Supply Chain

• Inventory
  • Product management
    • Configure product
      • Product type
        • Set product type
        • Compare types
          • On-hand quantity
          • Create transfer
          • Create purchase order
          • Manufacture or subcontract
          • Packages
          • Inventory report
      • 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
      • Packages
        • Configuration
        • Pack items
          • Detailed operations
          • Put in pack
        • Package type
        • Cluster packages
        • View packages
      • Packaging
        • Configuration
        • Create packaging
          • From product form
          • From product packagings page
          • Partial reservation
        • Apply packagings
        • Routes for packaging
          • Create route
          • Apply route on packaging
    • Product tracking
      • Enable lots & serial numbers
      • When to use lots
      • When to use serial numbers
      • Traceability
        • Serial numbers
          • Enable lots & serial numbers
            • Traceability setting
            • By operation type
          • Configure serial number tracking on individual products
          • Assign serial numbers
            • Create new serial numbers for products already in stock
            • Create serial numbers to incoming or outgoing products
              • Lots/serial number field
              • Stock move pop-up window
                • Add a line
                • Generate Serials/Lots
                • Import Serials/Lots
              • Detailed operations
          • Traceability & reporting
            • Lots/Serial Numbers dashboard
              • Reporting
        • Lot numbers
          • Enable lots & serial numbers
          • Track by lots
          • Assign lots for shipping and receiving
            • On receipts
              • Manual assignment
              • Import lots
            • On delivery orders
          • Lot management
            • Modify lot
              • Add property
            • Reserve lot number for a product
          • Manage lots for different operations types
          • Traceability
            • Traceability report
        • Reassign lot/serial numbers
          • Change on-hand quantity to zero
          • Change traceability setting
          • Restore on-hand quantity
        • 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
    • Inventory valuation
      • Automatic inventory valuation
        • Configuration
          • Accounting setup
          • Product category setup
        • Costing method
        • Types of accounting
          • Expense account
            • Stock input/output (automated only)
        • Inventory valuation reporting
      • Using inventory valuation
        • Automatic inventory valuation
          • Receive a product
          • Deliver a product
        • Inventory valuation report
          • Update product unit price
          • Inventory valuation journal entries
      • Landed costs
        • Configuration
        • Create landed cost product
        • Create purchase order
          • Create vendor bill
        • Add landed cost
      • Valuation by lots/serial numbers
        • Configuration
        • Valuation layers
          • Purchase products
          • Create new lot/serial number
          • Existing lot/serial number
        • View valuation
          • Valuation report
          • Valuation smart button
  • Warehouses and storage
    • Inventory management
      • Warehouses
      • Locations
        • Location types
        • View locations in Odoo
          • Warehouses
            • Configuration
          • Locations
            • Configuration
            • Create new location
              • Additional Information section
              • Cyclic Counting section
              • Logistics section
            • Current stock at location
          • Inventory adjustments
            • Inventory Adjustments page
              • Create an inventory adjustment
            • Count products
            • Change inventory count frequency
              • Plan big inventory counts
          • Cycle counts
            • Configuration
            • Change inventory count frequency by location
            • Count inventory by location
            • Change full inventory count frequency
          • Scrap inventory
            • Scrap from stock
            • Scrap from an existing operation
          • Product catalog
            • Use product catalog
    • Replenishment
      • Terminology
        • Replenishment report and reordering rules
        • Make to order
      • Configuration
        • Replenishment report and reordering rules
          • Replenishment report fields
      • Make to order (MTO) route
        • Replenish on order (MTO)
          • Unarchive MTO route
          • Configure product for MTO
          • Replenish using MTO
        • Reordering rules
          • Configure products for reordering rules
          • Create new reordering rules
            • 0/0/1 reordering rule
          • Trigger
            • Auto
            • Manual
          • Visibility days
          • Route
        • Lead times
          • 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
            • Days to purchase
          • Manufacturing lead times
            • Manufacturing lead time
            • Days to prepare manufacturing order
            • Manufacturing security lead time
          • Global example
        • Inter-warehouse replenishment
          • Configuration
            • Warehouses
            • Set route on a product
              • MTO
              • Reordering rule
          • Replenish one warehouse from another
    • Reporting
      • Stock report
        • Navigate the stock report
          • Search options
      • Locations dashboard
        • Navigate the locations dashboard
        • Generate reports
          • Dead stock report
