The Odoo Inventory module can help to improve and streamline an organization's inventory management. It provides a number of services, such as "Outgoing Activities" to track the movement of products leaving the company's facilities, "Incoming Shipments" to handle things from suppliers, and "Internal Transfers" to optimise inventory allocation. These actions improve order fulfilment accuracy and customer satisfaction by enabling real-time inventory tracking, timely billing, and revenue recognition. The "Stock Adjustments" action type guarantees that actual inventory levels match reported quantities, enhancing decision-making and ensuring accurate financial reporting. Businesses may better manage their supply chains, take control of their inventory operations, and improve their overall performance by using the module's Overview window, which provides a full overview of all the actions it can handle. Overall, the Odoo Inventory module is an excellent approach to handling various inventory duties and improving supply chain management.
This blog will assist you in understanding the concept and functionality of Operation Types, Revamped operation types under the Operation tab, Operation type creation, Reservation method, and other fields within the operation types configuration form, including the Auto-print option in the Odoo 17 Inventory Module.
Overview Menu
Receipts, Internal Transfers, Delivery Orders, Manufacturing, Resupply Subcontractor, PoS Orders, Repairs, Dropship and Dropship Subcontractors, and other inventory operations are available through the "Inventory Overview" pane of the "Overview" menu. We can show the number of tasks pending within a specific operation type group for each operation.
Each Kanban view provides a concise description of each process, such as the number of operations that are pending, late, or batch. Users can access more management choices by selecting the three vertical dots in the upper right corner of each operation tab, which allows them to view all operation tasks based on their state, create new operations, and modify other parameters.
Operations Menu
Odoo's 17th edition of the Inventory Module has modified the "Operations" menu, splitting it into three sections: Transfers, Adjustments, and Procurements.
Transfers
Receipts, Deliveries, Manufacturing, Batch Transfers, and Dropships are just a few of the inventory activities in your Odoo Inventory Package that may be accessed, managed, or produced using the "Transfers" section of the "Operations" menu. These procedures are also available via the Inventory Overview window.
Adjustments
Odoo 17 includes new inventory application functionality that allows users to move stocked items across locations. This can be done by selecting "Physical Inventory" from the "Operations" menu. Users can also manage or make scrap orders from the "Scrap" menu. Users can incorporate additional charges like shipping, insurance, and customs duties using the "Landed Cost" function.
Procurement
Users can manage "Inventory Replenishment" to replenish inventory for timely orders from suppliers in order to satisfy customer demand and prevent shortages without storing surplus inventory. You can also manage the "Master Production Schedule" for production planning based on demand estimates.
Configuring Operation Types
Odoo erp provides an individual menu option within your Odoo inventory platform to manage and build new operation types based on your company's needs. To establish a new operation typ, navigate to the "Operation Types" option inside the "Configuration" menu.
The dashboard displays a list of all the operation types and their respective organisations. Click on the "New" button to begin filling out the configuration form.
First, change the operation's name in the "Operation Type" field. In this configuration form, Odoo has included a new "Hardware" tab section. As a result, you may see the tabs General, Hardware, and Barcode App.
General Tab
The "Type of Operation," which can be Receipt, Delivery, Manufacturing, or Internal Transfer, can be changed with varied configuration options, changing the remaining variables just slightly. I've chosen "Delivery" as the Operation Type. Some new fields will be displayed, including "Sequence Prefix," "Print Label," and "Barcode." Using the corresponding fields, you can specify sequence prefixes for the operation type, enable the label printing feature for delivery orders, and set Barcodes.
The "Reservation Method" specifies how goods in this operation type should be maintained and can be done manually, at confirmation, or prior to the scheduled date. Then enter your "Company," "Returns Type," and "Default returns location." Backorders for unsold products can be placed by selecting the "Ask" option in the "Create Backorder" section. Odoo will automatically create a backorder for leftover items or cancel them if Never is selected.
LOT/SERIAL NUMBERS: By enabling the "Create New" or "Use Existing Ones" options, Odoo allows you to create new lots/serial numbers for product transfers or utilise existing lots/serial numbers for product transfers.
PACKAGES: We can enable the "Move Entire Packages" option to entirely relocate the entire package of this operation type to another location.
LOCATIONS: The Locations tab allows you to specify the "Default Source Location" and "Default Destination Locations."
REPAIRS: By selecting the "Create Repair Orders from Return" option, we may enable the capability that allows us to make repair orders if a product is returned after delivery.
BATCH TRANSFERS: After confirming the product selection, we can enable the "Automatic Batches" option to create product batches based on Contact, Destination Country, and Source Location. Odoo also assists customers in configuring "Maximum lines per batch" and "Maximum transfers per batch."
These options will allow you to choose the maximum number of lines per batch to transfer and the maximum number of transfers that can be conducted for this specific batch. You can also enable the "Auto-confirm" button to automatically confirm the transfer.
Save the data after you've finished filling out the form. The new Operation Type has now been saved to your Odoo Inventory database.
Hardware Tab
An automatic printing options tab section called "Hardware" was recently added to the Odoo 17 Inventory Module. As a result, when executing an inventory transaction, users can automatically print their documents by connecting an Odoo IoT device.
You can activate various printing choices after validating an inventory activity and printing labels after executing a "Put in Pack" action under the tab section's "PRINT ON VALIDATION" and "PRINT ON "PUT IN PACK" sections, respectively.
PRINT ON VALIDATION: Users can trigger the printing of Delivery Slips, Return Slips, Product Labels, Lot/SN Labels, and Package Content after verifying a product pick within your inventory. Odoo will thus print the slips and label documents using the connected IoT device once you have completed validating these specific picks. You can also choose the document printing sizes to utilise for the Lot/SN Labels and Product Labels.
PRINT ON "PUT IN PACK": The product's packaging label can be automatically printed using this section after the "Put in Pack" button on an inventory action is pressed. The "Package Label" option can be enabled, and either PDF or ZPL as the document type can be chosen.
Connecting to an IoT app is required to automate these printing procedures. As a result, Odoo has provided a brief description of how to configure the auto-printing option with the hardware and networks. By clicking on the "Documentation" link, you can also learn how to connect an IoT device or app to your Odoo apps.
Barcode App Tab
In this tab section, users can configure the MANDATORY SCAN and FINAL VALIDATION parameters.
MANDATORY SCAN: The "Source Location" can be changed to No Scan or Mandatory Scan, indicating whether the operation requires scanning. The "Product" parameter affects whether scanning is required. The scanning choice for the tracking number is determined by the "Lot/Serial" option. The contents of the package are tracked either after the group of products (optional) or after each product (required) by entering them into the "Put in Pack" section.
FINAL VALIDATION: Enable the "Allow full picking validation" option to allow full picking validation for picks without scanning, with the Product field enabled. Enabling "force all products to be packed" will aid in the validation of barcodes once all products have been packed.
After editing the Operation Type details, save the data and use it for related Inventory Operations in your business.