Supply Chain

• Inventory
  • Warehouse Management
    • Products
      • Replenish on order (MTO)
        • Unarchive the Replenish on Order (MTO) route
        • Configure a product to use the MTO route
        • Fulfill a sales order using the MTO route
      • Use different units of measure
        • Configuration
        • Units of measure categories
        • Specify a product’s units of measure
        • Unit conversion
          • Buy products in the Purchase UoM
          • Replenishment
          • Sell in a different UoM
      • Units of measure, packages, and packagings
        • Units of measure
        • Packages
          • Multiple packages in a single delivery
        • Packagings
          • Set up packagings
          • Partial reservation
          • View all packagings
          • Apply packagings
      • Selecting a replenishment strategy
        • Terminology
          • Replenishment report and reordering rules
          • Make to order
        • Configuration
          • Replenishment report and reordering rules
            • Replenishment report fields
        • Make to order (MTO) route
      • Reordering rules
        • Configure products for reordering rules
        • Create new reordering rules
        • Set a preferred route for reordering
      • Scrap inventory
        • Scrap from stock
        • Scrap from a receipt, transfer, or delivery
    • Warehouses
      • Resupply from another warehouse
        • Configuration
        • Set route on a product
      • Transfer products between warehouses using replenishment
        • Configure warehouses for inter-warehouse replenishment
        • Configure products for inter-warehouse replenishment
        • Replenish one warehouse from another
          • Process the delivery order
          • Process the receipt
        • Automate inter-warehouse replenishment
      • Manage Warehouses and Locations
        • Terminology
          • Warehouse
          • Location
        • Configuration
        • Create a new warehouse
        • Create a new location
      • Create a second warehouse
        • Add inventory to a new warehouse
      • Locations
        • Create a new location inside a warehouse
        • Create location hierarchies
    • Inventory adjustments
      • Inventory adjustments
        • Inventory Adjustments page
          • Create an inventory adjustment
        • Count products
        • Change inventory count frequency
          • Plan big inventory counts
      • Cycle counts
        • Activate storage locations
        • Change inventory count frequency by location
        • Count inventory by location
        • Change full inventory count frequency
    • Incoming shipments and delivery orders
      • Choosing the right inventory flow to handle receipts and deliveries
        • One-step flow
        • Two-step flow
        • Three-step flow
      • Inventory flow table of contents
        • Process receipts and deliveries in one step
          • Configure the warehouse
          • Receive goods directly (1 step)
            • Create a purchase order
            • Process the receipt
          • Deliver goods directly (1 step)
            • Create a sales order
            • Process the delivery
        • Process receipts and deliveries in two steps
          • Configure multi-step routes
          • Process a receipt in two steps (input + stock)
            • Create a purchase order
            • Process the receipt
            • Process the internal transfer
          • Process a delivery order in two steps (pick + ship)
            • Create a sales order
            • Process the picking
            • Process the delivery
        • Process receipts in three steps
          • Configuration
          • Process a receipt in three steps (input + quality + stock)
            • Create a purchase order
            • Process a receipt
            • Process a transfer to Quality Control
          • Process a transfer to stock
        • Process deliveries in three steps
          • Configuration
          • Process a delivery order in three steps (pick + pack + ship)
            • Create a sales order
            • Process a picking
            • Process a packing
            • Process a delivery
    • Miscellaneous Operations
      • Consignment: buy and sell stock without owning it
        • Enable the consignment setting
        • Receive (and store) consignment stock
        • Sell and deliver consignment stock
        • Traceability and reporting of consignment stock
          • Product moves report
          • Stock on hand report
      • Process Batch Transfers
        • Create a Batch Transfer
        • Create a Batch Transfer from the Transfers List View
        • Process a Batch Transfer
        • Process a Batch Transfer from the Barcode app
      • Process wave transfers
        • Configuration
        • Add products to a wave
        • View wave transfers
    • Planning
      • Scheduled delivery dates
        • Lead time types
        • Sales lead times
          • Customer lead time
          • Sales security lead time
          • Deliver several products
        • Purchase lead times
          • Vendor lead time
          • Purchase security lead time
        • Manufacturing lead times
          • Manufacturing lead time
          • Manufacturing security lead time
        • Global example
    • Lots and Serial Numbers
      • Difference between lots and serial numbers
        • Enable lots & serial numbers
        • When to use lots
        • When to use serial numbers
        • Traceability
      • Use serial numbers to track products
        • Enable lots & serial numbers
        • Configure serial number tracking on products
          • Create new serial numbers for products already in stock
        • Manage serial numbers for shipping and receiving
          • Manage serial numbers on receipts
            • Assign serial numbers manually
            • Assign serial numbers automatically
            • Copy/paste serial numbers from a spreadsheet
          • Manage serial numbers on delivery orders
        • Manage serial numbers for different operations types
        • Serial number traceability
      • Use lots to manage groups of products
        • Enable lots & serial numbers
        • Track products by lots
          • Create new lots for products already in stock
        • Manage lots for shipping and receiving
          • Manage lots on receipts
          • Manage lots on delivery orders
        • Manage lots for different operations types
        • Lots traceability
      • Expiration dates
        • Enable expiration dates
        • Configure expiration dates on products
        • Set expiration dates on receipts with lots & serial numbers
        • Set expiration dates on manufactured products
        • Sell products with expiration dates
        • View expiration dates for lots & serial numbers
          • Expiration alerts
    • Valuation Methods
      • Inventory valuation configuration
        • Types of accounting
        • Configuration
          • Costing method
          • Inventory valuation
            • Expense account
            • Stock input/output (automated only)
        • Inventory valuation reporting
      • Using inventory valuation
        • Understand the basics of inventory valuation
          • Receive a product
          • Deliver a product
          • The inventory valuation report
            • Update product unit price
      • Integrating additional costs to products (landed costs)
        • Configuration
        • Add costs to products
          • Receive the vendor bill
  • Shipping
    • Shipping Setup
      • How to setup a delivery method?
