This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.

Estimating Delivery Dates

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 Procurement and Locations tab.

    This time will be influenced by the Manufacturing Lead Time and the Delivery Lead Time.

  • Manufacturing Lead Time :

    This is the time you need to produce one unit of a product. If this product needs other sub-products, the different manufacturing times will be summed. It can also be defined in the product form, in the Procurement and Locations tab.

  • Delivery Lead Time :

    This is the time your supplier needs to deliver the goods. This delay can be defined in the product form in the Suppliers tab.

For example, if we have to deliver some products to a customer in a month (in 30 days). You promise to deliver the goods to the customer within 10 days, the manufacturing time is equal to 4 days and our suppliers deliver the raw materials within 3 days.

According to those numbers, we will have to start the process in 23 days if we have to order raw materials.

Schedule Logistic Flows according to MRP1 Rules

MRP is a software-based production, planning and inventory control system used to manage the manufacturing process.

It is a computer-based system in which the given Master Schedule is exploded with Bills Of Material, into the required amount of raw material, parts and subassemblies needed to produce the final products in each period.

Incoming and Outgoing Products Planning

To be able to plan incoming and outgoing shipments of products, you have to install the module stock_planning.

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Planning the Deliveries of Customer Products

Thanks to this module, you will be able to calculate a planning of the stock for a product.

Planned dates on a packing order are put in each stock move line. If you have a packing order containing several products, not all of the lines necessarily need to be delivered the same day. The minimum and maximum dates in a packing order show the earliest and latest dates on the stock move lines for the packing.

If you move a packing order in the calendar view, the planned date in the stock move lines will automatically be moved as a result.

Managing Inventory Reconciliation

Inventory reconciliation involves two steps: physical and accounting.

Physical inventory steps include taking a written inventory record and comparing it to the actual goods in the company’s warehouses. Counting obsolete and damaged products is also a reconciliation activity.

Reconciliation steps on the accounting side include verification that all inventory purchases are posted, entering adjustments from the physical count and analysing the dollar differences between months. Inventory reconciliation frequency depends on the size, location, and type of inventory in a company’s operations.

Building Reports to Track Activity

With OpenERP, you can build your own reports in order to track the different activities in your warehouses. To create your own reports, you have to install the base_report_creator. It will add a submenu in Administration ‣ Customization ‣ Reporting.

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Create your Own Reports

This newly added section allows you to define for your new report:

  • The general configuration:

    The aim of this tab is to choose the models your report will rely on.

  • The view parameters

    This tab will define the display of your report. You can choose between the traditional available views (Tree/List, Form, Graph and Calendar) and you can define three different ways to display your report.

  • The fields to display

    The fields available to display will depend on the models you choose in the General Configuration tab.

    When you add a new field to your report, different fields have to be specified:

    • Sequence - defines the order in which the fields will be displayed in the report

    • Field - the information you want to display in your report

    • Grouping method - affects the way the field is displayed. You can choose between Grouped, Sum, Minimum, Count, Maximum and Average

    • Graph mode - defines which axe of the graph the field will represent

    • Calendar mode - defines the meaning of the field for the calendar (Starting or Ending date, Delay, End Date, Unique Colours)

  • The filters on fields

    This tab will let you choose which data to display according to the value of a field. It is possible to manually modify or add new filters according to your needs.

  • The security

    The security tab is used to select the groups that are able to display the report.

Tip

Create Report with OpenOffice

You can also create or edit reports with OpenOffice using the base_report_designer module.

In order to add the extension to OpenOffice, load this module and start the configuration. A new window will ask you to Save As a file that contains the extension.

Once you have saved the file, start OpenOffice and go to Tools ‣ Extension Manager, then click Add and select the previously saved file. Restart OpenOffice.org and now you have the extension installed.

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Extension to Create a Report in OpenOffice