Training Schedule
A 4-day, 16-hour training plan to onboard Panville accountants and station encoders to shell18.
Day 1: Overview & Setup (4 hours)
| Time | Topic | Duration | Details |
|---|---|---|---|
| 9:00 AM | Module Overview & Key Concepts | 30 min | What is Shell18, CVGo, MOP, VAT-inclusive pricing, Panville's 6-branch architecture |
| 9:30 AM | User Roles & Security Groups | 30 min | Who can do what, login with test accounts |
| 10:00 AM | Break | 15 min | |
| 10:15 AM | MOP Account Configuration | 1 hr | Configure all MOP types per branch, set journals, posting modes, automation |
| 11:15 AM | Understanding Detailed vs Summarized | 30 min | When to use each, impact on SO volume and reporting |
| 11:45 AM | Q&A and Hands-on Setup | 45 min | Trainees configure MOP accounts on training database |
| 12:30 PM | End of Day 1 |
Day 2: Daily Operations (4 hours)
| Time | Topic | Duration | Details |
|---|---|---|---|
| 9:00 AM | Day 1 Recap & Questions | 15 min | |
| 9:15 AM | Uploading CVGo Data | 30 min | Upload wizard, manual upload, file hash validation, branch context |
| 9:45 AM | Validating Data | 45 min | Validate button, reviewing tabs (Periods, Transactions, MOPs, Hose Data) |
| 10:30 AM | Break | 15 min | |
| 10:45 AM | Posting Data | 1 hr | Post button, detailed vs summarized results, reviewing created SOs |
| 11:45 AM | Hands-on: Full Upload-to-Post Cycle | 45 min | Trainees process a sample CVGo file end-to-end |
| 12:30 PM | End of Day 2 |
Day 3: Payments, Reconciliation & Reports (4 hours)
| Time | Topic | Duration | Details |
|---|---|---|---|
| 9:00 AM | Day 2 Recap & Questions | 15 min | |
| 9:15 AM | Payment Registration | 45 min | Auto-payment vs manual, Register Payments wizard, selecting MOP |
| 10:00 AM | Reconciliation | 45 min | Reading the Reconciliation tab, understanding differences, balanced vs unbalanced |
| 10:45 AM | Break | 15 min | |
| 11:00 AM | Reports & Audit Logs | 30 min | CVGo XML Day Data report, grouping/filtering, reading logs |
| 11:30 AM | Sale Order Management | 30 min | Viewing CVGo SOs, Set Customer wizard, plate numbers |
| 12:00 PM | Cron Jobs & Automation | 15 min | How cron auto-processes, when to disable |
| 12:15 PM | Troubleshooting Common Issues | 30 min | Walkthrough of common errors and solutions |
| 12:45 PM | End of Day 3 |
Day 4: Practice & Assessment (4 hours)
| Time | Topic | Duration | Details |
|---|---|---|---|
| 9:00 AM | Review All Topics | 30 min | Quick walkthrough of entire workflow |
| 9:30 AM | Hands-on Exercise 1 | 45 min | Upload, validate, configure MOPs, and post a CVGo dataset |
| 10:15 AM | Hands-on Exercise 2 | 45 min | Register payments, reconcile, resolve discrepancies |
| 11:00 AM | Break | 15 min | |
| 11:15 AM | Hands-on Exercise 3 | 30 min | Use reports, change customer on charge SOs, review logs |
| 11:45 AM | Assessment / Quiz | 30 min | Written or practical assessment |
| 12:15 PM | Open Q&A and Wrap-up | 30 min | Address remaining questions, provide reference materials |
| 12:45 PM | End of Training |
Total Training Time: 16 hours (4 days × 4 hours)
Quick Reference Card (Post-Training)
DAILY WORKFLOW:
1. Switch to your branch using Odoo's company switcher
2. Export CVGo data from POS system (ZIP file)
3. Shell18 > CVGo > Upload XML Day Data
4. Attach ZIP file(s) > Upload
5. Wait for auto-validation (or click Validate manually)
6. If new MOPs auto-created: configure them and Mark Configured
7. Wait for auto-posting (or click Post manually)
8. Check Reconciliation tab — should show "Balanced"
9. Register Payments for charge accounts if needed
10. Review Logs if any errors occurred