ODOO FAQ

For what purpose logistics of the product used?

Logistics under inventory tab of a product contains Weight of the product, Volume of the product, Harmonic System Code- (usually required on the Proforma invoices that are attached to the packages that are shipped abroad)of that product and at sales, some vendor may calculate the shipping cost based on the logistics.
How an item is measured while items are stored in the inventory?

UOM, unit of measure is the measurement of the items stocked in the inventory. like: KG, KM, Pound, etc. The purchase unit of measure can be different from UOM. but it will be under the same category as a unit of measure.
Where can we see the backorder generated during the validation of product delivery?

We can see the backorders in the inventory overview under the specific operation type, with status “waiting”.
Is it possible to access frequently used menus/operation using barcodes?

Yes, we can print the default barcode commands from the “barcode scanner” menu in the configuration.
Is it possible to delete the product packaging that I have created?

We can check multiple product packaging and in action, there is a delete option to delete the checked packaging.
How can I include extra expenses for a product?

In Odoo there is a cool feature called ‘Landed costs’.There we can split up the extra charges like transportation fees (both inland and ocean), customs, duties, taxes, handling and payment fees. For more details refer to the landed cost configuration.
Can you explain the difference in reordering rule and make to order?

Reordering rule ensures that our stock has a minimum amount of a product to satisfy future customer needs. It is automatically triggered and purchase order requests created when the forecasted amount is less than the minimum quantity set in the rule.

Make to order automatically creates purchase order requests when a sales order is confirmed. Here products are brought to stock only when a customer orders a product.

Sometimes vendors give products to salespeople without actually selling them in order to check the marketing value of a newly manufactured product. A later salesperson sells this in the market without being the owner of the product. Is there any mechanism to implement this technique?

Consignment technique is used for this. When a purchase order is confirmed before validating the receipt change the owner as of the vendor from which the product was purchased. Now the product can be sold without being its owner.
How can I set the expiry date of a product?

In the lots/serial numbers, we can view products and its lot/serial numbers. Select one and edit the alert date under the dates tab. The expiration alert is shown according to this alert date.
How can we view through what all locations a product had moved?

Under reporting, we can see product moves that show the movement of every product.
Is there any difference between the terms bill and invoice?

Bill is created while purchasing a product but the invoice is created when a sale is done.
Can I see the total number of products delivered in a warehouse?

Under the reporting menu, we can select warehouse analysis where we can filter by done deliveries and measures as product quantity.

How to track the history of the product from reception to delivery and sales?

Unique serial numbers are assigned to each product to track its complete history.
How is the removal strategy of products with less shelf life works?

In the case of LIFO, means last in first out, the products with less shelf life send out first out. To configure LIFO inventory -> configuration -> location, Now just open the stock location and set the LIFO strategy.
Is there any mechanism to decide in which order a product needs to be removed from stock when a sales order is confirmed?

There is a removal strategy option under logistics in each storage location.
Can I view all the existing packages?

Under the master data menu, we can see packages as a submenu. On clicking it we can view all the packages.

Is there any option to keep track of sales and manage future customer orders?

Using forecasted inventory we can estimate how many products can be sold in the future. This helps to ensure that the available stock can satisfy a customer.
Is there any option to make a quality check on products before it is directly brought to the stock?

It can be done by using “routes”. Where for each route we can set rules according to the need.

Is it possible to view the current stocks of each location in a company?

Yes, you can view the current stock of each location by selecting “current stocks” from a particular location that you want to check.
How can we cope with unexpected delays in the supply chain?

By using the Security lead time option for sale and purchase. Thus we can manage the unexpected delay in the supply chain.
Is it possible to trace a product movement in each operation?

Yes, we can trace the product movement using lots and serial numbers which should be assigned to the product.
How to invoke a set of reordering of different products in one click?

it can be done by “run scheduler” in the inventory module. when we click the run scheduler button all reordering rules will get triggered.

How can we redirect a retractable product to a different location, when it enters a particular location?

Putaway rule can be used to change the location of reactable product to a different location.
How can we manage multiple transfers in inventory?

