Issue Tracker

Customs VAT is included as a landed cost incorrectly

The Unit Cost and the Total have a USD symbol when they are actually rands

We cannot manually prove the calculation of the Actual cost

How should we be allocating the credit notes to prior invoices?

Set the “Can be Sold”, “Can be Purchased” and Archive based on our Pastel statuses:

Active

Discontinued

Inactive

Active =

[T] Can be sold

[T] Can be purchased

[Active] / Archive

[F] Discontinued

Discontinued =

[T] Can be sold

[F] Can be purchased

[Active] / Archive

[T] Discontinued

Inactive

[F] Can be sold

[F] Can be purchased

Active / [Archive]

[T] Discontinued

Active =

[T] Can be sold

[F] Can be purchased

[Active] / Archive

[F] Discontinued

Discontinued =

[T] Can be sold

[F] Can be purchased

[Active] / Archive

[T] Discontinued

Inactive

[F] Can be sold

[F] Can be purchased

Active / [Archive]

[T] Discontinued

Active =

[F] Can be sold

[T] Can be purchased

[Active] / Archive

[F] Discontinued

Discontinued =

[F] Can be sold

[F] Can be purchased

[Active] / Archive

[F] Discontinued

Inactive

[F] Can be sold

[F] Can be purchased

Active / [Archive]

[T] Discontinued

We need to get the template price list that also shows Catalogue Status.

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, please send us a template so we can start testing this.

(PO) I have received this and will populate it this week.

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.

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

Create a returns checking slip that is basically the same as the Sales Order Delivery slip.

Need to ensure that the Sales Order will automatically “Check Availability” for us.

Not able to put in commission amount - was done but not pulled through (As per Paul)

Note that I don’t have the disclaimer at the bottom to add a ‘note’ or ‘comment’

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…

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.

We went through this but Liz will set locations and do setup.

We would like a “External Transfer” operation

Liz will create a mini manual / screen recording to explain this.

Should have this by Monday.

Please confirm that when you change the Delivery Address to a Manager, the prices that appear on the invoice come from the Manager pricelist?

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)

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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

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: I have set up time for tomorrow with Network Alliance to troubleshoot

For staff invoicing we only have one debtors account but we have a representative tag to allocate the invoice to a particular staff member.

What solution can we implement in Odoo?

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

Make Product Categories accessible as a sub-menu under Products.

Products / Product Categories

When creating a BOM for a bulk deal, the individual product costs making up the BOM do not pull through.

(PO) This is because the product itself had no cost prive.

Please jump to the next screen when creating a credit note for a return.

You can add this to the email template.

It doesnt show from which warehouses the stock got from transferred to and from.

And on the picking slip there should be- Assembled by(with the name of the person who captured it/date/signature.

And on the delivery note- Received by (a space where the person who receive’s the document can write their name/date/sign).

(PO) for go-live we will be using whatever Odoo offers and we will improve this post go-live.

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

(PO) This is a reporting matter which we will deal with post going live

We need to bring these in as a dropdown.

Loukia has sent a list but we need to better understand this.

(PO) Liz you have this now from the data.

Forecasted Quantity discussion.

Liz said that we needed to discuss this.

How do you undo a cancelled order?

Cornel cancelled an order accidentally and isn’t sure how he did so or how to undo what he did?

(PO) Click “Set to draft” in the top left and it take it back to a qut

Cannot click on ETA Warehouse

Please help us understand why this is the case?

(PO) This was a bug that SystemWorks is addressing

I cannot create a Bill oF Materials

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, this is an access rights issue. Please give everyone in Merch the ability to do this.

Thanks.

(XR) For the Finance-Inventory team: I have granted them access to creating BOMs now.

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.

Are we able to sort the Replenishment column to see on the pending purchase orders, or just view the pending Sales orders?

(PO) We are going to have to do this with the bill status for now.

I dont seem to find the area where we can input the actual item size LxWxH ?

(PO) This is available under the [Inventory] tab on the product.

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?

Among the vendor list, Chem FX (other suppliers) is not there,not sure if it’s because we are still on Demo or what