Please grant me access to the inventory module. I need to export data from Odoo and compare it to Pastel.
Xolani Radebe
Aug 5
Aug 5
Paul Ontong
reabetswe@bbb.co.za
3
UAT86
New
Purchases
Purchase orders
🐞
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
Sep 30
Sep 30
Jake Lerman
4
UAT69
New
Finance
Credit Note linked to an Invoice
❓
How should we be allocating the credit notes to prior invoices?
Jul 22
Jul 22
Paul Ontong
5
UAT8
In Review
Products
Products
❗
This only needs to be considered for go-live:
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
Normal Products
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
Kit / Manufactured Products
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
Raws / Consumables
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
@Monique Truter
: Discontinued status has been added on Product
Monique Truter
Jul 21
Aug 5
Monique Truter
6
UAT71
In Review
Sales
Pricelist
❓
We need to get the template price list that also shows Catalogue Status.
@Liz Collins
/
@Monique Truter
, please send us a template so we can start testing this.
(PO) I have received this and will populate it this week.
@Monique Truter
: please test again - we have added Catalogue Status to the pricelist item and product form view
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?)
Monique Truter
Jul 26
Aug 5
Monique Truter
jake@bbb.co.za
8
UAT81
In Review
Sales
Returns Checking Slip
🐞
Create a returns checking slip that is basically the same as the Sales Order Delivery slip.
@Monique Truter
: please test again
Monique Truter
Jul 28
Aug 6
Monique Truter
9
UAT80
In Review
Sales
Automatically check availability
❗
Need to ensure that the Sales Order will automatically “Check Availability” for us.
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.
Should have this by Monday.
Monique Truter
Jul 22
Jul 27
Paul Ontong
loukia@bbb.co.za
12
UAT70
In Progress
Sales
Invoicing to Managers
❓
Please confirm that when you change the Delivery Address to a Manager, the prices that appear on the invoice come from the Manager pricelist?
Monique Truter
Jul 25
Aug 2
Paul Ontong
13
UAT72
In Progress
Sales
Triplicate Invoice Printing
🐞
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
Monique Truter
Jul 26
Aug 5
Monique Truter
Odoo Invoice.pdf
Original Invoice.pdf
14
UAT33
In Progress
Accounting
Staff Invoicing
❓
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?
Monique Truter
Jul 22
Aug 2
Paul Ontong
15
UAT34
In Progress
Accounting
Breakages
🐞
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
Monique Truter
Jul 28
Aug 2
Paul Ontong
Lebo@bbb.co.za
17
UAT10
Done
Products
Product Categories
❗
Make Product Categories accessible as a sub-menu under Products.
Products / Product Categories
Liz: Please explain or show me
26/07 Monique: This change has been pushed - please test again
Jul 21
Jun 29
System Writer
18
UAT67
Done
Inventory
Products / [0030] Roxy King Comforter set BULK DEAL x 2 Bill of Materials /[0030] Roxy King Comforter set BULK DEAL x 2 BoM Structure & Cost
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?