          • Stranded inventory report
          • Inventory discrepancy report
      • Moves history dashboard
        • Navigate the moves history report
          • Search options
      • Inventory aging report
        • Navigate the inventory aging report
        • Generate reports
          • Rotating stock report
  • Shipping and receiving
    • Inbound and outbound flows
      • Choosing the right inventory flow to handle receipts and deliveries
        • One-step flow
        • Two-step flow
        • Three-step flow
          • Routes and push/pull rules
            • About routes and terminology
              • Push rules
              • Pull rules
            • Configuration
              • Pre-configured routes
              • Custom Routes
                • Rules
            • Example flow
          • One-step receipt and delivery
            • Configuration
            • Receive goods directly (1 step)
              • Create purchase order
              • Process receipt
            • Deliver goods directly (1 step)
              • Create sales order
              • Process delivery
          • Two-step receipt and delivery
            • Configuration
            • Process receipt in two steps (input + stock)
              • Create purchase order
              • Process receipt
              • Process internal transfer
            • Process delivery order in two steps (pick + ship)
              • Create sales order
              • Process picking
              • Process delivery
          • Three-step receipt
            • Configuration
            • Receive in three steps (input + quality + stock)
              • Create a purchase order
              • Process a receipt
              • Process a transfer to Quality Control
            • Process a transfer to stock
          • Three-step delivery
            • Configuration
            • Deliver in three steps (pick + pack + ship)
              • Create a sales order
              • Process a picking
              • Process a packing
              • Process a delivery
          • Putaway rules
            • Configuration
              • Define putaway rule
              • Putaway rule priority
          • 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
          • 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
          • 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
          • Dropshipping
            • Configure products to be dropshipped
            • Fulfill orders using dropshipping
    • Delivery methods
      • Configuration
      • Add shipping method
        • Fixed price
        • Based on rules
          • Create pricing rules
          • Calculate delivery cost
        • Pickup in store
        • Route on shipping method
      • Add shipping
        • Delivery order
          • Third-party shipping carriers
            • Configuration
              • Install shipping connector
              • Delivery method
              • Production environment
              • Warehouse configuration
              • Product weight
            • Apply third-party shipping carrier
              • Sales order
              • Delivery order
            • Troubleshooting
              • Debug log
          • Print shipping labels
            • Configuration
              • Labels for multi-step
            • Print tracking labels
              • Add shipping on quotation
              • Validate delivery order
          • Bpost integration
            • Bpost account setup
            • Configure Bpost shipping method
          • DHL integration
            • Enable DHL shipping connector
            • Configure DHL shipping method
              • General information
              • DHL Configuration
                • DHL SiteID, password, and account number
                • Shipping details
                • Options
          • FedEx integration
            • Enable shipping connector
            • Configure shipping method
              • General information
              • Fedex Configuration tab
                • Developer Key and Meter Number fields
                • Password and Account Number fields
                • Shipping details
                • Options section
            • Activate shipping method
          • Sendcloud integration
            • Setup in Sendcloud
              • Create an account and activate carriers
              • Warehouse configuration
              • Generate Sendcloud credentials
            • Setup in Odoo
              • Install Sendcloud shipping module
              • Sendcloud shipping connector configuration
              • Shipping information
            • Generate labels with Sendcloud
              • Shipping rules
            • FAQ
              • Shipment is too heavy
              • Personal carrier contract
              • Measuring volumetric weight
              • Unable to calculate shipping rate
          • Starshipit shipping
            • Setup in Starshipit
              • Create an account and activate couriers
              • Pickup address configuration
              • Couriers configuration
              • Checkout rates
              • Starshipit API key
              • Finding Starshipit API credentials
            • Setup in Odoo
              • Install
              • Configuration
              • Generate a label with Starshipit
              • Returns
              • Cancellations
          • UPS integration
            • UPS account setup
              • Shipping account
              • Get account number
              • Payment card
            • UPS developer account setup
              • Add app
              • Client ID and Client Secret
            • Setup in Odoo
          • Zebra label configuration
            • Navigate to ZPL label view
            • Adjust margin
            • Resize barcode
            • Rotate elements
          • 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?
