How to Manage Check Out Process in Odoo 17 Website | Odoo 17 Functional Tutorials | Odoo 17 Website – CBMS Odoo ERP

How to Manage Check Out Process in Odoo 17 Website | Odoo 17 Functional Tutorials | Odoo 17 Website – CBMS Odoo ERP

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Odoo 17’s Inventory Management module streamlines the checkout process when an item leaves your warehouse or shop floor. This ensures proper documentation, and inventory tracking, and facilitates a smooth handover of goods.

The Checkout Process Flow:

Initiating the Checkout:

The checkout process typically begins with a Delivery Order. This document outlines the specific items, quantities, and destinations for the outgoing goods. It can be generated from various sources like sales orders, manufacturing orders, or internal transfers.
Picking and Packing:

Once the delivery order is confirmed, Odoo assists with picking and packing the items. You can utilize features like barcode scanning or lot/serial number tracking to ensure accuracy and efficiency.
Quality Check (Optional):

Depending on your configuration, a quality check step might be integrated into the checkout process. This ensures outgoing goods meet quality standards before departure.
Registering the Checkout:

The final step involves registering the checkout in Odoo. This typically involves confirming that the items have been picked, packed, and are ready for departure.
Generating Delivery Documents:

Odoo allows you to generate essential documents like packing slips and delivery notes during the checkout process. These documents accompany the goods and provide details about the shipment.
Additional Considerations:

Inventory Updates: Upon checkout confirmation, Odoo automatically updates your inventory levels, reflecting the outgoing goods. This ensures accurate stock records and avoids overselling.

Shipping Integration (Optional):

Odoo can integrate with various shipping carriers. This allows you to directly print shipping labels within the platform and streamline the shipment process.
Customer Notifications:

Odoo can automatically send notifications to customers upon checkout completion, informing them that their order is prepared for delivery.
Benefits of a Streamlined Checkout Process:

Improved Efficiency: Saves time and minimizes errors during the checkout process.
Enhanced Accuracy: Ensures accurate picking, packing, and inventory updates.
Transparency and Traceability: Provides a clear audit trail for outgoing goods.
Better Customer Experience: Timely communication keeps customers informed about their orders.
By effectively utilizing the checkout functionalities in Odoo 17, you can streamline departures, maintain accurate inventory records, and ensure a smooth handover of goods, ultimately enhancing your overall warehouse or shop floor operations.

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2 Comments

  1. avatar
    @ou1483 says:

    Thanks a lot for your great videos! Could you, please, give more info how to manage checkout process without payment class? And how to modify checkout form "Guest address". Could be great, thanks in advance!

  2. avatar
    @arsamjunaid318 says:

    I have learnt a lot from your videos but please I have request to make video on customer portal. how to manage the customer portal that how the customer can see the packages in inventory and how it can manage its packages alike his/her sale order and invoices. Thankyou

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