Notes

Work on creating new fields in the products whatever is necessary to import products.
Trabajar en la creación de nuevos campos en los productos lo que sea necesario para importar productos.
Trabajar en la creación de nuevos campos en los productos lo que sea necesario para importar productos.
Work on changing the text 'Quotation' to 'Draft Orders'.
Trabaje en cambiar el texto 'Cotización' a 'Borrador de pedidos'.


Work on creating new fields in the products whatever is necessary to import products. Create a new module or open an existing custom module and add the fields. Create a new xml file and add new fields to the form view.
Trabajar en la creación de nuevos campos en los productos lo que sea necesario para importar productos. Cree un nuevo módulo o abra un módulo personalizado existente y agregue los campos. Cree un nuevo archivo xml y agregue nuevos campos a la vista de formulario.



Work on changing the text 'Quotation' to 'Draft Orders'. Change the label name by inheriting views & menu records. Inherit the view_order_form view of the sale.
Trabaje en cambiar el texto 'Cotización' a 'Borrador de pedidos'. Cambie el nombre de la etiqueta heredando vistas y registros de menú. Heredar la vista view_order_form de la venta.


Overview of how to modify the Quotation template.
You can inherit the report template and can modify the quotation and invoice printout as per the need. Either it can be done using odoo studio or using the developer tools or the custom module.
Required to create a module, that inherits and changes the template. For changing an existing report in odoo


Inside the sales locate the products and enable the variant attributes. this option allows you to add custom fields to the product variant.
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How to show lot number on the invoice in odoo sales module

how to create price list template in sales module in odoo
In the configuration, we are able to create a new price list template.
required to fill in the necessary information, add products, and define pricing rules.
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Learn about Odoo, Odoo Community,odoo .sh, odoo online,odoo enterprise,odoo enterprise.
Attended morning calls and client calls.
learn how we can create invoices on odoo.
Create MoM for the Client Call.
Worked on customer and vendor Excel sheets.This Excel sheet we need to provide to odoo model.
Overview on how to create a new module in odoo. steps to create or install the module at odoo, required files to create a basic module.
Learn how to send email notifications to customers about credit limits.
Apart from the project work, I have undergone training on the backbone portal.
Demo how to apply credit limit in odoo model.
Added products into odoo sales module.Added with different information like name, Sales price, Product type, etc.
Learn about sending notifications on due days in odoo.
Learn about creating new fields in the products.
Worked on creating a template for product import.
Learn how to give access to customers to change quantity in order.
Overview on sending a notification when the credit limit is not available.
Learn how to integrate barcode scanners in the sales module of odoo.
Learn how to modify the Quotation template.
Create product template Excel sheet for products.
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Work on creating new fields in the products and on Product Template.
Trabaje en la creación de nuevos campos en los productos y en la plantilla del producto.

Work on creating a price list template for the product.
Trabaje en la creación de una plantilla de lista de precios para el product.

Work on creating new fields in the products and on Product Template. Created new fields in the product whatever was necessary to import the product and inserted data into the product template sheet.
Trabaje en la creación de nuevos campos en los productos y en la plantilla del producto. Creó nuevos campos en el producto lo que fue necesario para importar el producto e insertó datos en la hoja de plantilla del producto.
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Daniel to Chetu Team to Remove the text column from the invoice.
Daniel asked Chetu Team to consider the measurement (Cubic meter) and the number of boxes on the invoice.
Team asked which are fields required to be modifiable on the order.
Confirmation if it’s possible to implement a bar code reader, for example, Zebra brand is compatible with Odoo.
Daniel asked Chetu Team to find a List of other interesting features/notifications/trending available on Odoo.
Daniel to Chetu Team to add lot number on the invoice.
Daniel to Chetu Team show the due date on the invoice
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Work on implementing validation about the term of payment in Odoo.
Trabajar en la implementación de la validación sobre el plazo de pago en Odoo.

Work on the limit of credit for the customer to order products.
Trabajar en el límite de crédito para que el cliente ordene productos.


Work on implementing validation about the term of payment in Odoo involves adding a check to ensure that the selected payment term is valid. This validation can be applied to a specific model, such as the Sales Order (sale. order), to enforce data integrity.
El trabajo de implementación de la validación sobre el término de pago en Odoo implica agregar un cheque para garantizar que el término de pago seleccionado sea válido. Esta validación se puede aplicar a un modelo específico, como la orden de venta (pedido de venta), para hacer cumplir la integridad de los datos.

