How do I link my sales to my inventory. When I create an invoice I want the inventory to automatically be adjusted
Thank you
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
How do I link my sales to my inventory. When I create an invoice I want the inventory to automatically be adjusted
Thank you
Hi,
Linking sales to inventory and automatically adjusting inventory upon invoice creation in Odoo is straightforward.
Workflow:
Create a Sale Order: Start by creating a sale order for your customer, specifying the desired products and quantities.
Confirm
Sale Order: When you confirm the sale order, Odoo automatically creates
a draft stock move(connected Inventory). This move represents the
transfer of products from your inventory to the customer.
Validate
Inventory Availability: Before validating the stock move, Odoo checks if
sufficient inventory is available for the ordered products. If not, you
will be notified and need to adjust the order or update inventory
levels.
Deliver Products: Once validated, the stock move is executed,
and inventory levels are automatically updated to reflect the sale. You
can then process the invoice and deliver the products to the customer.
Hope it helps
You have to select the invoicing policy as delivered qty in product master.If you choose "Delivered Quantity," the system will generate an invoice based on the quantity delivered. This way you can control the inventory but you have to dispatch the material first then create the invoice.
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up