Supply Chain

• Inventory
  • Product management
    • Configure product
      • Comparison
      • Use cases
        • Pallets of items using packaging
        • Capture product information using barcode
        • Track different units of measure in storage
          • Product type
            • Set product type
            • Compare types
              • On-hand quantity
              • Create transfer
              • Create purchase order
              • Manufacture or subcontract
              • Packages
              • Inventory report
          • 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
            • Group units of measure in the POS app
          • Packages
            • Configuration
            • Pack items
              • Detailed operations
              • Put in pack
            • Package type
            • Cluster packages
          • Packaging
            • Configuration
            • Create packaging
              • From product form
              • From product packagings page
              • Partial reservation
            • Apply packagings
            • Routes for packaging
              • Create route
              • Apply route on packaging
    • Product tracking
      • Enable lots & serial numbers
      • When to use lots
      • When to use serial numbers
      • Traceability
        • 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
            • Assign serial numbers to newly received products
              • 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
        • Assign serial numbers
          • Configuration
          • Detailed Operations
          • Assign serial numbers
          • Stock move pop-up window
            • Add a line
            • Generate Serials
            • Import Serials
        • Lot numbers
          • Enable lots & serial numbers
          • Track by lots
          • Assign lots for shipping and receiving
            • On receipts
              • Manual assignment
              • Import lots
            • On delivery orders
          • Lot management
            • Modify lot
              • Add property
            • Reserve lot number for a product
          • Manage lots for different operations types
          • Traceability
            • Traceability report
        • Reassign lot/serial numbers
          • Change on-hand quantity to zero
          • Change traceability setting
          • Restore on-hand quantity
        • 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
            • Expiration notifications
    • Inventory valuation
      • Automatic inventory valuation
        • Configuration
          • Accounting setup
          • Product category setup
        • Costing method
        • Types of accounting
          • Expense account
            • Stock input/output (automated only)
        • Inventory valuation reporting
      • Using inventory valuation
        • Automatic inventory valuation
          • Receive a product
          • Deliver a product
        • Inventory valuation report
          • Update product unit price
          • Inventory valuation journal entries
      • Landed costs
        • Configuration
        • Create landed cost product
        • Create purchase order
          • Create vendor bill
        • Add landed cost
  • Warehouses and storage
    • Inventory management
      • Warehouses
      • Locations
        • Location types
        • View locations in Odoo
          • Warehouses
            • Configuration
          • Locations
            • Configuration
            • Create new location
              • Additional Information section
              • Cyclic Counting section
              • Logistics section
            • Current stock at location
          • Inventory adjustments
            • Inventory Adjustments page
              • Create an inventory adjustment
            • Count products
              • Plan inventory counts
          • Cycle counts
            • Configuration
            • Counting inventory at a set frequency
              • Setting a cycle count frequency
              • Performing a cycle count
            • Change full inventory count date
          • Scrap inventory
            • Scrap from stock
            • Scrap from an existing operation
          • Reception report
            • Configuration
            • Workflow
              • Create and confirm SOs
              • Create and confirm PO
              • Reception report
                • Allocate units
              • Validate receipt
              • Validate delivery
            • Print labels
    • Replenishment
      • Replenishment strategies
        • Replenishment report and reordering rules
        • Make to order
        • Master production schedule
          • Replenish on order (MTO)
            • Unarchive MTO route
            • Configure product for MTO
            • Replenish using MTO
              • Cancelling an SO with an MTO product
          • Reordering rules
