29 lines
1.8 KiB
Markdown
29 lines
1.8 KiB
Markdown
# Role-Wise Training Notes
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This document provides specialized guidance to training different user types.
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## 1. Manufacturing Managers
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- **Key Modules**: Manufacturing, Quality Control.
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- **New Superpowers**:
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- You can track exact output efficiency through the **Reporting > Yield & Wastage** dashboard. Anything yellow or red means your workers threw away more raw material than expected.
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- You are no longer restricted to 1 finished good. Ensure your staff use the **Output Products** tab to register byproducts so accounting gets zero-cost tracking correctly.
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- **Warnings**: Do not hit "Done" on an MO unless you have fully supplied the component Lot IDs. Odoo will block you if Expiry rules are enforced.
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## 2. Warehouse Staff
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- **Key Modules**: Inventory, Repacking.
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- **New Superpowers**:
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- Instead of running complex manufacturing orders, you now use **Operations > Repack Orders** to instantly slice a bulk bucket of inventory into 100 retail bags.
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- Expiration features (FEFO) are strict. When creating stock receipts from vendors, Odoo will demand the Lot number. Put the supplier's barcode in.
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## 3. Procurement Office / Wholesalers
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- **Key Modules**: Purchase, Sales.
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- **New Superpowers**:
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- No more double entry for inner-group trading! If you (Clickstocart Inc) buy goods from C2C Imports, just Confirm your PO. Email your wholesale partner to log in—they will see the Sales Order already typed up and waiting for shipment.
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- Pricelists are active. Sales teams do not need manual discounts.
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## 4. Accounts Team
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- **Key Modules**: Accounting, Dashboards.
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- **New Superpowers**:
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- C2C Dashboards provide **Intercompany AR/AP** live balances.
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- When inner-group companies ship products, Odoo automatically processes Draft Bills and Invoices for both sides, perfectly matching quantities in transit.
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