Our company is using Odoo 17 to manage our business operations. We have a demo inventory where we move products in and out from our regular inventory. We're quite new to Odoo and have been using Odoo 17 for a short while. We're seeking some pointers or documentation that provides suggestions and instructions on how to manage this process effectively.
What we need is a straightforward solution. We want to be able to track the location of our demo pieces and have proper tangible documents accompany each demo unit for each party. Additionally, we need to be able to ship out our demo products, know their whereabouts, and recall them if they are not returned by the prospective client. Once returned, they should be placed back into the demo inventory.
There are occasions when a prospective client becomes an actual client by purchasing the demo products. In such cases, we need to move the products back into sales inventory and then generate a quote and invoice as usual. We would follow the same process if the products are not returned upon recall.
When we loan out products from our demo inventory, we want to create an invoice that details the conditions if the products are not returned in working condition and within a specified timeframe after being recalled.
Thank you in advance for your help and any guidance you can provide. Your help is greatly appreciated.