Batch Picking is used to managing multiple transfers. Where multiple transfers can be converted to done state or can be canceled in a single click. To know more about the configuration of batch pick read the blog: Batch Pickings in Odoo 12.
What is the scope of barcode in inventory?

In Inventory, barcode is used to give a quick response to actions like store, access product, menus, inventory adjustment, etc. We can create our on barcode number using barcode nomenclature.

What is the difference between reordering rule and inventory adjustment in inventory management?

In reordering rule, a request is created for purchase order automatically when some conditions are satisfied. Whereas in inventory adjustment we can adjust the onhand value if there occurs any mismatch in the theoretical onhand value and calculate or computed real onhand value.
What is the default inventory valuation and costing method in odoo?

The default inventory valuation is manual
The default costing method is standard. 

What can be done to manage damaged products in stock?

We can create scrap locations to store damaged product and we can add products to this location at the time of delivery validation when we find that the product needs to be repaired.
In a shop we will get variants for a particular product, how shall we manage to configure the variants in odoo?

While configuring products we also can configure the variants of that product. first of all, let's create a product just as mentioned in the above question or you can have a look into this link: product configuration in odoo now we shall come to configure the variants of products. for further clarification read the blog: how to manage product variants in odoo.
How can we, in a simple way, add products to the inventory?

Another cool feature of Odoo inventory is that we can configure products in a so simple and efficient manner. For that go to the inventory module -> master data -> products and create product. For further details check the blog: Product configuration in Odoo
How can we send a damaged product to scrap?

Go to the inventory module, click the operation tab, click the scrap option. then a new window will appear where you can create a new scrap. there add the product, its quantity, and all the required fields and validate the scrap. Then it will be in the done state.
What we will do to keep the record of outgoing products?

Under Reporting, we can see Product Moves. By default, product moves are shown as a list view. Change the view to pivot view. Filter the moves by outgoing. Now we can see all the products and how much quantity already gone from your stock.
Is it possible for us to have some adjustments in inventory?

In odoo inventory, we have a super cool feature of inventory adjustments. Here we can adjust the onhand value if there occurs any mismatch in the theoretical onhand value and calculate or computed real onhand value. Under operations Choose the option of inventory adjustments and click on the create button, fill all the necessary fields for the adjustments and confirm it.
How do we know the status of a batch transfer?

In odoo, there is the cool feature of knowing the status of the batch transfer. when we save it will be in draft state, if we confirm the batch it will be on running state, and if everything is done it will be in the done state. For further details click on the link: Batch Pickings in Odoo v12.
How to cancel a batch picking transfer? ""

We can easily cancel a batch pick in Odoo. For that just click on the red cross mark on the form, it will be canceled. If you just click on the black cross the transfer also will be canceled. For further details read the blog: Batch Pickings in Odoo 12.
Is it possible to make a done transfer in to scrap?

Yes, we can make a done transfer in to scrap by clicking on the scrap button in the done transfer.
Suppose that we want to move a product from one location to another inside the warehouse, how do we deal with this transfer?

To do a transfer, first of all, go to the operation tab of the inventory module and click on the option transfer. then you will be redirected to a new window of the transfer. There clicking on the create button you can create a new transfer after having to fill all the required spaces in the transfer form, click the save button. After that click the mark as to do button. Then click on the four lines next to the product line, then a pop-up window will come, there you can add the done quantity of the product and save. Then check the availability of the product and if available click the validate button and then confirm it. Then the status of the transfer will come into the done state.
How to best manage a warehouse?

Warehouse is an important part of a company even special for a manufacturing company. There are so many processes and movements being done in a warehouse. Odoo ERP is well efficient in managing a warehouse how huge it may be. all complex movements in a warehouse are simple and time-efficient for Odoo.
Further details refer to the blog: Best Warehouse Management System.
Which rule of procurement is applied to forecast the consumer demand so that inventory is efficiently updated?

The push rule of inventory of a company enables us to forecast the consumer demand like which product is consumed by which type of customers at what time and what quantity. so that the company can always manage to easily meet the needs of customers. This increases the efficiency of the company. To know more about the configuration of push rules and For further details refer the link: Odoo Inventory Management  Also refer: Odoo Warehouse Management and Routing 
How does the Procurement rule of Odoo work and how is it configured?

