How backorders are managed while validating a transfer in Odoo 16 Inventory module?
In Odoo 16 while validating a transfer the operation types allows a field to manage the backorders which include three option,
Ask - where the users are asked to choose whether they want to make a backorder for remaining.
Always - A backorder is automatically created for the remaining products.
Never - Remaining products are cancelled.
What is the significance of using the Barcode app option in operation types of Odoo 16 Inventory module?
The Barcode app option in the operation types helps the users to decide what need to scan, what shouldn't scan and what is the mandatory or optional scan so once these are defined during the process of picking of the product these scans will be taken into consideration and the scan will be done.
Is it possible to route the product using our own needs rather than the default routes in Odoo 16 Inventory?
Yes, it is possible to design the product's movement using custom routes which have rules. Create your new route by going to inventory > Configuration > Routes > Create a route with all information needed. Additionally, you can choose which Product Categories, Products, Warehouses, and Sales Order Lines these routes are applicable to and also can add upon the action like pull, push, pull & push, Buy and Manufacture rules.
The route will be displayed underneath the inventory tab of the product form once it has been generated.
In Odoo 16, how can we guide a product to a certain place once it reaches the main location?
WH/Stock, the main warehouse, is where a product is often received when being stocked.Therefore, we can reroute this goods to another sublocation by using the putaway rule.
To create putaway rules, go to inventory -> configuration -> Putaway Rules. Add the product, category, and choose a location, when the product arrives at that location it will automatically be stored to some other location specified at ‘Store to sublocation.’
What is the inventory valuation technique in the Odoo 14 Inventory app?
Inventory valuation techniques specify whether or not transactions within a given category must be recorded into Odoo. Manual and automated inventory valuation methods are available in odoo. Whenever a transaction occurs in that product category manually, no accounting records are recorded. However, with Automated, the accounting entries are made each time when a transaction takes place.
What function do Operation types serve in Odoo 16?
Every business operation involves different procedures that are carried out in their warehouse, and in odoo we use the feature called Operation types to carry out various operations in the warehouse such as Reception, Delivery, Internal transfer, and so on. To enable this go to Inventory -> Configuration -> Operation types and click the create button to create a new one.
Why would someone use Storage categories in Odoo 16?
Inventory management in Odoo 16 introduces a number of features, one of which is storage categories, which are used to group various locations.
Go to Inventory -> Configuration -> Settings to enable this option. Once the user has enabled the Storage Location option, they can next enable the Storage Categories option along with that.
Is it possible to include a quality check into your transfer processes in Odoo 16?
The Quality option, which may be enabled from Inventory -> Configuration -> Settings -> Quality, makes it possible to use this feature and using which one can add a quality check to the Operations after this option has been enabled.
What is the purpose of using the Reception report in Odoo 16?
Reception report is an inventory management feature added in Odoo 16 that allows users to view and allocate received quantities. To enable this feature, go to Inventory -> Settings -> Reception report.
In Odoo 16, how do I reserve product packages?
A new feature that allows for full or partial package reservations is included in the Odoo 16 Inventory module. Reserve only Full Packing prevents partial packaging from being reserved, so if consumers ordered two packages of 100 units each but you only had 160 on hand, only 100 would be reserved. If consumers request two packages of 100 units each and you only have 160 in stock, you can reserve 160 of the packages using Reserve Partial Packaging.
What are the different ways to reserve products at delivery in Odoo 15?
In Odoo 15 a new feature is introduced in operation types called Reservation Method, which is used to reserve products in operation types and is classified into three types At Confirmation, Manually, and Before scheduled date. Get detailed information from our blog: Reservation Methods in Odoo 15
How to Reserve Product Packages in Odoo 15?
In Odoo 15 Inventory module a new feature is introduced with which one can reserve packages fully or partially. With Reserve only Full Packaging no partial packaging were reserved for example if customers order 2 pallets of 100 units each and you only have 160 in stock then only 100 will be reserved. With Reserve Partial Packaging one can reserve partial packaging for example if customers order 2 pallets of 100 units each and you only have 160 in stock then 160 will be reserved.
What is the significance of using the Reception report in Odoo 15?
Reception report is a new feature introduced in Odoo 15 Inventory management, using which one can view and allocate received quantities to enable this to go to Inventory -> Settings -> Reception report.
Is it possible to add a quality check to your transfer operations in Odoo 15?
Yes, it is possible with the option called Quality which can be enabled from Inventory -> Configuration -> Settings -> Quality after enabling this feature one can add a quality check to the Operations.
