oscg openerp en simp 2015 - your truly odoo · pdf file2 ! contents!!•...

Why Odoo (Formerly Odoo)?

by OS Consul6ng Group Limited

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Contents •  Odoo History and development •  Odoo Major features •  Odoo Enterprise informa3on system •  Odoo Func3on modules •  Odoo System structure •  Odoo Clients •  Our cases on Odoo

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Odoo History – Past •  Past：Fast Growth of Odoo

–  2002, Fabien Pinckaers (AKA Belgium ‘Bill Gates’), established Tiny ERP system

–  2008, Tiny ERP changed name to OpenERP –  2010, OpenERP published revolu3onal V6.0 Version –  2012, OpenERP published the Latest V7.0 Version –  2014, OpenERP changed name to Odoo and published V8.0 Version

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Odoo History – Current •  Currently No.1 in Open-‐Source ERP

–  Over 1000 installa3on everyday, the most installed soUware in the world –  More than 3000 other useful modules contributed from the community –  Over 500 working partners distributed in 60 countries –  Over 1000 ac3ve explorers in the world –  Support over 20 languages including Chinese

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Odoo History– Future •  Future：ERP soKware which has the most users in the world

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Contents

•  Odoo History and development •  Odoo Major features •  Odoo Enterprise informa3on system •  Odoo Func3on modules •  Odoo System structure •  Odoo Clients •  Our cases on Odoo

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Odoo Major features •  Open Source

–  Source of Odoo is open, allow you to download, modify the soUware and the code procedure, no dependency on Single Vendor

•  Huge Official Modules Resources –  Odoo covers Sales, Purchase, Warehouse Management, Project Management,

Manufacturing, Accoun3ng, Human Resource…over 1000 Modules Resources •  The Most Developed Modular Technology

–  Short implementa3on period by star3ng with simple modules –  Phase by phase method increases employees‘ willingness to adopt the system –  Add in more modules at any 3me you like

•  BeRer framework, Easy Configura6on –  Just a web browser, you can access to your system any3me anywhere

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Odoo Major features

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Flexible Implementa6on •  Short implementa3on period by star3ng with simple modules •  Phase by phase method increases employees 'willingness to adopt the

system •  Add in more modules at any 3me

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Fully Func6onal Web Interface •  Just a web browser, you can access to your system any3me

anywhere •  As powerful as local client soUware •  No need to worry about Opera3ng System compa3bility •  User-‐friendly interface

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All-‐in-‐One •  Save 3me and cost on different soUware for different

business department •  Low Cost •  User-‐friendly and refreshing interface, Web and Client

Available •  Enhance the communica3on efficiency among departments •  No redundant data input •  Keep informa3on integrity and organized •  Simplify opera3on procedures

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BeRer framework, Easy Configura6on •  Just a web browser, you can access to your system any6me

anywhere

Customize Process Flow Customize User Interface Customize Data Reporting

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Contents


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Why Odoo helps company save money

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Odoo -‐ Best choice for Enterprise Informa6on System •  Low Risk in Implementa6on

–  Rich in the variety of func3onal modules，latest advance modular technology，

solid plaeorm for customiza3on，the keys in assuring the successful implementa3on of Odoo

•  No Tie-‐down by Developer –  Open source，no license needed to use，not restricted by any single developer

•  Tailor Make to Suite Business Processes –  Simple and ability to have quick customiza3on，allows company to have the

flexibility to customize business processes

•  Cost Effec6ve –  The soUware program is literary free to use –  Flexibility in service charges –  Flexibility in the mode of contract agreement

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Flexible Contract Mode •  Limitation on Traditional Approach

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Flexible Contract Mode •  Our Approach

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Content


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Selected Odoo Func6on Modules

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Selected Odoo Features

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Odoo System structure

Odoo Server/Client

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Odoo Architecture Technology

•  Programming Language: Python •  Database: Postgres SQL •  Web browser (all the business logic will operate on server)

–  Object –  ORM –  View –  Workflow –  Wizard –  Report

•  Communica6on interface –  XML-‐RPC

•  Port 8069 •  Support load balancing for server

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Odoo User in the world

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Contents


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OS Consul6ng Group Limited •  Introduc6on