        • Overview
        • Configuration
          • Install the inventory module
          • Configure the delivery method
        • Delivery process
          • Sale order
          • Delivery
      • How to integrate a third party shipper?
        • Overview
        • Configuration
          • Install the shipper company connector module
          • Configure the delivery method
          • Company configuration
          • Product configuration
        • Sale process
          • Sale order
          • Delivery
      • Bpost integration
        • Bpost account setup
        • Configure Bpost shipping method
      • How to get UPS credentials for integration with Odoo?
        • Create a UPS Account
        • Get an Access Key
      • How to get DHL credentials for integration with Odoo?
        • Getting SiteID and password for countries other than United States (UK and Rest of the world)
        • Getting SiteID and Password for United States
    • Shipping Operations
      • Shipping cost invoicing
        • Configuration
        • Add shipping method
        • Invoice cost on sales order
        • Invoice real shipping costs
      • Multi-package shipments
        • Configuration
        • Ship items in multiple packages
        • Create a backorder for items to be shipped later
      • How to print shipping labels?
        • Overview
        • Configuration
          • Install the shipper company connector module
          • Configure the delivery method
          • Company configuration
          • Product configuration
        • How to print shipping labels?
      • Change shipping label size
        • Overview
        • Configuration
        • Create a sales order
        • Example labels
      • Use dropshipping to ship directly from suppliers to customers
        • Configure products to be dropshipped
        • Fulfill orders using dropshipping
      • How to cancel a shipping request to a shipper?
        • Overview
        • How to cancel a shipping request?
        • How to send a shipping request after cancelling one?
  • Advanced Routes
    • Concepts
      • Routes and push/pull rules
        • Inside the warehouse
        • Pull rules
        • Push rules
        • Use routes and rules
          • Pre-configured routes
          • Custom Routes
            • Rules
        • Example flow
      • Organize a cross-dock in a warehouse
        • Configuration
        • Configure products with Cross-Dock Route
      • Sell stock from multiple warehouses using virtual locations
        • Create virtual parent location
        • Create child warehouses
        • Link child warehouses to virtual stock
        • Set virtual stock location as ‘view’
        • Example: sell products from a virtual warehouse
    • Putaway & Removal Strategies
      • Putaway rules
        • Configuration
          • Define putaway rule
          • Putaway rule priority
      • Removal strategies (FIFO, LIFO, FEFO)
        • What happens inside the warehouse?