Procurement rules are all about the procuring of the products. this rule is set on the routs. for the install the inventory app, then go to its configuration and select the routs. There you can see a section for procurement rules, just click add a line and set the rules. There we have Five available actions like push, pull, push and pull, manufacturing and buy. To know more about the configuration of the procurement rule read the blog: Odoo Inventory Management Also refer to Odoo Warehouse Management and Routing
How can we make it possible to directly pass the products to the customer without stocking in the middle?

Here we use the concept of Cross-docking. Cross-docking simply means directly passing the products to the customer or to the output doors without stocking in the middle. In order to configure this, we need to activate the multi-step routing. this will also auto-enable the locations. Now with two steps, we can configure the incoming and outgoing of products, For this, we also wanted to edit the warehouse this will enable the cross-docking routes. Now in the inventory take a product and make it buy and cross-dock. Now if you purchase the product you will see waiting for another action of cross-docking.
Is it possible for us to transfer goods from one warehouse to another warehouse?

Odoo inventory management is super flexible. it is so efficient in all complex movements of products. here we are looking for the inter warehouse transfers. with odoo inventory, it is made possible to deal with inter warehouse transfers. to know the management of inter warehouse transfer just read the corresponding blog: for further details refer to the blog: inter-warehouse transfer in odoo.
How do we manage the pathway through which the products come in and go out of the company?

Routes are defined as the path through which products received to the company and gone out of the company. There are push rule and pull rules which deals the routes. To configure the routes lets go to inventory settings and activate the options of advanced routing of products. There are also some routes set for our warehouse we can set it as we like. Now in the configuration take the routes and configure it as you wish, it can be set for products or you can select the warehouse it applies to. For more details read the blog: How to Configure Routes in Odoo 12.
How to configure a third party shipper for the delivery method?

In Odoo we can configure the third-party shipper. for that inventory -> configuration -> delivery methods. Mostly two delivery methods are available for us in Odoo Inventory, One is for international shipping and the other is for domestic shipping. You can also create the delivery method as you wish.
How is it possible to manage even the complex delivery of products?

Odoo is efficient in handling delivery methods. we have to activate the delivery methods. For further details about the delivery method and its configurations read the blog: How to Setup a Delivery Method in Odoo.
How to configure the FEFO removal strategy?

The FEFO strategy works on the bases of the date of expiration. products with less expiry date will be dispatched first. here we can set date of best use, date of end of life, date of alert and date of removal. To configure FEFO, inventory -> configuration -> Location, Now just open the stock location and set FEFO strategy.
How are the direct materials, direct labor, and manufacturing overhead are dealt with in cost price?

Standard price is all about based on direct materials, direct labor and manufacturing overhead the cost price is estimated in a specific period.
What can be done to keep a periodic record of inventory in a month or a year?

Periodic inventory valuation allows us to maintain a record of periodic checks on inventory. Read the blog for more accurate details: Inventory valuation and product categorization in odoo.
What is periodic inventory evaluation?

Periodic inventory valuation means we should keep a periodic check of inventory like monthly or yearly. read the blog for more accurate details: inventory valuation and product categorization in odoo
How do we deal with the valuation of inventory every year?

It's mandatory that you have to value your inventory every year and show it in the balance sheet. Odoo has a cool inventory valuation method. To know about it read the blog: Inventory Valuation and Product Categorization in Odoo.
Where the expiration alert is shown?

Expiration alerts can be accessed from the in inventory app. for that take lot and serial numbers in the master data in the inventory. There you can see all the lots and serial numbers that are on alert.
How do we trace the products with lot numbers?

Lot allows you to track the group or batch of product, its moves, where is it and so on. To trace a lot, go to master data of inventory, take lots and serial numbers and search your lot number. You also can find its location also using lot numbers.
How do we manage the identification of group of products in Odoo?

Lots are used for a group of products. its mainly used in batch production and so on. To know more about it read the blog: How to Manage Lots in Odoo.
How to trace a product with the serial number?

Serial number allows you to track the particular product, its moves, where is it and so on. to trace a serial number, go to master data of inventory, take lots and serial numbers and search your serial numbers. you also can find its location also using serial numbers.
How to manage serial numbers in receipts?