          • Shipping cost invoicing
            • Configuration
            • Add shipping method
            • Invoice cost on sales order
            • Invoice real shipping costs
          • Change shipping label size
            • Overview
            • Configuration
            • Create a sales order
            • Example labels
          • Multi-package shipments
            • Configuration
            • Ship items in multiple packages
            • Create a backorder for items to be shipped later
          • Printable delivery PDFs
            • Delivery slip
            • Return slip
            • Product labels
            • Lot/SN Labels
            • Carrier labels
              • Assign printer
              • Shipping carrier label type
              • Example carrier label
            • Export document
              • Assign printer
            • Package content
            • Package label
          • Dispatch management system
            • Configuration
              • Vehicle capacity
              • Car model
              • Inventory settings
              • Delivery method
              • Dock locations
            • Build loads
              • Carrier assignment
              • Create batch
                • Alternative batch creation method
              • Batch form
                • Prepare delivery route
    • Reservation methods
      • Configuration
      • Required applications
        • At confirmation reservation
          • Configuration
          • Workflow
        • Manual reservation
          • Configuration
          • Workflow
        • Before scheduled date reservation
          • Configuration
            • Edit product form
          • Workflow
    • Picking methods
      • Batch picking
        • Configuration
        • Create batch transfers
          • Add batch from transfers list
        • Process batch transfer
          • Create backorder
        • Process batch transfer: Barcode app
      • Cluster picking
        • Configuration
          • Packages setup
        • Create cluster batch
        • Process batches
          • In Barcode
      • Process wave transfers
        • Configuration
        • Add products to a wave
        • View wave transfers
    • Removal strategies
      • Configuration
      • Required features
        • Lots and serial numbers
        • Locations and routes
        • Expiration date
        • Packages
          • FIFO removal
            • Arrival date
            • Workflow
          • LIFO removal
          • FEFO removal
            • Removal date
            • Workflow
          • Closest location removal
            • Location names
            • Workflow
          • Least packages removal
            • Workflow
• Manufacturing
  • Basic setup
    • Manufacturing product configuration
      • Activate the Manufacture route
        • Lot/serial number tracking
      • Configure a bill of materials (BoM)
    • Bill of materials
      • BoM setup
        • Components
        • Operations
          • Instructions
        • Miscellaneous
      • Add by-products to BoMs
    • One-step manufacturing
      • Create manufacturing order
      • Process manufacturing order
        • Basic workflow
        • Shop Floor workflow
    • Two-step manufacturing
      • Create manufacturing order
      • Process pick components transfer
      • Process manufacturing order
        • Basic workflow
        • Shop Floor workflow
    • Three-step manufacturing
      • Create manufacturing order
      • Process pick components transfer
      • Process manufacturing order
        • Basic workflow
        • Shop Floor workflow
      • Process finished product transfer
    • Manufacturing order costs
      • Cost configuration
        • Component cost
        • Work center cost
        • BoM cost
      • MO overview
      • Average manufacturing cost
  • Advanced configuration
    • 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
    • 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
    • Work order dependencies
      • Configuration
      • Add dependencies to BoM
      • Plan work orders using dependencies
        • Planning by workcenter
  • Workflows
    • Master production schedule
      • Enable and configure MPS
      • MPS dashboard
      • Add a product
        • Edit a product
        • Remove a product
      • MPS replenishment
    • Work center time off
      • Configuration
      • Add time off for a work center
      • Alternative work center planning
    • Scrap during manufacturing
      • Scrap pop-up window
        • Scrap component from Manufacturing
        • Scrap finished product from Manufacturing
        • Scrap component from Shop Floor
      • Scrap pop-up window
    • Manufacturing backorders
      • Create a manufacturing backorder
      • Create a backorder in Shop Floor
    • Split and merge manufacturing orders
