[PDF] Drive Your Sales Marketing Activities With Openerp eBook

Author : Els Van Vossel
Publisher : OpenERP SA
Page : 201 pages
File Size : 33,52 MB
Release : 2011-04-01
Category : Business & Economics
ISBN : 2960087615

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The OpenERP Solution OpenERP can build a new breed of business applications, more modular, more customer-friendly, fully web-based, which others cannot due to the heritage of their legacy systems. OpenERP is a comprehensive suite of business applications including Sales, CRM, Project management, Warehouse management, Manufacturing, Financial management, and Human Resources, just to name a few. More than 1000 OpenERP modules are available from the OpenERP Apps market place (http://apps.openerp.com/). The key to continued sales success is effective Customer Relationship Management, and that is precisely the main topic of the book you are reading. OpenERP’s CRM and Sales features are flexible and highly developed to assist you in managing all aspects of partner relationships. OpenERP can share information with the most common email clients, calendars and mobile phones, allowing your staff to build on previous productivity and experience by continuing to use familiar email and office systems, now connected to OpenERP. In a few clicks, your sales person can transfer necessary information to the OpenERP software. You can link important emails to the CRM directly from your current mailbox and even reply from your own mailbox and have the answer stored in your CRM automatically

Author : Els Van Vossel
Publisher : OpenERP SA
Page : 230 pages
File Size : 11,40 MB
Release : 2011-07-01
Category : Business & Economics
ISBN : 2960087623

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The OpenERP Solution OpenERP can build a new breed of business applications, more modular, more customer-friendly, fully web-based, which others cannot due to the heritage of their legacy systems. OpenERP is a comprehensive suite of business applications including Sales, CRM, Project management, Warehouse management, Manufacturing, Financial management, and Human Resources, just to name a few. More than 1000 OpenERP modules are available from the OpenERP Apps market place (http://apps.openerp.com/). The key to continued logistics success is effective Purchase, Sales & Warehouse Management, and these are precisely the main topics of the book you are reading. OpenERP’s Purchase, Sales and Warehouse features are flexible and highly developed to assist you in managing all aspects of logistics, also in a multicompany environment. OpenERP allows you to set up advanced push and pull rules to manage complex routes in your warehouses. Purchase proposals and sales forecasts can easily be created from OpenERP. In a few clicks, your sales person can transfer necessary information to the customer about the current and virtual stock. Accountants can have real-time stock valuation for all or selected products. Structure of this book In part One, Configuring your OpenERP (page 3) we will show you how to set up an OpenERP database. A step-by-step approach will guide you through a complete workflow to discover OpenERP’s features. Part Two, Advanced Features in Sales Quotation Management (page 43), guides you from quotation to sales order, explaining several advanced sales features. In part Three, Advanced Features in Purchase Quotation Management (page 77), you will learn more about price requests, purchase proposals and goods receipt. Several advanced purchase features will also be explained. Part Four, Managing your Warehouse (page 99), explains the principles of OpenERP’s double-entry stock management. The book will provide you with ways to manage inventories, both on a physical and a financial level. Upstream and Downstream traceability and extensive reporting will be discussed as well. You will also learn more about how to manage push and pull locations in a multicompany environment. Part Five, On Site Installation (page 179), explains the basic steps to install OpenERP on site. Both Linux and Windows installations will be described. To manage your logistics, you do not need all the elements described in this book. But we find it very important to include an integrated flow, from the first quotation to the final billing of the customers including all the steps: quotation, order, receiving goods, inventory, shipping and billing.

Author : Greg Moss
Publisher : Packt Publishing Ltd
Page : 488 pages
File Size : 36,72 MB
Release : 2019-10-31
Category : Computers
ISBN : 1789531489

