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ODOO TRAINING 0835 - AUTO DELIVERY MODULE

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1. What is the primary purpose of Clearwater's custom Auto Delivery app in Odoo?
To create one-time service calls for equipment repairs only. To schedule recurring delivery orders by route, date, and stop sequence. To process payroll and track associate work hours across locations. To manage purchase orders and inventory replenishment from vendors. To automatically post all invoices and payments without review.
2. How are auto delivery routes primarily organized in Clearwater's system?
By customer last name and account number. By product type being delivered, such as water or salt. By groups of zip codes that define where the truck runs. By sales representative assigned to the customer. By whether the customer is on AutoPay or paying by check.
3. When a customer is on an auto delivery route, how is the trip charge for that delivery handled?
A standard trip charge is added automatically to every auto delivery. A reduced trip charge is added only for large orders. No trip charge is added for customers on auto delivery routes. The trip charge is replaced by a higher bottle deposit fee. The trip charge is only waived if the customer pays with AutoPay.
4. What is the general rule for the three‑bottle minimum on auto water deliveries?
Customers must always receive exactly three bottles per delivery, no more and no less. Customers must order at least three bottles to qualify for the auto delivery program. Customers can receive fewer than three bottles, but a service fee is added. Customers must purchase three bottles per month, regardless of delivery frequency. Customers are charged a penalty if they ever exceed three bottles in a single delivery.
5. What happens when a customer on auto delivery fails to leave their empty water bottles out on a scheduled delivery day?
The driver skips the stop entirely and no product is delivered. Only one bottle is delivered to minimize the company's risk. The minimum three bottles are still delivered and deposits are charged for the extra bottles left. A full penalty fee is charged and no delivery is attempted. The account is automatically removed from auto delivery status.
6. How are annual discount brackets for bottled water determined for auto delivery customers?
By the total dollar amount billed for all services, including salt and equipment. By the total number of three‑ and five‑gallon bottles delivered in a calendar year. By the number of years the customer has been on auto delivery. By whether the customer pays with AutoPay or manual payments. By the number of empty bottles returned versus delivered.
7. If a customer reaches a higher discount bracket during the year, how is their pricing handled?
They receive refunds on all earlier invoices from that year. Their new discount applies only starting the following calendar year. Their new discount applies to future orders for the rest of that year and into the next. Their discount applies only to water, but previous salt orders are also rebilled. Their discount is applied retroactively only if they request it in writing.
8. What occurs if a customer does not reach the planned bottle volume for their projected discount bracket by year‑end?
They are billed retroactively at higher prices for all prior deliveries. They lose access to auto delivery for the following year. They keep the discount for the current year and are moved to a higher bracket next year without back‑charges. They automatically receive a partial refund based on what they did purchase. Their deposit balances are forfeited to recover the difference in discount.
9. Which bottle deliveries are eligible for the volume‑based discount tiers in the water program?
Only five‑gallon water bottles delivered on auto routes. Only three‑gallon water bottles delivered on manual call‑in. Both three‑ and five‑gallon water bottles delivered to the customer. All delivered items, including sports bottles, salt, and filters. Only bottles delivered to commercial accounts, not residential.
10. How is a small one‑bottle water delivery priced for a customer who is not meeting the three‑bottle minimum on auto delivery?
It is billed at the normal bottle price with no additional fees. It is billed at the bottle price plus a special small‑delivery service fee. It is billed at triple the bottle price to simulate three bottles. It is billed only as a refundable deposit, with no product charge. It is not allowed and must be rescheduled when three bottles are needed.
11. How are salt auto delivery charges structured when fewer than or equal to 10 bags are delivered?
A standard per‑bag delivery fee is added for each bag. No delivery fee is charged if at least one bag is delivered. A flat delivery charge is applied instead of a per‑bag fee. The delivery is free if combined with water, regardless of quantity. Customers are charged only if they request inside carry‑in service.
12. When more than 10 bags of salt are delivered, how is the delivery fee typically calculated?
A flat delivery fee is charged regardless of how many bags are delivered. A per‑bag delivery charge is added for each bag above 10 only. A per‑bag delivery charge is applied to each bag delivered. No delivery fee is charged once 10 bags are reached. The delivery fee is replaced entirely by a higher product price.
13. How is pallet salt delivery priced when the pallet can be unloaded mechanically by a tow motor?
Only a fixed service delivery fee is charged in addition to pallet pricing. A per‑bag handling fee is added on top of pallet pricing. Both a high per‑bag fee and a high flat fee are charged. The delivery is free as long as the pallet remains shrink‑wrapped. The pallet discount is cancelled and regular bag pricing applies.
14. What is the main difference between an auto delivery customer and a manual (call‑in) delivery customer?
Auto delivery customers must prepay for a full year of product. Manual customers receive deliveries more frequently than auto customers. Auto delivery customers are automatically scheduled; manual customers must request each delivery. Manual customers are not eligible for any bottle deposits. Auto delivery customers can only receive water, not salt or other products.
15. What extra fee applies to customers who choose manual call‑in deliveries instead of fully automated auto deliveries on a route?