            • Reordering rules setup
              • Product type configuration
              • Create new reordering rules
              • 0/0/1 reordering rule
            • Trigger
              • Auto
              • Manual
            • Route
              • Advanced uses
            • Just-in-time logic
              • Forecasted date and To Order quantity
              • Common confusion about forecasted quantities
            • Visibility days
              • Example where visibility days is triggered
              • Counterexample where visibility days is not triggered
          • Replenishment report
            • Replenishment information
          • Lead times
            • Lead time types
            • Sales lead times
              • Customer lead time
              • Sales security lead time
              • Deliver several products
            • Purchase lead times
              • Vendor lead time
              • Purchase security lead time
              • Days to purchase lead time
            • Manufacturing lead times
              • Manufacturing lead time
              • Days to prepare manufacturing order
              • Manufacturing security lead time
            • Global example
          • Inter-warehouse replenishment
            • Configuration
              • Warehouses
              • Set route on a product
                • MTO
                • Reordering rule
            • Replenish one warehouse from another
    • Reporting
      • Stock report
        • Navigate the stock report
          • Search options
      • Locations dashboard
        • Navigate the locations dashboard
        • Generate reports
          • Dead stock report
          • Stranded inventory report
          • Inventory discrepancy report
      • Moves history dashboard
        • Navigate the moves history report
          • Search options
      • Inventory aging report
        • Navigate the inventory aging report
        • Generate reports
          • Rotating stock report
  • Shipping and receiving
    • Inbound and outbound flows
      • One-step flow
      • Two-step flow
      • Three-step flow
      • Add-ons
        • Storage
        • Delivery
        • Customization
          • Routes and push/pull rules
            • About routes and terminology
              • Push rules
              • Pull rules
            • Configuration
              • Pre-configured routes
              • Custom Routes
                • Rules
            • Example flow
          • One-step receipt and delivery
            • Configuration
            • Receive goods directly (1 step)
              • Create purchase order
              • Process receipt
            • Deliver goods directly (1 step)
              • Create sales order
              • Process delivery
          • Two-step receipt and delivery
            • Configuration
            • Process receipt in two steps (input + stock)
              • Create purchase order
              • Process receipt
              • Process internal transfer
            • Process delivery order in two steps (pick + ship)
              • Create sales order
              • Process picking
              • Process delivery
          • Three-step receipt
            • Configuration
            • Receive in three steps (input + quality + stock)
              • Create a purchase order
              • Process a receipt
              • Process a transfer to Quality Control
            • Process a transfer to stock
          • Three-step delivery
            • Configuration
            • Deliver in three steps (pick + pack + ship)
              • Create a sales order
              • Process a picking
              • Process a packing
              • Process a delivery
          • Putaway rules
            • Configuration
              • Define putaway rule
              • Putaway rule priority
          • Storage categories
            • Configuration
            • Define storage category
              • Capacity by weight
              • Capacity by product
              • Capacity by package
            • Assign to location
            • Putaway rule
            • Use case: limit capacity by package
          • Organize a cross-dock in a warehouse
            • Configuration
            • Configure products with Cross-Dock Route
          • 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
          • Dropshipping
            • Configure products to be dropshipped
            • Fulfill orders using dropshipping
    • Delivery methods
      • Configuration
      • Add shipping method
        • Fixed price
        • Based on rules
          • Create pricing rules
          • Calculate delivery cost
        • Pickup in store
        • Route on shipping method
      • Add shipping
        • Delivery order
      • Supported hardware
        • Third-party shipping carriers
          • Configuration
            • Install shipping connector
            • Delivery method
            • Production environment
