Odoo 14 book

Inventory

Inventory the aspects of every company where all the final result operations are committed. The final results of a company are the product movement and storage which takes place in the inventory of a company. In addition, this is an area where all the strategy management operation booths advanced, complicated and simple should function together in a group to batting the expected results. Odoo software recognizes the need of an effective, efficient and reliable inventory management system which paved the way for the development of Inventory model and its additional attributes.

The Odoo inventory module interconnected with the various aspects of company operation such as sales, purchase, point of sales, repairs, manufacturing and many more aspects in the company operation of Odoo. This allows the Odoo platform to have an efficient operation and would improve the productivity and the profitability of the company.

There are various feature of the Odoo inventory module which makes it stands out among its competitors here are some of that:

Low processing time

The Odoo platform in turn has the lowest processing time in performing the operations. The Odoo inventory with the double entry based operation and its processing times are the best among the other ERPs

Simplifies Inventory operations

The module has a simplified approach in the basic operations of an inventory such as shipping, delivery, product in coming, outgoing, in house product movement and many more aspects of the inventory operations.

Removal strategies

The Odoo inventory allows the users to choose the various removal strategies such as FIFO and LIFO which can be configured in the product removal operations on sales and manufacturing. The operation works on the aspects of traceability operations of the Odoo platform

Traceability

The Odoo inventory allows its users to allow lot and serial numbers which would in turn allow the user in the in house traceability and outhouse tracking aspects of the product sales operations.

Routing

The product movement in the Odoo inventory is based on the routes described which are followed with no questions asked and are stuck with it. These routes can be created customized and interpreted at various instances of the inventory operations.

Advanced routing

The platform allows the users to implement advanced routing options such as cross docking and drop shifting. This will allow the users to strategies the various product movement aspects in the Odoo platform.

Rule of routing

The routing operations in Odoo are performed based on the rules set in the operation. Mainly the push and pull rules which will describe the product movements at the time of purchase and sales. These rule based operations can be configured as per the user requirements.

Lead times based operation

The platform allows the users to describe the leads times at various aspects of the company operations such as. Delivery lead times, purchase lead times, manufacturing lead time and vendor lead times. This will set the duration on which the products can be delivered and purchased. This would ultimately lead to inventory forecasting based on the lead times of operation available.

Replenishment

The Odoo platform will allow the users to replenish the stocks with automated options of the reordering rules of operation. The minimal stock requirement set in product description will trigger the reordering aspects of operation.

Product types

The inventory storage can be described and classified based on the product types description in Odoo. The product can be classified as consumable, storage, service and digital products.

Kits

The products can be collided to be sold in kits. These kits and the products involved in them can be configured as per the user terminologies.

Product variants

This is another terminology of Odoo inventory operations which allows the users to classify the products available. The products can be classified into customizable variants and multi-level variants can also be classified.

Multiple warehouses

The Odoo inventory and warehouse management allows users to manage the operations of the multiple company warehouses from centralised control.

Barcode integration

The Odoo platform with the benefits of external device interaction abilities will allow the user to encode barcodes in the inventory operations.

Product configuration

The product management feature of the Odoo inventory will, allow the users to deal with all aspects of the product being described on the platform. The new products can be added with ease and can be operated upon.

Product creation

The products in the Odoo platform can be created in the product menu where the user can view all the products and their descriptions being defined in the platform. The products in the dashboard can be viewed both kanban and list view. In addition, at the instance of a search the user can sort out and filter the list of data by various filtering and grouping options available. To create a new product the user can access the create window by selecting the create option.

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In the creation window the user can describe product details such as name of the product, product type, product category, internal reference, barcode, sales force, customer taxes, cost and the company under which the product is being sold.

In addition the products can be described as the ones which can be sold, purchased or expensed. There are toggle options in the window from which the user can access the on hand quantity menu, forecasting menu, product moves, reordering rules described, units sold, bill of materials if it's to be manufactured and many more aspects on the product.

