97 lines
4.7 KiB
Markdown
97 lines
4.7 KiB
Markdown
# Week 3 Implementation Guide: Intercompany Sync + Repacking + Retail Sales + Dashboards
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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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---
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## Step 3.1 — Intercompany Automation Engine (`c2c_intercompany_sync`)
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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.
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### How to Configure Intercompany Sync
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1. Turn on Developer Mode (if not already enabled).
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2. Go to **Settings** > **Users & Companies** > **Companies**.
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3. Open `C2C Agricorp India Pvt Ltd`.
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4. At the bottom, look for the new tab called **"Intercompany Automation"**.
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5. Check **both** boxes:
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- ✅ Auto-create Sales Orders
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- ✅ Auto-generate Invoices
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6. Go back to your Companies list, and repeat these steps for `Clickstocart Inc CA` and `C2C Imports & Exports`.
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### How to Test Intercompany Sync
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To test the flow from `Clickstocart Inc CA` ordering inventory wholesale from `C2C Imports & Exports`:
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1. Use the **Company Switcher** (top right) to switch to `Clickstocart Inc CA`.
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2. Open **Purchase** > **New**.
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3. Select `C2C Imports & Exports` as the Vendor.
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4. Add 100 units of "Apples" and click **Confirm Order**.
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5. Now, switch your company in the top right to `C2C Imports & Exports`.
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6. Open **Sales**.
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7. **Verify:** You will immediately see a beautifully drafted Sales Order matching the exact PO you just placed!
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8. Click **Confirm** on this Sales Order.
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9. Deliver the goods in `C2C Imports & Exports`.
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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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---
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## Step 3.2 — Custom Repacking Tool (`c2c_repacking`)
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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.
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### How to Test Repacking
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1. Open the **Inventory** app.
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2. In the top nav menu, go to **Operations** > **Repack Orders** (This is a brand new menu).
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3. Click **New**.
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4. Set the **Source (Bulk Stock)**:
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- Product: `Apples (Bulk)`
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- Qty: `20 kg`
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5. Set the **Destination (Retail Packs)**:
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- Product: `Apple 1kg Retail Bag`
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- Qty: `20`
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6. Click **Confirm Repack**.
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7. **Verify:** The status changes to Done. If you go to the **Stock Moves** tab, you will see exactly two moves:
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- 20kg bulk was dynamically sent to Scrap/Consumed.
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- 20 retail bags were spawned out of thin air seamlessly connected to the same lot ID.
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---
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## Step 3.3 & 3.4 — Wholesale and Retail Pricing
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Pricelists are fully configured in the core engine. Since they are standard Odoo features, you will manually enable them.
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### Enabling Pricing/Discounts
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1. Open **Sales** > **Configuration** > **Settings**.
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2. Under the **Pricing** section, turn ON **Pricelists**. Select the **Advanced price rules (discounts, formulas)** option.
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3. Turn ON **Discounts** (Grant discounts on sales order lines).
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4. Save.
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### Testing Retail vs Wholesale Pricing
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1. Go to **Sales** > **Products** > **Pricelists**.
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2. Create a pricelist named `Wholesale Tier 1`.
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3. Add a rule: "If quantity is >= 100 on all products, apply a 20% discount".
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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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---
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## Step 3.5 — Executive Dashboards (`c2c_reports`)
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All standard and complex operational reports requested have been grouped cleanly into a single unified menu option!
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### Viewing the Analytics
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1. Go back to your main Odoo Dashboard (where all the app cubes are).
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2. Click the new app titled **C2C Dashboards**.
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3. You will see a left-side navigation list with your required 5 dashboards:
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- **Live Inventory** (Grouped hierarchically by Company → Product → Lot)
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- **Expiry Alerts** (Filters exclusively for lots expiring in the exact next 30 days)
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- **Yield & Wastage** (Direct feed tying directly back to Week 2 MRP)
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- **Intercompany AR/AP** (Checks Payable/Receivable balances globally between subsidiaries)
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- **P&L Summary** (Groups high-level income vs expenses mathematically)
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---
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## Final Review / Definition of Done Verification
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- [ ] Auto SO created from PO logic works.
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- [ ] Delivery + Auto-Invoice syncing validated.
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- [ ] Repack order converts bulk UoM cleanly into Retail UoM with 2 distinct moves.
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- [ ] Complex Discount/Pricelist system turned on in Sales Settings.
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- [ ] C2C Dashboards app installed and loading metrics successfully!
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