Notes

Hi Richard,

Please check comment in Blue
1.       Complement DB with the master information required by client (customers, vendors, products,  price lists). I think you already done this. Please confirm @Omkar Phalle 

2.       Fix the bugs reported by client and detected on client meeting . Please share the list of bugs @Omkar Phalle 

3.       Relocate the option of Deliver on Admin interface to see the sequence on the workflow. Please elaborate more as this is not clear to me.
4.       Remove the options of Down payments and others when generating invoice, it should be generated automatically. Here are you saying you want to skip the selection options while creating the Invoices. If Yes then how client will create the payment invoice if he wants to get some amount from customer before delivery? Becasue by eliminating the selection options, we would also eliminate the ability for clients to create payment invoices. These payment invoices are crucial when a client requires a partial payment from the customer before delivery. Without this functionality, we would be unable to generate invoices for such cases.

    To facilitate these scenarios, we rely on down payments, which allow us to collect an advance amount from the customer for their specific order. This advance payment is then adjusted against the final payment, as we discussed in our previous meetings.

    I hope this clarifies the importance of the selection options and highlights the value they bring to our invoicing process.

    So please share your thoughts in this process @Richard Vizcaya  & what to do for this point.
 

5.       Work on the other points mentioned by client on last meeting. Please share the points mentioned by client @Omkar Phalle

 

6.       In case of any urgent feedback please ping me by the group. Ok
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Working on changing the position of the chat window on the website.
Trabajando en cambiar la posición de la ventana de chat en el sitio web.
Work on removing the default filter from the sales draft order.
Trabaje para eliminar el filtro predeterminado del pedido preliminar de ventas.
Working on changing the position of the chat window on the website. chat box will open after 2 seconds of login. user closes the chat box it will not open automatically until the cookie is not clear.

Trabajando en cambiar la posición de la ventana de chat en el sitio web. el cuadro de chat se abrirá después de 2 segundos de inicio de sesión. el usuario cierra el cuadro de chat, no se abrirá automáticamente hasta que la cookie no se borre.

Work on removing the default filter from the sales draft order. Removing my draft order filter from the search bar of the draft. from developer mode with edit action changes Context Value.

Trabaje para eliminar el filtro predeterminado del pedido preliminar de ventas. Eliminando mi filtro de orden de borrador de la barra de búsqueda del borrador. desde el modo de desarrollador con la acción de edición cambia el valor de context.

Received two mail for morning call,so at what time I need to join morning call.
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Work on to create new fields type in the customer type section (Sedanos, Winne Dixie,Especiales).
Continúe creando nuevos tipos de campos en la sección de tipo de cliente (Sedanos, Winne Dixie, Especiales).
Work on removing the My draft order from the sales draft order.
Trabaje en la eliminación de Mi pedido preliminar del pedido preliminar de ventas.

Work on to create new fields type in the customer type section.Added new customer type in the fields Selection by inherit "product.pricelist".And updated the XML view file.

Continúe trabajando para crear un nuevo tipo de campo en la sección de tipo de cliente. Se agregó un nuevo tipo de cliente en los campos Selección por heredar "producto.lista de precios". Y se actualizó el archivo de vista XML.

Work on removing the My draft order filter from the sales draft order. From the record id make changes in the context field under 'search_default_my_quotation':1.


Trabaje en la eliminación del filtro Mi pedido preliminar del pedido preliminar de ventas. Desde la identificación del registro, realice cambios en el campo de contexto en 'search_default_my_quotation':1.

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Work on uploading, testing, and importing customers and pricelist to the database.
Trabaje en cargar, probar e importar clientes y listas de precios a la base de datos.
Work on applying Tax certificates, front-end order creation.
Trabaje en la aplicación de certificados fiscales, creación de pedidos de front-end.

Work on applying Tax certificates, front-end order creation. Able to apply tax certificate when order is created from front end directly.given check box to attach the tax certificate.

Trabaje en la aplicación de certificados fiscales, creación de pedidos de front-end. Capaz de aplicar el certificado de impuestos cuando el pedido se crea desde el front-end directamente. Casilla de verificación dada para adjuntar el certificado de impuestos.

Add a new field to the relevant model, to capture the tax certificate information. created a column to show applied taxes.
Agregue un nuevo campo al modelo relevante para capturar la información del certificado fiscal. creó una columna para mostrar los impuestos aplicados.

