Inventory & MRP

• Inventory
  • Warehouse Management
    • Products
      • Replenish on order (MTO)
        • Unarchive the Replenish on Order (MTO) route
        • Configure a product to use the MTO route
        • Fulfill a sales order using the MTO route
      • Use different 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
      • When Should you Use Packages, Units of Measure or Special Packaging?
        • Units of measure
        • Packages
        • Packagings
      • Selecting a replenishment strategy
        • Terminology
          • Replenishment report and reordering rules
          • Make to order
        • Configuration
          • Replenishment report and reordering rules
            • Replenishment report fields
        • Make to order (MTO) route
      • Reordering rules
        • Configure products for reordering rules
        • Create new reordering rules
        • Set a preferred route for reordering
    • Warehouses
      • Resupply from another warehouse
        • Configuration
        • Set route on a product
      • Transfer products between warehouses using replenishment
        • Configure warehouses for inter-warehouse replenishment
        • Configure products for inter-warehouse replenishment
        • Replenish one warehouse from another
          • Process the delivery order
          • Process the receipt
        • Automate inter-warehouse replenishment
      • Manage Warehouses and Locations
        • Terminology
          • Warehouse
          • Location
        • Configuration
        • Create a new warehouse
        • Create a new location
      • Create a second warehouse
        • Add inventory to a new warehouse
    • Inventory adjustments
      • Inventory adjustments
        • Add a new line
        • Count products
        • Plan counts
      • Cycle counts
        • Configuration
        • Change the inventory frequency
    • Incoming shipments and delivery orders
      • Choosing the right inventory flow to handle receipts and deliveries
        • One-step flow
        • Two-step flow
        • Three-step flow
      • Inventory flow table of contents
        • Process receipts and deliveries in one step
          • Configure the warehouse
          • Receive goods directly (1 step)
            • Create a purchase order
            • Process the receipt
          • Deliver goods directly (1 step)
            • Create a sales order
            • Process the delivery
        • Process receipts and deliveries in two steps
          • Configure multi-step routes
          • Process a receipt in two steps (input + stock)
            • Create a purchase order
            • Process the receipt
            • Process the internal transfer
          • Process a delivery order in two steps (pick + ship)
            • Create a sales order
            • Process the picking
            • Process the delivery
        • Process receipts in three steps
          • Configuration
          • Process a receipt in three steps (input + quality + stock)
            • Create a purchase order
            • Process a receipt
            • Process a transfer to Quality Control
          • Process a transfer to stock
        • Process deliveries in three steps
          • Configuration
          • Process a delivery order in three steps (pick + pack + ship)
            • Create a sales order
            • Process a picking
            • Process a packing
            • Process a delivery
    • Miscellaneous Operations
      • 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
      • Process Batch Transfers
        • Create a Batch Transfer
        • Create a Batch Transfer from the Transfers List View
        • Process a Batch Transfer
        • Process a Batch Transfer from the Barcode app
      • Process wave transfers
        • Configuration
        • Add products to a wave
        • View wave transfers
    • Planning
      • How is the Scheduled Delivery Date Computed
        • How are Lead Times Calculated?
        • Sales - Lead Times
          • Customer Lead Time
          • Security Lead Time
          • Deliver several products
        • Purchase - Lead Times
          • Supplier Lead Time
          • Security Lead Time
        • Manufacturing - Lead Times
          • Manufacturing Lead Time
          • Security Lead Time
        • Global Example
    • Lots and Serial Numbers
      • What’s the difference between lots and serial numbers?
        • Introduction
          • When to use
          • When not to use
      • Use serial numbers to track products
        • Enable lots & serial numbers
        • Configure serial number tracking on products
          • Create new serial numbers for products already in stock
        • Manage serial numbers for shipping and receiving
          • Manage serial numbers on receipts
            • Assign serial numbers manually
            • Assign serial numbers automatically
            • Copy/paste serial numbers from a spreadsheet
          • Manage serial numbers on delivery orders
        • Manage serial numbers for different operations types
        • Serial number traceability
      • Use lots to manage groups of products
        • Enable lots & serial numbers
        • Track products by lots
          • Create new lots for products already in stock
        • Manage lots for shipping and receiving
          • Manage lots on receipts
          • Manage lots on delivery orders
        • Manage lots for different operations types
        • Lots traceability
      • 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
    • Valuation Methods
      • Inventory valuation configuration
        • Types of accounting
        • Costing methods
        • Configure automated inventory valuation in Odoo
        • Access reporting data generated by inventory valuation
      • Using inventory valuation
        • Automatic inventory valuation
          • Receive a product
          • Deliver a product
        • Inventory valuation report
          • Update product unit price
          • Inventory valuation journal entries
      • Integrating additional costs to products (landed costs)
        • Configuration
        • Add costs to products
          • Receive the vendor bill
  • Shipping
    • Shipping Setup
      • How to setup a delivery method?
        • Overview
        • Configuration
          • Install the inventory module
          • Configure the delivery method
        • Delivery process
          • Sale order
          • Delivery
      • How to integrate a third party shipper?
        • Overview
        • Configuration
          • Install the shipper company connector module
          • Configure the delivery method
          • Company configuration
          • Product configuration
        • Sale process
          • Sale order
          • Delivery
      • Set up Sendcloud shipping services in Odoo
        • Setup in Sendcloud
          • Create an account and activate carriers
          • Warehouse configuration
          • Generate Sendcloud credentials
        • Setup in Odoo
          • Install the Sendcloud shipping module
          • Sendcloud shipping connector configuration
          • Generate a label with Sendcloud
        • FAQ
          • Shipment is too heavy
          • When using a personal carrier contract
          • Measuring volumetric weight
          • Unable to calculate shipping rate
      • How to get UPS credentials for integration with Odoo?