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The product variants under the respective product can be described in the variants tab available in the product creation menu/. The user can select the add a slime option and describe the product variant based on the various attributes available such as colour, size, material and many more.

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Under the scales tab the user can define the invoicing policy of operation of the product and the reinvoicing invoice expenses associated with the product from the default options available. Additionally, the optional product can be described for the ecommerce websites and a custom made sales description can be provided.

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Point of sale or retail sale is an aspect which is inevitable in business. The product Odoo can be enabled for the POS under the point of sale menu. The descriptions on the instances of point of sale such as product category weight with scale can be mentioned in the window.

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The ecommerce website description on the product can be described in the ecommerce menu under the product description. The description on the category, availability, alternative and accessory products can be described in this window. Moreover, the media addition can also be allocated with the product the e commerce website can be described over here.

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The purchase details on the product can be described in the purchase menu. The vendors can be described: multiple ones can be described under a product. In addition, the vendor bills, taxes involved and control policy can be described. Moreover, the product description can be provided based on the needs and the vendor details.

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The inventory operations on the product can be described in the inventory menu of the respective product. The routes of operation can be defined, the tacking factors based on the series and lot number operations can be defined. The logistic aspects such as weight, height, dimensions, manufacturing lead times, custom lead times and the responsible person for the logistics can be assigned.

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The financial aspects of the product can be described under the accounting menu. The receivable and payable accounts can be configured for the products financial operations.

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Product variants

The product variants are the descriptions which can be described under which the various products can be described. This factor will allow the users to describe variants of the same product in different attributes.. The product variant option can be enabled in the settings menu. While in the settings menu the user can scroll down to the products description and enable the product variant option available.

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The attributes on the product variants can be accessed from the settings menu itself and also from the configuration tab. The attributes menu describe all the able attributes described in the platform which will allow the user to describe the and distinguish the products.

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To create a new attribute the user can access the creation menu by selecting the create option available. In the creation menu the user can define the attribute name, display type, variant creation mode and the attribute values.

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Units of measure

The units of measure terminology in Odoo will describe the users on the qualifying unit in which a product can be measured. These units vary from product to product. For example, liquids are always measured in liters or ounces, whereas solids in kilogram, numbers, pounds etc. The Odoo platform enables the users to create and manage various units of measure in the platform. Moreover, multiple units of measure can be assigned to a product to describe the units of measure.

In Order to use the units of measure terminology into the platform user should initially enable the units of measure option in the settings menu. From the settings menu itself the user can navigate to the units of measure menu.

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The units of measure menu can be filtered and sorted out using the various attributes available by default and the customization options available. The unit of measure is also a localization aspect of the Odoo platform allowing the users to measure the quantities based on the localization rules of the business operation.

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The new unit of measure can be created using the creation menu available. The unit of measure can be described, category of operation, type, localization taxation rules and the rounding precision can also be allocated.

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Assigning units of measure to a product

The units of product can be assigned to a product on which the operation can be configured. Under the product description tab of each product the user can assign the respective unit of measure from the ones described in the platform. The purchase units of measure can be different that of the company described one which can be straightened out upon replenishing.

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Unit of measure transfer from one unit to another

The purchased products unit of measure will not be the same as that of the company described or scaled ones. This difference will create an issue in the inventory operation. But the Odoo platforms replenish options available will tackle the issue. To illustrate the auto replenishment option available in Odoo for the unit of measure aspect a purchase quotation can be created. Under the purchase module a new RFQ is created for a product with a different unit of measure than the one described in the platform. To further illustrate the unit of measure for the white board pen as per the platform description is in Units. While the RFQ is described based on dozens. The quotation is used to the vendor and the order is confirmed.

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Upon confirming the order the products are received in the receipt window upon verification. The product quantity is validated and the units of measure under the product description are changed into the corresponding units based on the ones described in the RFQ description.

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Product packing

Product packing is the physical aspect of the sales product being packed in groups as well as the packing limits. The Odoo platform recognizes the news of a standardized packaging aspects and rules of operation allowing the users of the Odoo platform to describe the product packing of the company.