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Work on fixing the issue with the enter key on the list of products on the customer portal.
Trabaje para solucionar el problema con la tecla Intro en la lista de productos en el portal del cliente.
Work on creating and uploading inventory based on a given sheet.
Trabaje en la creación y carga de inventario basado en una hoja determinada.

Making changes in the XML template file responsible for rendering the product list view in the customer portal. Modify the corresponding attribute to prevent the default action when the "Enter" key is pressed.
Realizar cambios en el archivo de plantilla XML responsable de representar la vista de lista de productos en el portal del cliente. Modifique el atributo correspondiente para evitar la acción predeterminada cuando se presiona la tecla "Enter".

Work on creating and uploading inventory based on a given sheet. created the inventory list by products and quantity and create lots for a product, added expiry date. Uploading and removing the errors.
Trabaje en la creación y carga de inventario basado en una hoja determinada. creó la lista de inventario por productos y cantidad y creó lotes para un producto, agregó la fecha de vencimiento. Cargando y eliminando los errors.
Hi Nirmal,
Please find attached stok inventory sheet.

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Richard began the meeting by greeting and welcoming all participants.
Richard explained the agenda of the Meeting.
Daniel started the live testing, he wants to see if any client is sending any orders, pending for confirmation.
Team to replayed, You can find those orders in the draft order menu.
Richard to team, Dineal is not able to see his order in the draft order menu.
Team replays to Richard, Just required to remove the default filter ( my draft order).
Richard says to the team, Dineal is saying it is possible to show directly without removing the filter.
Team replay, Yes it is possible, filter is visible when Daniel is placing an order with his admin credential, If he creates the order from the Porter user this filter will not be visible. If required then we can removes this By default filter.
Daniel started the live testing, he try to create the invoice for the order.
Team says we can create an invoice for the delivered quantity only as discussed with Daniel. And in delivery products only come those have a quantity available in inventory.
Daniel is trying to delete some confirmed products from the order and a notification comes for an access error.
Team says to Daniel we cant edit if the order is confirmed. Required to give access to Daniel to do this.
Daniel started the live testing, he try to create the invoice for the order and tEam help Daniel.
Daniel started the live testing, he create the invoice for the order.
Richard says to the team, the client has a tax certificate but we are showing the tax.
Team replay, Daniel created the order directly, the order should be from the website.
Team shears the screen and gives the demo on the chat feature.
Daniel says to the Team to change the position of the chat box.
Team says we will check how to change the position and confirm the new position.
Richard says to a team how to see the pending customer which are need to confirm.
Team says all pending customers are in the pending customer menu.
At the end of the discussion, Richard asked if there were any more questions,
Since there were no more questions, Richard thanked everyone for joining and close the meeting on good note.
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Richard began the meeting by greeting and welcoming all participants.
Richard explained the agenda of the Meeting.
Daniel started the live testing, he wants a notification and also shows a massage for any new customer who comes for approval on the platform. In the pending customer, list shows firs the last customer who wants approval or the last customer who resistor by the date. Also if possible add features like approving multiple customers at a time.
Team says we will give the option in the action menu for selecting multiple customers as per choice and can confirm them at a time. And for to sow the latest customer first for approval there is a list view.
Richard says to the team to add a column for a date in the list view to show the last customer who comes for approval first.
Team says to Richard Yes we will add that field for the date and also we will show the massage for the new customer coming for approval.
Richard to the team, Daniel is facing an issue at the time of adding product quantity.
Team says to Richard, can you show us the issue?
Daniel started the live testing, he is not able to add quantity without going to shopping cart details.
Team sys to Daniel don't use Enter button after adding quantity just try to click outside anywhere because it will automatically go to the cart.
Richard says to Team is it possible to simplify the purchasing process, instead of showing the shop view with multiple products and the second step to review the order. sow a direct cart page for customers to place an order.
Team to Richard, when we are moving product to the cart one draft order is created in the odoo. It can impact the system flow.
Richard to the team, please check the issue with the chat feature chat option disappearing.
Team to Richard, this is not an issue, we added some features with chat. When the user first-time login, the chat box will open within 2 seconds. After 24 hours when the user logs in again then the chat box will open again.
At the end of the discussion, Richard asked if there were any more questions,
Since there were no more questions, Richard thanked everyone for joining and close the meeting on a good note.

in client meeting



Here is a list of Zebra barcode scanner models that are suitable for sales and inventory management in Odoo 15, along with their details:

