline business processes. With its modular approach, Odoo offers a wide range of business applications such as CRM, Sales, Inventory, Manufacturing, and Accounting, all in one integrated system. This course is designed to provide a deep dive into Odoo, equipping participants with the knowledge and skills to implement, customize, and automate business operations using this powerful ERP tool.

Course Objective:

By the end of this course, participants will:

• Understand the core functionalities and modules available in Odoo ERP.

• Learn how to implement and customize Odoo for specific business needs.

• Manage key business functions such as finance, CRM, inventory, and sales within Odoo.

• Automate workflows and integrate Odoo with third-party applications.

• Leverage Odoo's reporting and analytics tools for real-time decision-making.

Course Outline:

Module 1: Introduction to Odoo ERP

• Overview of Odoo ERP and its modular architecture.

• Key features and benefits of using Odoo for SMEs.

• Installation and setup of Odoo (cloud vs. on-premise).

• Hands-On: Navigating the Odoo dashboard and exploring the available modules.

Module 2: Configuring and Customizing Odoo

• Setting up company information and user roles.

• Customizing Odoo modules to meet business-specific needs.

• Managing user permissions and access controls.

• Hands-On: Customizing the Odoo interface and user settings.

Module 3: Financial Management in Odoo

• Managing accounting, invoicing, and bank reconciliation.

• Automating payments, expenses, and budgeting processes.

• Financial reporting and audit trails in Odoo.

• Hands-On: Setting up a financial module and generating reports.

Module 4: CRM and Sales Management

• Managing customer data, leads, and opportunities in Odoo CRM.

• Automating the sales pipeline and customer follow-ups.

• Integration between CRM and sales for improved lead-to-order processes.

• Hands-On: Configuring Odoo CRM and sales workflow automation.

Module 5: Inventory and Supply Chain Management

• Managing inventory, product lifecycle, and procurement.

• Automating purchase orders, stock levels, and warehouse management.

• Streamlining supply chain operations with Odoo’s inventory module.

• Hands-On: Setting up inventory management and procurement processes.

Module 6: Manufacturing and Operations Management

• Managing production workflows, work orders, and routing in Odoo.

• Setting up bill of materials (BOM) and production planning.

• Tracking manufacturing operations and resource management.

• Hands-On: Implementing a manufacturing workflow in Odoo.

Module 7: Human Resources (HR) and Payroll Management

• Managing employee records, attendance, and payroll in Odoo.

• Automating employee appraisals, leave management, and timesheets.

• Integrating HR with finance and project management modules.

• Hands-On: Setting up the HR and payroll modules.

Module 8: Project and Task Management in Odoo

• Managing projects, tasks, and timesheets with Odoo’s project management module.

• Automating workflows, deadlines, and project milestones.

• Real-time collaboration and tracking progress with Odoo’s Kanban view.

• Hands-On: Creating and managing projects in Odoo.

Module 9: E-commerce and Website Management

• Setting up an online store using Odoo’s e-commerce module.

• Managing product listings, orders, and customer interactions.

• Integration between e-commerce, inventory, and sales modules.

• Hands-On: Building an e-commerce website with Odoo.

Module 10: Reporting and Analytics in Odoo

• Real-time reporting and business intelligence using Odoo.

• Customizing reports and dashboards for different business needs.

• Automating reporting and data export for decision-making.

• Hands-On: Generating custom reports and visual dashboards in Odoo.

Module 11: Automating Workflows in Odoo

• Automating routine tasks such as invoicing, follow-ups, and inventory updates.

• Using Odoo’s automation features to streamline business processes.

• Hands-On: Configuring automated workflows and notifications in Odoo.

Module 12: Odoo Integration with Third-Party Applications

• Integrating Odoo with other tools like payment gateways, shipping services, and CRM.

• Exploring Odoo’s API for custom integrations.

• Hands-On: Configuring integrations with third-party applications.

Module 13: Security and Compliance in Odoo ERP

• Managing data security, backup, and disaster recovery plans.

• Configuring user access controls and ensuring data privacy compliance.

• Auditing business processes for security and compliance.

• Hands-On: Configuring security settings in Odoo.

Capstone Project:
Participants will work on a practical case study, implementing Odoo ERP across multiple business functions such as CRM, finance, and inventory. This project will help demonstrate their ability to apply Odoo in a real-world business scenario.

Course Duration: 20-25 hours of instructor-led or self-paced learning.
Delivery Mode: Online live sessions or self-paced modules.
Target Audience: Entrepreneurs, SMEs, business analysts, IT consultants, and managers looking to implement an open-source ERP solution for their business.