Two-Step Incoming Shipments in Odoo 18
Odoo 18 offers a flexible two-step process for incoming shipments, allowing you to better manage your inventory and streamline your receiving operations. This process involves two distinct steps:
Step 1: Input
* Create a Receipt:
* Go to Inventory — Receipts.
* Create a new receipt and select the appropriate supplier and purchase order.
* Input Products:
* Add the received products to the receipt, specifying quantities and other relevant details.
* Crucially, instead of directly posting to stock, you’ll input them into a designated input location. This location can be a staging area, quality control area, or any other location where incoming products are initially processed.
Step 2: Transfer to Stock
* Create a Transfer:
* Once the products have been inspected, processed, or otherwise prepared, create a new internal transfer.
* Source the products from the input location and destination them to the appropriate stock location.
* Confirm Transfer:
* Confirm the transfer to complete the process and update your inventory levels.
Benefits of the Two-Step Process:
* Improved Inventory Accuracy: By separating the input and stock processes, you can ensure accurate inventory counts and reduce discrepancies.
* Enhanced Quality Control: The input stage provides an opportunity to inspect products for quality and defects before they enter your main stock.
* Flexible Workflow: You can customize the two-step process to fit your specific business needs, such as adding additional steps for labeling, packaging, or other operations.
* Better Tracking and Traceability: By tracking products through the input and transfer stages, you can improve traceability and identify potential issues.
Configuration:
* Define Input Locations:
* Create new locations in Inventory — Configuration — Locations.
* Designate these locations as input locations.
* Set Up Routes:
* Configure routes to define the flow of products from suppliers to input locations and then to stock locations.
By following these steps and leveraging the two-step process, you can optimize your incoming shipment operations in Odoo 18.
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