After successfully downloading the catchw8 app from odoo store place it on the Odoo Add-ons path or at any other desired path. Now, restart the Odoo instance and navigate to Apps in the dashboard. Click on Update Apps List from the menu. Once it completes loading successfully, catchweight management will be visible in Apps.Click on the Install button. Success! Now, you are ready to use the catchw8 in your Odoo.
After successful installation of catchweight management module in the app list, for activate catchweight system go to settings under configuration menu.(be sure that user is under catchweight manager group.) Here you can select catchw8, then you can activate catchweight functionality by tapping tick mark into the catchweight column.
It is optional to add theme which will be get by enabling catchweight theme in the settings.
Setting product category as catchweight:
For set up product category for catch weight product; first go to inventory:
Inventory → configuration → products → product categories
If we want to setup product category purchasing is based upon catch weight unit of measure or normal single unit of measure, by selecting UOM / CW-UOM in corresponding column while creating product category. Same in the case of sale.
And sale price or purchase price is calculated based upon those units of measure what we selected.
When we setup unit of measure in purchase and sale in product category; all products under that category purchase price and sale price is calculated based upon what we set up.
We can setup purchase price and sale price is calculated based upon which unit of measure while creating a product by enabling product is catchweight.
Go to inventory → master data → products → create product
If the product is catchweight product, first tap to enable catchweight product. And we can setup CW-UOM / UOM for sale price and purchase price calculation at sales price and cost column ( price / unit of measure).
Convert product :
In catchweight we can easily convert product into a CW / NOT.
For getting this feature go product , here go to list view. Select a product you want to convert, then go to action.convert product CW / NOT.
Here you will get a new window to fill details. And then apply it.
Manage purchase order
Create a quotation → send quotation → confirm → receive product → move product into corresponding inventory.
Create and confirm purchase order
Here price is calculated based upon the CW-Qty because(product category purchase is based on CW-UOM) this product purchase price is based on CW-UOM as we mentioned above.
Receive product by tapping receive product or receipt button;der
By tapping validate button product is moves to corresponding inventory module
After validate product movement is completed where we can sort scraped product (which can access by tapping scap button)and moves into different inventory location or return product to respective vendor by tapping return button.
product movement ( product → product moves);
Also we can see in the inventory module (inventory → reports → product moves)
Products in the warehouses;
Inventory → report → inventory report
Return a product is valid after receiving a product from vendor. When we tap return button a pop up window open, here we can put return product information.
After that validate process by tapping validate button inventory movement done automatically;
And remaining stock in the inventory is adjusted automatically;
Scrap product means if received product ( some products) is damaged, we can move those products into other location(scrap location) than the stock location.
After tap scrap button ; a new pop up window open; here enter scrap product details in it.and then validate.
After validate operation scrap movement can be seen in the same window at scraps.
Scrap location / scrap movements
Inventory stock / scrap location ( inventory → inventory report )
Scrap location and stock are different which will evaluate separately.
Create a sale quotation → send quotation → confirm sale → deliver products → update inventory stocks
Create a quotation;
First we create a quotation and confirm it after that delivery button shown on the right side where we can make delivery;
Delivery of product after confirm sale;
When Validate the delivery product delivery completed by moving product from stock to customer location.
Product moves( inventory → report → product moves)
Inventory movement can be seen in the inventory report (inventory→ report → inventory report)
Return product in sale
In sale work when we return a product, product moves back to stock. There is return button after completing delivery
When press return button,there will be a pop up window open here you can enter return product details.
And then validate process makes inventory movements;
Product movement (inventory → report → product moves):
Stock movement in inventory (inventory → report → inventory report)
Scrap a product in sale
Scrap button will scene after deliver a product.
When tap scrap button;
Select product, if product is catchweight product there is dual units entering column (for quantity and CW quantity)
After validate process
When we tap scraps button on the right side (shown in the above picture)
inventory location(scrap location)
Improve warehouse efficiency with catch weight or dual units. CATCHW8 get most efficient stocking method of dual units.also manage less stock and no stock of each quantity(ie; both quantity).
We can directly make transfer of product (sale / purchase / multi warehouse transfer)through inventory module.