–  OS Consul3ng Group Limited –  Headquarter: Hong Kong –  Branch office: Shanghai

•  Philosophy –  Beyond Professional –  Result Oriented –  Open Minded –  Win-‐Win-‐Win

•  Employees Win •  Company Win

•  Customer Win

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OS Consul6ng Group Limited •  Earliest Pioneer in Odoo

–  Our core team was the pioneer batch to introduce Odoo in Greater China, set up Odoo Chinese language & Consultant community

•  Vast Odoo materials in Chinese language –  Odoo for Basic Users & Development –  Odoo Development Guides –  Odoo Business Guides, and etc.

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OS Consul6ng Group Limited •  Implementa6on Cases

–  We have completed the most successful Odoo implementa3on in both China and Hong Kong

–  Specializing in Manufacturing, Trading, E-‐Commerce –  References covering

•  Trading Companies (Electronics, Toys, Wines, Eyeglass Frames, Vehicles, Fibers and etc…) •  Manufacturing Companies (Construc3on Material, Garment, GPS, Cables, Eyewares and etc…) •  Toys, Sta3onaries and Furniture •  Green Technology Companies •  Hospitals •  E-‐Commerce, Taobao, Tmall, Magento, Ebay, Amazon, ZenCart, Prestashop… •  IT Solu3on and Service Companies •  Car/Vehicle Dealers •  Food Trading •  Retailers (mul3ple branches Point of Sales)

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Selected Clients

•  China •  Hong Kong

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Case Study -‐ GET WorldWide •  The Company

–  GET provides customized and comprehensive CNG business solu3ons to its customers (government bodies, industrial and refueling companies) that include innova3ve system design, key equipment manufacturing, technical support and management consultancy.

•  The Challenge –  The company has been running for nearly two years and faced its first

Accoun3ng Audit in two months. –  Previously, no ERP or any IT system was implemented. –  The Client wants a quick implementa3on that could organize all the past

documents like Sales Order, Purchase Order, Invoices, General Ledger and etc. –  Qualified accoun3ng report like Balance Sheet, Profit and Loss and Stock

Valua3on are all required in order to pass the Audit Trial.

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•  The Solu6on –  In Phase 1 (one month): –  Data migra3on including products, partners, past accoun3ng entries, chart of account and etc. –  Set up accoun3ng (both financial accoun3ng and cost accoun3ng) –  Configure Sales, Purchase, Warehouse –  Past transac3on input –  Staff training –  In Phase 2 (one month): –  Stock valua3on –  Import BOM to proceed with material consump3on –  Receiving goods and delivery order –  Accoun3ng adjustment –  Staff training and bug fixing

•  The Result –  The Odoo successfully went live before the deadline of the Accoun3ng Audit. The client finally

submits the reports generated from Odoo to the Annual Audi3ng Process and Passed Trial. GET has been using Odoo for two years and OSCG has been providing support & maintenance service and implemented project management and Cost Accoun3ng (Analy3c Accoun3ng) aUer the first deployment.

Case Study -‐ GET WorldWide

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Case Study -‐ Tecway Group •  The Company

–  Tecway Interna3onal has been successfully iden3fying, promo3ng and distribu3ng innova3ve, high quality and cost effec3ve solu3ons to the Marine & Offshore, Oil and Gas industries within China. Tecway Interna3onal has offices in strategic loca3ons throughout China. This allows the experienced sales personnel to develop strong working rela3onships with our clients.

•  The Challenge –  To cope with the fast growth of the company, the company's legacy system

(MicrosoU Navision) could not meet the management needs. The company has many subsidiaries and it encounters the biggest challenge of switching the ERP system to the brand new and modern OpenERP.

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•  The Solu6on –  OSCG worked with the top management of the company very closely and

came out with a smooth and low risk methodology. The project started with the rela3vely new subsidiary as the first ERP system. It became a trial and model for the other subsidiaries. AUer the successful launch for the first subsidiary, we adopted the same method and base system to gradually replace the legacy systems in the other companies.

