Aim
Welcome to “Mastering Procurement with Odoo: A Comprehensive Purchasing Training Course,” a specialised training program designed to empower purchasing professionals with the knowledge and skills to optimise procurement processes and leverage Odoo’s robust purchasing capabilities for strategic sourcing and cost savings.
Effective procurement drives profitability, mitigates supply chain risks, and fosters supplier relationships in today’s competitive business landscape. With Odoo’s integrated suite of procurement tools, purchasing teams can streamline purchasing workflows, automate procurement tasks, and gain visibility into supplier performance.
Whether you’re a seasoned procurement professional or new to Odoo’s purchasing modules, this course will provide comprehensive training on leveraging Odoo’s Purchase Management, Vendor Management, and Inventory Integration features to enhance procurement efficiency and effectiveness.
Outline
1. Introduction to Odoo Purchase Management: This course will help you gain a deep understanding of Odoo’s Purchase module, including requisition creation, purchase order management, and vendor selection processes. You will also learn how to navigate the Odoo interface and utilise key purchasing features.
2. Strategic Sourcing and Vendor Management: Explore best practices for vendor selection, negotiation, and contract management within Odoo. Learn how to evaluate vendor performance, track vendor contracts, and foster strategic partnerships to drive cost savings and quality improvements.
3. Automated Procurement Workflows: Use Odoo’s procurement automation features to streamline procurement processes and automate repetitive tasks. Learn how to set procurement rules, manage RFQs (Request for Quotation), and automate purchase order generation for maximum efficiency.
4. Inventory Integration & Stock Control: Understand how Odoo’s Purchase module integrates seamlessly with Inventory Management to optimise stock levels, reduce stockouts, and minimise carrying costs. Learn how to synchronise inventory data with purchasing activities for improved demand forecasting and inventory planning.
5. Reporting & Analytics: Harness the power of Odoo’s reporting and analytics tools to gain insights into procurement performance, track key performance indicators (KPIs), and identify opportunities for process improvement. Learn how to generate custom reports, dashboards, and alerts to monitor real-time procurement activities.
By the end of this course, you will be equipped with the skills and knowledge needed to leverage Odoo for procurement excellence. Join us on this journey as we empower purchasing professionals to optimise procurement processes, drive cost savings, and achieve procurement success with Odoo.
| No | Seminar | Agenda |
|---|---|---|
| 1 | Introduction to Procurement, Vendors & Configuration | - Overview of procurement processes & their importance - Introduction to Odoo's Procurement Module - Setting objectives for the training series - Understanding procurement roles and responsibilities - Understanding procurement settings in Odoo - Configuring procurement methods & rules - Defining procurement routes & lead times - Hands-on practice configuring procurement settings in Odoo - Importance of vendor management in procurement - Managing vendor records & supplier information in Odoo - Purchase Price Lists |
| 2 | Purchase Requisitions, Purchase Orders & Contracts | - Overview of purchase requisitions & their role in procurement - Creating & managing purchase requisitions in Odoo - Approval workflows & authorisation processes for purchase requests - Examples of purchase requisitions in Odoo - Understanding purchase orders & their significance in procurement - Creating & managing purchase orders in Odoo - Contract management & supplier agreements - Implementing contract compliance & monitoring in Odoo |
| 3 | Inventory Control & Stock Management | - Overview of inventory control in procurement - Managing inventory levels & stock replenishment - Implementing just-in-time (JIT) inventory practices - Hands-on exercises on inventory management in Odoo for procurement |
| 4 | Cost Analysis & Budgeting in Procurement, Reporting, KPIs & Metrics | - Analysing procurement costs and factors affecting budgeting - Tracking procurement costs in Odoo - Evaluating supplier performance & maintaining relationships - Implementing best practices for effective supplier & budget management & forecasting - Implementing cost-saving measures and optimising procurement processes - Overview of key performance indicators (KPIs) in procurement - Generating procurement reports & performance metrics in Odoo - Monitoring procurement efficiency & identifying areas for improvement - Using data insights to drive continuous improvement in procurement processes |
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.