Odoo 9 Upgrade Training, India

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15. Let’s see Orders and Invoicing in action

1. Odoo 9.0 Upgrade training

39. Try yourself odoo.com/start

29. Accounting ● Dashboard ●

33. Reconciliation: Tips ● Existing Payments ● Reconciliations Model ● Example: Cash Discount

34. Expenses ● Registre an Expense ● Validation Flow ● Re-invoice to Customer

36. Taxes & Fiscal Position ● Define a new Tax ● Fiscal Position ● Payment Terms

18. Purchase ● No more generation of draft invoice (on reception, Order or Order Lines) ● Autocomplete when creating a draft Invoice

2. New Design ● Apps ● Mobile & Faster ● Simple filters & groups ● Unified front/backend

5. Apps & Settings ● Split: Apps & setting ● Dedicated Dashboard ● Config in the Apps ● Reporting in Apps

27. Warehouse ● Unified interface ● New barcode interface ● Shippers integrations ● Better returns process

37. Advance Configuration ● Chart of Accounts ● Journals ● Sales & Purchase Taxes ● Default Accounts & Tax

20. Project Management ● Customizable ● Timesheet on Task ● Forecasting ● Create tasks from SO

35. Adviser ● Journal Entries ● Close a Fiscal Year ● Asset Management ● Revenue Recognition

38. Reporting ● Legal Reports ● Management Statements ● Business Intelligence ● Tax Reports

28. Documentation ● Memento ● Documentation Detail to contribute https://goo.gl/s3mSsQ

9. Mass mailing ● ● New WYSIWYG Editor ● No front / back switch ● Open / Deliver states ● Link Tracker

11. Odoo Sign - eSign ● Manage Templates ● PDF Preview ● Drag & Drop fields ● Multi - Roles ● Public Sharing

4. Discuss ● Improved Inbox ● Important Messages ● Public and Private Channel ● Direct Messaging ● Visitor Chat

22. HR Expense ● Reimbursement ● Company Card / Advance ● Manager Validation ● Better Reporting ● Re-invoicing to customer

3. Usability Some Examples ● Customers ● Products ● CRM Stage ● Kanban (stage, cover) Note: Debug mode !

21. Point of Sale ● Restaurant ● Loyalty Cards ● Customer Management ● Split Bills ● Kitchen printer ● Barcode Compatibility

24. Website Builder ● New WYSIWYG Editor ● Versioning & A/B Testing ● New Building Blocks ● Form Builder ● Customization Tools ● Link Tracker

26. eCommerce ● Customer Portal ● Digital Products ● New Payment Acquirers ● Shippers Integrations ● Integration with eBay ● Integration with Amazon

31. Bills & Payables ● Vendor Bills ● Payments of Bills ● Bills Analysis ● Print Checks ● Reconciliations ● Aged Payables

23. IT Assets Simple module to track: ● IT Assets ● Equipments ● Usages ● Warranties ● Maintenance Request

7. Customer Relationship Management ● New Dashboard ● Sales & Team Targets ● Improved Kanban ● Phone calls -> Activities ● Qualification of an opp. ● Predefined Reports

10. VOIP Integration ● Plan Calls ● Auto Popup ● Dial Queue ● Reschedule a Call ● Send Email ● Customers & Opportunities

16. Timesheet ● Mobile App ● Chrome Plugin ● Super Fast ● GTD Planning ● Statistics ● Cross Device Sync ● Work in Disconnected

25. Website Themes ● Ready to Use ● Customizable ● Lots of building Blocks ● Dynamic features ● Blogs & eCommerce ● Themes Store ● Publish your Themes

32. Cash Management ● Record Transection ○ Send Money ○ Receive Money ● Internal Transfer ● Reconciliations ● Import Bank Statement ○ OFX, QIF, CSV, CODA

6. Implementation Guides Going further than just using or configuring Odoo. We want people to succeed growing their business . The steps ● Know your objectives ● Setup Odoo ● Empower your users ● Improve productivity ● Grow...

17. Product Pricelist - Simplified ● Customer Pricelist ○ Price on Product ○ Price per Segment ○ Advance Pricelist ● Supplier Pricelist ○ Easy Import ○ Price variation / qty Note: Costs are “per product” and not any more per “templates”

30. Invoicing & Payments ● Customer Invoice ● Send by Courier ● Record a Payment ● Customer Statement ● Receive a Checks ● Batch Deposit ● Aged Receivables ● Invoice Analysis

13. Sales Order Improvements But a unified invoicing flow that covers all the uses cases, very easily. And a bunch of extras: ● Open Orders ● Modify a Sale Order ● Upselling Control ● Invoice Kits ● Mix all kind of invoice ● Intesco. sales-purchase

12. Sales Order Improvements 5000 lines of code removed No more: ● Invoice based on lines ● Invoice based on delivery ● Invoice on Timesheet ● Invoice on Expense ● Invoice on Contracts ● Support Contracts ● Regular Contracts ● Workflow ●

14. Sales Orders: Billing ● Order Quantities ● Deliver Quantities ○ Service ■ Timesheet ■ Manually (milestone) ○ Products ■ Delivered Quantities ● Time & Material based ○ Expenses ○ Purchase Orders (e.g. construction projects)

8. CRM: Example New Lead Qualified Proposition Negotiation Won Call Call for Demo Make Quote Follow up Not Interested 5 days 10 days 15 days 5 days Lost

19. Subscription Management ● Subscription Plans ● Recurring Invoice ● Options & Setup fees ● Customer Portal ● Improved Contracts ● KPIs and Dashboard

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