Salespersons and warehouse managers mostly work with a single location. Staff from Madrid would hardly make quotations for clients from Berlin. That is why aggregated Odoo stocks levels are awkward to use. Surely, you might push a few buttons, apply groupings and filters to retrieve required product information. However, is it comfortable? Hardly. Moreover, it is confusing since sudden misunderstanding leads to inexecutable promises. So, you need a tool to provide essential inventory data at a glance, but to keep details by locations easy-reach and clear. Here it comes!
User default warehouse
The tool make it possible to link users and warehouses to which they are working (their 'default warehouse'). Sales order delivery is planned from a warehouse of its salespersons. This warehouse is changed each time as a salesperson is changed.
At a glance on products, users observe only the inventories which are essential for them. So, Odoo stock levels are calculated for your warehouse.
Salespersons and warehouse managers default warehouse (preferences)
Sales order warehouse is applied based on salesperson warehouse
Standard inventory figures are calculated for default warehouse only (kanban view)
Standard inventory figures are calculated for default warehouse only (tree view)
Users settings to apply default warehouse
Expandable locations' hierarchy
For details look at the hierarchy of stocks. Here are all internal locations you have an access to.
Get opened, the hierarchy introduces 3 levels. Expand to show more. You retrieve data fast and comfortably.
Locations without products on hand or without products planned are excluded to provide a clearer picture.
Inventory levels on product variant form (minimized view)
Inventory levels on product variant form (fully expanded view)
Inventories by locations on product template form
Inventory for product variants, templates, and sale lines
Users might work both with product variants and product templates. Get an overview of quantity on hand, forecast quantity, incoming and outgoing quants number per each internal location.
Sales managers might also get an instant outlook of inventory levels right from a sales line in a single click.
Stocks by locations from sales orders and quotations (opened)
Stocks by locations from sales orders and quotations (to open)
Excel table inventories by locations
Export stock levels to an Excel (xlsx) table in a single button click right from a product form.
The xlsx table of inventory levels
Excellent response and fast corrective actions, well done.
Leo Kylmä in the Odoo Apps Store
To provide the feature of Excel table export, install the Python library xlsxwriter:
pip install xlsxwriter
The module features and support depend on your Odoo version. Please select required one on the top right of this page.
We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.
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