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Modernize and upgrade your enterprise ERP environment by learning to work with the stable and essential components of Odoo 12 from scratch Key FeaturesLearn the fundamentals of Odoo, a comprehensive enterprise management platform, without writing a single line of codeCreate business operation strategies and analytics by using OdooBuild customized ERP and CRM solutions for your businessBook Description Odoo is management software that contains a set of open source enterprise management applications that help you modernize your business. Completely revised and updated, this comprehensive Odoo guide is a fourth edition of Working with Odoo. This book begins with an introduction to Odoo and helps you set up Odoo Online in your system. You'll learn how to start a new company database in Odoo and the basics of Odoo sales management. You will explore customer relationship management in Odoo and its importance in a modern business environment. Moving on, you'll learn how to install the purchasing application, set up suppliers, and begin purchasing and receiving products in Odoo. Next, you'll learn how to use the MRP module to create, process, and schedule the manufacturing and production order. Once you get to grips with the basic applications, you'll uncover how to customize Odoo to meet the specific needs of your business. You'll learn some advanced techniques for searching and finding information, and you'll be taken through business intelligence in Odoo. Towards the end of the book, you'll go in-depth into Odoo's architecture and learn to use Odoo's API to integrate with other applications. By the end of the book, you'll be ready to use Odoo to build enterprise applications and set up the functional requirements for your business. What you will learnConfigure and customize a customer relationship management systemSet up purchasing and receiving system functionality in your Odoo environmentUnderstand manufacturing operations and processes with real-world examplesExplore Odoo's financial accounting and reporting featuresUse Odoo's featured project management application to sort tasksGet to grips with the basics of Odoo administration and manage multi-company operationsWho this book is for This book is for any IT professionals, business managers, and operation managers who are looking to gain a functional understanding of Odoo or trying to implement Odoo in their organization to improve their business processes. No prior experience of Odoo is required.

Author : Greg Moss
Publisher : Packt Publishing Ltd
Page : 432 pages
File Size : 43,32 MB
Release : 2015-08-27
Category : Computers
ISBN : 178439792X

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Learn how to use Odoo, a resourceful, open source business application platform designed to transform and modernize your business About This Book Configure, manage, and customize Odoo to fit the needs of your business Learn about the new Odoo 8 website builder and e-commerce features that are seamlessly integrated with Odoo's business applications Perform step-by-step configurations of the most important Odoo applications using real-world examples Who This Book Is For This book is perfect for people who have never used Odoo and for those who would like to learn about more advanced features such as creating your own custom modules. In order to get the most out of this book, you should be comfortable with downloading and installing software and understand basic business concepts such as sales, purchasing, inventory management, and basic accounting. What You Will Learn Configure a functioning customer relationship management system Set up a purchasing and receiving system for your company that allows you to track inventory, costs, and profit Implement manufacturing operations and processes using real-world examples that you can put to use in your own company Discover the capabilities of Odoo's financial accounting and reporting features Integrate powerful human resource applications that simplify the collection and management of employee information Utilize Odoo's full featured project management application to organize tasks and track time and costs associated with billable projects Customize Odoo without writing a line a code In Detail Odoo continues to gain momentum throughout the world in regards to providing the best platform for open source ERP installations. Now with Odoo 8, you have access to a powerful website builder, integrated e-commerce features, and a fast-growing community to help transform and modernize your business. With this practical guide, you will cover the essential modules to get Odoo up and running for your company. After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you. Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples. Style and approach This book is a practical guide that uses real-world examples to teach you how to implement Odoo into your business.

Author : Greg Moss
Publisher : Packt Publishing Ltd
Page : 463 pages
File Size : 45,28 MB
Release : 2018-03-28
Category : Computers
ISBN : 1788479793

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Transform and modernize your businesses and upgrade your enterprise management skills with Odoo 11, the most comprehensive management software Key Features Use project management along with analytics for better reporting Build an Odoo module and integrate it with other platforms with this practical guide Explore new design and mobile updates from the Odoo enterprise Book Description Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business. What you will learn Configure a functioning customer relationship management system Set up a purchasing and receiving system Implement manufacturing operations and processes using real-world examples Discover the capabilities of Odoo's financial accounting and reporting features Integrate powerful human resource applications Utilize Odoo's project management application to organize tasks Customize Odoo without writing a line of code Who this book is for This book is for beginners, and will help you learn advanced-level features with Odoo such as creating your own custom modules. You do not need any prior knowledge of Odoo.

Author : Shashi Upadhyay
Publisher : John Wiley & Sons
Page : 192 pages
File Size : 10,54 MB
Release : 2018-05-22
Category : Business & Economics
ISBN : 1119371953

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Turn data into revenue in the B2B marketing sphere The Revenue Acceleration Rules is a unique guide in the business-to-business space, providing a clear framework for more effective marketing in an accounts-based environment. Written by a veteran in the predictive marketing sphere, this book explains how strategies typically used on the consumer end can be tailored to drive revenue in B2B sales. Industry experts offer advice and best practices, using real-world examples to illustrate the power of analytics and on-the-ground implementation of predictive ABM initiatives. Covering the complete spectrum from "why?" to "how?", this book provides an invaluable resource for B2B marketers seeking a step forward in the rapidly-evolving marketplace. Business-to-business sales makes up roughly 45 percent of the economy, and the power of predictive marketing has been proven time and again in the consumer sphere. This guide is the only resource to merge these two critical forces and provide clear guidance for the B2B space. Supercharge your demand waterfall Align marketing and sales Learn best practices from industry experts Grow revenue with account-based marketing Predictive marketing reveals the small clues that speak to big trends. While B2B diverges from consumer marketing in a number of ways, the central demand for value remains; analytics helps you stay ahead of the curve, streamline the marketing to sales funnel, and increase ROI. Strengthen the relationships you already have, attract new accounts, and prioritize accurately to turn contacts into leads, and leads into customers. Your data can be your biggest marketing asset, and The Revenue Acceleration Rules shows you how to leverage it into revenue.

