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Inventory Adjustments | Stock Adjustments | Stock Approval Rule | Inventory Approval Rule

by
Odoo
v 18.0 Third Party 33
Download for v 18.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Discuss (mail)
Lines of code 855
Technical Name inventory_stock_adjustments
LicenseLGPL-3
Websitehttps://khichdiinfotech.com/
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Discuss (mail)
Lines of code 855
Technical Name inventory_stock_adjustments
LicenseLGPL-3
Websitehttps://khichdiinfotech.com/
Versions 16.0 17.0 18.0
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  • Enterprise
Enterprise Community

Stock Adjustments with Approval System

Streamline your inventory management with our advanced Stock Adjustments module, featuring a robust approval workflow for enhanced control and accuracy.

Key Features

  • **Role-Based Workflow:** Differentiate between 'User' and 'Manager' roles for stock adjustment creation and approval.
  • **Approval Mechanism:** Implement mandatory approval for all stock quantity changes.
  • **Clear Status Tracking:** Monitor the status of each adjustment (Draft, Waiting for Approval, Approved, Done, Cancelled).
  • **Notification System:** Users are notified upon approval or rejection of their adjustment requests. Managers receive notifications for pending approvals.
  • **Detailed Adjustment Lines:** Easily add and manage product quantities, locations, and lot/serial numbers.
  • **Comprehensive Reporting:** Export stock adjustment reports to Excel for analysis.

How It Works

1. User Role Configuration

Configure user roles by assigning them to the 'Stock Adjustments / User' or 'Stock Adjustments / Manager' groups. Managers have the authority to approve stock changes.

2. Accessing Inventory Adjustments

Navigate to the 'Inventory' module and find the 'Inventory Adjustments' menu under 'Operations'.

3. Initiating a New Inventory Adjustment

Click 'Create' to start a new inventory adjustment. Specify the location for the adjustment.

4. Detailing the Adjustment Lines

Add specific products to the adjustment. For each product, you can see the available quantity, quantity on hand, and enter the new counted quantity.

  • Inventory adjustments are based on a comparison of the **Available Quantity**, **Quantity On Hand**, and the **Counted Quantity**.
  • If you do not change anything in a product line, its stock quantity will remain unaffected after the adjustment.
  • To add products manually, simply click 'Create a new line' and add the product details.
  • Here, you can also see the **Reserved Quantity**, which allows you to adjust stock accordingly or use a button to unreserve it.
  • For products tracked by serial number, you can efficiently add multiple lines at once and assign individual serial numbers.
  • You can filter or search for products using many options, including:
    • All products
    • One product category
    • One product only
    • Select products manually
    • One Lot Number
  • The system also allows you to load products with 0 On Hand quantity for comprehensive inventory counts.

5. Requesting Approval

Once the adjustment details are entered, click 'Request for Approval'. The designated manager will receive a notification.

6. Manager Approval

Managers can review the requested stock changes. They can either 'Approve' the changes, which then applies the inventory adjustment, or 'Reject' it.

7. Process Completion

Once approved, Validate the inventory and stock quantities are updated.

8. Exporting Stock Adjustment Reports

Generate comprehensive reports of your stock adjustments and export them directly to Excel for easy analysis and record-keeping.

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In case any bugs or issue (Except data recovery)

At Khichdi InfoTech we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

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+91-9974768675


Write Email

Sales : contact@khichdiinfotech.com
Support : support@khichdiinfotech.com

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