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How To Trace Product Inventory For Sales In Odoo ?

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How To Trace Product Inventory For Sales In Odoo ?
Nikunj Nakum
August 1, 2024 | No comments yet

This blog is related to how to trace products ,while validating Delivery Of A Sale Order in odoo 12.Please check procedure and their description along with their respective screen-shots.

Go To Sale > Products > select Products

Select the Product Menu in Sales
Products View in Odoo

Now ,Select Your Products which you are going to use In Sale Quotation

Here I have selected three products ,which are as Follows;And Their related  Configuration you can see In pictures.

Note : Selected Product must have it’s On Hand Qty and it’s type must have Storable Type.

1. Three-Seat Sofa

Select Product with Storable Type in Odoo
Goto Inventory in Products in Odoo

Office Chair Black

Goto Inventory Tab in Products in Odoo

Office Lamp

Goto Inventory Tab in Products in Odoo

Now ,Create a Sale Quotation with these products that we have configured recently And Confirm it.

Create a Sale Quotation with These Products in Odoo
Click on Confirm Button in Odoo

Now ,Go To Inventory > Master Data > Select Lot/Serial Numbers

Select Lot/Serial Numbers Menu in Odoo

Here ,Create Lot/Serial Numbers Record

For Product,Three-Seat Sofa Traceability was No Tracking ,So No need to create Lot/Serial Record.

For Product ,Office Chair Black Traceability was By Lots, So here we will create only one Lot/Serial Record, Because of our product traceability configuration.You can see it in the picture

Create New Lot/Serial Record in Odoo

For Product ,Office-lamp Traceability was By Unique Serial Number, So here we will create four new Lot/Serial Records, Because we created a sale quotation with four office lamp quantities.

Check Below Image

Create New Lot/Serial Record in Odoo
Create New Lot/Serial Record in Odoo
Create New Lot/Serial Record in Odoo
Create New Lot/Serial Record in Odoo

Now ,Go to your Sale Quotation > Delivery

Click on Delivery Smart Button in Odoo

Now, Encode Done Quantity For Three-Sofa Seat Product Directly

Encode the Done Quantity for Products

For Office Chair Product, Select on button as mentioned in

Click on Button in Line in Odoo


A new wizard will pop-up here select product lot serial ,which we have created earlier ,Here you can see that by selecting lot/serial record it will automatically encode the done quantity, If not then encode done quantity manually and click on confirm button.
Add Product and Quantity then Click on Confirm Button in Odoo

For Office Lamp, Select on button as mentioned in

Click on Button in Line


A new wizard will pop-up here select product lot serial which we have created earlier ,Here you can see that by selecting lot/serial record it will automatically encode the done quantity ,if not then encode done quantity manually and click on confirm button.
Select Product with Quantity then Click on Confirm Button in Odoo


 

After Completing these processes click on the Validate button ,Your Delivery Order will get in done state.

Click on Validate Button in Odoo
State Will Changed to Done in Odoo
Author
Nikunj Nakum
CGO

Nikunj Nakum is the Chief Growth Officer (CGO) of CandidRoot Solutions with over 14 years of experience as an Odoo expert. He has successfully helped businesses across India, the USA, the UAE, and other global markets by delivering reliable Odoo functional consulting, technical development, customization, and support. With a strong strategic mindset and deep technical expertise, Nikunj leads high-impact ERP implementations, ensuring scalable solutions that align with diverse business needs and drive long-term growth.