      • Split manufacturing orders
      • Merge manufacturing orders
    • Unbuild orders
      • Create unbuild order
      • Scrap unusable components
    • By-Products
      • Configuration
      • Add byproduct to BoM
      • Manufacture by-product
    • Continuous product improvement
      • Identify problems
        • Helpdesk
        • Quality
      • Suggest improvements
        • Quality
        • PLM
      • Implement strategies
        • PLM
        • Field Service
      • Review actions
        • Surveys
  • Shop Floor
    • Shop Floor overview
      • Navigation
        • All page
          • MO information card
        • Work center pages
          • Work order information card
        • Operator panel
      • MO/WO prioritization
    • Shop Floor time tracking
      • Operator sign in
      • Track work order duration
      • View work order duration
  • Subcontracting
    • Configuration
    • Subcontracting workflows
    • Subcontracted product valuation
      • Basic subcontracting
        • Configuration
          • Configure product
          • Configure BoM
        • Basic subcontracting workflow
          • Create SO
          • Process PO
          • Process receipt or dropship order
            • Process receipt
            • Process dropship order
          • Process delivery order
      • Basic subcontracting lead times
        • Configuration
          • Product delivery lead time
        • Lead time workflow
      • Resupply subcontractor
        • Configuration
          • Configure product
          • Configure BoM
          • Configure components
        • Resupply subcontractor on order workflow
          • Create SO
          • Process PO
          • Process Resupply Subcontractor order
          • Process receipt or dropship order
            • Process receipt
            • Process dropship order
          • Process delivery order
      • Resupply subcontracting lead times
        • Configuration
          • Product delivery lead time
          • Product manufacturing lead time
          • Resupply subcontracting workflow
      • Dropship to subcontractor
        • Configuration
          • Configure product
          • Configure bill of materials
          • Configure Components
        • Dropship subcontractor on order workflow
          • Create an SO
          • Process subcontractor PO
          • Confirm vendor RfQ
          • Process Dropship Subcontractor order
          • Process receipt or dropship order
          • Process delivery order
      • Dropship subcontracting lead times
        • Configuration
          • Product delivery lead time
          • Product manufacturing lead time
          • Component delivery lead time
        • Dropship subcontracting workflow
  • Reporting
    • Allocation reports
      • Configuration
      • Allocate products
        • Allocate to delivery order
        • Allocate to MO
        • Unassign products
        • Print labels
    • Overall equipment effectiveness
      • Efficiency standards
        • Time efficiency
        • Capacity
        • OEE target
      • Calculating OEE
        • Fully productive time
        • Reduced speed
        • Material availability
        • Equipment failure
      • OEE reporting
    • Production analysis
      • Measures
      • Use case: compare products
      • Use case: compare time periods
• Purchase
  • Products
    • Import vendor pricelist
      • On product form
      • Import vendor pricelist
        • Export pricelist
          • External ID
          • Common fields
        • Import records
          • Formatting import file
    • Configure reordering rules
      • Configure products for reordering
      • Add a reordering rule to a product
      • Manually trigger reordering rules using the scheduler
      • Manage reordering rules
    • Temporary reordering rules
      • Configuration
      • Trigger temporary reordering rule
      • Check replenishment report
      • Complete purchase order
    • Purchase units of measure
      • 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
    • Requests for quotation
      • Configuration
        • Product
        • Vendor pricelist
      • Order products
        • RFQ dashboard
        • Create new RFQ
          • Products tab
        • Send RFQ
        • Confirm order
    • Blanket orders
      • Create a new blanket order
      • Create a new RfQ from the blanket order
      • Replenishment
    • Call for tenders
      • Configuration
      • Create an RfQ
      • Create alternative RfQs
      • Link new RfQ to existing quotations
      • Compare product lines
      • Cancel (or keep) alternatives
    • Bill control policies
      • Configuration
      • 3-way matching
        • Pay vendor bills with 3-way matching
      • View a purchase order’s billing status
    • Manage vendor bills
      • Bill control policies
        • 3-way matching
