Set the “Can be Sold”, “Can be Purchased” and Archive based on our Pastel statuses:
Active
Discontinued
Inactive
Email was sent on 19 April with Subject Line: Forecasting Model Fields
Liz: Not a good idea to get these fields mixed up with Active Statuses. Let’s rather discuss what and how they are used and give you a different field. There’s already an active field but discontinued might need to be a new one
The earliest payment date on a purchase order does not update when a confirmed shipment date and bill of lading date are entered. It seems to always be based on the requested shipment date.
@Jake Lerman
we’ve updated this to follow the following logic:
Calculate Earliest Payment Date from Requested Shipment Date (using payment terms set on the Vendor) if no Confirmed Shipment Date has been captured
If Confirmed Shipment Date is captured, recalculate the Earliest Payment Date from Confirmed Shipment Date
Please advise what the additional required logic would be for the Bill of Lading Date (do we re-calculate from the Bill of Lading Date once that has been captured?)
Finance need to understand how to use - breakages, internal transfers, manufacturing, transfers to supplier, and we need to understand how to wok with external warehouses e.g. Rolfe, Nutrapharm, etc…
Breakages
Breakage return comes in as a return from a Distributor into a Distributor Breakage Return.
When A Distributor Returns a product, we write off the replacement of the breakage and not the breakage itself (because we do a direct swop of the broken items for new items). Return must be attributable to the Distributor.
Liz to write-up a process on this.
Internal Transfers
We went through this but Liz will set locations and do setup.
Transfers to Supplier
We would like a “External Transfer” operation
Liz will create a mini manual / screen recording to explain this.
The triplicate invoice printout from Odoo is very faint and does not fit the columns as it should.
Please compare the Odoo invoice vs Pastel invoice as per the attachments.
(MT)
@Paul Ontong
please can you print a new invoice and attach a new copy. We’ve tried to make the text darker but can’t see if it it’s working on the dot matrix printer
06/08
@Monique Truter
: I have set up time for tomorrow with Network Alliance to troubleshoot
Need to split the breakages by Internal and External and the External need to linked to a Distributor.
We also need to understand how to deal with Supplier breakages? We assume that these will also be External breakages linked to a Supplier rather than a Distributor?
(PO) This was demoed to us but the correct inventory operations still need to be setup by SW.
When capturing the breakages its important for us to see the quantity on hand, the quantity on hand helps us to eliminate having negatives on the system.
When printed out it helps us to have an option of- Entered by/checked by/date/sign- processed by/date/sign
When sending suppliers quotation, Can't we make an automatic line note to let them know they should confirm quotation within 48 hours so we can then send them a PO?
Or can we add the information on the email we will be sending them?
Information required on the local Pastel Stock Receipting (GRV) does not appear on the Odoo Stock Receipting; Due Date; Supplier Invoice Number; Unit Price; Invoice Amount Totals (Exclusive & Inclusive); Details of the capturer
(PO) This is a reporting matter which we will deal with post going live
When creating codes the user select the Inventory Valuation option for The Costing Method and for the Inventory Valuation. Should this not be hardcoded?
(PO) Will default this for now rather than hardcode it.
We would like to understand how to create New warehouse on Odoo, how will we managing the transfers from Crown Mines to the New DC on Odoo. Currently we prepare a Goods In Transit document that we give to operations (how do we do this on Odoo). Once we get confirmation that the stock has been delivered in full we process the movement ( how do we do this on Odoo)? Is there reporting available for this?