Zebra DS2208:

Type: Handheld 2D Imager
Interface: USB, RS-232, Keyboard Wedge, Bluetooth
Scanning Technology: Imager
Features: Fast and accurate scanning of 1D and 2D barcodes, lightweight and ergonomic design, versatile connectivity options.
Zebra DS4308:

Type: Handheld 2D Imager
Interface: USB, RS-232, Keyboard Wedge, Bluetooth
Scanning Technology: Imager
Features: High-performance scanning of 1D and 2D barcodes, omnidirectional scanning, durable construction, excellent motion tolerance.
Zebra DS4608:

Type: Handheld 2D Imager
Interface: USB, RS-232, Keyboard Wedge, Bluetooth
Scanning Technology: Imager
Features: Superior scanning performance for 1D and 2D barcodes, omnidirectional scanning, rugged design, excellent motion tolerance.
Zebra LI4278:

Type: Cordless Linear Imager
Interface: Bluetooth
Scanning Technology: Linear Imager
Features: Wireless scanning, long-range capabilities, durable construction, versatile connectivity options, extended battery life.
Zebra DS9208:

Type: Hands-free Omnidirectional Imager
Interface: USB, RS-232, Keyboard Wedge
Scanning Technology: Imager
Features: High-performance omnidirectional scanning, compact and sleek design, versatile connectivity options, ideal for high-volume environments.
These Zebra barcode scanners offer reliable and efficient scanning capabilities for sales and inventory management in Odoo 15. They can help streamline the process of capturing barcode data for product identification, stock management, order processing, and more. It's recommended to visit the Zebra website or consult with a Zebra representative or reseller to get the most up-to-date information on the models and their compatibility with Odoo 15 for sales and inventory management purposes.

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Hi Richard,
Please find following some scanner and printer types.

Zebra Printers:
1. Zebra ZT230
2. Zebra ZT410
3. Zebra ZT510
4. Zebra ZD420
5. Zebra ZD500
6. Zebra GX420
7. Zebra GX430
8. Zebra GK420
9. Zebra GT800
10. Zebra GC420
Zebra Scanners:
1. Zebra DS2208
2. Zebra DS4308
3. Zebra DS4608
4. Zebra LS2208
5. Zebra LS4208
6. Zebra DS9208
7. Zebra DS3678
8. Zebra DS3608
9. Zebra DS6878
10. Zebra CS4070
11. Zebra TC21 Portable Computer Scanner

Recommend for barcode scanner the Zebra product line and more specifically the TC21 (WiFi-only) / TC26 (WiFi/cellular) and TC7x series.
For label printers, recommend the Zebra ZD410

NOTE -
1. It is advisable to consult with hardware vendors, such as Zebra, they often provide guidance and support for selecting scanners and printers that work well with Odoo 15 based on their compatibility and experience in the industry.
2. Ensure that the scanner or printer you choose is compatible with the operating system installed on your computer.
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1. When I add an item to the inventory, I understand that it should be automatic, and show up in the customer profile so they can buy, it isn't. It doesn't show it. The example was one that I put called Maria Fresa.
2. The system does not show the expiration date when you create the lot number.
3. n the event that we simulated an order for some reason we could not issue the invoice.
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Worked to show the new product in the search bar for the shop menu.
Trabajó para mostrar el nuevo producto en la barra de búsqueda del menú de la tienda.
Working on showing notifications for new customer signup on the admin portal.
Trabajando para mostrar notificaciones para el registro de nuevos clientes en el portal de administración.

Worked to show the new product in the search bar for the shop menu. for the new products created in the product menu activate the Publick mode to publish globally.
Trabajó para mostrar el nuevo producto en la barra de búsqueda del menú de la tienda. para los nuevos productos creados en el menú de productos active el modo Publick para publicar globalmente.

Working on showing notifications for new customer signup on the admin portal. Added data-user-type and data-user-name attributes to the signup buttons to store the user type and user name.
Trabajando para mostrar notificaciones para el registro de nuevos clientes en el portal de administración. Se agregaron los atributos data-user-type y data-user-name a los botones de registro para almacenar el tipo de usuario y el nombre de usuario.

Fix issues when we create new products.
Fix issues with an expiry date.
Fix issues with invoice creation.
Hi Richard,
Please find below the attached Meeting agenda.

1. Add notification alert tab for the pending approval customer( new customer).
2. Payment gateway
3. odoo cloud deployment.