            • Warehouse configuration
            • Product weight
          • Apply third-party shipping carrier
            • Sales order
            • Delivery order
          • Troubleshooting
            • Debug log
        • Print shipping labels
          • Configuration
            • Labels for multi-step
          • Print tracking labels
            • Add shipping on quotation
            • Validate delivery order
        • Bpost integration
          • Account setup
          • Shipping method configuration
        • DHL integration
          • Configure the DHL shipping method
            • General information
            • DHL Configuration tab
              • DHL developer credentials
                • With DHL Express Account
                • Without DHL Express Account
              • Shipping details
              • Options
          • Turn on the DHL Connection
        • EasyPost integration
          • Account setup
            • Integrating other carrier accounts
            • Obtain Test and Production API keys
          • Shipping method configuration
          • Turn on the Easypost integration
        • FedEx integration
          • Enable shipping connector
          • Configure shipping method
            • General information
            • FedEx Configuration tab
              • Options section
              • Declared Value section
          • Activate shipping method
        • Sendcloud integration
          • Setup in Sendcloud
            • Create an account and activate carriers
            • Warehouse configuration
            • Generate Sendcloud credentials
          • Setup in Odoo
            • Install Sendcloud shipping module
            • Sendcloud shipping connector configuration
              • Pickup points
              • Load shipping products
            • Shipping information
          • Generate labels with Sendcloud
            • Shipping rules
          • FAQ
            • Shipment is too heavy
            • Personal carrier contract
            • Measuring volumetric weight
            • Unable to calculate shipping rate
        • Shiprocket integration
          • Account setup
            • Create API user
            • Create sales channel
            • Configure couriers
          • Enable connector
          • Configure shipping method
            • Shiprocket Configuration tab
            • Destination Availability tab
            • Shipping information
          • Generate a Shiprocket label
            • Cancellations
          • Turn on Shiprocket integration
        • Starshipit shipping
          • Starshipit setup
          • Setup in Odoo
            • Install
            • Configuration
          • Generate a label with Starshipit
            • Returns
            • Cancellations
        • UPS integration
          • UPS account setup
            • Shipping account
            • Get account number
            • Payment card
          • UPS developer account setup
            • Add app
            • Client ID and Client Secret
          • Setup in Odoo
        • USPS integration
          • Enable shipping connector
          • Configure USPS business account
            • Create a developer app
          • Configure shipping method
            • General information
            • USPS Configuration tab
          • Turn on the USPS integration
        • Zebra label configuration
          • Navigate to ZPL label view
          • Adjust margin
          • Resize barcode
          • Rotate elements
        • 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?
        • Shipping cost invoicing
          • Configuration
          • Add shipping method
          • Invoice cost on sales order
          • Invoice real shipping costs
        • Change shipping label size
          • Overview
          • Configuration
          • Create a sales order
          • Example labels
        • Multi-package shipments
          • Configuration
          • Ship items in multiple packages
          • Create a back order for items to be shipped later
        • Printable delivery PDFs
          • Delivery slip
          • Return slip
          • Product labels
          • Lot/SN Labels
          • Carrier labels
            • Assign printer
            • Shipping carrier label type
            • Example carrier label
          • Export document
            • Assign printer
          • Package content
          • Package label
    • Reservation methods
      • Configuration
      • Required applications
        • At confirmation reservation
          • Configuration
          • Workflow
        • Manual reservation
          • Configuration
          • Workflow
        • Before scheduled date reservation
          • Configuration
            • Edit product form
          • Workflow
    • Picking methods
      • Batch picking
        • Configuration
        • Create batch transfers
          • Add batch from transfers list
        • Process batch transfer
