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Odoo Sample Exercises

1. The document provides instructions for students to complete various exercises in Odoo as part of an assessment. Students are instructed to append their roll number to all records created, upload screenshot files, and save generated reports and documents with their roll number and name. 2. Scenarios 1-4 describe exercises for students to demonstrate procurement, sales, manufacturing, and HR processes in Odoo. Students are asked to create companies and products, generate purchase and sales orders, and simulate recruiting, leave approval, and other processes using the Odoo application. 3. Students must provide screenshots and reports as deliverables for each exercise to demonstrate their work in Odoo. Incorrectly uploaded files will result in a zero score, so following the instructions carefully

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Rajineekar Reddy Kethidi
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© © All Rights Reserved
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667 views

Odoo Sample Exercises

1. The document provides instructions for students to complete various exercises in Odoo as part of an assessment. Students are instructed to append their roll number to all records created, upload screenshot files, and save generated reports and documents with their roll number and name. 2. Scenarios 1-4 describe exercises for students to demonstrate procurement, sales, manufacturing, and HR processes in Odoo. Students are asked to create companies and products, generate purchase and sales orders, and simulate recruiting, leave approval, and other processes using the Odoo application. 3. Students must provide screenshots and reports as deliverables for each exercise to demonstrate their work in Odoo. Incorrectly uploaded files will result in a zero score, so following the instructions carefully

Uploaded by

Rajineekar Reddy Kethidi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Instructions

1. Append your ROLL NO to all new records you create in respective modules.
2. You need to create a Word file with your Roll no & Name with screenshots
of the screens.
3. All Odoo generated reports/pdf documents need to be saved with your Roll
No & Name.
4. Make sure you upload the files properly before the completion of the
exam.
5. Incorrectly uploaded files will lead to a ZERO with no re-evaluation exam.
6. Make suitable assumptions (if any) and state them clearly.
Scenario 1
Create a company appending it with your Roll No and Name. Your company is into
computer hardware business based in Karnataka, India. Assume that you are a
dealer who sells desktop and laptop computers of various brands. Set all the
necessary parameters for your company along with currency (INR) and time zone
information (GMT+5:30 hrs.)
Create the following product Laptop to be sold to your customer.
 LENOVO THINKPAD with name including your Roll No as product ID
 Specifications: Intel Dual Core 3220, Ram DDR3 2 GB, HDD 500GB,
MONITOR 18.5” TFT, 3 YEARS WARRANTY. OS WIN 10 SL.
 Price (ex. GST): Rs.30, 350.00. GST additionally at 18%.
Assume that TAPMI is one of your customers. So create a customer record for
TAPMI and add point of contact as Mr.Kiran Kumar.
Assume that you have received a confirmed sales order for 20 laptops for above
mentioned configuration.
Exercise 1 [20 MARKS]
Demonstrate the entire Order to cash cycle starting with creating a sales order all
the way to registering a payment from this customer for the above mentioned
order by TAPMI.
Deliverables
 Download all the relevant reports that is generated, as you proceed through
this cycle in Odoo.
E.g.: Sales Order, Warehouse shipment document, Invoice sent to customer
and payment registration.

 Create a word document with snapshots showing how you have gone about
with the entire cycle.

Exercise 2 [10 MARKS]


HR Process: For your company, create a recruitment process for the ‘Sales’
department. Position is – Sales Executive. You have received one application from
‘Abhinav Kumar’ who is a fresher. Enter all of the relevant sample personal details
for the candidate such as DOB, educational qualifications, etc.
Using screenshots explain how the applicant can be tracked and managed in the
recruitment pipeline. The typical recruitment goes through the following stages –
Written aptitude test, Group discussion, Personal interview & Job offer.

