# Week 3 Implementation Guide: Intercompany Sync + Repacking + Retail Sales + Dashboards

This guide provides instructions to test the advanced features introduced in Week 3, specifically around automated company-to-company transactions and bulk repacking.

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## Step 3.1 — Intercompany Automation Engine (`c2c_intercompany_sync`)

Odoo Community does not support automated cross-company Sales/Purchases natively. The new `c2c_intercompany_sync` module bypasses this limitation, allowing your companies to mirror transactions instantly. 

### How to Configure Intercompany Sync
1. Turn on Developer Mode (if not already enabled).
2. Go to **Settings** > **Users & Companies** > **Companies**.
3. Open `C2C Agricorp India Pvt Ltd`.
4. At the bottom, look for the new tab called **"Intercompany Automation"**.
5. Check **both** boxes:
   - ✅ Auto-create Sales Orders
   - ✅ Auto-generate Invoices
6. Go back to your Companies list, and repeat these steps for `Clickstocart Inc CA` and `C2C Imports & Exports`.

### How to Test Intercompany Sync
To test the flow from `Clickstocart Inc CA` ordering inventory wholesale from `C2C Imports & Exports`:
1. Use the **Company Switcher** (top right) to switch to `Clickstocart Inc CA`.
2. Open **Purchase** > **New**.
3. Select `C2C Imports & Exports` as the Vendor.
4. Add 100 units of "Apples" and click **Confirm Order**.
5. Now, switch your company in the top right to `C2C Imports & Exports`.
6. Open **Sales**.
7. **Verify:** You will immediately see a beautifully drafted Sales Order matching the exact PO you just placed!
8. Click **Confirm** on this Sales Order.
9. Deliver the goods in `C2C Imports & Exports`.
10. **Verify (Auto-Invoice):** When the delivery is confirmed, Odoo automatically processes the Receipt on the `Clickstocart Inc CA` side and generates Draft Invoices for both companies simultaneously. 

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## Step 3.2 — Custom Repacking Tool (`c2c_repacking`)

Instead of forcing Warehouse Staff to build complex Manufacturing Orders (BOMs) just to slide 1kg of bulk stock into 10 smaller retail bags, we created an ultra-fast Repacking wizard.

### How to Test Repacking
1. Open the **Inventory** app.
2. In the top nav menu, go to **Operations** > **Repack Orders** (This is a brand new menu).
3. Click **New**.
4. Set the **Source (Bulk Stock)**:
   - Product: `Apples (Bulk)`
   - Qty: `20 kg`
5. Set the **Destination (Retail Packs)**:
   - Product: `Apple 1kg Retail Bag`
   - Qty: `20`
6. Click **Confirm Repack**.
7. **Verify:** The status changes to Done. If you go to the **Stock Moves** tab, you will see exactly two moves: 
   - 20kg bulk was dynamically sent to Scrap/Consumed.
   - 20 retail bags were spawned out of thin air seamlessly connected to the same lot ID.

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## Step 3.3 & 3.4 — Wholesale and Retail Pricing

Pricelists are fully configured in the core engine. Since they are standard Odoo features, you will manually enable them.

### Enabling Pricing/Discounts
1. Open **Sales** > **Configuration** > **Settings**.
2. Under the **Pricing** section, turn ON **Pricelists**. Select the **Advanced price rules (discounts, formulas)** option.
3. Turn ON **Discounts** (Grant discounts on sales order lines).
4. Save.

### Testing Retail vs Wholesale Pricing
1. Go to **Sales** > **Products** > **Pricelists**.
2. Create a pricelist named `Wholesale Tier 1`.
3. Add a rule: "If quantity is >= 100 on all products, apply a 20% discount".
4. When your Retailers create an order, apply the specific Pricelist to the SO, and watch the system automatically apply bulk math logic across the order line.

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## Step 3.5 — Executive Dashboards (`c2c_reports`)

All standard and complex operational reports requested have been grouped cleanly into a single unified menu option!

### Viewing the Analytics
1. Go back to your main Odoo Dashboard (where all the app cubes are).
2. Click the new app titled **C2C Dashboards**.
3. You will see a left-side navigation list with your required 5 dashboards:
   - **Live Inventory** (Grouped hierarchically by Company → Product → Lot)
   - **Expiry Alerts** (Filters exclusively for lots expiring in the exact next 30 days)
   - **Yield & Wastage** (Direct feed tying directly back to Week 2 MRP)
   - **Intercompany AR/AP** (Checks Payable/Receivable balances globally between subsidiaries)
   - **P&L Summary** (Groups high-level income vs expenses mathematically)

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## Final Review / Definition of Done Verification
- [ ] Auto SO created from PO logic works.
- [ ] Delivery + Auto-Invoice syncing validated. 
- [ ] Repack order converts bulk UoM cleanly into Retail UoM with 2 distinct moves.
- [ ] Complex Discount/Pricelist system turned on in Sales Settings.
- [ ] C2C Dashboards app installed and loading metrics successfully!