Hello Antonio,

many questions = many answers : )

1. how to handle the direct shipment of materials to a construction site from the supplier. - I assume that you install the systems directly at your customers; in this case, you should activate the “drop shipment” route on the corresponding products in Odoo in the “Warehouse” tab - this offers the option of informing the supplier directly of the customer's address when creating a sales order and a subsequent purchase order and having the components of your systems delivered directly there. The prerequisite for this is that at least one supplier is stored on the respective product in the “Purchasing” tab.

2. how to manage the flow of materials in the central warehouse (M1) for installations handled by internal installers - this depends entirely on your further processes when the products are delivered to you (nice to know: you can also set multiple routes on products to have products delivered directly to the customer). - Is it enough for you to receive the products and store them directly (1 step), do you want to have the delivery as a single step alongside the storage (2 step) or do you even want to add a quality check in between (3 step)? You define all these options directly in the warehouse in the Configuration tab in the warehouse app - the same applies to the dispatch of the products or the collection of the products by your installers (1 step = direct removal from the storage location); (2 step = removal, placement in the dispatch zone and then delivery); (3 step = first removal and packing, then in the dispatch zone and then delivery) - you can certainly choose a simple way here : )

3. how to track inventory movements between the central warehouse and construction sites - normally an associated sales order is created for the delivery of products to the customer. This should list all the components of your future installation to the customer - the products should be declared either as consumables (such as a screw) or as a stockable product (such as a solar module with a serial number), depending on the type, so that a delivery is created in the system when a sales order is confirmed by the customer or manually by you. This delivery contains a ‘detailed information’ smart button in which the exact product movements from the storage location to the customer are tracked. All stock changes are tracked directly both on the respective products and on the associated storage locations.

4. a good basic configuration is the key : ) it is best to run through your processes once in a test instance before the system goes live in order to identify avoidable errors at an early stage.

I hope I was able to help you with this - if you have any further questions, please feel free to contact me : )

Regards,
Chris Dominiak (Intero Technologies GmbH)