        • Create a UPS Account
        • Get an Access Key
      • How to get DHL credentials for integration with Odoo?
        • Getting SiteID and password for countries other than United States (UK and Rest of the world)
        • Getting SiteID and Password for United States
    • Shipping Operations
      • How to invoice the shipping cost to the customer?
        • Overview
        • Configuration
        • How to invoice the shipping costs to the customer?
          • Invoice the price set on the sale order
          • Invoice the real shipping costs
      • Multi-package shipments
        • Configuration
        • Ship items in multiple packages
        • Create a backorder for items to be shipped later
      • How to print shipping labels?
        • Overview
        • Configuration
          • Install the shipper company connector module
          • Configure the delivery method
          • Company configuration
          • Product configuration
        • How to print shipping labels?
      • Change shipping label size
        • Overview
        • Configuration
        • Create a sales order
        • Example labels
      • Use dropshipping to ship directly from suppliers to customers
        • Configure products to be dropshipped
        • Fulfill orders using dropshipping
      • 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?
  • Advanced Routes
    • Concepts
      • Routes and Pull/Push Rules
        • Inside the warehouse
        • Pull rules
        • Push rules
        • Use routes and rules
          • Pre-configured routes
          • Custom Routes
            • Rules
        • Sample full route flow
      • Organize a cross-dock in a warehouse
        • Configuration
        • Configure products with Cross-Dock Route
      • Sell stock from multiple warehouses using virtual locations
        • Create and configure a virtual parent location
          • Create a new warehouse
          • Create a virtual parent location
        • Configure physical warehouse locations
        • Example flow: Sell a product from a virtual warehouse
    • Putaway & Removal Strategies
      • Putaway rules
        • What is a Putaway Rule?
          • Configuration
          • Setting up a putaway rule
        • Using Storage Categories
          • Configuration
          • Create a Storage Category
          • Storage categories in putaway rules
      • What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?
        • What happens inside the warehouse?
        • How does it work?
          • First In, First Out (FIFO)
          • Last In, First Out (LIFO)
          • First Expire, First Out (FEFO)
          • Closest Location
        • Use removal strategies
          • FIFO (First In, First Out)
          • LIFO (Last In, First Out)
          • FEFO (First Expired, First Out)
  • Barcodes
    • Setup
      • Set up your barcode scanner
        • Find the barcode scanner that suits your needs
        • Configure your barcode scanner
          • Keyboard layout
          • Automatic carriage return
      • Activate the Barcodes in Odoo
        • Configuration
        • Set Product Barcodes
        • Set Locations Barcodes
        • Barcode Formats
    • Daily Operations
      • Process to an Inventory Adjustment with Barcodes
      • Process to Transfers
        • Simple Transfers
        • Receipts
        • Delivery Orders
        • Internal Transfers
          • Transfers with Tracked Products
      • Create a Transfer from Scratch
      • Overview
        • Create a Barcode Nomenclature
          • Configure your Product
          • Rule Types
• Manufacturing
  • Maintenance
    • Add new equipment
      • Include additional product information
      • Add maintenance details
  • Manufacturing management
    • Create a bill of materials
      • Set up a bill of materials (BoM)
        • Specify a bill of materials (BoM) for a product variant
      • Set up operations
      • Add by-products to a bill of materials (BoM)
    • Managing BoMs for product variants
      • Activate product variants
      • Apply BoM components to product variants
    • Use kits
      • Create the kit as a product
      • Set up the kit BoM
      • Use kits to manage complex BoMs
    • Manage semi-finished products
      • Configure semi-finished products
      • Create the top-level bill of materials (BoM)
      • Manage production planning
    • Subcontract your Manufacturing
      • Configuration
      • Basic Subcontracting Flow
      • Inventory Valuation
      • Traceability
      • Automate Replenishment of Subcontractors
        • Manual Replenishment
    • Use the Master Production Schedule
      • Configuration
      • Estimate your demand and launch replenishment
      • Cells color signification
        • What if I have underestimated the demand?
        • What if I have overestimated the demand?
        • What if I wrongly added a product to the MPS?
    • 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
    • Make work centers unavailable using Time Off
      • Configuration
      • Add time off for a work center
      • Route orders to an alternative work center
  • Quality control
    • Add quality controls
      • Configure quality control points
      • Use case: configure a measure quality check
    • Create quality alerts
      • Find and fill out the quality alerts form
      • Add quality alerts during the manufacturing process
      • Manage existing quality alerts
• Purchase
  • Products
    • Configure reordering rules
      • Configure products for reordering
      • Add a reordering rule to a product
      • Manually trigger reordering rules using the scheduler
      • Manage reordering rules
    • Purchase in different units of measure than sales
      • 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
    • Use blanket orders to create purchase agreements with vendors
      • Create a new blanket order
      • Create a new RFQ from the blanket order
      • Create a new blanket order from an RFQ
      • Blanket orders and replenishment
    • Create alternative requests for quotation for multiple vendors
      • Configure purchase agreement settings
      • Create an RFQ
      • Create alternatives to an RFQ
      • Link a new RFQ to existing quotations
      • Compare product lines
      • Cancel (or keep) alternatives
    • Bill control policies
      • Configuration
        • Example flow: Ordered quantities
        • Example flow: Received quantities
      • 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
        • With the bill control policy set to ordered quantities
        • With the bill control policy set to received quantities
      • Create and manage vendor bills in Accounting
      • Batch billing
  • Advanced
    • Analyze the performance of your purchases
      • Generate customized reports
        • Use filters to select the data you need
          • Add custom filters
        • Measure exactly what you need
          • Visualize your data
          • Explore your data