We can manage the serial numbers for receipt of products. beforehand we shall activate the tracking option from the inventory settings. then save it. For more details read the blog: How to Manage Lots in Odoo.
How is lot and serial number differs?

The purpose of lot and serial number is the same but the method of usage is different. Lot is used for a group of products or packages and so on. whereas the serial number is used for each product. It will be unique for each product.
How is it possible for an advanced user to use run scheduler?

If an advanced user wants to use this feature, Enable the debug mode in the settings app -> activate the developer mode. Now settings -> technical -> automation -> scheduled actions and run MRP scheduler configuration. There we can set the start time of the scheduler.
Is there any smart feature in Odoo to update the minimum quantity of a product?

Run scheduler is a super cool feature of Odoo inventory to replenish the products that have reached the minimum quantity. To run the scheduler manually we need to go to inventory -> operations -> Run scheduler. Clicking on run scheduler automated RFQs will be sent for all products that have reached its minimum quantity.
How shall we send an automated SMS to the customer at the time of delivery?

To enable this super cool feature in Odoo, just like email, we need to activate it in the settings, activate the SMS confirmation feature. Now when you do delivery an automated SMS will be sent to the customer.
When we launch a new product to the market we need to know the acceptance and demand of it by the consumers. So how do we give samples to the market?

In this case, we use the concept of Consignee stock. Consignee stock means when a company launches a new product to know the market acceptance of that product they keep those products in shops for free. It doesn't affect the shop's inventory. They can but sale it.
How do we scrap a product when damage occurs to that product during the internal transactions?

When we do an internal transfer if we want to scrap the products, in inventory go to internal transfers take one transfer just click the scrap button appear on the top, it will go to virtual scrap location.
How do we scrap a damaged product at the time of delivery?

When you sale and delivery products, in the inventory dashboard under-delivery click on to process if any and deliver the products. when delivery is over we can see the scrap button appears, clicking that you can scrap the products.
How do we manage the damaged goods and their location?

Scrap is the damaged product. scrap location is the place where we keep the scrap products. In every warehouse, there will be a scrap location. First of all, activate storage location in the settings and then go to configuration and take locations and create scrap location. For more details read the blog: Odoo/Open ERP Scrap Management
How do we manage the warehouse when we want to receive or deliver products from our stock through some steps, like receive directly to stock, receive first in input location and then stock or after quality check and then stock?

In Odoo inventory we can manage and configure the warehouse and its routing. Therefore you have to activate multi-step routes. Now we shall edit the warehouse and set route as we wish like one step, two-step, and three-step. for further deep understanding read the blog: Odoo Warehouse Management and Routing.
How can we deliver a group of products as a package?

Odoo is so flexible that it can deliver products as packages. it's purely dependent on its quantity and so on. First of all, we need to activate packages in the settings. Now we shall do a planned delivery with packages. For more details about packages and how can we configure it and so on kindly read the blog: Packages in Odoo v12
Explain the principles of flow to handle the receipts?

The flow of handling the receipts are three in odoo inventory. They are the following: receive products directly in stock, receive first in the input location and then to stock,and receive in input location then do the quality check and then come to the stock.
What all things we have to consider while doing dropshipping?

We usually use drop shipping in cases of products you don't want to manage the stock of it. When you find that the storage of something will consume a lot of space in your warehouse, you can use dropshipping for such products. Mainly used for unique products. For further details read the related blog: How to Setup Drop-Shipping
What are the different ways to handle the products receipts?

Odoo inventory is so flexible that it gives different ways to handle the receipts, they are the following: receive products directly in stock, receive first in the input location and then to stock, and receive in input location then do the quality check and then come to the stock.
How to configure the delivery method to a certain number of countries?

In odoo, we have different delivery methods. If needed you can do it for certain countries. Take the delivery method in inventory. create a new one and there on the destination space you can select your preferred country.
How do we configure the direct delivery of products from vendors to the customer?

Dropshipping is all about the delivery of the products directly from the vendor or supplier to the customer. For configuring it we have to activate it first in the settings also we have to activate multi-step routes. For your better understanding read the blog: How to Setup Drop-Shipping

Is it possible to compute the scheduled delivery date?