What is the need of using Storage categories in Odoo 15?
Storage categories are one of the new features brought up in Odoo 15 Inventory management, which is used to group different locations together. To enable this option go to Inventory -> Configuration -> Settings -> after enabling the Storage Location option the user gets access to enable the Storage categories option. Get detailed information from our blog: Storage Categories in Odoo 15
Why is the Pre-fill Detailed Operations option in Operation Type used in Odoo 15?
The Pre-fill Detailed operation allows to automatically prefill the detailed operations with the corresponding product, location, lot & serial number.
What is the use of the Show Detailed Operation option in Operation Types in Odoo 15?
This option helps to represent the detailed stock operations in the picking lines, if not the picking line will represent an aggregate of detailed stock operations.
What is the use of Operation types in Odoo 15?
Every business operation involves various process that is carried out in their warehouse, similarly in odoo to perform different operations in the warehouse such as Reception, Delivery, Internal transfer and so on we uses the feature called Operation types in odoo and to enable this go to Inventory -> Configuration -> Operation types and click create button to create a new one.
Does Odoo 14 Support negative stock? What does it mean?
Yes, Odoo Supports the negative stock. Negative stock indicates that the products are sold out from the inventory but the recordically stock is not there. For example, an inventory adjustment has been made for the product for product count as 10. But while selling the product he found there are 11 products in the inventory. If sold all 11 products then the stock count moves to -1, a negative value. Actually, this refers to the stock entered in the inventory is wrong.
How can we analyze the product demand in Odoo 14 Inventory?
From inventory reporting, we can take a forecasted inventory report, which will show the analysis of product demand for a week or month. In addition, from the forecasted inventory report, we can find the stock expected to satisfy the future demand also.
How can I apply signatures at the time of delivery to confirm the product is delivered to customers in Odoo 14?
Activate the ‘signature’ feature from inventory -> configuration -> settings and save. So at the time of product receipt, a button ‘Sign’ will appear. So that the customer can sign and receive the product.
How products can be sold in packs in Odoo 14?
In the product form, under the inventory tab, one can define packaging. Click on add a line and add the pack details and number of quantities in the pack. Further, then save changes.
Now create a sale order, choose the product, and pack, so it will ask to update the quantity. Add the quantity as the quantity in the pack and hence the price will count based on the quantity. Finally, confirm the sale order and proceed.
Define Odoo 14 Packages in inventory app?
Once you enable Packages from inventory configuration settings you will have ‘packages’ in the product menu in the configuration menu.
Now confirm a sale order and in the transfer, you will have a button ‘PUT IN PACK’, this is what refers to ‘Packages’ which will help you put the products in a pack.
Can I send an Email or SMS confirmation to the customer once the product is delivered in Odoo 14?
Yes, both email and SMS confirmation can be enabled in Odoo. For that go to inventory -> configuration -> settings, under shipping enable Email Confirmation and SMS Confirmation and save it. Now once the delivery orders are done an automatic email or an SMS confirmation will be sent to the customer. In addition, to send SMS, one has to buy credits from Odoo.
Which are the default routes provided by Odoo 14?
Buy, manufacture, Replenish on Order (MTO), Dropship, etc. are the default routes provided by Odoo 14. Each route consists of certain rules which will redirect the product movement.
Define Odoo 14 costing methods in the inventory app?
The Costing method defines how the cost of products is managed. The different costing method includes Standard, First In First Out (FIFO) and Average Cost (AVCO).
Standard Cost: The products are valued at their standard cost. One can update the product cost manually
First In First Out (FIFO): For FIFO the cost will update as the product first entered into stock will move out of the stock first.
Average Cost (AVCO): The cost of product update is the average cost of product in the stock.
Define inventory valuation method in Odoo 14 Inventory app?
Inventory valuation is specified inside the product category. Inventory valuation methods define whether the transactions in that particular category need to be recorded in the Odoo or not. There are two inventory valuation methods: Manual and Automated.
For manual, when any transaction happens in that product category, accounting entries will not be recorded.
But for Automated, the accounting entries are recorded whenever the transaction happens.
How does barcode help in Odoo 14 Inventory management?
Barcode can be set to products, Locations, Operation types, etc to automate the stock moves using the different barcode commands. They can be printed from configuration settings. So different operations to validate, cancel, discard, print delivery slips, put in packs, print picking operations, etc. Barcode usage will save the operational time of employees.
