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We would like to request a list of best practices and recommendations for setting up and managing inventory in Odoo for a café.

Our goal is to implement an efficient and accurate inventory system that fits the specific operational needs of a coffee shop environment.

We would appreciate guidance on topics such as:

  • Product configuration (ingredients, prepared items, packaging, etc.).
  • Units of measure setup.
  • Stock locations organization.
  • Use of reordering rules and minimum stock levels.
  • Management of perishable goods and expiration tracking.
  • Handling of internal consumption and wastage.
  • Integration of inventory with the Point of Sale (POS) system.
  • Recommended reports and KPIs for inventory control.

Thank you for your support and recommendations.

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Hi Alejandro,

Thank you for your clear and thoughtful request. Based on your goal of implementing an efficient and accurate inventory system for a café using Odoo, here are the best practices and key recommendations drawn from real-world implementations:

✅ Product Configuration (Ingredients, Prepared Items, Packaging)

  • Use Bills of Materials (BoM) for prepared drinks (e.g., Cappuccino = Espresso + Milk).
  • Classify products by type:
    • Raw materials (Consumable or Storable)
    • Finished products (Manufactured)
    • Packaging items (e.g., cups, lids)
  • Set up product variants if needed (e.g., sizes: S/M/L).

✅ Units of Measure Setup

  • Enable Multi Units of Measure in advanced settings.
  • Use base units for raw materials (grams, ml) and set appropriate conversions (e.g., 1L = 1000ml).
  • Assign appropriate purchase/sales units.

✅ Stock Location Organization

  • Create logical sub-locations:
    • Raw Material Storage
    • Finished Goods Storage
    • Bar/Coffee Station
    • Internal Use / Waste
  • Use a hierarchical structure for better visibility and control.

✅ Reordering Rules and Minimum Stock Levels

  • Set up Minimum and Maximum Stock Rules for high-turnover items (e.g., milk, sugar).
  • Use forecasting reports to define thresholds based on actual demand.

✅ Perishable Goods and Expiration Tracking

  • Activate Lots/Serial Numbers and Expiration Dates.
  • Use FIFO (First-In-First-Out) strategies to rotate inventory and minimize waste.

✅ Internal Consumption and Waste Handling

  • Define operations for Internal Use and Scrap to track usage and loss.
  • Perform regular inventory adjustments to match physical stock.

✅ POS Integration

  • Connect the Point of Sale (POS) module to reflect real-time inventory updates.
  • Enable automatic stock deduction upon POS sales.
  • Link combo products (e.g., tea + pastry combo) with BoMs for correct ingredient deduction.

✅ Reports and KPIs for Inventory Control

  • Key Reports:
    • Current Inventory Valuation
    • Daily/Weekly Consumption Reports
    • Out-of-Stock Trends
  • Suggested KPIs:
    • % Inventory lost due to expiry
    • Inventory Turnover Ratio
    • Safety Stock vs. Forecast Demand

      Please note that these suggestions are based on my own experience working with Odoo in food and beverage environments. I hope they help you tailor an efficient system for your café.

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