In order to enable the product packing aspects of company operation the Odoo platform requires the user to initially enable the product packing option available in the settings menu of the inventory module of the Odoo platform

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Upon selecting the product packaging option available in the settings menu under the product packing, the user can navigate to the product packaging menu where the various packaging aspects can be created for the operation on the platform. In the packing creation window the user can provide a packaging name, product description, contained quantity, barcode description if any and assign the company if the platform manages the operation of multiple companies.

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As the product packages are created the user is able to perform the sales quotations as well as the internal product transfer in packages. While created in a sales quotation in the sales module the user will be depicted with the package information at the instance of the respective product being described. The product package can be chosen from the package window.

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Product traceability

The Odoo platform finds the need of the tracking and traceability needed for the both in house as well as the outhouse operations of the company. The Odoo software allows the users to assign serial as well as lot numbers in the aspects of traceability into the products being purchased in the platform. The serial as well as the lot number can be assigned based on the customized descriptions and the Odoo platform has provisions to automate the operations. The traceability factor of the Odoo platform also enables the removal factors of the products in the company.

The serial and lot number can be used in the platform after enabling the lots and serial number option available in the settings menu of the inventory module.

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As the lots and serial number options are enabled the us can now assign them on the purchase orders created. To demonstrate a purchase order is created and confirmed and when the user is set to validate the delivery he/ she has the option to assign the lots and serial numbers beside the down quantities of the products.

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The serial numbers and the lot numbers can be assigned directly from the window, by selecting add a line in the pop up menu and describing the serial number or the lost number in the description.

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Operational Types

The operational types of the Odoo platform described will determine the operation of the lots and serial numbers in the platform. The operational types menu can be accessed from the configuration menu of the inventory module. The existing operational types can be edited and worked on.

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The user also has the option to create a new operational type based on the company operational terminologies. Under the traceability in each of the operational types the functions such as provision to create a new serial and lot number or use existing serial or lot number can be enabled.

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Tracking and traceability based on lot and serial numbers

The Odoo platform allows the users to track the products on their movements, their usage in the company documents, the financial aspects regarding it and many more using the serial and lot numbers available in the product description.

The lost and serial number menu can be accessed from the inventory module under the products tab. In the lots and serial numbers menu the user can view all the allocations in the platform.

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On selecting one the user can view how the serial number has been defined in the company and the operations allocated and done with it.

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The traceability report of the respective serial number can be generated by selecting the traceability menu icon available in the serial number window.

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In case the user needs to know the exact location of the product the user can select the location menu available form the serial number window. Here it will describe the track of the locations where all the product has been moved on based on the operations.

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Product Expiry

The consumable or the storable product will have an expiry date after which they become useless, damaged or perishable. So is the necessity of every company to manage the products based on the expiry dates since they should initiate any losses. The Odoo platform recognizes the need of this where the user will be able to set up the expiry dates on the purchase of the products.

The expiry date management in Odoo is done based on the operation of the lots and serial number based operations. To enable the expiration date onto the products available the user has to initially enable the settings for the same in the settings window of the inventory module.

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In the product description window under the inventory menu the user now has the provision to set the expiration date . The option is enabled only if the tracking for the product is either made by the lot or serial numbers. Enable the expiration date icon and the user can view all the expiration date parameters available such as expiration time, best before, removal time and alert time all in dates after the purchase of the products.

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The expiration alerts can be viewed in the lots and serial numbers menu which can be filtered for the expiration alert option available thus the user can view all the expiring products in the short duration. In addition, this is an indication tool for the company's inventory which deals with perishable products.

Inventory operations

The Odoo platform allows the users to conduct various inventory operations which would add up to the effective inventory management of the company which in turn would increase the productivity and remove the unwanted losses both in aspects of resources and profit within the company.

Transfer

The transfers in the inventory management is a model of internal operations which deals with the product movement aspects of the company within the company warehouses its inventory. The inventory overview window will indicate the various operations of the company.