Odoo ERP software has the efficiency and capacity to schedule the delivery date for products for its accurate delivery. And it automatically increases customer satisfaction. It plans deliveries and receipts.  For the better understanding read the blog: Calculate Scheduled Delivery Date in Odoo

Is it possible to process a receipt in three-step?

It is possible to receive products in three steps, For that edit, the warehouse and set it to receive products in 3 steps, set multi routs, now when you purchase goods it moves from suppliers location to your input location, and from there to quality check location and from there to your stock.
Is it possible to process a receipt in two-step?

For receiving products in two steps, just edit the warehouse and set receive goods in two steps. Now make a purchase order, confirm it and you can see the receipt. You also have to set multi routes. Now go to inventory dashboard click on to process button, you can see your receipt validate it then you can your product moves from suppliers location to you input location, now an internal transfer has been created to move the products to your stock, now click the receipt and mark it as done, so when the receipt is validated the internal transfer is ready to process when we validate the internal transfer the products will enter into our stock.
Is it possible to process a receipt in one step?

It is possible to receive goods in just one step. its the default mode in inventory management of Odoo. For that just activate the warehouse and edit it and set receive goods directly. Now create a purchase order, when you confirm the order you will see a receipt there. You also have access to the inventory dashboard also. Just click the to process and you can see your receipt validate it and you will see the products move from suppliers location to our location or warehouse.
Is it possible to create a new location?

Yes, it is possible to create a new location for that we have to activate the multi-locations in the settings, now come to configuration take the locations and click the create button. Now fill all the necessary fields and hit save button.
How is it possible to create a new warehouse?

It is possible to create a new warehouse, for that we have to activate the multiwarehouse from the settings, Now in the configuration take the option of warehouse and create. fill all the necessary fields and hit save.
How the warehouse and location are differentiated?

In general, a warehouse is a physical place where you stock your products. There can also be a virtual warehouse. In a warehouse, there can be sub-locations, shelves and so on. 
Locations are the places inside a warehouse where you stock your products. Also, there are internal locations, supplier location, customer locations and so on.
What strategy is used when we are running short of a particular product?

The replenishment strategy is a super cool feature of Odoo inventory. You can set the reordering rule by taking the reordering rule from the master data of the inventory module. There, click on “Create” to set minimum and maximum stock values for a given product. Then, click on your product to access the related product form and, on the “Inventory submenu”, do not forget to select a supplier. The Make to Order configuration is available on your product form through your Inventory -> Inventory control -> Products (or any other module where products are available). On the product form, under Inventory, click on “Make To Order”.The choice between the two options is thus dependent of your inventory strategy.
What can we do to produce products only when demanded?

For this purpose, we can use the concept of Make to order. Make to order is the concept of manufacturing the product only when there is demand. The product is produced as per the order. Therefore there won't be any overstock or understock of the product.
How do we manage a sudden customer need for a product when that demanded product is less?

To face such cases we use the concept of minimum stock rule. The rule of minimum stock means that always you should have some amount of product in your hand so that you can meet the sudden need of a  customer. Also when the stock reaches the minimum level an auto procurement will be generated or auto manufacturing order will be generated.
When we purchase or replenish products the transfer of a unit of measure occurs, is it valid?

Yes, there are no issues in transferring the unit of measure but the category must be the same. To have a transfer lets create a new RFQ, enter the product with a different UOM and confirm it. so here you purchase the product in different UOM. Also when you replenish the on-hand quantity also you can enter a different UOM other than of that product.
Can we create new unit of measure?

Yes, We can create UOM, for that we have to activate the Unit of measure from the inventory settings. Then go to configuration and take UoM and click the create button to create and fill all the necessary fields and save it.
What process is done when a product meets its minimum quantity?

Reordering rules are the rule set for the procurement of the products which are meeting the set minimum quantity. Here an auto procurement is triggered.
How can we see the total available goods in the warehouse?

Currently, how much or how many products we have in our warehouse is computed, and this is the quantity on hand.
How can I set the flow of products from one location to others according to our wish?

