No-Code Solution to Track Showroom Products in Odoo

Your client wants to track products given to customers for display (not sales) in showrooms (vitrinas). Here’s a simple, no-coding solution using Odoo’s built-in features.

Step 1: Set Up a "Showroom" Warehouse & Locations

1. Create a Dedicated Warehouse

• Go to: Inventory → Configuration → Warehouses → Create
• Name: Vitrina or Showroom
• Disable Operations: Uncheck Manufacturing, Receipts, Delivery (since these are non-sale items).

2. Add Client Locations

• Go to: Inventory → Configuration → Locations → Create
• Parent Location: Select Vitrina
• Name: [Client Name] Showroom (e.g., "Client A Showroom")
• Type: Internal Location
• Repeat for each client.

✅ Result:

Vitrina (Warehouse)  
├── Client A Showroom  
├── Client B Showroom  
└── Client C Showroom  

Step 2: Move Products to Showroom Locations

1. Transfer Products to Client Showrooms

• Go to: Inventory → Operations → Transfers → Create
• Operation Type: Internal Transfer
• From: Your main stock location
• To: Select the client’s showroom (e.g., "Client A Showroom")
• Add Products: Select items given to the client.
• Validate the transfer.

2. Return Products (When Needed)

• Create a new transfer from the client’s showroom back to your main stock.

Step 3: Track Products per Client (No Coding)

Option 1: Inventory Report by Location

• Go to: Inventory → Reporting → Inventory → Location
• Filter by Location: Select a client’s showroom (e.g., "Client A Showroom")
• Save Filter: Click Favorites → Save Current Filter (e.g., "Client A Products").

Option 2: Product Log (Manual Tracking)

• Go to: Contacts → Open Client → Internal Notes
• Manually note:

  Showroom Products:  
  - Product X (Qty: 2)  
  - Product Y (Qty: 1)  
  Location: Client A Showroom  

(This is manual but works for small-scale tracking.)

Step 4: Automate with Custom Fields (Optional, Minimal Setup)

If you want semi-automated tracking without coding, use Custom Fields:

1. Add a Custom Field to Products

• Go to: Settings → Technical → Fields → Create
• Model: product.template
• Field Name: showroom_client
• Field Type: Many2one (Contacts)
• Description: "Client where product is displayed"

2. Update Products Manually

• Edit each product:
  • Set showroom_client = Client Name
  • Helps filter products by client in reports.

Step 5: Export Reports for Management

• Go to: Inventory → Reporting → Inventory Valuation
• Filter by Location: Vitrina/Client A Showroom
• Export to Excel/PDF for record-keeping.

Why This Works Without Coding

✅ Uses built-in Odoo features (no modules needed).

✅ Clear tracking via location-based inventory.

✅ Works for small to medium businesses.

Limitations

• No smart button on contacts (requires coding).
• Manual updates needed for product returns.

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(Need further customization? Drop a comment—I’m happy to refine the solution!)

Hello there,

Create a new Warehouse,

Create a location that belongs to the 2nd warehouse.

Set the Location Type as Internal Location, then we can only track the product in customer location

Set the Customer Location as desired, in Contacts, Sales & Purchase tab

Add product or perform a stock move in the customer location.

Stock Move

No additional code/ studio used

Check and clarify your doubts.