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The transfer window can be accessed by selecting the internal transfer icon available which will direct the user to the internal transfer of the company warehouse. If there are multiple warehouses operating under the company the user can view that based on the filtering and group by operations available. The status of each of the transfer operations can be viewed from here and the respective transfer operation can be conducted by selecting the ones available.

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Batch Transfer

The group of transferring options which are grouped together to undertake the operations in a single instance. The Odoo platform group transfer will enable the user in effective time management solutions and the processing time of the operations will be reduced. The user or the company manager of the company can bring down or group the various individual transfers and trigger the validation options with respect to the company operations.

The batch transfer window can be viewed under the operations tab of the inventory module. On selecting the menu the user will be listed out with he bath transfer occurred and the menu of all batch transfer operations

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The status of the batch transfer operations can be viewed in the window and the user can create new batch transfers by accessing the create icon available. In the creation window the user can assign the responsible person, operation type, company and the scheduled date. In addition the user can add the transfers to the batch by selecting the add a line option available in the window.

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Incoming transfer

This transfer option will allow the user to receive the products in the inventory stocks of the company. The transfer will trigger the operation of receiving the products which have been purchased waiting for the receipt confirmation. This methodology will allow the users to confirm the receipt based on the quality assurance before adding it to the inventory.

This inventory operation can be conducted in the storable product so initially the product description should indicate its a storable one before the receipt operation is triggered.

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Back in the inventory overview menu the user can view the delivery orders icon where on the side menu there are options to create immediate transfer as well as planned transfer. These are the two delivery option transfers available in Odoo platform which allows its users to manage the operation of the product transfers in the menu.

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Immediate transfer

In case of the immediate transfer the user can select the icon available and will be directed to a transfer creation window where the user can create the immediate transfers. The delivery address can be provided along with the scheduled date and the source document if it exists. The products along with the quantity can be described by selecting the add a line operation in the description. Upon verifying the transfer order can be validated, now the order will be initiated for transfer in the platform.

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Planned transfer

The inventory management aspects of Odoo allows the user to plan the delivery transfers too. On selecting to create a planned transfer form the inventory overview window the user will be depicted with a menu where the transfer planning attributes can be described. The schedule date, the delivery address and the product allocation can be done to the transfer window. As the user saves the transfer there is an option to mark as to do which would indicate that the transfer can be scheduled to a precise date.

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Inventory adjustments

The inventory operations of a company may not be always in the right track; the descriptions and rules set on operation may be effectively workable in the theoretical perspective but in the operation of a real time these rules and operational principles may need to be altered to have an efficient and productive methodology of operation at certain instances. The inventory adjustments in Odoo will allow the users t have the right amount of units being mentioned in the specific locations corresponding to the physical data present in the company warehouse.

Update quantity

Updating the quantity option can be seen in all the products which are stable and this advanced feature will allow the users to update the number of units or product quantity straight from the product window.

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On selecting to update the quantity the user will be depicted with the menu where he/she can modify the number of units available with respect to the actual physical stock. In the quantity updation menu the user can select the warehouse, owner, the on hand quantity, available units and the value associated with it.

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On updating the quantity the product on hand stock in the product menu is changed to the respective value which has been updated.

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Inventory adjustments for multiple products.

The platform also provides provision to the users to manage and create the inventory adjustment operations with respect to multiple products based on the warehouse or the stock rack of the company. This smart tool helps the users to update the qualities and do direct modification operations on the products available. The inventory adjustments menu can be accessed from the operations tab of the inventory module. In the menu the user can view all the inventory adjustment operations which have been initiated.

A new inventory adjustment operation can be created by selecting the create option available. In the creation menu the user can provide the inventory reference name, locations from the list of inventory locations specified in the platform, products which should be allocated in the inventory operations, accounting date and the counter quantities operation.

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If the verification and the user's decision to start the inventory adjustment operations the star inventory option can be selected. On which the user will be directed to the inventory lines menu as specified in the inventory adjustment. In case there is a new product or adjustment required not as specified by the user the Odoo platform will add the respective inventory line. The inventory adjustment can be validated by clicking the validate inventory option available.

