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Analyis.ppt

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Dharun Geethan
Dharun Geethan

The document proposes features for an Open ERP mobile app to enable work on the move. It outlines features for CRM, sales and purchase, warehouse, human resources, and reporting. Key features include searching, creating, and viewing customers, leads, opportunities, products, suppliers, shipments, employees, and reports directly from a mobile device. It also suggests integrating features like calendar syncing, barcode scanning, photo uploads, and location mapping to enhance mobile workflow. Mockups are included to illustrate the proposed mobile app design and features.

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THE OPENERP MOBILE APP: PROPOSED FEATURE LIST Building the Ultimate, Fully functional App to Enable Work-on-the-move
CRM Customers Search/ Create Customer/ List/ Customer Detail View Customer Locations - Google Map Calendar Active calendar sync with Android Phone Calendar for meeting and schedules Messaging Inbox & Alerts Groups 2
CRM Leads Opportunities Search /Create / List Leads Add Mobile Contact as a Lead Easy Access to Call/Email Scan Business card and import as a Lead Stage specification of a Lead Conversion of lead to Opportunity Search/ Create / List Opportunities Scan Business card and import as an opportunity Add Mobile Contact as Opportunity 3
Mock-ups 4
Sales & Purchase Quotations & Sales Orders Make a quotation, confirm sale or cancel, create invoice Barcode Scanner using camera Quick access to send email Products Create/Search/List View/ Detailed View Image upload using camera Barcode Scanner Request for Quotation / Messaging / Purchase Order Suppliers Purchase 5
Warehouse Incoming Shipments Barcode Scan using Mobile Camera Pending List / Detailed View / Received Partial Delivery Order Procurement Exception Notification 6
Human Resources 1 Employees - Call & Email / Details / Search / Create /Edit 2 Leave Management - Request / Approve 3 Expense - Bill Photo / Form filling 4 Payslip - Request / Download/ View 5 Timesheet 6 Google Map location of employees
8 Lead Analysis Reporting Opportunity Analysis Sales Analysis Call Analysis Inventory Analsyis Moves Analysis Invoice Analysis Recruitment Analsyis Purchase Analysis
Reporting (mock-ups)
THANK YOU!

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Analyis.ppt

  • 1. THE OPENERP MOBILE APP: PROPOSED FEATURE LIST Building the Ultimate, Fully functional App to Enable Work-on-the-move
  • 2. CRM Customers Search/ Create Customer/ List/ Customer Detail View Customer Locations - Google Map Calendar Active calendar sync with Android Phone Calendar for meeting and schedules Messaging Inbox & Alerts Groups 2
  • 3. CRM Leads Opportunities Search /Create / List Leads Add Mobile Contact as a Lead Easy Access to Call/Email Scan Business card and import as a Lead Stage specification of a Lead Conversion of lead to Opportunity Search/ Create / List Opportunities Scan Business card and import as an opportunity Add Mobile Contact as Opportunity 3
  • 5. Sales & Purchase Quotations & Sales Orders Make a quotation, confirm sale or cancel, create invoice Barcode Scanner using camera Quick access to send email Products Create/Search/List View/ Detailed View Image upload using camera Barcode Scanner Request for Quotation / Messaging / Purchase Order Suppliers Purchase 5
  • 6. Warehouse Incoming Shipments Barcode Scan using Mobile Camera Pending List / Detailed View / Received Partial Delivery Order Procurement Exception Notification 6
  • 7. Human Resources 1 Employees - Call & Email / Details / Search / Create /Edit 2 Leave Management - Request / Approve 3 Expense - Bill Photo / Form filling 4 Payslip - Request / Download/ View 5 Timesheet 6 Google Map location of employees
  • 8. 8 Lead Analysis Reporting Opportunity Analysis Sales Analysis Call Analysis Inventory Analsyis Moves Analysis Invoice Analysis Recruitment Analsyis Purchase Analysis