      • Create and manage vendor bills on receipts
        • Ordered quantities
        • Received quantities
      • Manage vendor bills in Accounting
      • Batch billing
  • Advanced
    • Purchase Analysis report
      • Measures
      • Use case: determine days to receive products from each vendor
      • Use case: compare vendor POs for two time periods
    • Vendor costs report
      • Create vendor costs reports
        • Add filters and groups
        • Add measures
      • View results
    • Procurement expenses report
      • Create procurement expenses report
        • Add filters and groups
        • Add measures
      • View results
• Barcode
  • Setup
    • Barcode device troubleshooting
      • General issues
        • Barcode cannot be read
        • Odoo returns barcode error
      • Android scanners
        • Barcode app does not give feedback
        • Zebra TC21/TC26
        • MUNBYN Android devices
        • Datalogic Android devices
      • Screenless scanners
        • NETUM devices
    • Barcode scanner setup
      • Scanner types
      • Configuration
        • Keyboard layout
        • Automatic carriage return
      • Zebra scanner
      • Honeywell mobile computer scanner
      • Cipherlab mobile computer scanner
    • 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
    • Default barcode nomenclature
      • Configuration
      • Example: product weight barcode
      • Create rules
      • Default nomenclature list
    • 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
• Quality
  • Quality control basics
    • Quality control points
      • Configure quality control points
    • Quality alerts
      • Create quality alerts
        • Quality alerts form
      • Manage quality alerts
    • Quality checks
      • Manual quality check
      • Process quality check
        • Quality check page
        • Quality check on order
        • Quality check on work order
    • Failure locations
      • Configuration
      • Add failure location to QCP
      • Send products to failure location
      • View failure location inventory
  • Quality check types
    • Instructions quality check
      • Process an Instructions quality check
        • Process from the quality check’s page
        • Process quality check on an order
        • Process work order quality check
    • Pass - Fail quality check
      • Create a Pass - Fail quality check
        • Quality check
        • Quality Control Point (QCP)
      • Process a Pass - Fail quality check
        • From the check’s page
        • On an order
        • On a work order
    • Measure quality check
      • Create a Measure quality check
        • Quality check
        • Quality control point (QCP)
      • Process a Measure quality check
        • From the check’s page
        • On an order
        • On a work order
    • Take a Picture quality check
      • Create a Take a Picture quality check
        • Quality check
        • Quality control point
      • Process a Take a Picture quality check
        • From the check’s page
        • On an order
        • On a work order
      • Review picture attached to quality check
• Maintenance
  • Add new equipment
    • Include additional product information
    • Add maintenance details
  • Maintenance calendar
    • Create maintenance request
      • Edit maintenance request
    • Calendar elements
      • Filters and Favorites
      • Views
        • Calendar view
        • Kanban view
        • List view
        • Pivot view
        • Graph view
        • Activity view
  • Maintenance requests
    • Create maintenance request
    • Process maintenance request
  • Maintenance setup
    • Maintenance teams
    • Equipment
      • Equipment categories
      • Machines & tools
        • Product Information tab
        • Maintenance tab
    • Work centers
• Product lifecycle management
  • Change management
    • Engineering change orders
      • Create ECO
      • Change components
        • Compare changes
      • Change operations
        • Compare changes
      • Apply changes
        • Verify changes
      • Create ECO from tablet view
        • View ECO
    • ECO type
      • Create ECO type
      • Edit ECO type
      • Stages
        • Create stage
        • Verification stage
        • Closing stage
    • Version control
      • Current BoM version
      • Version history
      • Design files
        • Manage design files in an ECO
      • Apply rebase
  • Project management
    • Approvals
      • Add approver
      • Manage approvals
        • Approve ECOs
        • Automated activities
          • Follow-up activities
• Repairs
  • Process repair orders
    • Return order
    • Create repair order
      • Parts tab
      • Repair Notes and Miscellaneous tabs
      • Return product to customer
        • Product is under warranty
        • Product is not under warranty