Pull rules are used for this to set the procurement of the products.
How can I set a specific route for product movement?

Routes can be used to define the way through which the products are moved from one location to the other. For more details refer: How to Configure Routes in Odoo 12.
How can we send a request for products in a specific quantity?

We can use the procurement rules for this. If we set the procurement rule properly the procurement will be triggered automatically. Also, we can manually trigger the procurement.
Is there any type of products that can be purchased and delivered without the need of inventory management?

Consumable products are those products that we can buy, deliver and stock but we don't keep the inventory management for that consumable products. Rather suppose that there is enough stock of that consumable products. Whereas the storable products are the products for which you stock and manage the inventory.
How can I track a product uniquely?

To identify products, we give a lot and serial numbers to them but lot and serial numbers are different. Lot numbers are given for a batch. It is used to identify a batch of the product whereas serial numbers are the unique numbers of a particular product.
In my warehouse, there are specified locations for products. How can I configure this in Odoo?

Locations are the places inside a warehouse where you stock your products. Also, there are internal locations, supplier location, customer locations and so on.

How to deliver products from the stock?

To do delivery form your stock, create a delivery bill, enter the product you want to deliver, specify its quantity and price. Now confirm it and validate it. Then the delivery is done and products will go out of your stock. You can also schedule the future delivery of the products by setting future dates.

How can we receive products in stock?

First of all, install the inventory module and create some products there. The storable products can be tracked and get to know its stock and so on. And if you don't want to track a product keep its type as consumable. Once products arrive from a supplier you can create a receipted bill to enter it to your stock. On that bill, you can set the received quantity and the supplier. When you validate the receipt the products will enter your stock. You can also schedule a date for the validation of the receipt so that the stock may enter as you wished to date.
How can we switch the location of a product according to the demand?

The push rule of inventory of a company enables us to specify the location to which a product needs to be moved according to the demand. For more details refer: How to Use Push and Procurement Rules in Odoo.
How can we manage the rules of procuring the products?

Procurement rules are all about the procuring of the products. This rule is set on the routs. for that install the inventory app, then go to its configuration and select the routs. There you can see a section for procurement rules, just click add a line and set the rules. There we have Five available actions like push, pull, push and pull, manufacturing and buy.

How can I set the removal date of a product?

The removal date is the date after which the product must be removed from the stock. We can set this while configuring lot and serial numbers. For more details refer: How to Setup Product Expiry Dates in Odoo
How can I set some notification for a product when it exceeds a given date?

We can also set an alert date for the product. It will give an alert about the product's life. We can set this while configuring lot and serial numbers. For more details refer: How to Setup Product Expiry Dates in Odoo
How can I set the lifetime of a product after that the consumption product becomes dangerous?

We can set this while configuring lot and serial numbers. Where the lifetime For more details refer: How to Setup Product Expiry Dates in Odoo
When my product becomes progressively worse but is not dangerous to consume what can I do to give an end date for consumption of the product?

We can give a best before the date in the lots and serials form for the product.
How can we handle the Incoming products to our Inventory when the shelf can hold less amount?

In this case, we can set the removal strategy as LIFO. By enabling LIFO, the products that come last will send out first.
A product which arrived first must be gone out first, what shall we do?

In odoo there is an option of removal strategy. By setting it as FIFO we can meet the need of first in first out. Means the products first arrived in our stock is gone out first. For more details refer: Removal & Putaway Strategies in Odoo

How can we efficiently manage the removal of stock from our inventory?

In the Odoo inventory module, we use removal strategies to efficiently manage the stock and its removal. There are certain criteria we use for this. They are the following: LIFO, FIFO, and FEFO. This allows us to give the best products to our customers.
How can I view all the pending delivery orders?

In the Inventory overview, we can easily identify the number of pending delivery orders. All our inventory transactions and inventory management will be reflected under different categories, like receipts, internal transfers, delivery orders, manufacturing, point of service, dropship and so on.
How to make transfer goods from a vendor or manufacturer to the customer without affecting our stock?

Here we use the concept of Dropshipping. Here goods are directly passed to the customer or to the output doors without stocking in the middle. For further details check the blog: How to Setup Drop-Shipping
Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message