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If there is a misalliance with the on hand quantity and the updated quantity the Odoo platform will highlight the inventory line in red colour which will be clarified upon the inventory validation.

Scrap management

The chances of generation of scarps in the company inventory are high due to the physical wear and tear occurred during the various product movement operations or the perishable ones due to certain unforeseeable situations. The Odoo platform has an effective scrap management system which will help the user to deal with these aspects of inventory scraps of waste generated.

The scraps in Odoo are stored in a separate location which could act only for the respective purpose. To initiate a scrap location the user should enable the multi storage locations options in the settings menu of the inventory module. In the settings menu under the warehouse menu enable the storage locations option available.

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A new location can be set in the locations menu which can be directly accessed from the settings menu or form the configuration tab.

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A new location can be created using the create option available in the menu which can be associated for the scrap products.

In the creation menu the user can provide the name of the location, allocate the parent location, mention the location type and the company allocated. If the respective location is a scrap one the user can enable the option available. The removal strategies for the location can be mentioned from the default options available in the logistics menu.

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Scrap the products or operations

As the scrap locations in the options to scrap are available, the option to scrap can be viewed under each operation on the inventory such as internal transfers, receipts, delivery orders, manufacturing, POS orders and many more aspects. The option to scrap can be seen in the respective window along with the other options such as unreserved, unlock cancel and print. These options are available in the top of the window and are easily accessible.

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Upon selecting to scrap the user will be depicted with the scrap window where the product can be mentioned, along with the quantity with respect to the order. Additionally, if these are serial numbers for the respective products in the operation. The scarp and the source location are auto indicated and in which the scrap location can be changed as per the user's needs.

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Landed cost

The landed cost terminology will allow the users to deduce the amount of the product shipment, insurance, allocated service charges and many more. These would be especially beneficial if the shipment and the delivery charges on the product are much higher. These prices will be included in the product price and will provide the user to charge the customer upon the purchase of the product.

The landed costs are calculated as per the company and the terminologies of the company operation. The landed cost option can be activated in Odoo platform by enabling the landed cost option available in the settings menu.

In the settings menu under the valuation tab the user can activate the option landed cost on which he/she will be able to charge the customers based on these.

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As the landed costs are enabled in the Odoo platform the user can now define the various landed costs in the landed costs menu available in the operations tab of the inventory module. To create a new landed cost the user can access the create menu available. In the creation menu the user can apply the landed cost on transfer or manufacturing orders, the vendor bill along with the respective journal where the entry should be made can be selected. The respective manufacturing orders or the transfers can be selected for which the landed cost should apply on.

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The split mentored of landed cost in Odoo can be configured based on the following attributes:

  • Equal: Selecting the option enables to equally divide the landed cost.
  • By Quantity: cost division based product quantity.
  • By Current Cost: costs will be allocated based on the product's current cost.
  • By Weight: costs will be divided depending on the product’s weight.
  • By Volume: costs will be divided depending on the product’s volume.

Scheduler

The scheduler in Odoo platform will allow the user to configure the operations based on the rules, removal methods, reordering rules and the various operational aspects being described in the platform. The run scheduler option will configure the triggering of the operations based on these rules and attributes being described. The scheduling options can be done both manually or automatically based on the interval aspects described by the company

The scheduling operations can be done in the debug mode, as the operations would tangle with the company operations, the Odoo platform provides provision to the developer to enable the and run the scheduling operations manually. The auto scheduling takes place with the help of specified time intervals available which is described by the developer.

The scheduling operations can be done in the debug mode, as the operations would tangle with the company operations, the Odoo platform provides provision to the developer to enable the and run the scheduling operations manually. The auto scheduling takes place with the help of specified time intervals available which is described by the developer.

The manual scheduling operations can be conducted in the Odoo platform, by selecting the run scheduler window available in the operations dashboard and the user will be depicted with a run scheduler window.