Work on the limit of credit for the customer to order products. Odoo will monitor the customer's outstanding balance and compare it against the specified credit limit. If an order exceeds the credit limit, Odoo will prevent the order from being confirmed or proceed with a warning, depending on the system configuration.
Trabajar en el límite de crédito para que el cliente ordene productos. Odoo monitoreará el saldo pendiente del cliente y lo comparará con el límite de crédito especificado. Si un pedido excede el límite de crédito, Odoo evitará que se confirme el pedido o procederá con una advertencia, según la configuración del sistema.
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Work on considering the measurement (Cubic meter) and the number of boxes on the invoice.
Trabaja en considerar la medida (metro cúbico) y el número de cajas en la factura.

Work on adding a column to show the lot number on the invoice.
Trabaje en agregar una columna para mostrar el número de lote en la factura.

Work on considering the measurement (Cubic meter) and the number of boxes on the invoice. Click on the "Edit" button to enter the edit mode. If the fields for measurement and the number of boxes are not already available, need to customize the invoice form by adding the required fields.
Trabaja en considerar la medida (metro cúbico) y el número de cajas en la factura. Haga clic en el botón "Editar" para entrar en el modo de edición. Si los campos para la medición y el número de cajas aún no están disponibles, debe personalizar el formulario de factura agregando los campos obligatorios.

Work on adding a column to show the lot number on the invoice. For this In the list view editor, locate the desired section Click on the "Add a column" button and search for the field type "Many2one" for the lot number field. Add the column and configure its label and attributes as desired.
Trabaje en agregar una columna para mostrar el número de lote en la factura. Para esto En el editor de vista de lista, busque la sección deseada Haga clic en el botón "Agregar una columna" y busque el tipo de campo "Many2one" para el campo de número de lote. Agregue la columna y configure su etiqueta y atributos como desee.

Working on uploading and testing customer, vendor, and product templates. Try to add all the files and solve different errors in the uploading the files.
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1. Daniel asked Chetu Team to add column to show the expiry date on the invoice. Will finish by today

2. Daniel asked Chetu Team to add column to show the lot number on the invoice. Will finish by today

3. Daniel asked Chetu Team to consider the measurement (Cubic meter) and the number of boxes on the invoice. Will try to finish by
today
4. Daniel asked Chetu Team if it’s possible to implement a bar code reader, he also asked if Zebra brand is compatible with Odoo,
Richard replied that we will analyze about the Bar code reader compatibility with Odoo à where implement this, I think should be at the
moment of receiving merchandise from Vendors, but I will confirm with Daniel. Here need to check for Zebra brand or have to wait for
confirmation

5. Daniel asked Richard if Chetu team can send the tutorial video of the complete process to help his employees to understand the flow.
Please try to prepare this video by yourself as I already gave you a demo of all the things & if struck in any part let me know.
Please mark down the below points as done or not.
task points
I try to upload the product Excel sheet in the product section but found an error as mentation in the below screenshot. Help me to solve this error.
Also attaching the required Excel files.
The below mentation SKU numbers are found same for products.

Please find the attached sheet of Product templates. The products with the same SKU number are,
7591016173435 - 1. Samba Fresa Display (20 unidades x 32 grs) (Bulto 16)
2. Sorbetico Vainilla (28 x 4 x 25 grs)
and

7591675000127 - 1. TANG DE NARANJA 8 X 15 X 25 GR
2. Pirulin Dispensador (12 x 4 x 60 grs)

and also you can find products in colored rows in the given sheet.


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Work on the fields required to be modifiable on the order, On Any Value Update.
Trabaje en los campos requeridos para ser modificables en el pedido, On Any Value Update.

Work on the fields required to be modifiable on the order, On Any Value Update. The feature allows you to define fields that can be modified even if the order is in a state that typically restricts changes. This feature is useful when you want to allow certain fields to be editable at any time, regardless of the order's state.

Trabaje en los campos requeridos para ser modificables en el pedido, On Any Value Update. La función le permite definir campos que se pueden modificar incluso si el pedido se encuentra en un estado que normalmente restringe los cambios. Esta característica es útil cuando desea permitir que ciertos campos se puedan editar en cualquier momento, independientemente del estado del pedido.

In the order model, modify the definitions of the chosen fields to include the change attribute, which specifies the method to be triggered when the field is updated. This method will be called whenever the field value changes, regardless of the order's state.