          • Create backorder
        • Process batch transfer: Barcode app
      • Cluster picking
        • Configuration
          • Packages setup
        • Create cluster batch
        • Process batches
          • In Barcode
      • Process wave transfers
        • Configuration
        • Add products to a wave
        • View wave transfers
    • Removal strategies
      • Configuration
      • Required features
        • Lots and serial numbers
        • Locations and routes
        • Expiration date
        • Packages
          • FIFO removal
            • Arrival date
            • Workflow
          • LIFO removal
          • FEFO removal
            • Removal date
            • Workflow
          • Closest location removal
            • Location names
            • Workflow
          • Least packages removal
            • Workflow
• Manufacturing Operations
  • Integrated Manufacturing Workflow
  • User Roles and Access Responsibilities
    • Sales to Manufacturing & Quotations
      • System Login and Workspace Access
      • Create Quotation Manually
      • Create Quotation via Spreadsheet
      • Upload Technical Drawings on Quotation
      • Create and Import Products
        • Manual Product Creation
        • Bulk Product Import from Excel
      • Customer Management: Export & Import
        • Export Customer Directory
        • Import Customer Directory
    • Manufacturing Orders & BOM
      • Master and Child Manufacturing Orders
      • Configure Bill of Materials (BOM)
      • Attach Technical Drawings to MO
    • Production Planning & Execution
      • Work Order Scheduling & Resource Assignment
      • Transfer Materials to Production Floor
      • Track and Update Work Order Operations
    • Quality Control & Production Reports
      • Quality Control (QC) Inspection
      • Overall Equipment Effectiveness (OEE) Report
      • Production Analysis Report
      • Gantt Chart Production Scheduling
    • Production Inventory & Transfers
      • Inventory Overview & Transfer Types
      • Purchasing: Material Receipt & Inbound Warehousing
        • Create Material Receipt Request
        • Process and Confirm Material Receipts
      • Internal Inter-Warehouse Transfers
      • Manage Warehouse Delivery Slips
      • Material Picking for Manufacturing by PO
        • Detailed Bin Location Inspection
      • Finished Goods Storage Slips
      • Departmental Physical Inventory Management
      • Export and Bulk Inventory Update via Excel
    • Routing Templates Configuration
      • Configure Routing Template by Category
• Purchase & Procurement
  • Overview and End-to-End Procurement Workflow
  • Role-Based Access and Responsibilities
    • Project Material Quota
      • Create Project Material Quota
      • Multi-Level Quota Approval Workflow
    • Purchase Requests
      • Create Purchase Request
      • Purchase Request Approval Workflow
    • Requests for Quotation & Purchase Orders
      • Generate Request for Quotation (RFQ)
      • Send RFQ via Email
      • Quotation Comparison & Order Confirmation
    • Payment Requests & Tracking
      • Create Payment Request
      • Submit and Route to Accounting
      • Track Supplier Payment Status
    • Product Code Proposals
      • Automated Product Code Syntax
      • Create Product Code Proposal
      • 2-Level Product Code Approval Workflow
        • Handling Rejections
    • Vendor Management
      • Search and Vendor Overview
      • Create New Vendor Profile
      • Manage Secondary Contacts and Branch Addresses
    • Purchase Document Management
      • Attach Documents to Purchase Orders
      • Centralized Document Audit & Completeness Verification
    • Goods Receipt & Warehouse Inbound
      • Initiate Warehouse Receipt from PO
      • Process and Approve Warehouse Receipt
• Barcode
  • Setup
    • Barcode device troubleshooting
      • General issues
        • Barcode cannot be read
        • Odoo returns barcode error
      • Android scanners
        • Barcode app does not give feedback
        • Zebra TC21/TC26
        • MUNBYN Android devices
        • Datalogic Android devices
      • Screenless scanners
        • NETUM devices
    • Barcode scanner setup
      • Scanner types
      • Configuration
        • Keyboard layout
        • Automatic carriage return
      • Zebra scanner
      • Honeywell mobile computer scanner
      • Cipherlab mobile computer scanner
    • Activate barcodes in Odoo
      • Configuration
        • Barcode formats
      • Set product barcodes
      • Set product packaging barcodes
      • Set location barcodes
  • Daily operations
    • Apply inventory adjustments with barcodes
      • Enable Barcode app
      • Perform an inventory adjustment
      • Manually add products to inventory adjustment
    • Process receipts and deliveries with barcodes
      • Enable Barcode app
      • Scan barcodes for receipts
        • Editing a product line
        • Validating the transfer
