Do you have products that are sold as one item but consist of multiple parts needing assembly? For example, an office desk is sold as a single product but delivered in separate components, such as table legs, screws, and a tabletop.

In such cases, it may be expected for customers to select the main product during checkout, while each component is shown separately on the delivery document. This setup is common for furniture and similar industries, where the final product is made up of individually managed items.

In Odoo, this scenario can be handled by using the Manufacturing module and defining a Bill of Materials (BoM) of type Kit for each main product.

Here is a step-by-step guide to set up the flow:

  1. Create the Main Product:
    • Set the product type to Goods.
    • Disable Track Inventory.
    • Assign the Manufacturing route to it.
  2. Create Component Products:
    • Each component should be a separate product.
    • Set the type to Goods.
    • Enable Track Inventory.
    • Assign the Buy route (unless they are produced in-house).
  3. Define the BoM:
    • Create a Bill of Materials (BoM) of type Kit for the main product.
    • Include all components that are part of the main product with appropriate quantities.

Once set up, this configuration allows the system to track stock at the component level, calculate the main product’s availability based on its components, and show only the main product in the sales order. While in the delivery document, all components are listed, making it clear what needs to be shipped.

Although the main product has the Manufacturing route, a manufacturing order is not created. Instead, the BoM is used solely to display the components that make up the product in the delivery order.

Functional Inventory Manufacturing Odoo 18
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Security is essential!
Having properly configured access rights for each user in Odoo and maintaining a clear overview of them is a must.

Here are a few tips to help with user access management:

User Roles in Odoo using User Roles module from OCAAdditionally, here are a few important points to consider before starting the configuration:

  • It is crucial to understand how the security system in Odoo works.
  • Ensure each user has just enough access rights to perform their tasks.
  • Be cautious with the admin role and protect it.
Functional Odoo 18
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If you are managing a multi-warehouse setup in Odoo, where purchases are received in a central warehouse and then distributed to other locations, there's a built-in feature called “Resupply From” that can streamline this process.

Once you have at least two warehouses set up, you can enable the Resupply From​ option in the warehouse settings (Inventory > Configuration > Warehouses​). This allows you to specify which warehouse will supply products to the current warehouse. When activated, a route is automatically generated for product transfers. The route must be enabled at the product or product category level for the relevant items.

When an item with the route enabled is needed in a secondary warehouse, Odoo will create a request in the Replenishment dashboard, unless there is an automatic reordering rule. When the order is placed from the Replenishment dashboard, a delivery order will be created for the main warehouse and a receipt for the receiving warehouse. During the transfer, products will be placed in the Inter-warehouse Transit location.

This setup is particularly useful when you have one central warehouse and multiple stores, with each store represented by a separate warehouse. Each store can be automatically resupplied from the central warehouse using this feature.

Important:

  • The Resupply​ setting for the central warehouse should be either "Buy to Resupply," "Manufacture to Resupply," or both, depending on the supply process.
  • Ensure the reordering rules are properly configured to maintain stock levels across your stores.
Functional Inventory Odoo 18
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Odoo's Task Dependencies feature should be enabled if tasks need to follow a specific order. This feature helps manage task flow and ensures tasks are completed in the correct sequence.

To set it up:

  1. Go to Project > Configuration > Settings > Task Management​.
  2. Enable Task Dependencies​.

Once enabled, a Blocked By tab appears in each task, displaying a task list view. Add tasks to the list that must be completed before starting the current one. Dependencies can be within the same project or across different projects.

Tasks with dependencies are automatically set to the Waiting state and cannot begin until all linked tasks are marked as Done or Cancelled. Once the dependency tasks are completed, the task’s state updates to In Progress, allowing work to begin.

Functional Odoo 18 Project
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In Odoo, the timing of when you can invoice for a service depends on the Invoicing Policy​ set for the product. Here is a breakdown of the four available options for service products:

  1. Prepaid/Fixed Price
    • The entire amount can be invoiced immediately after the sale is confirmed.
    • Commonly used for prepaid services, such as when clients purchase hours or services to be used later.
  2. Based on Timesheets
    • You can invoice only for the hours already worked and tracked via timesheets linked to the relevant task.
    • Depending on your configuration, the invoice can include either all recorded timesheets or only validated ones. The configuration for this can be found at Timesheets > Configuration > Settings > Billing > Invoicing Policy​.
  3. Based on Milestones
    • Invoices are generated when specific milestones are reached.
    • To use this option, milestones must be enabled in the project. Each milestone should have an associated sales order line and a percentage of the amount to be invoiced. Only one sales order line can be linked to each milestone.
  4. Based on Delivered Quantity (Manual)
    • Invoices are created upon service delivery, based on the quantity delivered rather than the quantity ordered.
    • Suitable for invoicing the total time spent once the work is completed.

Each policy is designed to support different ways of working and invoicing for services. Which one to use depends on your company's processes.

Accounting Functional Odoo 18 Sales
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