En el modelo de pedido, modifique las definiciones de los campos elegidos para incluir el atributo de cambio, que especifica el método que se activará cuando se actualice el campo. Se llamará a este método cada vez que cambie el valor del campo, independientemente del estado de la orden
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Overview on fields required to be modifiable on the order, On creating a new line with a new product.
Overview on fields required to be modifiable on the order, On creating a new line with a new product. When creating a new line with a new product in Odoo, there are several fields that are commonly considered for modification. These fields allow users to specify details for the new product line within an order

Overview on fields required to be modifiable on the order, On deleting any line.
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1 Richard began the meeting by greeting and welcoming all participants.
2. Richard shear the screen and explained about the products with the same SKU number.
3. Team shared the screen and explained and show the product name with the same SKU number and remove one product as per the discussion in the meeting.
4. Team shows the Excel file of the product template. Daniel says he is going to provide SKU no. for the 172-row number product.
5. Richard said Daniel asked to send the Excel sheet highlighting the products with the same SKU no. and he is going to send it back with
adjustments.
6. Team said we will increase the subscription code in the backend itself.
7. Richard explained the agenda of the Meeting.
8. Teams started the demonstration and shared their screen to showcase the progress.
9. Team explains the below points
a) Credit limit.
b) Lot information, Quantity, Number of boxes, expiration date, and Cubic meter in the invoices report.
c) once we updated any information in the sales order line level so the notification goes to the customer.
10. Richard Sheard the one example to the team to show how should be an invoice look like.
11. Richard said Daniel is expecting to show on the same table with the product show the lot number, and expiration date and show in summary the total number of boxes, total no of products, and summary of all the cubic measurements for all the products.
12. Richard said for moving forward with products having the same SKU number put any Number.
13. Richard said to Team please check the issue for the movement of entering quantity on the web page.
14. Richard shear the screen and explained the project plan to Daniel.
15. Team shear the screen and asked Daniel about an issue. he is facing when adding quantity to a product.
16. Daniel said he is facing an issue when adding quantity to a product.
17. Team said that need to check the issue.
Please check the MOM points.
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Work on the fields required to be modifiable on the order, On any new product added in the Sale order line.
Trabaje en los campos requeridos para ser modificables en el pedido, en cualquier producto nuevo agregado en la línea de pedido de venta.

Work on the fields required to be modifiable on the order, On any product removed from the Sale order line.
Trabaje en los campos requeridos para ser modificables en el pedido, en cualquier producto eliminado de la línea de pedido de venta.


Work on the fields required to be modifiable on the order, On any new product added in the Sale order line. Determine which fields you want to make modifiable when a new product is added. Inherit the sale. order.line model and add the desired fields as modifiable fields. Modify the views related to the sale order line to display and allow modification of the newly added fields.

Trabaje en los campos requeridos para ser modificables en el pedido, en cualquier producto nuevo agregado en la línea de pedido de venta. Determine qué campos desea que sean modificables cuando se agrega un nuevo producto. Heredar la venta. modelo order.line y agregue los campos deseados como campos modificables. Modifique las vistas relacionadas con la línea de orden de venta para mostrar y permitir la modificación de los campos recién agregados.


Work on the fields required to be modifiable on the order, On any product removed from the Sale order line. To add fields that should be modifiable when a product is removed from the sale order line in Odoo, need to customize the sale order line model and the corresponding views. Define the Fields, and update the Views and dependencies. Apply the changes by updating or upgrading the module containing the customizations.

Trabaje en los campos requeridos para ser modificables en el pedido, en cualquier producto eliminado de la línea de pedido de venta. Para agregar campos que deberían ser modificables cuando se elimina un producto de la línea de orden de venta en Odoo, debe personalizar el modelo de línea de orden de venta y las vistas correspondientes. Defina los campos y actualice las vistas y las dependencias. Aplique los cambios actualizando o mejorando el módulo que contiene las personalizaciones
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Work on creating lot numbers for products on the invoice and expiration date per product on the invoice.

Trabaje en la creación de números de lote para productos en la factura y fecha de vencimiento por producto en la factura.

Work on creating lot numbers for products on the invoice and expiration date per product on the invoice. In Odoo, the concept of lot numbers refers to unique identifiers assigned to batches or groups of products. Created a new custom module in Odoo to handle the lot number functionality. Define the lot number Model and modify the Invoice Model.

Trabaje en la creación de números de lote para productos en la factura y fecha de vencimiento por producto en la factura. En Odoo, el concepto de números de lote se refiere a identificadores únicos asignados a lotes o grupos de productos. Creó un nuevo módulo personalizado en Odoo para manejar la funcionalidad del número de lote. Defina el Modelo de número de lote y modifique el Modelo de Factura.

In the custom module or Odoo's built-in module, locate and modify the invoice line model. Add a field to store the expiration date for each product line on the invoice. This field should be of type "Date" or "Datetime" depending on requirements. Customize the invoice form view to display the expiration date field for each product line.

En el módulo personalizado o el módulo integrado de Odoo, ubique y modifique el modelo de línea de factura. Agregue un campo para almacenar la fecha de vencimiento de cada línea de producto en la factura. Este campo debe ser del tipo "Fecha" o "Fechahora" según los requisitos. Personalice la vista del formulario de factura para mostrar el campo de fecha de vencimiento para cada línea de producto.