Odoo is the world's number one free open source ERP. There are more than 30,000 functional plug-ins available for download and use in the application market, covering almost all business management processes of enterprises in all walks of life, including inventory management, sales management, procurement management, and manufacturing management. , maintenance, website e-commerce, marketing, project management, HR, finance, PLM, etc. And the source code is delivered, and enterprises can easily customize it according to their own needs, reducing development costs.
In Odoo, there is an inventory reservation function called "Reservation Method", which is used to lock the order at the specified time, which ensures that the product is reserved for the company in time when the product is sold, to ensure the response to market changes and Timeliness of delivery to customer needs.
There are three ways to reserve products in the Odoo inventory module:
- On Confirmation: The product is reserved only when the sales order is confirmed.
- Manual: Check availability manually to reserve the desired quantity of products.
- Before specified date: Only keep "X" days before the scheduled date. To pre-order a product, please provide the number of days before the scheduled date.
In the Inventory module, Inventory Overview lists all the action categories, and when you look at the configuration page for the action type, you will see a field called RESERVATION METHOD.
Inventory > Overview > Delivery Notes > Configuration
The type of operation can be seen directly from the inventory overview. Goods Receipt, Delivery Note, Return, Manufacturing, PoS, etc. have been defined as operation types in the Inventory module.
Or you can follow another path:
Inventory > Configuration > Operation Types > Delivery Order
When selecting Delivery Order, enter the details required to change the delivery order action type in a new screen.
Let's look at the configuration of the three reservation methods:
1. On confirmation.
The reservation method "on confirmation" means that the product will be reserved as soon as the sales order is confirmed as long as it is in stock. For a better understanding, first, create a sales order.
Sales Module > Orders > Create Order
Create a sales order by filling in all the details like customer, invoice address, delivery address, due date, quotation date and other details. Under the Order Lines tab, add the products and quantities you want to sell.
The product will be reserved for delivery immediately after you confirm the sales order.
Then set the quantity and verify the delivery. Since the product is in stock, it is automatically booked, an invoice is created and the order is fulfilled upon receipt of a sales order confirmation.
2. Manually.
The second booking method is manual, i.e. we want to book the product manually by clicking on the "Check Availability" button.
Create a sales order again, and at the time of delivery, you can check availability and book the product. The Reserved Quantity will appear first, indicating whether the product is available; clicking the Check Availability option will reserve the product for the order.
In this case, product reservations will not be made automatically; instead, it will describe the availability status. Depending on delivery time or delivery priority, you can manually reserve products for an order.
Then "Set Quantity" and verify the delivery
3. Before the specified date
In this booking method, you can set how many days before the specified date the product should be booked for delivery. This will help to plan deliveries and ensure that products are delivered on time, as shown below:
You can also set customer lead times in products.
After setting customer lead times, you can create sales orders by selecting products. If the sales order is created on December 26, 2021 and the customer lead time is 5 days. So when the order is confirmed, it takes 5 days to deliver the goods to the customer, and the product is reserved only 2 days before the scheduled date.
After confirmation, the quotation is converted into a sales order. To confirm delivery, click the Delivery Intelligence tab and look for the "Pending" status. Since the expected date is December 1, 2021, the product will be pre-ordered two days in advance. Availability is shown as "Available" since the product is available in this instance. Set the quantity and confirm the delivery after booking the product.
The next step after verifying the delivery is to create an invoice for the sales order. To do this, click the button CREATE INVOICE.
You can then see three options for creating an invoice: Regular Invoice, Advance Payment (percentage), Advance Payment (fixed amount). Select the appropriate option as required and generate an invoice.
A draft invoice is generated after a regular invoice is created and is changed from draft to posted after confirmation.
After creating an invoice, the next step is to record the payment. To do this, click on the Register to Pay button.
After payment, we can see the status as payment.
In this way, the delivery booking function in Odoo can be customized according to the sales order situation, so as to realize the seamless delivery of products in case of emergency. If you are interested in this function or are selecting models for your enterprise ERP, welcome to the official website of Open Source Intelligent Manufacturing to obtain system demonstrations and customer case sharing.