Receiving Products in Ventor

Prerequisites

• Purchase orders have been created.

Objectives

• Understand how to process receipts using Ventor

Materials

• Android tablet with Ventor installed.
• Odoo account with inventory module enabled.
• Sample product list and deliveries from vendors or other warehouses.

Lesson

1. Processing a Ventor Receipt.

   • Give a brief overview of how to sign in to ventor.
   • Give a brief overview of Ventor settings depending on the role of the people in the room.
   • Explain how to receive using Ventor.
   • Demonstrate the steps for receiving an order.
   • Demonstrate edge cases for certain errors they may run into. Ex processing more or less than demand. adding products to the transfer.
   • Demonstrate the packagings barcodes.
   • Take any questions.

2. Demo quick info.

   • Explain the process for confirming and approving a purchase order in Odoo.
   • Demonstrate the steps for confirming and approving a purchase order.

Conclusion

• Recap the key points of creating a purchase order in Odoo.
• Encourage students to practice creating purchase orders in Odoo with a sample product list and supplier information.
• Provide additional resources for further learning.

Notes

Notes:

Can we filter out POS Order picking type from most users?

What happens when you are scanning items where the PO has split items (Buy 3 Get 3)?

Example PO on training:
P35466

Do we need to add a constraint to prevent receiving more than required? Require user group?

User is restricted by ventor settings or permission, which may be desirable for Wednesday.

Example: 36 items, 30 paid, 6 are free.

Workflow:

Scan the first 30, user will not be able to scan the 6 overage on the same line.

Tap Apply quantities.

Scan the remaining 6.

If there are any extras, they can be added via Add New Items

Confirm whether picking lines always show in Units even when ordered in Cases.

Odoo always presents stock moves in the product's stocked unit of measure (Units, kg, 100g)

How to handle damaged items.

How to handle items that are not carried.

Need to be able to take a picture in the app and attach it to the picking.

Need to be able to add a note to a picking in Ventor.

Doesn't appear to be a way to add notes.

How can we improve this process?

Can we flag the picking for attention from Category Manager?

Ventor - Can you enter invoice number

Probably note, but can we edit a PO and change the Vendor Reference?

Likely has to be done in Odoo.

Many of the POs have a Strathcona reference which is actually the purchaser's reference.

We can move these values over to the Source Document field.

Can we enter as a Vendor Reference on PO itself?

Odoo accounting module searched both PO and Vendor Reference number, can't remember if it is implemented to recognize the picking invoice number.

When adding items to a receipt, are products searchable by the vendor product code?

Out of the box, Odoo's Receipt doesn't handle it, but the Ventor app might.

If Ventor doesn't support it, there is a chance we we may be able to make it possible by changing how Odoo's search method works

Ventor likely uses the same XMLRPC queries that Odoo's web client uses. Let's investigate if we can override the search method on product.product and include the vendor product code.

Likely have to get Ventor to customize.

How to correct mistakes? When pickings are Done, they are immutable.

Edge cases:

User transposes PO number and starts receiving items for the wrong PO and validates picking by mistake.

The whole picking should be reversed and validated, and the reversal should be reversed and not validated (to leave a new Inbound transfer for when the order is actually received)

User validates PO but adds wrong quantities for similar named products, and validates by mistake.

A reversal should be created for just the items that need to be corrected for the difference in items received.

How to do reversals. Explain concept of double entry.