ODOO TRAINING 0836 - CLEARWATER SYNC

1. After the initial download, how should a driver verify they are running the correct Clearwater Sync app version?

Open iPad Settings and confirm the OS is iOS 16.0 or higher Tap the connectivity bar and read the firmware version from the pop‑up Look at the small text at the bottom of the delivery detail screen Open the configuration menu and find the version inside the price‑list section Check the version 3.0.1 label in the upper right corner of the home screen (now 3.0.2)

2. What is the primary purpose of the Clearwater Sync application for associates?

To replace the Auto Delivery app for creating all sales orders To let delivery drivers complete route data offline and sync it back to Odoo To manage payroll, time sheets, and associate schedules in the field To configure new routes, zip-code groupings, and price lists in Odoo To provide customers with a self‑service portal on their personal devices

3. Which combination correctly describes both the login credentials and common reasons a driver cannot log in to Clearwater Sync?

Use the same email and password as Odoo; failures are typically from no internet connection or incorrect credentials Use a special Sync‑only username; failures usually mean the iPad is low on storage or the app version is outdated Use the customer’s portal email; failures usually mean the customer has not confirmed their email address Use any email and a PIN; failures usually mean the truck’s route is full or over capacity Use a shared depot login; failures usually mean the auto delivery cron has not finished for the day

4. When are routes, products, and tax rates in Clearwater Sync refreshed on a driver’s iPad?

Every time the driver opens the app, even if they never log out Only when the driver clears the cache and restarts the iPad When the driver logs out of Clearwater Sync and then logs back in to run the sync process Automatically every hour while the iPad has an internet connection Only when IT manually pushes an update from the server side

5. Which statement best describes which modules inside Clearwater Sync are currently active?

Deliveries, opportunities, and field service are all fully functional Only the delivery portion is active; opportunities and field service are disabled for now Only the opportunities module works; deliveries and field service are planned future features Field service works, but deliveries require manual entry in Odoo instead of Sync All three modules are disabled; Sync is only used for updating price lists

6. What is the correct way to recover work after the Clearwater Sync app crashes while a driver is mid‑route?

Log out of the app and log back in to force a clean reload of data Clear the cache immediately to free space before attempting a restore Reopen the app and use 'Restore Previous Session' without logging out Delete and reinstall the app so it pulls a fresh copy of all routes Turn on Airplane Mode and then try to sync the deliveries again

7. Why is clearing the cache in Clearwater Sync discouraged unless IT specifically instructs it?

It permanently deletes all stored price lists from the Odoo server It logs out every driver across the company at the same time It destroys locally cached sessions, making it impossible to restore recent in‑progress work It prevents the app from ever downloading routes again until it is reinstalled It disables the GPS features used by the map view for the rest of the day

8. What is the correct relationship between 'Fetch Price List' and 'Fetch Failed Price List' in Clearwater Sync setup?

Both buttons are optional and only needed if the route download fails Fetch Price List downloads all local price lists; Fetch Failed Price List later picks up any that did not fully download Fetch Failed Price List is run first to test the connection; Fetch Price List is only for troubleshooting Fetch Price List only checks for errors, while Fetch Failed Price List downloads the full data set Both buttons are used daily before every route, even if nothing has changed in Odoo

9. When preparing to work a day’s deliveries in Clearwater Sync, how should a driver obtain the correct list of stops?

Open Deliveries, select the route and date, then tap the download button, noting that currently only today’s date can be chosen Start from Opportunities, enter the customer list, and tap 'Convert to Deliveries' for that day Open Field Service, search by zip code, and sync tasks as if they were deliveries Use the configuration menu to restore cache and the app will auto‑download all future routes for the month Tap the upload button, which pulls both past and future stops into the device automatically

10. How does Clearwater Sync handle downloading multiple routes or re‑downloading the same route on a driver’s iPad?

Only one route can be stored at a time; downloading a new route deletes the previous one Re‑downloading a route erases any quantities already entered so the driver can start over Multiple routes can be downloaded, and re‑downloading a route does not overwrite saved delivery quantities Routes must be downloaded one at a time and uploaded before the next download begins Downloading a second route automatically uploads all data from the first route to Odoo

11. What is the difference between 'Order Quantity' and 'Delivered Quantity' on a Clearwater Sync delivery line, and which drives inventory and invoicing in Odoo?

Order Quantity is the planned amount; Delivered Quantity is what was actually dropped, and Delivered Quantity is used to build transfers and invoices Order Quantity reflects what the customer paid last time; Delivered Quantity always stays at zero and is ignored Order Quantity is what was requested that day; Delivered Quantity is only used for bottle deposits, not other items Order Quantity is filled in by the driver; Delivered Quantity is filled in automatically when the route syncs Order Quantity is the maximum allowed for that product; Delivered Quantity is capped at half of Order Quantity

12. In which situation should a driver enter a negative Delivered Quantity on a bottle deposit line in Clearwater Sync?

When the customer receives more full bottles than planned on the order When the driver needs to cancel the entire delivery and all items on the ticket When the customer returns more empty bottles than the number of new deposits being charged When the customer’s payment is declined and no bottles are left Whenever the driver is unsure how many deposits were previously billed

13. What happens if a driver opens a delivery in Clearwater Sync, does not change any Delivered Quantities, and then taps the 'Skip' button?

All Delivered Quantities stay at zero and the lines are marked as skipped in red The order is deleted from the iPad and can no longer be synced The app automatically fills Delivered Quantities to match the planned Order Quantities The order is synced as fully delivered but marked unpaid in Odoo Only bottle deposit lines are skipped; water and salt lines are still counted as delivered

14. What guidance does the training give about when drivers should sync delivery data from Clearwater Sync back to Odoo?

Always sync each individual stop immediately, even if cellular coverage is very weak Sync either stop‑by‑stop or in a batch at the end of the route, preferably when a strong connection such as office Wi‑Fi is available Only sync once per week to reduce server load, regardless of how many routes are completed Sync only while parked at the customer’s site so GPS coordinates are recorded correctly Avoid syncing on Wi‑Fi because cellular data gives more accurate timestamps

15. What is the purpose of the 'Upload' button (up‑arrow icon) on the Clearwater Sync home screen?

To download new routes and products from Odoo to the iPad To send all completed delivery data from the iPad back to Odoo, ensuring no orders were missed To reset the app’s connection settings and clear the stored cache To open a printed route cover sheet for the driver to review To activate the opportunities and field service modules for the current user

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ODOO TRAINING 0836 - CLEARWATER SYNC

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