•  Highlights of the system –  Brand New CRM

•  Introduce the CRM to the sales team of the Tecway Group •  Allow the management to closely monitor and trace the progresses of each business opportuni3es and

salesman performance

–  Profit and Loss Analysis •  Implemented the mul3 dimensional profit and loss analysis from the quota3on stage to actual financial result •  Provide the rigorous and accurate P & L analysis considering all business situa3on

–  All-‐round Func3ons •  CRM, Sales, Purchase, Warehouse, Accoun3ng, Human Resource in one system •  Op3mized efficiency among the departments

Case Study -‐ Tecway Group

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•  The Result –  Compared to the legacy system (MicrosoU Navision) that Tecway was using

for years, our solu3on (formerly OpenERP) is more completed, integrated and easier to deploy. The overall cost and risk were maintained in a very low level. The management was glad and kept replacing the systems in the subsidiaries while adding more func3ons to the already deployed systems thanks to the flexibility of our system.

Case Study -‐ Tecway Group

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Case Study – Retail Chain + POS •  The Company

–  Acme Inc (this name is made up due to confiden3ality) sells mobile phones and accessories over more than 80 retail branches all over the South East Asia. The management of the company is based in Hong Kong though. The daily POS orders could reach 5,000. The company also has some minor wholesale and trading business along with the retail business.

•  The Challenge –  The company was running OpenBravo for half a year and the management

decides to drop it due to the performance issues as well as the other enterprise processes could not be easily achieved by OpenBravo. The huge data input every day becomes one of the bopleneck that Acme Inc needs to conquer. There is another high demanding requirement is the offline capability of the system as the 3G network that each branches are using is very unstable and some3mes could be out for days. The system also needs to be very user-‐friendly and easy to operate by the branch staff by using Barcode Reader. Moreover, since the management is located overseas, a very strict cash control management needs to be implemented to guarantee the profit of the company is well managed.

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•  The Solu6on –  The implementa3on was conducted in two Parts. –  In Part 1 (two months for POS front end): –  Point of Sales interface op3miza3on –  Offline capability op3miza3on –  Barcode Reader Integra3on –  Dot Matrix Print for invoices integra3on –  Mul3ple Point of Sales and Shops set up –  Cash Management Improvement and increase the user control –  In Part 2 (back office): –  Stock Management –  Sales and Stock Reports –  Back office opera3ons –  Purchasing Management –  Accoun3ng Management

Case Study -‐ Retail Chain + POS

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•  The Result –  The POS front end was deployed less than two months aUer the start of the project. The

front end is now accessed from all the branches and it meets all the requirement of the customer’s expecta3on on a good point of sales terminal. There is only one netbook, one standard barcode reader, one dot-‐matrix machine and one 3G mobile card are needed for each of its branch to do all its work everyday. The back office is also very happy with the more accurate stock level and the cash control process. Moreover, the management can monitor the en3re opera3ons real-‐3me from 1000 km away!

Case Study -‐ Retail Chain + POS

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Case Study -‐ Lenovo

•  The Company –  Lenovo Europe sells Lenovo Brand PCs, Smartphones and Tablets products –  For years, the business unit lacked of a good Sales Forecast and Planning

System

•  The Challenge –  There are more than 100 new products launched each month –  The products are in many different categories and the lifecycle is short –  Cost price and sales price of hundreds of products require updates each

month –  Hundreds of Sales Orders and Delivery Orders to be processed each day

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•  The Solu6on –  A brand new Sales Forecast and Planning Management System –  Tailor-‐made based on Odoo plaeorm –  Func3ons developed:

•  Product Management •  Cost Management •  Sales Planning •  Marke3ng Policy Management •  Data Upload •  Repor3ng •  Message Centers •  User Management and etc

–  An interface to the company’s center ERP (SAP) to upload Sales Orders and synchronize Delivery Order, Product Informa3on.

Case Study -‐ Lenovo

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Thank you！

Address 地址: Hong Kong 香港: Rm 2002, Tamson Plaza, 161 Wai Yip Street, Kwun Tong, Kowloon, Hong Kong 香港九龍觀塘偉業街161號德勝廣場2002室 +852 35270252

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•  Please feel free to contact us at –  Email: [email protected] –  Tel: +852 3527 0252 –  Fax: +852 3020 3146 –  Web: hpp://www.oscg.com.hk

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