ERP and CRM Training with Odoo

Topic 1 Get Started in Odoo

• What is Odoo
• Setup an Odoo 9 Trial Account
• Odoo Editions and Pricing

Topic 2: Sales Management

• Install Sales App
• Sales Order Workflow
• Create Customer
• Create a Product
• Setup Company Information
• Create a Sales Order

Topic 3: Customer Relationship Management (CRM)

• Install CRM Apps
• CRM Workflow
• Create a Salesperson
• Create a Lead
• Create an Opportunity
• Customize Sales Pipeline
• Create Sales Team
• Schedule Meeting and Calls

Topic 4 Purchasing

• Install Purchasing Apps
• Purchasing Workflow
• Create a Procurement
• Create a RFQ
• Purchase Configuration

Topic 5 Manufacturing Resource Planning (MRP)

• Install MRP Apps
• Manufacturing Workflow
• Create a Manufacturing Order
• Configure MRP

Topic 6 Accounting & Finance

• Install Accounting Apps
• Charts of Accounts
• Journal Entries
• Create a new Tax
• Legal Reports
• Configure Account

Topic 7 Odoo Administration

• Administer Users
• General Setting & Company Info

Topic 8 Human Resource Management (HRM)

• Employee Directory
• Timesheets
• Leave Management
• Recruitment Process
• Expenses

Topic 9 Project Management

• Install Project Management Apps 
• Create a New Project
• Create Custom Column
• Create a New Task
• Different Views of a Project

Topic 10 Website

• Install Website Builder Apps
• Create a website
• SEO

Topic 11 e-Commerce

• Install e-Commerce Apps
• Create a new product
• Configure e-Commerce
• Setup Product Variant

Prerequisite

This course is for beginner. No prior knowledge on programming is required.:

Software Requirement

• If you don't have a Odoo account, please download and install Odoo Trial here https://www.odoo.com/trial

HRDF Funding

Please refer to this video https://youtu.be/Kzpd-V1F9Xs

1-     HRD Corp Grant Helper

How to submit grant applications for HRD Corp Claimable Courses

2-     Employers are required to apply for the grant at least one week before training commences.

Employers must submit their applications with supporting documents, including invoices/quotations, trainer profiles, training schedule and course content.

3-     First, Login to Employer’s e-TRIS account -https://etris.hrdcorp.gov.my

Second, Click Application

4-     Click Grant on the left side under Applications

5-     Click Apply Grant on the left side under Applications

6-     Click Apply

7-     Choose a Scheme Code and select HRD Corp Claimable Courses: Skim Bantuan Latihan Khas. Then, click Apply

8-     Scheme Code represents all types of training that suit the requirements provided by HRD Corp. Below are the list of schemes offered by HRD Corp:

9-     Select your Immediate Officer and click Next

10-  Select a Training Provider, then click Next

11-  Please select a training programme from the list, then key in all the required details and click Next

Select your desired training programme.

Give an explanation on why the participant is required to attend the training. E.g., related to their tasks/ career development, etc.

Explain the background and objective of this training.

Select a relevant focus area. For Employer-Specific Courses, select ‘Not Applicable’.

12-  If the training programme is a micro-credential programme, you are required to complete these 3 fields. Save and click Next

Insert MiCAS Application number

13-  Based on the nine (9) pillars listed below, HRD Corp Focus Area Courses are closely tied to support government initiatives towards nation building. As such, courses offered through the HRD Corp Focus Areas are designed to provide the workforce with skills required for current and future demands. Details of the focus areas are as follows:

14-  Please select a Course Title and Type of Training

15-  Select the correct type of training according to the actual type of training, or as mentioned in the training brochure:

16-  Please key in the Training Location and click Next

17-  Please select the Level of Certification and click Next

18-  Please follow the instructions and key in trainee details

19-  Click Add Batch, then click Save

20-  Click Add Trainee Details

21-  Please key in all the required details, then click Add

22-  Click Add if there are more participants. Once done, click Save

23-  Click Next

24-  Please key in the course fees and allowance details, then click Save

25-  Estimated cost includes the course fees/external trainer fees, allowances, and consumable training materials. Please comply with the HRD Corp Allowable Cost Matrix.

26-  Select Upfront Payment to Training Provider and key in the percentage from 0% to 30%. Then, click Save and Next

27-  Complete the declaration form and select a desired officer

28-  Add all the required documents, then click Add Attachment. Then, click Save and Submit Application

29-  Once the New Grant Application is successfully submitted, the Grant Officer will evaluate the application accordingly. The application may be queried if additional information is required.

The application status will be updated via the employer’s dashboard, email, and the e-TRiS inbox.

• Business Owners
• ERP Administrators
• CRM Administrators

Sharmila Das: Sharmila Das has excellent communication skills, development through experience in (retail, customer service, telemarketing, sales & marketing). She is a certified HRDF Trainer in Malaysia and currently, she works as Product Manager in Abundent company. She has comprehensive experiences on Projecting a Professional & Confident Image, DNA of a Sales Superstar & Jump Start Selling, Building Instant Rapport with NLP, Service Negotiation Skills, Persuasive Selling with NLP, Core Values and SPIN Selling Workshop.  She is an expert in Business Communication and Business Management.

Ramin Majid: Ramin Majid has more than 5 years’ experience in the field of accounting and financial planning. High knowledge of IGCSEs & A Levels Curriculum and Standards. He is specialize in accounting and company auditing and has been improving his skills from training and courses he is proficient many software such as Quickbooks, OpenERP, Odoo, etc.