التدريب على برنامج اودو odoo مع الإعداد حسب الشرح المفرق

PROJECT SCOPE

Project Background and Description

TechLand, a trading company, aims to streamline its operations across various departments such as Sales, Accounting, Logistics, and others. The

company plans to adopt Odoo to integrate its business processes and cater to both local and international trade requirements. The primary focus is

on enhancing the procurement, inventory management, CRM, sales, invoicing, and accounting processes.

Project Scope

• Implement and configure the appropriate Odoo modules to cater to the specific requirements of TechLand.

• Training TechLand single point of coontact on the newly implemented modules.

• Customization of document templates as per TechLand's specifications.

• Ensure a smooth transition from the current system to the Odoo platform.

• Provide post-implementation support for a specified period.

High-Level Requirements

The new system must include the following:

• General:

• Single company setup.

• Multi-department configuration.

• Customized templates for various documents like Sales Order, Quotation, Invoice, etc.

• User-role definition for the company's five employees.

• General configuration

• Purchase:

• Management of both local (JOD) and international vendors (USD).

• Procurement process setup: Quotation → Approval → Purchase Order → Stock Shipment.

• Vendor payment options: Cash, Credit.

• General configuration

2

• Inventory:

• Setup for one warehouse with provisions for future location expansions.

• Product tracking by batch for expiration dates.

• Landed cost addition for imported products.

• Average costing method for inventory valuation.

• Notification setup for low stock levels.

• General configuration

• CRM:

• Manual Integration with an external 'Kanz' app for lead importation.

• Salesman-driven lead creation and assignment.

• Quotation creation with both commercial and technical offer components.

• General configuration

• Sales:

• Catering to B2B, B2C, and government segments.

• Product management: Around 200 inks models, printers, and related services.

• Multiple pricelists based on the customer type.

• Credit sale management with customer-specific limits and manager approvals.

• General configuration

• Invoicing:

• Customized invoicing templates.

• Different payment terms for customers and vendors.

• General configuration

• Accounting:

• Management of transactions in JOD, USD, and Sterling Pound.

• Custom Chart of Accounts integration.

• Reports generation system.

• Post-dated cheque management.

• General configuration

3

1. Apps

Based on the requirements, the following Odoo apps/modules will be implemented:

• Sales

• Purchase

• Inventory

• CRM

• Accounting & Finance

• Invoicing

• Project Management (if required for task management and tracking