| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Lines of code | 2717 |
| Technical Name |
inventory_count_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Multi-User Inventory Count Management
OMAX INFORMATICS
Overview
This module provides an advanced inventory counting system with multi-user collaboration, real-time barcode scanning, and seamless session management. It streamlines the counting process through structured workflows where Count Planners create inventory counts, assign multiple Session Users to count specific products/locations, and Count Users verify the results. The system includes intelligent approval mechanisms with session rejection capabilities that automatically create re-sessions for discrepancies, automated inventory adjustments based on count results, and comprehensive email notifications to keep all stakeholders informed throughout the counting lifecycle. Additionally, the module features lot/serial number tracking, progress monitoring, detailed reporting and analytics, and complete audit trails for compliance and inventory accuracy.
Features
- Role-based access control (Session User, Count User, Count Planner)
- Real-time barcode scanning with location and product tracking
- Multi-user session management with parallel counting capabilities
- Lot and serial number tracking for traced products
- Session approval/rejection workflow with re-session automation
- Automatic inventory adjustment generation
- Progress tracking with visual indicators and kanban views
- Comprehensive reporting (Count Summary, Adjustments, User Statistics)
- Automated email notifications for all process stages
- Warehouse and location-specific counting
- Complete audit trail and history tracking
How It Works
Security & Access Configuration
Role-Based Access Control Setup
Configure three distinct user roles with specific permissions for inventory counting operations.
- Session User: Can view and execute assigned counting sessions with barcode scanning
- Count User: Can create, review, approve, or reject inventory counting, sessions and apply adjustments
- Count Planner: Full access to create counts, manage sessions, apply adjustments, reports
Module Navigation & Menu Access
Inventory Count Menu Structure
Access the dedicated Inventory Count module through the main navigation with organized sections for Documents, Reports, and Configuration.
Count Planning Phase
Creating Inventory Count Records
Count Planners initiate the inventory counting process by creating new count records with warehouse, location, and product selection.
- Warehouse Selection: Choose specific warehouse for counting
- Location Targeting: Define counting locations within warehouse
- Product Filtering: Select products to be counted
Inventory Count Planning in Advanced
Session Creation & Assignment
Creating Counting Sessions
Use the session creation wizard to assign users, distribute products, and configure barcode scanning parameters.
- User Assignment: Select Session Users for counting tasks
- Product Distribution: Allocate specific products to each session
Session Tracking & Management
Session Kanban View
Monitor all counting sessions in an intuitive kanban view with status indicators and progress tracking.
- Status Visualization: Clear view of Draft, In Progress, Submitted, and Approved sessions
- Progress Indicators: Real-time counting progress for each session
- User Information: Assigned users and their current tasks
- Quick Redirection: Easy redirect to session management
Barcode Scanning Execution
Real-Time Barcode Scanning Interface
Session Users perform physical counting using the barcode scanning interface with real-time updates and validations.
- Start Session: Activate counting mode with current location display
- Scan Products: Use barcode scanner to count products efficiently
- Lot/Serial Tracking: Automatic tracking for products requiring serial/lot numbers
- Live Progress: Real-time updates of scanned vs pending products
- Quantity Updates: Instant reflection of counted quantities
Session Submission & Review
Session Approval Workflow
After counting completion, Session Users submit their sessions for Count User review and approval.
- Submission Process: Session Users submit completed counts
- Line-by-Line Review: Detailed verification of counted quantities
- Approval/Rejection: Count Users can approve or reject with reasons
Rejection & Re-Session Management
Automated Re-Session Creation
When discrepancies are found, Count Users can reject sessions with reasons, triggering automatic re-session creation.
- Rejection Interface: Specify rejection reasons for accountability
- Auto Re-Session: System automatically creates new counting sessions
- Tracking: Complete history of rejections and re-counts maintained
Count Verification & Completion
Final Count Verification
Count Planners review fully approved counts and prepare for inventory adjustment processing.
Inventory Adjustment Processing
Automated Inventory Adjustments
Generate and apply inventory adjustments automatically based on counting discrepancies.
- Adjustment Wizard: Launch adjustment creation from verified counts
- Variance Display: Clear view of theoretical vs actual quantities
- Batch Processing: Apply multiple adjustments simultaneously
- Inventory Update: Automatic stock level corrections
Reporting & Analytics
Comprehensive Reporting System
Access detailed reports and analytics for count summaries, inventory adjustments, and user performance metrics.
- Count Summary Reports: Complete overview of counting results with discrepancies
- Adjustment Reports: Detailed view of all inventory adjustments made
- User Statistics: Performance analytics showing accuracy and productivity
- Filtering Options: Customizable report generation with date ranges and filters
- Export Capabilities: Export reports for external analysis
Email Notification System
Automated Email Notifications
Stay informed throughout the counting process with automated email notifications for all key events.
- Inventory Count Created
- Session Submitted
- Session Completed
- Session Completed with Rejections
- Re-Session Assigned
- Inventory Count Ready for Approval
- Inventory Count Approved
- Inventory Count Rejected
- Inventory Count Cancelled
- Session Rejected
Note: All stakeholders receive timely notifications ensuring smooth workflow and accountability.
Video for all the features
Free Support
Get In Touch
OMAX INFORMATICS
| Our Odoo Services |
|
|
|
|
|
|
|
|
|
|
| For support, query and questions contact us. |
|
|
|
Thank you for visiting
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module