How can we redirect a product to a particular location when it arrives at the main location in Odoo 14?
Normally while receiving a product to stock it will receive it at WH/Stock, the main warehouse location. So using the putaway rule we can redirect this product to another sublocation.
Go to inventory -> Configuration -> Putaway Rules -> Create. Add the product, category, and choose a location, for when the product arrives at that location it will automatically be stored to some other location specified at ‘Store to’
Differentiate Stock Moves and Product Moves in Odoo 14 Inventory app?
Stock moves give an overview of the movement of product from one location to another location based on source location while product move also shows the same ie movement of the product from one location to another but based on product.
Define replenishment in Odoo 14 Inventory app?
Replenishment is a new feature in Odoo 14. All the items that need replenishment will be there under the replenishment menu. In addition, you can replenish the stock at once, automate the orders or snooze the replenishment to after 1 week.
Is it possible to route the product in our own need rather than using the default routes in Odoo 14 Inventory?
Yes, one can create custom routes and set rules in it to design the movement of the product. Go to inventory -> Configuration -> Routes -> Create, give a name to your custom route. Furthermore, you can also decide where these routes are applicable, whether on Product Categories, Products, Warehouses, and Sales Order Lines. Below that the rules can be set to route the product, using pull, push, pull & push, Buy and Manufacture rules.
Once the route is created it will be shown below the inventory tab of the product form.
How the details of current stock at different locations can be taken from Odoo 14 Inventory app?
Go to inventory -> Configuration -> locations and open any location. There you can have a tab ‘Current stock’. The current crock details in that location can be seen from there. You can also take inventory details of a particular date, click on ‘Inventory at Date’ and add the date, then confirm. Therefore, the product details in that particular location will be displayed.
How can the product expiry dates be set in Odoo 14 Inventory app?
In Odoo 14 product expiry can be added in the product form itself. Firstly activate the ‘Expiration Dates’ form inventory -> Configuration -> Settings. So under the inventory tab, when you choose traceability as a lot or unique serial number, you will get a checkbox to activate the expiration date. Tick the expiration dates, then set different dates like Expiration time, Best before time, Removal time, Alert time, etc in days will appear below. Add the dates for the product and save.
What is Odoo 14 Consignment? How does it help in stock management?
Consignment is used to set ownership on stored products. So while adding products to stock you can add the owner.
Differentiate Odoo 14 reordering rule and Replenish on Order (MTO)?
The reordering rule specifically used to avoid shortage in the stock by setting a minimum, maximum and quantity multiple, therefore, when the stock count goes below the minimum quantity it will trigger the purchase RFQ.
Which are the types of locations Odoo provides in Odoo 14?
Internal location, Customer location, Vendor location, Inventory loss, Production, View, and Transit location. Get detailed information from our blog: Location Types in Odoo 14
How multiple warehouses can be handled in Odoo 14?
Most of the companies may have multiple warehouses. To create multiple warehouses, enable Multi-Step Routes and Storage Locations. Now go to inventory -> configuration -> warehouse -> create, add the warehouse name and code and configure warehouse and save it.
How the product delivery is managed in 3-step in Odoo 14?
Go to inventory -> configuration -> settings and enable Multi-Step Routes and Storage Locations and then save it. Activate the developer mode, and go to inventory -> configuration -> warehouse. Edit any warehouse and under the warehouse configuration tab, choose the outgoing shipment as ‘Pack goods, send goods in output and then deliver (3 steps)’ and save it.
Furthermore, this will introduce two new operation types in the overview as ‘Pick’ and ‘Pack’. Now while confirming a sale order, you can find three transfers in the delivery tab. One is a picking operation, the second for packing and the other is a delivery order. The picking operation has to be validated so the packing operation goes to a ready state. Now on validating packing operation and then the delivery.
How can I handle product delivery in 2-step in Odoo 14?
Go to inventory -> configuration -> settings and enable Multi-Step Routes and Storage Locations and then save it. For they initially activate the developer mode, and go to inventory -> configuration -> warehouse. Edit any warehouse and under the warehouse configuration tab, choose the outgoing shipment as ‘Send goods in output and then deliver (2 steps)’ and save it.
So this will introduce a new operation type in the overview as a pick. Now while confirming a sale order, you can find two transfers in the delivery tab. One is a picking operation and the other is a delivery order. The transfer in the delivery order can be processed only after the transfer in picking is completed.
How the intra company transfers are handled in Odoo 14?
