Product Types From Supplier to Customer

257 • Location : Stock, • Product : PC1 Computers, • Quantity : 23 Units. Tip: Periodical Inventory You are usually legally required to do a stock check of all your products at least once a year. As well as doing a complete annual stock check, OpenERP also supports the method of periodical inventory. That means you can check the stock levels of a proportion of your products every so often. This system is accepted in France as long as you can guarantee that all of your products have been counted at least once per year. To see the last inventory count per product, use the report Warehouse → Reporting → Last Product Inventories. You can do this the same way for all products and all locations, so you only carry out small inventory operations through the year rather than a single large stock check at one point in the year which usually turns out to be at an inconvenient time. When your inventory operation is finished, you can confirm it using the Confirm Inventory button to the bottom right of the form. OpenERP will then automatically create the stock moves to close the gaps, as mentioned at the start of this chapter. You can verify the moves generated using the Posted Inventory tab of the inventory operation form. The correct levels of your product are now in your stock locations. A simple way of verifying this is to reopen the product form to see the quantities available in stock.

20.3.3 Receipt of a Supplier Order by Purchase Order

Incoming Shipments forms are automatically prepared by OpenERP from the purchase management process. You will find a list of all the awaited receipts in the menu Warehouse → Warehouse Management → Incoming Shipments . Use the order number or the supplier name to find the right goods receipt form for confirmation of a goods in. This approach enables you to control quantities received by referring to the quantities ordered. Figure 20.8: List of items waiting You can also do goods-in data entry manually if there is no order, using the same menu by clicking on New button. A new goods-in data entry form then opens. Enter the supplier data in the Address field and you can type in the reference number from your supplier in the field Origin. You should then enter data about the products received in the lines. The source location is already completed by default because of your supplier selection. You should then give the destination location where you will place the products. For example, enter Stock. At this stage you can set a lot number for traceability this function will be described later in this chapter, so leave this field empty for the moment. Once the form has been completed you can confirm the receipt of all the products at the same time using the Process Now button. If you want to enter data for a goods receipt that you are still waiting for click the button Process Later . 258 Figure 20.9: Form for entering goods received from a supplier order The products then arrive in stock and should reflect the quantities shown on the product form. In the Incoming Shipments form, the field Invoicing Control lets you influence the way you send invoices to suppliers. If this is set to To be invoiced a supplier invoice will now be generated automatically in the draft state, based on the goods received. Your accountant then has to confirm this pre-invoicing once the supplier’s invoice is received. This enables you to verify that the invoiced quantities correspond to the quantities received.

20.3.4 Receipt of a Supplier Order by Product

From this version on, you can also handle receptions by product, even from List view. Go to Warehouse → Products Moves → Receive Products. Filters allow you to easily select receipts to be done, and so on. One way to quickly receive products is to Group by Supplier and select To Do. This is very useful functionality when your supplier sends the goods for several purchase orders at a time. You can now just receive the products, regardless of the purchase order they come from. The List view offers great flexibility and allows you to rapidly receive products by keeping full functionality Of course, you can handle both partial and complete receptions and you can add information about the production lots and packs. Of course, you can also accomplish this from Form view.

20.3.5 Customer Delivery

Everything about goods receipt can also be done manually for a customer delivery. But this time, use the automated product delivery processes based on customer orders. Install the sale module so that you can proceed further in this section of the chapter. Now create a new customer order from the menu Sales → Sales → Sales Orders. Enter the following data in this order: • Shop : OpenERP S.A. • Customer : Agrolait • Order Line : – Product : Basic+ PC assembly on order, – Quantity : 3 PCE