--------------------------------------------- XXXXX -----------------------------------------------------


Scenario - II
Create a company appending it with your Roll No and Name. Your company is into
computer hardware business based in Karnataka, India. Assume that you are a
dealer who sells desktop and laptop computers of various brands. Set all the
necessary parameters for your company along with currency (INR) and time zone
information (GMT+5:30 hrs.)
Create the following Laptop product to be purchased from your hardware vendor
- Dell.
 DELL INSPIRON series with name including your Roll No as product ID
 Specifications: Intel Dual Core 3220, Ram DDR3 2 GB, HDD 1 TB, MONITOR
18.5” TFT, 3 YEARS WARRANTY.OS WIN 10 SL.
 Price (ex. GST): Rs.33, 500.00. GST additionally at 18%.
Also create your vendor record ‘Dell Computers, Bengaluru, India and assign point
of contact as Mr.Rakesh Raghavan, Regional Sales Manager.
Generate a purchase order for 30 laptops for above mentioned configuration.
Exercise [20 MARKS]
Demonstrate the entire Procure to PAY cycle starting with a Request for quotation
& purchase order (P.O.). Create 2 users with the approval hierarchy – one who
creates the P.O (junior employee level) and his manager user who approves the
P.O. Attach screenshots for each of the above users along with how you go
through the approval process.
Deliverables
 Download the relevant reports provided by Odoo for Purchase Order,
warehouse document, vendor bill, and payment registration.

 Create a word document with snapshots showing how you have gone about
with the entire cycle.
Scenario - III
Create a company appending it with your Roll No and Name. Your company is into
computer hardware business based in Karnataka, India. Assume that you are a
dealer who sells desktop and laptop computers of various brands. Set all the
necessary parameters for your company along with currency (INR) and time zone
information (GMT+5:30 hrs.)

Exercise 1 [10 MARKS]


Your company is intending to create its first potential customer as TAPMI and is
prospecting for the same. Demonstrate how you manage and take this prospect
through the CRM pipeline in Odoo.
The stages for CRM would be as follows: Introductory meeting - Lead,
Opportunity Qualification, Sales presentation & demo, Selection.
Once TAPMI has moved from being a prospect to a customer, create the following
product Laptop to be sold to your customer.
 HP NOTEBOOK with name including your Roll No as product ID
 Specifications: Intel Dual Core 3220, Ram DDR3 2 GB, HDD 500GB,
MONITOR 18.5” TFT, 3 YEARS WARRANTY.OS WIN 8 SL.
 Price (ex. GST): Rs.30, 350.00. GST additionally at 18%.
You would now have the customer record as TAPMI. Assign a point of contact Mr.
Kiran Kumar to this record.
Assume that you have received a confirmed sales order for 20 laptops for above
mentioned configuration.

Exercise 2 [20 MARKS]


Demonstrate the entire Order to cash cycle starting with creating a sales order all
the way to registering a payment from this customer for the above mentioned
order by TAPMI.
Deliverables
 Download the relevant reports provided by Odoo for Sales Order, warehouse
shipment document, invoice sent to customer and payment registration.

 Create a word document with snapshots showing how you have gone about
with the entire cycle.

Scenario - IV
Create a company appending it with your Roll No and Name. Your company is into
computer hardware business based in Karnataka, India. Set all the necessary
parameters for your company along with currency ( INR ) and time zone
information ( GMT+5:30 hrs.)
Exercise [10 MARKS]
Assume that your company also has a manufacturing unit where you manufacture
your own brand of desktop computers for which you procure components from
various vendors. Create a Bill of Material for this Desktop computer which
includes the following components:
 Processor : Intel Core i3-3240
 Memory : 4 GB
 Hard Disk : 500 GB
 Display : 18.5" LED
Using Odoo, demonstrate how a manufacturing order can be managed using
Work Center and Routings. Attach relevant screenshots to capture the
manufacturing cycle.
Scenario– V [10 MARKS]
HR Process: For your company, complete the leave management process for
employees in the ‘Sales’ department. Create employee – ‘Ram Kumar’ who
requests for a sick leave. Demonstrate how his manager – ‘Shailesh Mehta’
approves his leave.
Enter some sample personal details (such as DOB, educational qualifications, etc.)
for both the profiles.
Using screenshots to show how the user rights have been set for both the
employees. Show how the leave application and approval process is carried out in
Oddo based on the employee – manager organization hierarchy.
Also download the report for leaves taken by employees in the Sales department.

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