98 lines
5.6 KiB
Markdown
98 lines
5.6 KiB
Markdown
# Week 1 Implementation Guide & Verification Manual
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This document is your complete step-by-step guide on how to manually verify and test all the Week 1 features directly within the Odoo user interface.
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---
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## 0. Initial Settings Configuration (For a Fresh Database)
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If you are deploying this on a brand-new database, you **must manually turn on** these advanced Odoo features before verifying the rest of the steps.
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**Turn on Inventory Features:**
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1. Open the **Inventory app**.
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2. Go to **Configuration > Settings**.
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3. Scroll to the **Products** section and turn ON **Units of Measure**.
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4. Scroll to the **Traceability** section and turn ON **Lots & Serial Numbers**.
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5. Once "Lots" is on, check the new box for **Expiration Dates** that appears right below it.
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6. Click the purple **Save** button at the top left.
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---
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## 1. How to Check: Multi-Company Architecture
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**Goal**: Verify that all 4 companies and their isolated warehouses exist.
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**Instructions**:
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1. Login to `Clickstocart` as your user.
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2. Look at the top-right corner of the top navigation bar. Click on the **Company Switcher** (the building icon next to your profile picture).
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3. **Verify:** You should see checkboxes for `C2C Agricorp India Pvt Ltd`, `C2C Imports & Exports`, `Clickstocart Inc CA`, and `Clickstocart Inc US`.
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4. Click on the **Settings app** > **Users & Companies** > **Companies**.
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5. **Verify:** All 4 companies are listed here with their respective details.
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6. Still in Settings, navigate to **Users & Companies** > **Groups**.
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7. **Verify:** Search for "Manufacturing Manager", "Warehouse Staff", etc. You will see these roles exist for assigning to future employees.
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8. Open the **Inventory app** > **Configuration** > **Warehouses**.
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9. **Verify:** You should see one distinct warehouse per company (e.g., `C2C - C2C Agricorp`, `C2C - Clickstocart`).
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---
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## 2. How to Check: Master Data Fields (Products & Partners)
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**Goal**: Verify custom fields and categorized data templates.
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**Instructions (Partners/Contacts)**:
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1. Open the **Contacts app**.
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2. Click **New** to create a test contact.
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3. In the form, look closely below the tags/categories area or in the main tabs.
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4. **Verify:** You will see a new dropdown field called **C2C Partner Category**. Click it to ensure options like `Farmer`, `Wholesaler`, `Retail Customer` exist.
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**Instructions (Products)**:
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1. Open the **Inventory app** > **Products** > **Products**.
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2. Click **New**.
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3. Under the **General Information** page, click the **Product Category** dropdown.
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4. **Verify:** You will see categories explicitly created for us: `Raw Materials`, `Semi-finished Goods`, and `Finished Goods`.
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5. Still on the product form, look at the bottom of the main fields.
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6. **Verify:** There is a new dropdown called **Quality Grade** containing `Grade A`, `Grade B`, `Grade C`.
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7. Go to the **Inventory tab** on the product form.
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8. **Verify:** Under **Traceability**, ensure the **By Lots** option is available. Check the **Expiration Date** box to see the `Shelf Life` fields appear.
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---
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## 3. How to Check: UoM Engine
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**Goal**: Test the new complex conversion engine and the new standard units.
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**Instructions**:
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1. Open the **Inventory app**.
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2. Navigate to **Configuration** > **Units of Measure** (Check 'UoM Categories' if 'Units of Measure' isn't directly visible).
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3. **Verify:** Search for `500g`, `100g`, or `Bundle (3m)`. They are fully registered in the standard weight/length systems.
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4. Navigate to **Configuration** > **Conversion Rules** (Under the new "UoM Engine" section).
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5. **Verify:** This is the new custom dashboard. Click **New**. You can now define a rule that says "For Category X, converting from Y to Z uses Ratio R".
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---
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## 4. How to Check: Batch/Expiry & QC Workflow
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**Goal**: Verify that Odoo enforces FEFO (First Expired First Out) and has a location to hold quality checks.
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**Instructions (QC Locations)**:
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1. In the **Inventory app**, turn on Developer Mode if you can't see the Locations menu.
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2. Go to **Configuration** > **Locations**.
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3. **Verify:** Remove the "Internal" filter in the search bar and search for `QC Hold`. You will see it exists as an Internal Location.
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4. **Verify:** Search for `Rejected/Scrap`. It exists and has the flag "Is a Scrap Location" checked.
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**Instructions (FEFO Strategy)**:
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1. Go to **Inventory app** > **Configuration** > **Product Categories**.
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2. Open the `Raw Materials` category.
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3. **Verify:** Scroll down to the Logistics section. The **Force Removal Strategy** is set to `First Expired, First Out (FEFO)`.
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---
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## 5. End-to-End Test: The Farmer Procurement Flow
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To see everything working together, perform this exact sequence:
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1. **Prep**: Create a Product named "Test Turmeric", set tracking to "By Lots", and check "Expiration Date" (give it 100 days shelf life).
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2. **Purchase**: Open the **Purchase app**. Select a vendor/Farmer. Add "Test Turmeric" and click **Confirm Order**.
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3. **Receipt**: Click the **Receive Products** button in the top right of the Purchase Order.
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4. **Create Lot**: On the receipt line for Turmeric, you cannot validate yet. Click the **List icon (Options/Details)** on the right side of the product line.
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5. Under "Assign Serial/Lot Number", type in `LOT-001` and set an Expiration Date for tomorrow. Apply and **Validate** the receipt.
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6. **QC Transfer**: Open the **Inventory app** > **Operations** > **Transfers**. Create a new internal transfer.
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7. Set the Source Location as `WH/Stock` (where the goods just arrived) and the Destination Location to `QC Hold`.
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8. Add the Product, select `LOT-001`, and **Validate**.
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### **Congratulations!** You have just executed a full cycle of Procurement -> Quality Control with multi-stage Lot tracking and Expiry enforcement.
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