Inventory : Intro To Inventory

Purpose

The purpose of this document is to give a clear overview of how to use the Odoo Inventory application to organize your products, manufacturing, orders, and deliveries.

Process

To get started, navigate to the Inventory application. 

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Inventory Navigation

Operations Menu

Transfers: Used to track products transfers between locations, including virtual locations (such as customers and vendors) as well as warehouses.
Inventory Adjustments: Used to adjust inventory numbers in your Odoo database to match product on hand. Can be imported or created manually.
Scrap: Used to record product that is broken or lost. Records can be imported or created manually.
Run Scheduler: The stock will be reserved for operations waiting for availability and the reordering rules will be triggered. 

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Master Data

Products: Used to organize, search, and filter products in your database. Items can be imported or added manually.

Products Variants: Used to create configurable options for the products, such as differences in color or size. Product Variants can have their own cost, sale price, quantity on hand, etc. Note that every Product also corresponds to a single Product Variant.

Reordering Rules: Used to automate warehouse replenishment, allowing you to set minimum and maximum desired quantity on hand per location.

Packages: Used to create custom packages for use in selling and shipping orders, providing dimensions and other details related to the package size.

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Reporting

Warehouse Dashboard: Summarizes inventory reports, valuations, and product moves.

Inventory Report: Used to filter for Current Inventory or by a specific date.

Inventory Valuation: Used to filter historical, current, and forecasted inventory value.

Product Moves: Displays all product moves, noting the From location and the To location.

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Configuration Menu

Settings: Redirects to the relevant Inventory settings in Odoo.

Warehouse Management: 

  • Warehouses: Allows you to create and manage multiple physical warehouses.

  • Locations: Provides more precise location details, allowing you to nest locations within warehouses.

  • Operations Types: Allows you to manage product through basic workflows.

Products:

  • Product Categories: Create custom categories showcasing logistics, TaxCloud, inventory valuation methods, and accounting properties.

  • Attributes: Create and edit available attributes and indicate if variants should be created for the attribute.

  • Attribute Values:  Used to create and edit the options that can be selected for attributes, such as color, size or other descriptors.

  • Product Packagings: Create or import various custom packaging options along with quantity and unit of measure.

Units of Measure:  

  • UoM Categories: Create or import various measurement categories such as Volume, Unit, Weight, etc.

  • UoM: Used to create or import the actual units of measure for products.

Delivery:

  • Delivery Methods: Used to specify delivery service types by different providers. Can be entered manually or imported.

  • Delivery Packages: Lists the various types of packages product is shipped in.

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Inventory Overview

The Inventory Overview screen displays various warehouse designations. It will also provide quick reference for incomplete inventory transfers in relation to sales orders, purchasing, back orders, and summarizes transfers waiting to be processed.

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                                                Block Options

                                                You can manage various options for each block displayed by clicking the icon on the top right of the block. 
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                                                View

                                                • All: Displays all product moves that have been completed or waiting to be completed.

                                                • Ready: Displays inventory transfers that have all stock reserved and are ready to be completed in a list view.

                                                • Waiting: Displays product requests still waiting to reserve inventory.

                                                New

                                                • Immediate Transfer: Redirects to a blank form to set up an immediate transfer that once completed will move the product.

                                                • Planned Transfer: Redirects to a blank form to set up a transfer to be completed at a later date.

                                                The block options also allow you to assign a color for easy grouping and identification. 

                                                The Settings link in the Inventory block redirects to the information page of that block.

                                                Settings

                                                When you click on the Settings link, as shown below, you can make necessary adjustments to the information previously entered in your Odoo database.

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                                                Clicking the Settings link will open the following window:
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                                                Operation Type: Used to label the stage of the warehouse workflow.

                                                Type of Operation: Displays the operation category the block should be associated with.

                                                Reference Sequence: Indicates the workflow sequence of the Inventory category.

                                                Operation Type for Returns: Designates the location where product is to be returned.

                                                Warehouse: Defines the warehouse this operation is assigned to.

                                                Show Detailed Operations checkbox: Displays product move lines on a separate Operations tab within a transfers block.

                                                Show Reserved: Show reserved quantities in inventory for quick reference.

                                                Barcode: If the Barcode app is installed, this field will allow you to customize this operation's alpha-numeric designation.

                                                Packages 

                                                • Move Entire Packages checkbox: Mark this box to direct any inventory in a category to be automatically moved as a whole unit, instead of broken into smaller, sellable components.

                                                Locations

                                                • Default Source Location: Displays where the products are originating from such as vendors or manufacturers.

                                                • Default Destination Location: Designates the next location for all inventory in this category.