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From procurement to delivery

Overzicht

Inventory is the heart of your business. It can be really complicated, but with Odoo, doing a receipt or a delivery has never been easier. We will show you in this document how easy to do a full process, from the receipt to the delivery.

Odoo inventory is fully integrated with other applications, such as Purchase, Sales or Inventory. But is not limited to those processes, it is also fully integrated with our e-Commerce, Manufacturing and Repairs applications.

How to process a receipt ?

Installeer Inkoop applicatie

First, you will need to install the Purchase Management application. Go to Apps and install it.

Maak een inkooporder

Ga naar de Aankopen applicatie. Het eerste scherm is de Offerteaanvraag lijst. Klik op de knop Aanmaken.

Fill in the Vendor information and click on Add an Item to add some products to your request for quotation.

Click on Confirm order when you are sure about the products, prices and quantity.

Retrieve the Receipt

You can retrieve the receipt order in 2 ways:

Van het verkooporder

On the top right of your purchase order, you will see a button with the related Receipt:

Click on it to see the Transfer order.

Vanuit het magazijn dashboard

When opening the Inventory application, click on # to receive to see the list of your deliveries to process.

In the list, click on the one related to the purchase order:

Process the Receipt

To process the stock transfer. Simply click on Validate to complete the transfer. A message will appear asking if you want to process the whole order, accept it by clicking on Apply.

How to process a delivery order ?

Installeer de Verkoop applicatie

First, you will need to install the Sales Management application. Go to Apps and install it.

Plaats een verkooporder

Ga naar de Verkopen applicatie. Klik op de Offertes knop van uw team.

U krijgt een lijst van al uw offertes. Klik op de Aanmaken knop.

Fill in the Customer informations and click on Add an Item to add some products to your quotation.

Klik op Bevestig verkoop om het order te plaatsen.

Retrieve the Delivery order

U kan de afleverorders ontvangen op 2 manieren:

Vanuit het verkooporde

In de rechtse bovenhoek van uw verkooporder ziet u de knop met de gerelateerde Levering:

Click on it to see the Transfer order.

Vanuit het magazijn dashboard

When opening the Inventory application, click on # to do to see the list of your receipts to process.

Klik in de lijst op degene gerelateerd aan de verkooporder:

Verwerk de levering

To process the stock transfer. Simply click on Validate to complete the transfer. A message will appear asking if you want to process the whole order, accept it by clicking on Apply.

Geavanceerde flows

In this document, the flows that are explained are the most simple ones. Odoo also suit for companies having advanced warehouse management.

  • By default, only receipts and deliveries are configured but you can activate the use of multi-locations and multi-warehouses to do internal transfers.
  • Routes: you can automate flows with push and pull rules
  • Multi-step receipts and deliveries can be easily configured for each warehouse
  • Much more: Barcode scanning, serial numbers, lots, cross-docking, dropshipping, integration with a third-party shipper, putaway and removal strategies.... All of it is possible with Odoo.