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Warehouse management

The warehouses are the places where the inventory stocks are being stored. These are physically available which are located distance apart or on the same premises but functioning as separate ones. The Odoo platform along with the inventory management operations will perform all the warehouse management operations of the ones listed out. The warehouse operations of the Odoo platform can be initiated from the settings menu of the inventory module.

The storage locations and multistep routes operation can be enabled in the settings menu under the warehouse tab.

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The warehouse menu can be viewed from the configuration tab of the inventory module. In the warehouse menu the user can view all the warehouses listed out in the platform and create a new one by accessing the create menu.

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In the creation menu the user can assign a warehouse name, company allocated, address of the warehouse, purchase and sale journal information. In the warehouse configuration menu the shipping rule of the incoming as well as the outgoing shipments can be selected from the default options available. The resupply info about manufacturing can also be indicated along with the operation aspects of how the process is done. The routes of warehouse operation can also be configured form the menu by selecting the smart button available.

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Locations

The locations aspect in Odoo will describe the accurate locations of the products in the warehouse. A warehouse in Odoo can have multiple locations and the operations here will be configured based on the warehouse operations and description available. The location menu in Odoo can be accessed from the settings page as well as from the configuration tab of the inventory module. A new location can be created using the create option available.

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In the creation window the user can assign the location name, parent location, location type and the company to which the location is associated. The location can be assigned as scrap location or a return location. The removal strategies of the respective location can be allocated based on the default options available in the window.

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Rules and Routes

The product movement of the Odoo platform is configured based on the routes of operations which have been specified. The products are moved from its respective storage locations or to it based on the orders applicable, these movements are set based on the route of operation which is strictly followed and monitored in the Odoo platform.

The routes are defined based on the rule of product movement set. The product movement based on the push and pull rules will determine the operation. The push and pull rile are specified for each route and the locations of the product movements which would certify for the efficient product removal and movement in the company inventory.

The routes in the Odoo platform can be configured after the multi-step routes operation is being enabled in the settings menu of the inventory module.

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Rules

The rules can be defined in the rules menu which can be accessed from the configuration tab of the inventory module. New rules can be created in the creation tab and the existing ones can be edited by selecting the respective ones available.

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In the creation window the user can provide the rule name, action, operation type, source location, destination location, supply method, applicable route and the lead times for the operation.

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Routes

Routes of product movement are described in the product menu under the inventory tab. The route of operations are described during the product creation or are edited as per the operational terminologies of the company.

Below are the most commonly used routes of operation:

Drop-shipping: Deliver to customers straight from your vendor

Cross-Docking: Unload incoming material and directly transfer to the customers without moving to the respective inventory locations

Pick - Pack - Ship: Deliver to customers in one step (delivery order) or multiple steps: picking, packing, shipping.

Push & Pull Routes: Design your own product routes to automate transfer orders between warehouses or locations.

The Odoo product routes can be configured in the routes menu available in the configuration tab of the inventory module. The existing routes and their operations can be modified in the menu as well as new routes of operation could be created in the creation tab available.

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In the creation tab the user can assign a new route name and company if operating with multiple companies. The rout applicability can be assigned to the products, product categories, warehouses and sales order lines. The rules of product movement can be assigned in the rules menu available by selecting to add a line option available.

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On selecting to add rules to the respective route operation the User is depicted with a pop up window as shown below. The user should provide the rule name, allocate action type, operational type, source location, destination location and the supply method.

The user can assign more than one rule to the route and it can be done in the same manner by selecting the add a line option available and defining the rule.

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The routes of a product operation can be viewed under the respective product description in the inventory menu of the product window. The routes of operation can be chosen from the respective one available based on the warehouse settings configured.

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Put away rules

At certain instances of company inventory operation the product cannot be stored together but they should be put in different aspects of inventory. Certain chemicals and precision components should be stored in containers which will provide artificial environment situations for the product to e remain fresh and not corroded.

The put away rule can be configured in the storage locations available and can be described in the put away rule menu available with respect to each warehouse location.

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The put away rule can be seen in the menu and new ones can be created by accessing the creation menu. In the creation menu the user can assign the product and the storage location, the source location, product category and the company of operation are auto allocated.