      • Scan barcodes for delivery orders
        • Editing a product line
        • Validating the delivery
    • Create and process transfers with barcodes
      • Enable Barcode app
      • Scan barcodes for internal transfers
        • Create an internal transfer
        • Scan barcodes for internal transfer
      • Create a transfer from scratch
    • Default barcode nomenclature
      • Configuration
      • Example: product weight barcode
      • Create rules
      • Default nomenclature list
    • GS1 barcode nomenclature
      • Set up barcode nomenclature
      • Use GS1 barcodes in Odoo
        • Create rules
      • Barcode troubleshooting
      • GS1 nomenclature list
    • GS1 barcode usage
      • Configure barcodes for product, quantity, and lots
        • Configuration
        • Scan barcode on receipt
      • Configure barcode for product and non-unit quantity
        • Scan barcode on receipt
      • Verify product moves
• Quality
  • Quality control basics
    • Quality control points
      • Configure quality control points
    • Quality alerts
      • Create quality alerts
        • Quality alerts form
      • Manage quality alerts
    • Quality checks
      • Manual quality check
      • Process quality check
        • Quality check page
        • Quality check on order
        • Quality check on work order
    • Failure locations
      • Configuration
      • Add failure location to QCP
      • Send products to failure location
      • View failure location inventory
  • Quality check types
    • Instructions quality check
      • Process an Instructions quality check
        • Process from the quality check’s page
        • Process quality check on an order
        • Process work order quality check
    • Pass - Fail quality check
      • Create a Pass - Fail quality check
        • Quality check
        • Quality Control Point (QCP)
      • Process a Pass - Fail quality check
        • From the check’s page
        • On an order
        • On a work order
    • Measure quality check
      • Create a Measure quality check
        • Quality check
        • Quality control point (QCP)
      • Process a Measure quality check
        • From the check’s page
        • On an order
        • On a work order
    • Take a Picture quality check
      • Create a Take a Picture quality check
        • Quality check
        • Quality control point
      • Process a Take a Picture quality check
        • From the check’s page
        • On an order
        • On a work order
      • Review picture attached to quality check
• Maintenance
  • Add new equipment
    • Include additional product information
    • Add maintenance details
  • Maintenance calendar
    • Create maintenance request
      • Edit maintenance request
    • Calendar elements
      • Filters and Favorites
      • Views
        • Calendar view
        • Kanban view
        • List view
        • Pivot view
        • Graph view
        • Activity view
  • Maintenance requests
    • Create maintenance request
    • Process maintenance request
  • Maintenance setup
    • Maintenance teams
    • Equipment
      • Equipment categories
      • Machines & tools
        • Product Information tab
        • Maintenance tab
    • Work centers
• Warranty Maintenance Management
  • Tổng quan
  • Bảng thuật ngữ viết tắt
  • Đăng nhập hệ thống
  • Video hướng dẫn thao tác
    • Product warranty management
      • Create warranty contract
      • Edit warranty ticket
      • Create warranty request
      • Create periodic warranty inspection
    • Equipment maintenance management
      • Create maintenance contract
      • Create maintenance request
      • Create periodic maintenance ticket
    • Purchase requisition for maintenance parts
      • Purchase requisition from maintenance ticket
      • Purchase requisition from warranty ticket
• Product lifecycle management
  • Install PLM
    • Change management
      • Engineering change orders
        • Create ECO
        • Change components
          • Compare changes
        • Change operations
          • Compare changes
        • Apply changes
          • Verify changes
        • Create ECO from tablet view
          • View ECO
      • ECO type
        • Create ECO type
        • Edit ECO type
        • Stages
          • Create stage
          • Verification stage
          • Closing stage
      • Version control
        • Current BoM version
        • Version history
        • Design files
          • Manage design files in an ECO
        • Apply rebase
    • Project management
      • Approvals
        • Add approver
        • Manage approvals
          • Approve ECOs
          • Automated activities
            • Follow-up activities
• Repairs
  • Process repair orders
    • Return order
    • Create repair order
      • Parts tab
      • Repair Notes and Miscellaneous tabs
      • Return product to customer
        • Product is under warranty
        • Product is not under warranty