Inventory : Configuration: Warehouse Management: Operations Types

Purpose

This document provides instructions on how to manage Operations Types in the Inventory application of Odoo 16.

Operations Types allow you to configure the rules for your Routes. Operation Types are created for warehouses automatically, and in general, these do not need modifying.

While the sequences that are used to create the operations are not configurable without assistance from the Hibou team, you have full access to configure the operations and set them up as needed from this area.

Process

To get started, navigate to the Inventory application.

 

Click CONFIGURATION  > Warehouse Management > Operations Types, then click NEW. This opens the Operations Types form where you will be able to create your new operation type for a warehouse.


General 

Operation Name: In this field, give the operation a name. This should be used to tell what kind of process this will be. For this example, "Receipts" would be used for incoming transfers. "Delivery" would be used for outgoing transfers.

Type of Operation: Specify if the operation is for Vendors, Customers, Internal, or Manufacturing Operations.

  • Receipt: This indicates an incoming transfer, or inventory receipt, and is created when a Purchase Order is confirmed.

  • Delivery: This indicates an outgoing transfer, or order delivery, and is created when a Sale Order is confirmed.

  • Internal Transfers: This allows users to move inventory throughout multiple locations within the warehouse, or multiple warehouses, within the company database.

  • Manufacturing: This action operation typically takes place when products need to be created for use in the warehouse or to be sold to customers.

Sequence Prefix: A short label that will be used across Odoo to represent this operation. Also, this is where we tell Odoo the sequence we want to reference for this operation. 

Important!

Don't Skip the Code

It's imperative to use a code your company will be familiar with using for operation types as this defines the actions taken for certain operations.

Warehouse: The warehouse this operation is to be used for. 

Barcode: If the Barcode app is installed, you can enter a barcode that represents this Operation Type. 

Reservation Method: Determine if products should be reserved for this operation when the transfer is confirmed, if it should be reserved manually, or if it should be reserved before a scheduled date. Selecting before scheduled date will display additional fields to configure how many days before the scheduled date that products will be reserved. 

Create Backorder: When validating a transfer

  • Ask: The users are asked to choose if they want to place a backorder for the remaining products
  • Always: The backorder is automatically created for the remaining products
  • Never: The remaining products are cancelled

Show Detailed Operations: By selecting this option, when processing transfers, you will be presented with a modal pop-up displaying more information about the location, serial number, packaging, products, and more. 

Lots/Serial Numbers

Create New: If this option is selected in Configuration settings, Odoo will suppose you want to create new Lots/Serial Numbers so you can provide them in a text field.

Use Existing ones: If selected, you will be able to choose the Lots/Serial Numbers. You can also decide to not put lots in this operation type. This means it will create stock with no Lot or not put restriction on the Lot token.

Locations

Default Source Location: This is the location the product will be coming from by default for this operation. 

Default Destination Location: This is the location the product will be taken to by default for this operation.

Packages

If Packages are enabled, you'll see the following fields

Move Entire Packages: If this is selected, you will be able to move entire packages within this sequence.



Barcode App Tab

Mandatory Scan

Source Location: This can be set to No Scan, or Mandatory Scan, and the setting determines if the Source Location needs scanned or not to begin the operation.

Product: This setting determines whether the product needs to be scanned or not.

Lot/Serial: Determine the scanning option of the tracking number: optional scanning or mandatory scanning.

Put in Pack: Determine how the contents of a package will be tracked: after the group of products (optional), after each of the products (mandatory) or not.

Destination Location :  Determine when the user will scan the destination: after the product group (optional), after each of the products (mandatory) or not.

Final Validation

Allow full picking validation: To validate a pick even if nothing has been scanned yet. This field displays only if the Product field from the above section is enabled.

Force all products to be packed: Enable this to validate the barcode only after all products are packed.

Force a destination on all products: Enable this to validate the barcode only after the destination location has been scanned.

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When you're done, click  to save.