A one‑time account setup fee when they first call in. An additional per‑bottle deposit on all water delivered. An ongoing special service fee added to each manual route delivery. A surcharge only when they cancel after the truck is on the way. A mandatory annual membership fee for using the route.
16. Under Clearwater’s policy, when can an auto delivery customer cancel a scheduled delivery without any fee or penalty?
Only if they cancel at least one week before the scheduled route day. If they cancel by the end of the business day before the scheduled delivery. Only if they cancel on the morning of the delivery before the truck departs. If they cancel after the driver arrives but before any product is unloaded. Only if they cancel in writing by mail or certified letter.
17. When creating a new auto delivery template, why is it recommended to start from the customer’s contact record rather than from the auto delivery app alone?
Because the contact record automatically posts the first invoice. Because key partner fields are pre‑filled from the contact, reducing data entry errors. Because routes cannot be selected unless you start in the contact form. Because the contact record automatically assigns the customer to AutoPay. Because starting in the auto delivery app creates templates for all customers at once.
18. In the route naming convention 'AK1‑T3', what does the 'T' represent?
The truck number for that location. The type of product being delivered. The day of the week, specifically Tuesday. The month of the year the route runs. The tax code used for deliveries on that day.
19. What is the purpose of the numeric value at the end of the route name (for example, the '3' in 'AK1‑T3')?
It shows how many times per month the route runs. It indicates the week number in a repeating four‑week cycle. It counts how many customers are currently on the route. It represents the number of years the route has existed. It indicates how many drivers share that route on a given day.
20. Which statement best describes how the delivery interval on a customer’s auto delivery template works?
It changes how often the route itself runs for all customers. It controls how frequently this specific customer gets deliveries on a route that may run more often. It determines how many products are loaded on the truck for that route. It replaces the route’s own recurrence rules in the configuration menu. It only affects call‑in customers, not fully automated customers.
21. What is the role of the delivery sequence field on an auto delivery template?
It defines the order in which stops are visited along the route. It determines how many deliveries per year the customer receives. It sets the order of items on the printed invoice. It controls whether a customer is eligible for bottle discounts. It assigns the customer to a specific warehouse.
22. Why is the initial delivery sequence on a new template often set to 999 before re‑sequencing?
To mark the customer as inactive until billing is tested. To signal that the customer should always be the last stop on every route. To make the new stop easy to find and then insert into the correct place during route re‑sequencing. To ensure the route is hidden from the Clearwater Sync app until approved. To lock the route so no edits can be made until an admin reviews it.
23. What does the partner reference field on an auto delivery template typically store?
The driver’s initials and truck number. An internal route configuration code. Customer‑specific notes that only warehouse staff can see. A memo such as a customer purchase order number that should appear on sales orders and invoices. The login name of the associate who created the template.
24. Why should you avoid using random or exaggerated quantities (for example, '10 of everything') on the item list of an auto delivery template?
Because the system does not allow two‑digit quantities on templates. Because high template quantities may cause the Clearwater Sync app to crash. Because planned quantities are used to build load sheets, and inaccurate numbers can cause trucks to be over‑ or under‑loaded. Because customers will always be billed for the template quantity even if less is delivered. Because exaggerated quantities automatically change the customer’s discount bracket.
25. What must happen to an auto delivery template’s stage before the system will automatically create sales orders two weeks in advance?
It must be set to 'Call‑in' instead of 'Auto'. It must be set to 'Auto' instead of 'Draft'. It must be set to 'Cancelled' to trigger a closing order. It must be set to 'Draft' after each delivery completes. It must be set to 'On Hold' until the first invoice is paid.
26. What is the purpose of the Clearwater Sync app in relation to auto delivery orders?
It automatically posts all invoices in Odoo without user review. It allows drivers to work offline, record actual delivered quantities, and later sync that data back to Odoo. It replaces the need for route templates by creating orders on the iPad. It is used only for AutoPay approvals, not for delivery work. It stores customer credit card tokens for use in the field.
27. Once drivers have synced their completed deliveries back to Odoo, what is the next major back‑office step in the auto delivery process?
Manually editing each sales order to remove all planned quantities. Creating and validating batch inventory transfers for the delivered items. Re‑running the route creation cron to regenerate sales orders. Archiving all completed templates to prevent future deliveries. Deleting the sales orders now that quantities are on the iPad.
28. After inventory transfers are validated for a route, how are customer invoices generated and finalized?
Invoices are automatically posted by the inventory app with no user action. Users select the related sales orders, create invoices in batch, then post those invoices with the correct invoice date. Each invoice must be typed manually from scratch using printed delivery sheets. Only the Clearwater Sync app can create invoices once transfers are complete. Invoices are created automatically but cannot be posted on the same day as delivery.
29. What information does the printed route cover sheet provide to drivers?
A list of stops and what is planned to be delivered at each stop. Only the customer account numbers without any product details. A summary of total route revenue without stop‑by‑stop detail. A list of upcoming service calls for equipment repairs. Only the map route with no reference to customers or items.
30. What is the main purpose of the load sheet report in the auto delivery process?
To show which customers are overdue on payments. To summarize, by route, the total planned quantities of each item that should be loaded on the truck. To list all archived auto delivery templates for a location. To calculate driver commissions based on daily deliveries. To reconcile deposits returned to customers during the month.