        • How each removal strategy works
          • First In, First Out (FIFO)
          • Last In, First Out (LIFO)
          • First Expired, First Out (FEFO)
        • Using removal strategies
          • FIFO (First In, First Out)
          • LIFO (Last In, First Out)
          • FEFO (First Expired, First Out)
      • Storage categories
        • Configuration
        • Define storage category
          • Capacity by weight
          • Capacity by product
          • Capacity by package
        • Assign to location
        • Putaway rule
        • Use case: limit capacity by package
  • Barcodes
    • Setup
      • Set up your barcode scanner
        • Find the barcode scanner that suits your needs
        • Configure your barcode scanner
          • Keyboard layout
          • Automatic carriage return
      • Activate the Barcodes in Odoo
        • Configuration
        • Set Product Barcodes
        • Set Locations Barcodes
        • Barcode Formats
    • Daily Operations
      • Apply inventory adjustments with barcodes
        • Enable Barcode app
        • Perform an inventory adjustment
        • Manually add products to inventory adjustment
      • Process receipts and deliveries with barcodes
        • Enable Barcode app
        • Scan barcodes for receipts
        • Scan barcodes for delivery orders
      • Create and process transfers with barcodes
        • Enable Barcode app
        • Scan barcodes for internal transfers
          • Create an internal transfer
          • Scan barcodes for internal transfer
        • Create a transfer from scratch
      • Overview
        • Create a Barcode Nomenclature
          • Configure your Product
          • Rule Types
      • GS1 barcode nomenclature
        • Set up barcode nomenclature
        • Use GS1 barcodes in Odoo
          • Create rules
        • Barcode troubleshooting
        • GS1 nomenclature list
      • GS1 barcode usage
        • Configure barcodes for product, quantity, and lots
          • Configuration
          • Scan barcode on receipt
        • Configure barcode for product and non-unit quantity
          • Scan barcode on receipt
        • Verify product moves
• Manufacturing
  • Maintenance
    • Add new equipment
      • Include additional product information
      • Add maintenance details
  • Manufacturing management
    • Create a bill of materials
      • Set up a bill of materials (BoM)
        • Specify a bill of materials (BoM) for a product variant
      • Set up operations
      • Add by-products to a bill of materials (BoM)
    • Managing BoMs for product variants
      • Activate product variants
      • Create custom product attributes
      • Add product variants on the product form
      • Apply BoM components to product variants
      • Sell and manufacture variants of BoM products
        • Sell variant of BoM product
        • Manufacture variant of BoM product
    • Use kits
      • Create the kit as a product
      • Set up the kit BoM
      • Use kits to manage complex BoMs
        • Structure & cost
    • Manage semi-finished products
      • Configure semi-finished products
      • Create the top-level bill of materials (BoM)
      • Manage production planning
    • Quality Control
    • Subcontract your Manufacturing
      • Configuration
      • Basic Subcontracting Flow
      • Inventory Valuation
      • Traceability
      • Automate Replenishment of Subcontractors
        • Manual Replenishment
    • Use the Master Production Schedule
      • Configuration
      • Estimate your demand and launch replenishment
      • Cells color signification
        • What if I have underestimated the demand?
        • What if I have overestimated the demand?
        • What if I wrongly added a product to the MPS?
    • Manage work orders using work centers
      • Create a work center
        • Set standards for work center productivity
        • Assign equipment to a work center
        • Integrate IoT devices
      • Use case: configure an alternative work center
      • Monitor work center performance
    • Make work centers unavailable using Time Off
      • Configuration
      • Add time off for a work center
      • Route orders to an alternative work center
    • Scrap during manufacturing
      • Scrap manufacturing components
      • Scrap components from tablet view
      • Scrap finished products
    • Manufacturing backorders
      • Create a manufacturing backorder
      • Create a backorder from tablet view
        • Single work order
        • Multiple work orders
  • Quality control
    • Add quality controls
      • Configure quality control points
      • Use case: configure a measure quality check
    • Create quality alerts
      • Find and fill out the quality alerts form
      • Add quality alerts during the manufacturing process
      • Manage existing quality alerts
• Purchase
  • Products
    • Configure reordering rules
      • Configure products for reordering
      • Add a reordering rule to a product
      • Manually trigger reordering rules using the scheduler
      • Manage reordering rules
    • Purchase in different units of measure than sales
      • Enable units of measure
      • Specify sales and purchase units of measure
        • Standard units of measure
        • Create new units of measure and units of measure categories
  • Manage deals
    • Purchase agreements: blanket orders and calls for tenders
      • Enable purchase agreements
      • Configure or create new types of purchase agreements
      • Set up a blanket order
        • Create requests for quotation from the blanket order
          • Blanket orders and replenishment
      • Set up a call for tenders
        • Requests quotations from the call for tenders
    • Control and know when vendor bills should be paid
      • Vendor bills default control policy
        • Change a specific product’s control policy
      • View a purchase order’s billing status
      • Determine when to pay with 3-way matching
        • Should I pay the vendor bill?
    • Manage vendor bills
      • Bill control policies
        • 3-way matching
      • Create and manage vendor bills on receipts
        • With the bill control policy set to ordered quantities
        • With the bill control policy set to received quantities
      • Create and manage vendor bills in Accounting
      • Batch billing
  • Advanced
    • Analyze the performance of your purchases
      • Generate customized reports
        • Use filters to select the data you need
          • Add custom filters
        • Measure exactly what you need
          • Visualize your data
          • Explore your data