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Removal Strategies

The product removal in the instance of sales order can be configured based on the removal rules described on the operation at the instance of location description in Odoo. Under the logistics menu of the location descriptions the removal strategies of products can be described.

The removal strategies in Odoo is based on the three different rules:

FIFO

First in first out rule which has been employed in queues. The priority is based on the fact that first come first serves in a real world operation. In Odoo this stands for the product removal strategy based on the first orders and the delivery is based on the first order. To elaborate, the initial product lot or serial numbered one entering the company inventory is removed initially at the instance of a customer requirement.

LIFO

The exact opposite of the FIFO rule where the product incoming as the last lot is served to the customer immediately. These removal strategies in Odoo are established for certain commodity movements which should be sent out fresh.

FEFO

First expiry first out based on the aspect that the products have expiration dates. This methodology will allow the users to send out the initially expiable products out first then randomly sending the products from the stock.

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Product categorization

Categorizing the list of products available in the Odoo platform will, allow the users to manage the product operations. This intern will allow the users to sort out the product based on the sales and purchases categories. Moreover, this will benefit in the department wise allocation at various aspects of a company.

The product category menu can be accessed from the configuration window and the existing category details can be edited and the new ones can be created from the creation window.

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In the product creation window the user can allocate a category name, parent category and the logistics aspects of the product category. In addition the inventory valuation principles can be described based on the user needs.

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Delivery

The delivery of the product being purchased by the customers are configured based on the various shipping methods being described in the platform. The delivery aspects of the company can be well managed by the Odoo platform with the help of various tools and additional support functions available.

Shipping Methods

The Odoo platform allows the delivery of the products based on the various shipping methods available. The platform supports various shipping methods from which the operations can be configured and can be easily managed and monitored

The shipping methods in Odoo platform can be enabled by enabling the shipping method option available in the settings menu of the inventor module.

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After enabling the shipping methods option the user can view the shipping method menu in the configuration tab of the inventory module.

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The existing shipping methods are described and can be edited. New shipping methods can be created with the help of the creation window.

The name of the shipping method, the provider can be set up based on fixed amounts or rules. In case of the rules the rules can be described in the pricing window. On the contrary, in case of fixed prices it can also be described under the provider tab. Delivery products can be assigned along with the margin rate of the operation. In case the user wishes to offer free delivery over a fixed amount it can also be enlisted over here.

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Integrating third party Shipper into Odoo

The Odoo with its integration abilities supports the use of third party applications to be run in collaboration with the operations of the platform. In case of the shipping method the Odoo platform allows the integration with shipping connecters. The shipping connections such as:

  • UPS Connector
  • FedEx Connector
  • DHL USA Connector
  • bpost Connector
  • Easypost Connector
  • USPS Connector

In addition the Odoo platform will allow the connecters base on the Odoo applications developed by the Odoo community to be supportive in the shipping aspects of the company.

Odoo v14 Book

Deliver packages

The Odoo platform allows the users to send out the products based on the delivery packages. These packages can be sent out based on the volume and the weight of the packages being described.

Odoo v14 Book

The deliver packets can be assigned in the each delivery order now on as the package options have been enabled in the Odoo platform.

In the delivery order the user now has the option of the destination packages in the product description menu, which can be provided by the user. In addition the option to put the products in a pack is also available, on selecting it all the products of the delivery order will be put in a packet.

Odoo v14 Book

On validating the order the user can now view the package in the packages menu available with respect to the order in the menu in the form of a smart button. This will lead the user to all the packages allocated menu of the order menu. On selecting the respective product the user can view the descriptions and detail of the same and there is option for the user to unpack the package.

Odoo v14 Book

Email confirmation on delivery

The Odoo platform allows the users to send out emails on the confirmed delivery of product via emails. These emails are auto generated and the user additionally has the provision to edit the emails at the same time. The email confirmation options can be enabled in the Odoo platform under the shipping tab of the settings module.