The goods are transferred between companies in the scenario of an inter-company transfer, as products are moved from the parent company to the child company. The method is identical to the intra-transfer, but we must use an inter-company transit location in this case.
Moreover, enabling multi-company and activating two companies for this and to transfer between two companies requires an inter-company transit location. Thus the product moves between WH/stock ? inter-company transit location ? your company WH/stock.
How the intercompany transfers are managed in Odoo 14?
The intra-company transfer concerns the movement of goods within its company's warehouses. We may use rules for resupply, procurement, and push rules for this. If the main warehouse is facing an inventory shortage, the product can be shipped from the other warehouses.
Go to inventory app-> configuration -> routes-> create a route ‘transfer’ to move product from one warehouse to another. Add rules in the route, in such a way that products on procurement should move from WH2/Stock ? WH1/Stock ? Customer Location and Save.
Then go to product form and enable the created route ‘transfer’ and MTO. So when a sale happens from WH1 and if a product is not available in WH1, products will move from WH2 to WH1 and then to customer location.
How can I prevent the selling of a particular partner in Odoo 14?
From the inventory -> configuration -> settings enable warnings and save changes. Then in the partner form, another option ‘Warning on the Picking’ appears where you can set a warning message and a blocking message. To prevent selling sets as ‘blocking messages’ and add the message at the required field.
So whenever a sale happens for this partner he will be blocked with the blocking message.
Can we set an expiry date alert for a product in Odoo 14?
Although expiration is connected to stock, we have to enable the product to be traceable and expiry and alert dates are set in lot/serial number. Go to the configuration settings of the inventory app and enable the Lots & Serial Number option available and Expiration Dates, then save the changes. Also, enable lot or serial number for the product in the product form under the inventory tab. Then a boolean field appears for ‘Expiration Dates’. Enable expiration field, then configure dates for expiration time, best before time, removal time, alert time in days.
How can l manage the delivery in Odoo 14 without making any delays?
To avoid unexpected delays, security lead time can be set in inventory configuration settings for both sales and purchase.
Can I set ownership for a product? How Odoo handles this scenario in V14?
Yes, once the ‘Consignment’ Option enabled from inventory -> configuration -> settings ownership fields appears on purchase and also you can add an owner at stock also.
What are the picking policies in Odoo 14? Which are the picking policies supported by Odoo 14?
The picking policy defines when to start shipping a product. ‘Ship products as soon as possible, with back orders’ and ‘ship all products at once’ are the picking policies available in Odoo 14.
How can I manage the delivery of products to a particular area only using Odoo 14 Inventory application?
The Batch Picking function is provided by the Odoo 14 Inventory app so that the delivery can be done in batches. Enable batch picking option from inventory -> configuration -> settings and save changes. Now go to Operations -> Batch picking and add transfers having ready status and finally validate it.
What is cross-docking and how does Odoo 14 manage cross-docking?
Cross-docking is similar to drop shipping, in which trucks are unloaded to reorganize the goods in a cross-dock area and are loaded to another vehicle. This loading and unloading also take place without the stock being used.
Enable multi routes from the inventory app's configuration settings. Since cross-docking is carried out in two stages, two steps are organized for both incoming and outgoing shipments. To configure it go to inventory app-> configuration-> warehouse-> edit and under warehouse configuration activate two steps for outgoing shipment and save it. Therefore, a new route will appear in the product form, ‘YourCompany: Cross-Dock’. Now add a vendor and enable the route for product and save changes.
So when a sale order is confirmed, the transfers shown in the delivery tab will be in the waiting stage since we need to collect the product from the supplier. Now you can see that the RFQ for transactions is created against the SO. Further on confirming and validating the PO, you can find the first transfer in sales moved to the ready state. WH/Input is the source location and WH/Output is the destination location in the first transfer. When it comes to the second transfer WH/Output is the source location and delivered to the delivery address.
Define the drop shipping process and how this can be done in Odoo 14?
The product ships directly from a vendor to the customer is termed drop shipping. In Odoo you can enable the drop shipping option from purchase -> configuration -> settings and save it. Then a new route appears in the product form.
Now enable route dropship and add vendors in the product form. Then create a sales order for that product. On confirming the sale order a purchase RFQ is generated in the purchase module. Only after confirming and receiving the PO, the ‘delivery’ tab appears in the sale order. When the SO opens, you can see the product delivered from vendor to customer.
How the incoming and outgoing shipments can be handled in Odoo 14?
