Week 1 Implementation Guide & Verification Manual

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.

0. Initial Settings Configuration (For a Fresh Database)

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.

Turn on Inventory Features:

Open the Inventory app.
Go to Configuration > Settings.
Scroll to the Products section and turn ON Units of Measure.
Scroll to the Traceability section and turn ON Lots & Serial Numbers.
Once "Lots" is on, check the new box for Expiration Dates that appears right below it.
Click the purple Save button at the top left.

Goal: Verify that all 3 companies and their isolated warehouses exist.

Instructions:

Login to NewClickstoCart as the administrator.
Look at the top-right corner of the top navigation bar. Click on the Company Switcher (the building icon next to your profile picture).
Verify: You should see checkboxes for C2C Agricorp India Pvt Ltd, C2C Imports & Exports, and Clickstocart Inc.
Click on the Settings app > Users & Companies > Companies.
Verify: The 3 companies are listed here with their respective details.
Still in Settings, navigate to Users & Companies > Groups.
Verify: Search for "Manufacturing Manager", "Warehouse Staff", etc. You will see these roles exist for assigning to future employees.
Open the Inventory app > Configuration > Warehouses.
Verify: You should see one distinct warehouse per company (e.g., C2C - C2C Agricorp, C2C - Clickstocart).

Goal: Verify custom fields and categorized data templates.

Instructions (Partners/Contacts):

Open the Contacts app.
Click New to create a test contact.
In the form, look closely below the tags/categories area or in the main tabs.
Verify: You will see a new dropdown field called C2C Partner Category. Click it to ensure options like Farmer, Wholesaler, Retail Customer exist.

Instructions (Products):

Open the Inventory app > Products > Products.
Click New.
Under the General Information page, click the Product Category dropdown.
Verify: You will see categories explicitly created for us: Raw Materials, Semi-finished Goods, and Finished Goods.
Still on the product form, look at the bottom of the main fields.
Verify: There is a new dropdown called Quality Grade containing Grade A, Grade B, Grade C.
Go to the Inventory tab on the product form.
Verify: Under Traceability, ensure the By Lots option is available. Check the Expiration Date box to see the Shelf Life fields appear.

Goal: Test the new complex conversion engine and the new standard units.

Instructions:

Open the Inventory app.
Navigate to Configuration > Units of Measure (Check 'UoM Categories' if 'Units of Measure' isn't directly visible).
Verify: Search for 500g, 100g, or Bundle (3m). They are fully registered in the standard weight/length systems.
Navigate to Configuration > Conversion Rules (Under the new "UoM Engine" section).
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".

Goal: Verify that Odoo enforces FEFO (First Expired First Out) and has a location to hold quality checks.

Instructions (QC Locations):

In the Inventory app, turn on Developer Mode if you can't see the Locations menu.
Go to Configuration > Locations.
Verify: Remove the "Internal" filter in the search bar and search for QC Hold. You will see it exists as an Internal Location.
Verify: Search for Rejected/Scrap. It exists and has the flag "Is a Scrap Location" checked.

Instructions (FEFO Strategy):

Go to Inventory app > Configuration > Product Categories.
Open the Raw Materials category.
Verify: Scroll down to the Logistics section. The Force Removal Strategy is set to First Expired, First Out (FEFO).

To see everything working together, perform this exact sequence:

Prep: Create a Product named "Test Turmeric", set tracking to "By Lots", and check "Expiration Date" (give it 100 days shelf life).
Purchase: Open the Purchase app. Select a vendor/Farmer. Add "Test Turmeric" and click Confirm Order.
Receipt: Click the Receive Products button in the top right of the Purchase Order.
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.
Under "Assign Serial/Lot Number", type in LOT-001 and set an Expiration Date for tomorrow. Apply and Validate the receipt.
QC Transfer: Open the Inventory app > Operations > Transfers. Create a new internal transfer.
Set the Source Location as WH/Stock (where the goods just arrived) and the Destination Location to QC Hold.
Add the Product, select LOT-001, and Validate.