The following sections present an overview of the main functions of Odoo ERPOnline. Some areas are covered in more detail in the following chapters of this book and you will find many other functions available in the optional modules. Functions are presented in the order that they appear on the main menu. Boost your Sales Odoo ERPOnline provides many tools for managing relationships with partn...

Just as in accounting, the Odoo ERPOnline system manages counterparts to each of its main operations such as receipts from suppliers, deliveries to customers, profit and loss from inventory, and consumption of raw materials. Stock movements are always made from one location to another. To illustrate this concept of stock management, see how stock moves are generated by the following operations:...

Warehouse Warehouses are designed for physical locations from which you can deliver to the customer, and to which you receive raw materials. When you buy products from a supplier, you should take account of the Warehouse you use for this purchase. This also enables the end user to not have to choose from a list of locations, but simply a real warehouse. Use the menu Warehouse > Configuration > Wa...

Goods Receipts In Odoo ERPOnline, you have the choice between three ways to receive goods from suppliers. The first method is to manually enter the information in the incoming shipment. To receive the products through this method, you have to go to Incoming Shipments section (Warehouse > Operations > All Operations > YourCompany: Receipts), click Create and then you enter the information about t...

Odoo ERPOnline distinguishes between Production, Purchase and Procurement. Production is manufacturing, Purchase is the acquisition of goods from another party, and Procurement is either one or both of those. Processing Exceptions The set of stock requirements is generated by procurement orders. In normal system use, you do not need to worry about procurement orders because they are automati...

The double-entry management in Odoo ERPOnline enables you to run very advanced traceability. All operations are formalized in terms of stock moves, so it is very easy to search for the cause of any gaps in stock moves. Upstream Traceability It runs from the raw materials received from the supplier and follows the chain to the finished products delivered to customers. (Note that the name is con...

Manual and Real-time Stock Valuation If you have experience of managing with traditional software, you will know the problem of getting useful indicators. If you ask your accountant for a stock valuation or the value added by production, he will give you a figure. If you ask for the same figure from your stores manager, you will get an entirely different amount. You have no idea who is right! I...

You can manage stock through journals in the same way as you can manage your accounts through journals. This approach has the great advantage that you can define journals in various ways to meet your company's needs. For example, a large company may want to organize deliveries by department or warehouse. You can then create a journal and a manager for each department. The different users can work...

Standard Delivery Time In order to define the delivery time, you have to know three things: Customer Lead Time: That is the time you promise to your customer for a delivery. It corresponds to the average delay between the confirmation of the customer order and the delivery of the finished goods. It can be defined in the product form, in the Sales tab. This time will be influenced by the Manufa...

Managing import / export with foreign companies can sometimes be very complex. Between a departure port and the destination company, products can get stopped for several weeks at sea or somewhere in the numerous transportation stages and customs. To manage such deliveries efficiently it is important to: know where your products are, know when they are likely to arrive at their destination, ...

In this section, we will develop a more detailed example that includes different concepts seen in the previous sections. The following example will use the Stock Location types, the Logistic Flows and the Bill Of Materials. We have two companies: OpenERP SA and OpenERP US. We have three products: Product A, Product B and Product C. For each product, we will have to define the Stock Location to d...