The incoming and outgoing shipments can be managed in a warehouse configuration. Activate the developer mode and go to inventory -> configuration -> warehouse. Furthermore, under the warehouse configuration, the outgoing and incoming shipments can be configured in one step, two-step, or three-step.
How can the scheduler run automatically in Odoo 14 inventory application?
First, make sure that you set reordering rules and vendors for the Product. For that activate the developer mode and go to settings -> Technical -> Automation -> Scheduled actions, which will list all the scheduled actions. Furthermore, edit the run procurement: run scheduler detail like execute every particular duration and save changes. In addition, at every defined period run the scheduler checks the stock quantity and triggers the purchase RFQ if the stock level goes below minimum quantity.
Can we decide to which location the products get replenished while using the reordering rule in Odoo 14?
If the company has multiple locations, we can decide which location the replenishment has to be taken. Furthermore, you can choose the location that gets replenished in the reordering rule.
Define Odoo 14 reordering rule?
The reordering rule is a rule for replenishing the product stock in the warehouse so that the product shortage can be avoided. To set the reordering rule for a product, go to inventory -> configuration -> products -> reordering rule -> create. Then add product, location, minimum quantity, maximum quantity, and quantity multiple.
Location: location to which the product needs to replenish
Maximum quantity: Max stock quantity should be in the stock
Minimum quantity: Min quantity at which the reordering rule needs to trigger to replenish quantity.
Quantity Multiple: the replenishment quantity will be the multiple of the multiple quantities
The replenished quantity will be the multiple of ‘quantity multiple’ which is described with the on-hand quantity to obtain the maximum quantity.
What is a run scheduler? What is the purpose of it in the Odoo 14 inventory module?
Run scheduler is another tool provided by Odoo to replenish the stock as per the reordering rule set for products. Once we add a vendor and reordering rule for the product, the run scheduler forces us to create a purchase RFQ in the purchase module when the product stock goes below the minimum quantity.
Is there any option to remove the damaged products from the warehouse in Odoo 14 inventory?
Yes, you can move the damaged products from the warehouse to a scrap location. For that go to inventory -> operations -> scrap -> create, then add the product which is damaged and needs to move to the scrap location, add quantity, source location all other details, and finally, validate it. Now in the product moves you can find the product is moved from the source location to scrap location and thus the stock count decreases in the source location.
What are internal transfers and how an internal transfer can be done using Odoo 14 inventory application?
Internal transfer means doing a transfer between two internal locations. To create an internal transfer go to Inventory -> Operations -> Transfers -> Create, add a contact, operation type choose as ‘Internal transfers’ moreover, the source location and destination location will be auto-filled as the location mentioned in the operation type. One can also choose the location manually from the drop-down list.
Furthermore, now add the product, demanded quantity, and UoM. Then save and click on ‘Mark as to do’. In the stock moves, you can find the product movement from a source location to the destination location.
Differentiate ‘Update Quantity’ and ‘Inventory adjustments’ in Odoo 14?
Both are used for managing stock but the difference between update quantity and inventory adjustment lies in the quantity that has been used. Furthermore, the UPDATE QUANTITY option is available inside the product form and thus it is used to update the stock of that particular product only in the warehouse. Moreover, the inventory adjustments can be used to add products in bulk to the stock and the opening stock input is also achieved using inventory adjustment.
Can we use different UoM for selling and purchasing products Odoo 14?
Yes, we defined the Unit of measure and purchase a unit of measure for a product in the product form. Apart from this for the same UoM category, we define different UoM with reference as higher or smaller ratio. Therefore, both the UoM can be used for the sale and purchase of the same product.
Can we add landed cost to manufactured products in Odoo 14 inventory application?
Yes possible you can do so while creating a landed cost choose ‘Apply on’ as ‘manufacturing orders’ and below add the Manufacturing order. Therefore, the landed cost will be added to the product cost of manufactured products. In addition, you can look at the inventory valuation of the product and you can see the entry corresponding to the landed cost is added as a separate line for the product.
How can we evenly distribute the purchase expense to the product cost using Odoo 14 inventory application?
We can use landed cost to distribute the purchase expense to the product cost. Furthermore, the landed cost which helps you to fairly distribute the additional costs like transport, duty etc to the product cost. To be operating with landed cost in Odoo you need to firstly, enable landed cost from inventory configuration settings and save settings.
The key thing to remember is that the inventory valuation method should be automated and the costing method should be either Average Cost or FIFO.