Author : Mantavya Gajjar
Publisher : Packt Publishing Ltd
Page : 793 pages
File Size : 22,22 MB
Release : 2017-10-06
Category : Computers
ISBN : 1787124223

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Comprehensive tasks covering Odoo 10 in the right way About This Book Reduce implementation costs and improve major benchmarks relating to storage space and speed. Implement the approval hierarchy and user and access rights, configure the company and language, and so on. Cover all platforms such as mobile, web, content management, and e-commerce. Who This Book Is For This book is targeted towards Odoo functional users and project managers who would like to use it for their organization. No expertise in Odoo is required. What You Will Learn Learn the modern way of doing sales and managing sales contracts. Create and configure your products and manage your sales quotations Set up an online shop and start selling online with Odoo eCommerce Manage multi-currency transactions and create a deferred revenue plan and link it with products Administer vendors and products and request quotations, confirm orders, and get them delivered Manage quality control in the warehouse and manual and real-time inventory stock valuations. Manage projects and project forecasting via grid and Gantt views Implement Human Resource apps and manage the employee appraisal process Manage Workcenters and the product lifecycle Track worker activity with tablets and launch new changes in production In Detail Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs. This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on. By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business. Style and approach The book follows a recipe-based format; the recipes are filled with real-world use cases and various functional topics.

Author : Parth Gajjar
Publisher : Packt Publishing Ltd
Page : 784 pages
File Size : 35,37 MB
Release : 2020-12-24
Category : Computers
ISBN : 1800204779

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With over 200 recipes covering real-world examples, take your Odoo development skills to the next level and solve complex business problems using this guide Key Features Book DescriptionWith its latest iteration, the powerful Odoo framework released a wide variety of features for rapid application development. This updated Odoo development cookbook will help you explore the new features in Odoo 14 and learn how to use them to develop Odoo applications from scratch. You'll learn about the new website concepts in Odoo 14 and get a glimpse of Odoo's new web-client framework, the Odoo Web Library (OWL). Once you've completed the installation, you'll begin to explore the Odoo framework with real-world examples. You'll then create a new Odoo module from the ground up and progress to advanced framework concepts. You'll also learn how to modify existing applications, including Point of Sale (POS) applications. This book isn't just limited to backend development; you'll discover advanced JavaScript recipes for creating new views and widgets. As you progress, you'll learn about website development and become a quality Odoo developer by studying performance optimization, debugging, and automated testing. Finally, you'll delve into advanced concepts such as multi-website, In-App Purchasing (IAP), Odoo.sh, the IoT Box, and security. By the end of the book, you'll have all the knowledge you need to build impressive Odoo applications and you'll be well versed in development best practices that will come in handy when working with the Odoo framework.What you will learn Build beautiful websites with Odoo CMS using dynamic building blocks Get to grips with advanced concepts such as caching, prefetching, debugging Modify backend JavaScript components and POS applications with the new OWL framework Connect and access any object in Odoo via Remote Procedure Calls (RPC) Manage, deploy, and test an Odoo instance with Odoo.sh Configure IoT Box to add and upgrade Point of Sale (POS) hardware Find out how to implement in-app purchase services Who this book is for

Author : Yves Delsart
Publisher :
Page : 134 pages
File Size : 17,66 MB
Release : 2011-12
Category : Business & Economics
ISBN : 9782960087642

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This book exposes the SAP experts' eye on an emerging solution i.e. OpenERP. It puts into perspective the advantages of their implementation methodologies, the differences in the features, customization approaches, etc. SAP users will discover in this book how OpenERP solves the same problems as SAP but with a totally different approach and point of view. At the other end, OpenERP users will discover what makes SAP the world leader in the enterprise management software market. In this book you will learn: * how to assess differently OpenERP and SAP based on your specific needs, * where are the costs of an OpenERP or SAP implementation, * the advantages of different implementation methodologies: ASAP vs Agile, * what makes SAP such a good and popular product, * why recent technologies may change the "old" ERP market.