📄 Production Management
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Production Management


How to capture production

  1. Log in to the ERP with a user account which has access to the Manufacturing module. 
  2. Under Operations menu select Manufacturing Orders 
  3. Click the New button to create a new production 
  4. Select the product to produce from the dropdown, update quantity to p[roduce and ensure the Operations Type and Finished Product Locations are set to the correct plant well for the plant you are producing at 
  5. Save the new production and click on the Start button to start the production process, then click Produce All button to complete. 
  6. This sets the product inventory quantity from production 


Create a sale order for lifting

  1. Log in to the ERP with a user account which has access to the Sales module. 
  2. Under Orders menu select Quatations 
  3. Click the New button to create a new sales quotation 
  4. Select Customer from dropdown, then select Product, update Quantity and Unit Price of the product. Set any discount on the product line either per dollar value or as a percentage 
  5. On the Other Info tab, the delivery warehouse details can be set including the warehouse, incoterm, shipping policy and delivery date. The warehouse is important to specify the exact delivery location to avaoid inventory valuation errors if no transfers are done. The default warehouse is always the Corporate Office. 
  6. The Quotation can then be saved and confirmed, printed out and sent to the customer if required.
  7. The sales process does not affect inventory until the delivery is done ona dconfirmed. A smart button for delivery is available at the centre which once clicked opens up the warehouse modules 
  8. Click Check Availability to ensure no negative stock deliveries. 
  9. If the whole quantity is delivered, the click Validate button to fully complete delivery and have the order ready for invoicing, Odoo allows for less quantity to be delivered and a seperate backorder to cover the subsequent deliveries or only invoicing of the delivered quantity. 
  10. An invoice can be created from the sales module by clicking the Create Invoice button which creates the invoice in draft on the Accounting module