Go to Inventory -> Operations -> Landed costs -> Create. Add date, transfers, journal, vendor bill and under ‘Additional cost’ tab add service product, split method and cost and then validate. Under the valuation adjustment tab, you can view the computation of landed cost based on the split method used.
How can traceability be achieved in Odoo 14?
To track products, Odoo 14 provides traceability under the inventory tab of the product form. Traceability can be By Lots, By Unique Serial Number, and No Tracking.
By Lots: A group of the product identified by a lot number
By Unique Serial Number: A single product is identified by a unique number
For items such as electrical equipment for which future monitoring is needed, such as warranty service, etc., serial numbers are usually used, and for a bunch of products that are difficult to manage individually and individual tracking is not required, lot numbers are used.
What are product categories and how they are managed in Odoo 14 inventory app?
Product categories help to quickly filter out the product and also use them to configure transaction accounts for various items such as expense, income, stock valuation, price difference, etc. One can create a Product Category from Inventory app -> configuration -> Products -> Product Categories -> Create.
Add specifics such as the name of the category, parent category if any, routes, removal strategies, inventory valuation, costing method, accounts properties, and account stock properties
Define product types provided by Odoo 14?
How you handle your stock is decided by the product types. Storable products, consumable products, or service products are product types provided by Odoo 14. Storable goods are those goods whose inventory is tracked and monitored while the stock of consumable goods is not recorded in the inventory. Service products are the non-material products provided by the company.
How does the opening stock get added to the inventory in Odoo 14?
You can add stock to the warehouse for a single product by selecting 'Update quantity' in the product form. Then add the warehouse and the quantity of a product and save it.
Furthermore, if you need to add stock for multiple products, you can use the inventory adjustment methodology in Odoo, for that go to Inventory app -> Operations -> Inventory adjustments -> Create. Add the reference name, location, products, counted quantities. Moreover, the 'Default to stock on hand' or 'Default to zero' could be the quantity counted, and then, click on the start Inventory option available.
The inventory displays the counted value for the counted quantity since it is selected as 'Default to stock on hand' while the counted value is zero for 'Default to zero.' Then add the counted value. Thus the corresponding difference is reflected in the lines and Validate the Inventory. This is how stock added to the inventory for multiple products.
Can we route the product storage to some location once the product arrives in the warehouse using Odoo 14 inventory app?
Yes, in Odoo 14 putaway rules can be set for a product, so that when it arrives in a location it can be stored in another location.
Go to Inventory -> Configuration -> Putaway rule and create. Then add product, product category, when the product arrives in, store to location.
How can the multi-warehouse be configured in Odoo 14?
Firstly, enable ‘Multi-warehouse’ from the inventory -> configuration -> settings and save. Now go to Configuration -> Warehouses and you can create a new warehouse from there. The incoming and outgoing shipments and re-supply rules can be configured under the warehouse configuration tab.
Therefore, when we are selling a product or purchasing a product, we can decide from which warehouse location the products are in or out.
How can we add products/opening stock to the warehouse in odoo 13 inventory?
for a single product, you can add stock to the warehouse by clicking ‘update quantity’ in the product form and click on create. you can add the warehouse and quantity of product and save. in this way, you can add stock of a single product.
in case if you need to add stock for multiple products you can use the inventory adjustment, inventory app -> operations -> inventory adjustments> create. add the reference name, location, products, counted quantities. the counted quantity can be either ‘default to stock on hand’ or ‘default to zero’. now click on start inventory.
for the counted quantity chosen as ‘default to stock on hand,’ the inventory shows the counted value while for ‘default to zero’ the counted value will be zero. you can add the counted values of the corresponding difference is reflected. now validate the inventory. in this way, you can add stock of multiple products in a single click.
How do we manage intra-company transfer and inter-company transfer using odoo 13 inventory app?
The intra-company transfer refers to the movement of products within the company warehouses. For this, we can use resupply rules, procurement, and push rules. If one of the warehouses faces a shortage of products, the product can be supplied from the main warehouse. Create a route to transfer the product from inventory app -> configuration -> routes -> create. Choose where the route is applicable and add rules in such a way that products on procurement should move from WH/Stock -> Outputlocation -> WH2/Stock and Save.
Enable the created route for a product and create SO for the product from warehouse 2 (WH2). If a shortage of product is found in WH2, the product will route from WH to WH2 through the route specified. In this case, we have to enable multi-step routes.
