How to Configure Inventory Operation Types in Odoo 17

How to Configure
Inventory Operation Types
in Odoo 17
Enterprise

Introduction
Enterprise
Warehouse operations are the behind the scenes activities with
which the business run smoothly and they encompasses everything
from the receiving of the goods to storing, picking, packing and
shipping them out to the customer and this creates an efficient
warehouse operations in essential of meeting customers demand
reducing the cost and maintaining the cost competitive age.
Let’s see how these operations are done and maintained in Odoo 17.

Enterprise
Let’s head on to the Inventory module and take the menu
Configuration-> Warehouse management->Operation Types

Enterprise
We can see there are multiple operation types like Receipts, Internal
Transfers, Pick, Delivery Orders, etc for every warehouses like
‘Warehouse 1’, ‘Warehouse 2’ here in this example.

Enterprise
If you want to manage more operation types, we can just go to the
Configuration->Warehouses menu where we can see the configured
warehouses for the company. Here, there are 2 warehouses already created as in
the screenshot.

Enterprise
For each warehouse, we can see the saved settings for the warehouse we select.
We can set the Incoming Shipments and Outgoing Shipments sections. Both of
them can be done in three different ways, that are Direct(1 step), 2 steps or in 3
steps. With this we can also manage the picking and packing of the products.

Enterprise
Based on the Operation types we create, the Inventory overview menu will
be having the view of all kinds of operations like

Enterprise
Then, while opening any operation type already existing here, for example
‘Delivery Orders’ of ‘Warehouse 1’, we can see the form view like this.

Enterprise
● The Name will be automatically set by Odoo based on the
operation type. We can rename it.
● The Sequence Prefix will be OUT for deliveries and IN for
Receipts set in Odoo by default.
● Reservation Method specifies how the products need to be
reserved in this transfer.
● We can set the Default Return Location to where the items are
saved back while returning.
● For the operations, we can make the barcodes in the field
Barcode.
● The Lots and Serial numbers can adobe managed for the
operations. This can be configured from the bottom part of the
form view.
● Similarly, locations, packages, repairs batch transfer can be
configured for the operation types.

Enterprise
And if we open ‘Receipts’ of ‘Warehouse 1’, we see a similar kind of view as
that of Delivery. The only difference is that, if you want to keep the stock in
your warehouse the operation will be receipts operation.

Enterprise
Let’s go to Purchase module, create an RFQ by filling the Vendor and
selecting the needed products. Then confirm the RFQ to make it a Purchase
order.

Enterprise
On the top, we see the smart button ‘Receipts’ which when clicked shows the
corresponding inward transaction or operation of the selected products of
the purchase. Let’s click on it.

Enterprise
The Reference number will be starting from WH/IN as we have set it
like that in the Operation information. The Source will be the Vendor
Destination location is WH/IN which indicated the inward location of
the warehouse 1. The Source Document will be automatically saved
as the corresponding purchase order number.
Here we can see the state of the operation is ‘Ready’ which means it
is waiting for the validation.

Enterprise
Now, let’s go to the Inventory module and check the Receipts
operation of Warehouse 1 from the Overview page. We can see there
as ‘15 To Process’ which says about pending transfers

Enterprise
Clicking on that button, we see all the receipt transfers which are in
‘Ready’ state. Of that, the marked one is the one which is related to
the purchase order we have just created.

Enterprise
Open the record and click on ‘Validate’ and do ‘Quality Checks’ if
needed
Then, it goes to the ‘Done’ state.

Enterprise
Now, to deliver the product, go to Sales module and create a
quotation by filling the customer and product details. Then confirm it
to make it a Sales Order.

Enterprise
On the top, we see the smart button Delivery which when clicked shows the
corresponding outward transaction or operation of the selected products of
the sale. Let’s click on it and we can see

Enterprise
The Reference number will be starting from WH/OUT as we have set it
like that in the Operation information of Delivery. The Source is
WH/Stock which indicated the inward location of the warehouse 1. The
Source Document will be automatically saved as the corresponding
sale order number.
Product Availability can be seen according to the stock availability of
the product with estimated inward and outward stocks and
manufacturing quantities
Here we can see the state of the operation is ‘Waiting’ which means it
is waiting for the validation.

Enterprise
Now, let’s go to the Inventory module and check the Delivery Orders
operation of Warehouse 1 from the Overview page. We can see here
as ‘41 To Process’ which says about pending transfers

Enterprise
Clicking on that button, we see all the delivery transfers which are in
‘Ready’ state. Of that, the marked one is the one which is related to
the sales order we have just created.

Enterprise
In short, the operation types in Odoo can include various
internal and external warehouse processes such as receipts,
deliveries, and internal transfers.
These operation types can include various internal and
external warehouse processes such as receipts, deliveries, and
internal transfers.

For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

How to Configure Inventory Operation Types in Odoo 17

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