Odoo v14 Book

In a delivery order when the delivery is done after the verification being completed an email message is triggered to the customer based on the details provided in the customer description window.

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The below image shows the email details being sent. The emails can be viewed in the log of the respective delivery order while scrolling down the order to the log notes.

Odoo v14 Book

SMS confirmation at delivery

The Odoo not only allows the email confirmation but also auto generated the text messages on the delivery of the products to the customer. This will allow the company and the users to have far more reach to the customer, which doesn't need to employ internet services in the operation.

The SMS message settings can be configured in the settings menu of the inventory module

Odoo v14 Book

Upon order confirmation the and the customer delivery is completed a text message is sent to the customer indicating the delivery. The text message is based on the template chosen in the settings menu. New templates can be creed from the settings menu and the allocations can also be done from the same.

Odoo v14 Book

Scheduling times

The Odoo platform provides the user with extra nudge which would be helpful in the company operations on the inventory aspects. The scheduling times option will ensure that the user has sufficient time in the product planning activities . The scheduling times in Odoo can be enabled in the settings menu of the inventory module under the advanced scheduling options available.

Odoo v14 Book
Scheduling lead times for sales

This option in Odoo allows the users to move up the scheduling delivery date to avoid the delays caused. The number of days the delivery should be moved up can be mentioned in the settings.

Days of purchase

The time required for the purchase order to be confirmed by the vendor as well as the time required in completion of the successful delivery can be pre estimated and planned accordingly. The Purchase order validation duration can be specified in days from which it will be done after the purchase order creation.

Security lead time for the purchase

This led time settings by the Odoo inventory will allow the user to set up the days for the purchase orders to be pre delivered with respect to the actual date which will allow the removal of delays caused in purchase.

Warnings

The Odoo platform allows the users to generate automated warning messages at the instance of various operations in the inventory. The warning messages can only be triggered if it's been enabled in the inventory settings menu of the Odoo platform. This blocking information can be viewed on dealing with the various partners of the company.

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Reporting

One of the main features of the Odoo platform is the reporting functionalities it brings into a company. The platform allows the users to create various analytical, graphical and descriptive reports on various aspects of the company operation. So as in the case of the Odoo inventory module where the various reports can be generated based on default as well as customizable sorting functionalities available in each reporting functions.

Warehouse analysis

The warehouse analysis reports allows the user to generate the analytical data in the form of charts and graphs. The reports can be viewed in pie charts, line graphs and bar graphs. These are various customizable and default filtering and group by options available.

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The kanban view of the warehouse report can be viewed by scrolling the analytical reporting page down. Which is equipped with all the filtering as well as group by functionalities.

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Inventory reports

The inventory reports of the Odoo platform will provide information on all the inventory products available. The product moves, the financial aspects and many more. The reports can be viewed in list, pivot and kanban view. The pivot view as depicted below will provide an analytical data which can be exported to other mediums via excel file. The filtering as well as the group by functionalities allow the user to measure the report operation based on the company perspectives.

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Forecasting reports

The Odoo platform, another advanced feature, is based on the forecasting capabilities which will allow the users to determine and predict the product operations. The Odoo also generates forecasting reports which will be based on the various forecasting operations conducted in the inventory, sales, purchase and manufacturing operations of the company. Like any other reports of Odoo the various sorting , filtering and group by functionalities are available which will be of greater use to the company operations.

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Inventory valuation

The Odoo platform allows the users to conduct the various inventory valuation of the company warehouses and inventory operations. In addition, the platform allows the user to generate the valuation report for the reference and recording purposes for the future as well as the percentage in a company operation. The all advanced features of Odoo reporting are available in this inventory valuation report generation.

Odoo v14 Book
Product moves

The Odoo platform analyses and records all the product movement operations not only the ones which are completed but also the initiated ones. The report generation capabilities of Odoo allows the users to generate the reports based on these product moves operations. The Odoo report generation advanced functionalities are available and wheel will be helpful in the data deduction aspects of the company form the reports on product moves conducted with in out house operations with respect to the company.

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