In the case of inter-company transfer, the products are moved in between companies, like products are moving from the parent company to a child company. The process is similar to above, but in this case, we have to use an inter company transit location.Ie, WH/stock -> inter-company transit location -> your company WH/stock. Here we have to enable multi companies in this case.
How can we set an expiry date and alert for products using odoo 13 inventory app?
There may be the same products purchased at different times and thus its expiration date also varies. So identifying those products and removing expired products is an important factor. Since expiration is related to stock we have to enable the traceability of the product.
Firstly enable Lots & Serial Number and Expiration Dates from the configuration settings of the inventory app and save. Now enable the serial number or Lot for the product in the product form. This will give a smart tab Serial Number/Lots in the product form. Click on the tab and create a serial number or lot number. On saving, a new tab appears as Dates. Here you can add Best before date, Removal date, End of Life date, alert Date.
How can we set the delivery time by avoiding delays using Odoo 13 inventory app?
We can set security lead time for purchase and sales to avoid the time delay in delivery form the inventory configuration setting.
How product ownership can be managed in odoo 13 inventory?
We have an option consignment in the configuration settings of the inventory app. This will help to add ownership for the product. Once this feature is enabled, we have a field ownership purchase and also you can add an owner at stock also.
What are the picking policies in odoo 13 inventory?
The picking policies are ‘ship products as soon as possible, with backorder’ and ‘ship all products at once’.
How is it possible to deliver to a particular area in bulk using odoo 13 inventory app?
Odoo 13 inventory app provides the feature of Batch picking so that the delivery can be done in batches. For that enable batch picking from inventory configuration settings and save. Now go to Operations -> Batch picking. Create a batch and add the transfers.
What is Cross-dock and how can cross-dock be managed in odoo 13 inventory app?
Cross-dock is similar to dropship, in which the trucks are simply unloaded in a cross-dock area to reorganize the products and they load to another truck. Here also this loading and unloading take place without using stock.
Enable multi-step routes from the configuration settings of the inventory app. Since cross-docking is followed in two-steps, both incoming and outgoing shipments are configured to two steps, inventory app -> configuration> warehouse -> edit. Under the warehouse, configuration tabs choose two steps and save. Thus a route ‘YourCompany: Cross-Dock’ will appear in the product form. Enable cross-dock and add a vendor in the purchase tab.
Now create a sale order for the product and confirm it. At the delivery, you can see transfers in the waiting stage because we need to order the product from the supplier. Now you can see the purchase RFQ is generated against the SO. Confirm the PO and validate it. Now go back to the sales module and you can see now one transfer is in the ready state. In the first transfer, the source location is WH/Input and destination location is WH/Output, validate it and second transfer status change to ready. The source location of the second transfer is WH/Output and deliver to the delivery address.
After validation of transfers, you can proceed with payment as usual.
What is Dropship and how can Dropship be managed in odoo 13?
Dropship is the process of shipping products directly from the vendor to customer without using the inventory. Enable ‘Dropship’ from the purchase module and save. This will give you another route dropship in the product form.
Enable route dropship and add vendor in the purchase tab of product form. Now create a sales order for this product and confirm. Once the SO gets confirmed, there will be no delivery tab, since it follows the dropshipping route. Now go to the purchase module and you can find the purchase RFQ generated. Confirm the order and receive the product. Thus on a SO the products delivered from the vendor to the customer. When you check the picking operation, you can find the vendor address and customer address.
How delivery of the products are managed in odoo 13 inventory app?
The product delivery can be managed based on the industry and requirement. In some organizations there is not required many complications in warehouse settings, so they can deliver products from the stock to customers. But in some cases the warehouse may be a large one, so the product may first move to an output location and then to the customer or sometimes products are picked, then packed and delivered to the customer.
So the shipment can be in a single step or multiple steps. They can be configured as, inventory app -> Configuration -> Warehouse. Under the warehouse configuration tab, you can set the outgoing shipment as Deliver goods directly (1 step) or Send goods in output and then deliver (2 steps) or Pack goods, send goods in output, and then deliver (3 steps).
Suppose the warehouse outgoing shipment is set as Pack goods, send goods in output, and then deliver (3 steps). Now create a Sale order and confirm. So you can see three transfers are there at the delivery tab. In this way delivery of the products from the warehouse can be managed.
How is it possible to trigger the run scheduler automatically in odoo 13?
