Specific modules for specialized applications such as sales, purchasing, inventory, accounting, invoicing, planning, manufacturing, tools human resource management and many other modules
Trang 1MEMBER:
1 Nguyễn Thư Gia Đống BAFNIU20267
2 Phạm Thị Thúy Anh BAFNIU20250
3 Lo Viễn Quyên BAFNIU20404
REPORT ON LEARNING USING O DOO ERP SOFTWARE
1.1 Overview of Odoo ERP software
Odoo ERP software was developed by Fabien Pinckaers, founder and current CEO
of Odoo, along with his friend in Belgium in 2005 Odoo was originally founded as TinyERP with the hope of I want and have great hopes for an exciting open source product However, in 2009, Fabien accepted
Tums out you can't change the world with a tiny "Tiny" software Moreover, at the request of Danone director; "But why should we pay millions of dollars for a small piece
of software?" So Fabien changed the name of TinyERP to OpenERP With this change, things began to develop The company has developed dozens of modules for OpenERP, the growing open source community, and in 2010 he owned a company with more than
100 employees However, according to Fabien, although open source products have development potential, being engrossed in providing services to customers has caused him and his team to forget the core appeal of the product Therefore, he changed the focus of OpenERP to a company that provides and produces more software instead of services and increased partner network building and calling for investment
In 2014, after disrupting the ERP market, OpenERP went beyond the boundaries of traditional ERP vendors Integrating business operations is no longer limited to sales, accounting, inventory, and procurement And in May of the same year, the company changed its name and software to Odoo Odoo ERP, with its dedicated modular infrastructure with special operational modules, makes it possible to go through every
Trang 2level of business management covering all aspects of business operations Specific modules for specialized applications such as sales, purchasing, inventory, accounting, invoicing, planning, manufacturing, tools
human resource management and many other modules will address these aspects business activities in particular In addition, these tools are interconnected with regard to complete autonomy and efficiency in the management of the company Community okay Driven from the same operating platform
One of the key features of the Odoo platform is the ability to undergo any level of customization according to the company's operational needs This allows developers to fully understand business needs and develop the Odoo platform according to operational requirements
dynamic Flexibility and full integration meet the needs of even the most complex companies, businesses can add an application each time their needs evolve and their customer base grows
1.2 Versions of Odoo ERP software
Currently, Odoo is providing business management software with 2 versions, including Odoo Community and Odoo Enterprise Each business will rely on its business model and operating goals to choose the appropriate version
1.2 1 Odoo Community Edition (free version)
Odoo Community is an open source version released by Odoo under the LGPLv3 license This is a completely free version provided by Odoo to the community, easy to install and supports comprehensive business management Odoo Community Edition already has a large number of modules such as CRM, POS, HRM, etc By using open source, companies can adapt these modules to suit their business activities their business and turn them into companions
1.2.2 Odoo Enterprise Edition (paid version) Odoo Enterprise is a paid version announced in 2015 in addition to the free version This version provides an ERP system that supports unlimited functionality within the system and is regularly updated by Odoo
SA developers and supports cloud storage Odoo Enterprise edition allows businesses to
Trang 3use advanced features in the Manufacturing and Project Management, Accounting, Customer Management and Inventory modules that are not available in the Odoo Community edition Odoo Enterprise edition is billed per user in the system
1.3 Characteristics
Odoo ERP software provides a diverse, pre-integrated application module store that can meet all needs of businesses in all industries and fields These software range from sales management, marketing, financial accounting, production management, inventory management, human resource management, to CRM, websites and e-commerce In total, Odoo has more than 60 core modules and tens of thousands of accompanying applications Building with a Module structure also helps businesses and users freely choose and install applications that suit their needs With a rich and ever-expanding application store, Odoo has made it easier than ever to "run your business with just one software." At the same time, it becomes an outstanding point that makes businesses want
to choose Odoo over other software
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Besides, Odoo also allows paying by module, meaning you only pay for the
function you choose to use Odoo also has a free trial feature for a period of 15 days, helping businesses experience and make decisions before implementing the software into the system Odoo costs usually start to increase when you want to modify or program
Trang 4additional custom modules, but can be free if the company has its own programming
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2.1 HRM activities
Illustration of Highland Coffee's human resources recruitment activities
Create a new job position
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Trang 5job type, desired number of vacancies, recruiter, interviewer
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After candidates send emails via the recruitment email address, ERP receives the applications and displays the number At the same time, candidates can be classified according to options such as position, degree, stage , etc
Trang 6If the application meets the requirements, schedule an interview with the candidate and add detailed information such as topic, date and time, related documents and send a notification to the attendees
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Display detailed information about candidates and their CVs so the human
resources department can screen resumes
Trang 7
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If the application meets the requirements, schedule an interview with the candidate and add detailed information such as topic, date and time, related documents and send a notification to the attendees After the first interview, you can know the candidate's expected salary, and if they continue to pass the next rounds to reach the contract proposal step If successful, the contract is signed
Vị trí công việc / Nhân viên phục vụ / Các ứng viên / ỨNG TUYẾN VỊ TRÍ NHẪN VIÊN PHỤC VỤ /Mới @ 9
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In case the candidate does not meet the requirements and is rejected, click to send the rejection information to the candidate
Trang 8Lỷ do từ chối Ứng viên nhận được đề nghị tốt hơn Gửi email a
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2.2 Purchasing/sales activities
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Trang 9+ Reverse again, price newspaper Are not fit physical, set department buy row will send Love bridge newspaper price give home Other suitable offers
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Trang 10+ Product Products Okay deliver obtain standard will up onion, set department next maths will create chemistry single and bar payments to suppliers
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Step 4: Set department next maths complete socks defense custom bar maths will create promissory note import warehouse send for logistics
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Step 5: Warehouse luck receive Okay promissory note import warehouse will up onion import warehouse and take note receive quantity of inventory recorded in the inventory book
2.3 CRM (customer request for quotation)
Before purchasing, the company sends requests for quotes to suppliers These quote requests must be accurate and must include all relevant information Odoo allows you to create and send RFQs (Request for Quotation) — requests for quotes — easily The purchasing module also helps keep track of supplier profiles and products so you can easily select suppliers to send them a Request for Quote You can view details of the products your business owns before sending a quote request to the supplier, this will save
Trang 11business workflows are not interrupted The Purchasing Module is integrated with the Accounting, Inventory and Sales Module to ensure better performance of the business And the following is how the RFQ Request for Quotation is created and sent to suppliers
in the Purchasing Module By opening the Purchasing Module, from the dashboard you can view the Requests for Quote listed All YCBGs are classified into Send, Wait, and Delay with their total count You can separately view the amount of YCBG you generated yourself
DAverage order value, Purchase time to safety, Amount spent on purchases in the last 7 days, and YCBG sent in the last 7 days are also mentioned in the dashboard
Requests for Quotation
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Trang 12
Requests for Quotation “
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Lead Time to RFQs Sent Last 7
P0015 Ready Mat Deno Company — @ Mitchell Admin © $5,736.00 QUEEN
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Reference Vendor Company Buyer Order Deadline Activties Source Document Total Status =
P00015 DemoCompan ỀMitchel Admh dì béo Š $5,716.00
F00014 che admin Yesterday Dratt RFQs $420.00 GD roootz " we ¥ @MicherAdmh vesteray $ 600.00 P0001 WoodCsmer DemoCompany Mitchel Admin s 1,6co.oo QED
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Poooos Wood Corner Demo Company — @ Mitchel Admin ©
¢ YCBGs can also be grouped by Home bow grant, Grand face buy row belong to labour ty and Date put row