Firstly Ensure that you set reordering rules for the products and to trigger the run scheduler automatically, first activate the developer mode and in general settings -> Technical -> Automation -> Scheduled actions. You can see all the scheduled actions there. Open Run MRP Schedulerand edit the execution duration on every required duration like 1 hour or days or weeks etc. Soon every time duration specified, if the system identifies the product stock is below the minimum, it will automatically trigger the scheduler and thus a purchase RFQ is generated.
How can we manage the damaged products in odoo 13 inventory?
The damaged products can be scrapped, inventory app -> Operations -> Scrap. One can create scrap orders from here.
When do we need an internal transfer in odoo 13 inventory app?
Internal transfer is mainly used to transfer or ship product from one warehouse location to another, Inventory app -> Operations -> Transfers -> create, You can add particulars like operation type, source, and destination location and also add the product to be transferred. Now save and validate. The product moves can be seen under Product moves.
What is the difference between UPDATING QUANTITY & Inventory adjustments in odoo 13 inventory app?
Both are used for stock management. UPDATE QUANTITY can be used to add stock of a single product from the product form while the inventory adjustments used to add stock to inventory form multiple products at a time.
Can we distribute the expense incurred for the product in the cost price using odoo 13 inventory app?
Odoo 13 inventory apps have the feature of the landed cost that helps to add the cost incurred by the product like transportation, duty, etc equally distributed to the cost price of the product. For that firstly enable landed cost from inventory configuration settings and save.
Create two products. The main thing to be noted is that the valuation method is automated and the costing method is average cost or FIFO. Now make a purchase order for this product.
Now create a landed cost inventory app -> operations -> landed cost -> create. Add the particulars and transfer (receipt number) and vendor bill number and under additional cost, tab add product, the landed cost, and choose the split method and total amount and validate. So after validating, check the valuation adjustment tab, you can see the total landed cost is distributed among the products.
Now you can see the cost of the product is changed in the product form as per the landed cost.
Is it possible to use different UoM for purchase and sales in odoo 13?
Yes, in the product form we can mention the UoM and Purchase UoM in the general information tab. Moreover, Odoo 13 inventory app helps to create new UoM of the same category. So the sale and purchase of the product can be made possible in different UoM.
Go to Inventory app -> Configuration -> UoM -> Create, you can create a new unit of measure, Add the category reference type Reference unit of measure for this category, Bigger than the reference unit of measure or Smaller than the reference unit of measure as per requirement and the ratio also.
How can we trace a product in odoo 13 inventory?
Odoo 13 inventory app facilitates the traceability feature, go to inventory configuration settingsand enable lota and serial numbers.
Now under the inventory tab of the product form you can see the traceability options: Notracking, By Unique Serial numbers, By Lot. Serial numbers are generally used for products likeelectrical equipment for which future tracking is required like for warranty service etc and LotNumbers are used for a group of products that are difficult to handle individually.
What are product types and product categories in odoo 13 inventory application?
The product types determine how you manage your stock. Product types can be storable products, consumable products, or service products. Storable products are that products whose inventory is managed. For consumable products stock is not managed and service products are the non-material products provided by the company.
Product categories help to filter out the product easier and also they used to keep accounting transactions like different accounts for the expense, income, stock valuation, price difference, etc for different products. Product category can be created Inventory app -> Configuration -> Products -> Product categories -> Create. Add particulars like category name, parent category if any, routes, removal strategies, inventory valuation, costing method, accounts properties, and account stock properties.
Once products are received in the warehouse how can they be stored and located inside the warehouse in odoo 13?
We can use the ‘Putaway rule’ to arrange the products in different locations on receiving. For that firstly we have to enable ’multi routes’ and ‘storage locations’ from configuration settings of odoo 13 inventory app and save. You can see Putaway' rule in the product form itself. Create a rule and add locations at field ‘when product arrives in’ and ‘store to’. So when the product is received at that location specifiedin ‘when product arrives in’, it will automatically store it in the ‘store to’ location.
How can we manage multiple warehouses in a company in odoo 13 inventory?
Firstly enable ‘Multi-warehouse’ from the inventory app’s configuration settings and save. Now go to Configuration > Warehouses. You can create a new warehouse for your company. Underwarehouse configuration tab shipments and resupply rules can be arranged. So when we make a sale order from the sales app or purchase order from the purchase app you can choose the warehouse from which a sale is processing or to where the product is purchased and stored.
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?
The 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 reactive products 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, the barcode is used to give a quick response to actions like a 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 routine. 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.
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