First go to inventory module from the menu
Inventory → operation → transfer
After tap transfers button from operation you will get a new window. From there we can create new transfer of products.
Here assign partner name, operation type(it describe what kind of transfer will make) and finally select products by taping add line.
Operation types define destination location
If you want to make multi warehouse transfer; first we have to enable multi warehouse from the settings
inventory→ configuration → settings→ multi warehouse --> multi warehouses
Tap multi warehouses and then save .
After that create a new warehouse (inventory →configuration →warehouses)
After creating a new warehouse go back to transfer window(inventory → operation → transfers)
when creating a new transfer, select operation type as internal transfer and then select source location and destination location(newly created warehouse name) manually.
Inventory → operation → inventory adjustment
You will get new window here you can create new inventory adjustment.
Here you can select inventory location and inventory of and then tap start inventory after that save inventory adjustment.
In the case product is a catch weight product we can edit real CW quantity column by new adjusted value of CW quantity.
If inventory of is;
All products - we can adjust all products in the current inventory
One product category - adjust only a single product category
Select product manually - we can adjust inventory of product (manual selected product of your choice)
One product only - if we select this inventory of we can adjust inventory of a single product at inventoried product.
One lot/serial number - selected serial number / lot number product can be adjusted
We can directly move scraped products into scrap location by scrap function in inventory.
Go to inventory → operation → scrap
Create scraping by taping create button.
Fill the columns(contains product name , quantity, if the product is CW product there is a cw qty entering column for updating cw qty too) after that validate operation by taping validate button.
And then tap scraps button on the right side ;here we can see scrap movement.
Make smarter decisions with real-time dynamic reports that you can save and share with anybody. Catchw8 report is clear and complete with CW unit of measure.
Inventory → report → inventory report
After click on the inventory report. We can retrieve current inventory report or specified date report.
here report contain CW quantity and its unit but value is only for CW product. non-cw product have only quantity values.
Go to inventory → report → inventory valuation
We can retrieve inventory valuation on specified date or currents date.
Report of inventory valuation.
The main Difference of inventory valuation and inventory report is; inventory report gives stock information only but inventory valuation give remain stock with calculated expected values of remaining stock.
Every year your inventory valuation has to be recorded in your balance sheet.
• the way you compute the cost of your stored items (Standard vs. Average vs. Real Price);
Costing Method :-
In odoo mainly 3 costing methods are there.
1. FIFO (First In First Out)
3. AVCO (Average cost)
Odoo allows any method. The default one is Standard Price. To change it, go to inventory;
Inventory → configuration → product category
And then change costing method
Whatever the method is, Odoo provides a full inventory valuation in Inventory → Reports → Inventory Valuation (i.e. current quantity in stock * cost price).
Standard price - This method is very basic and easy. What we have to do is, just put the cost price on product master. The inventory valuation will not consider the amount for which you bought this item. It directly takes the cost price you provided on product master.
Let's consider a product;
While calculating inventory valuation(costing method is standard price)
Inventory valuation is;
Average Cost price - In average costing method, cost of items in inventory is calculated based on the average cost of all available similar items in inventory. i.e cost of an item in inventory divided by the number of items available in stock.
The average cost does not change when products leave the warehouse.
Real time - costing - In real time inventory valuation method, Odoo keeps track of the cost of each incoming and outgoing items. Real-time costing method works along with stock removal strategy.Ie (FIFO, LIFO, FEFO). So we have to select one of them in product category form. In odoo v12. Only FIFO is there.
From inventory module we can see all product moves including CW product with CW quantity movement.
Inventory → report → product moves
Product moves each product (CW product and non-CW product).
TRACKING PRODUCT USING LOT/ SERIAL NUMBER
lots and serial numbers have similarities in their functional system but are different in their behavior. They are both managed within the Inventory, Purchases and Sales app.
Feature setting is at inventory → configuration → lot and serial number
Lots correspond to a certain number of products you received and store altogether in one single pack.
Serial numbers are identification numbers given to one product in particular, to allow to track the history of the item from reception to delivery and after-sales.
We create a product, we can assign product tracking is by lot / serial number by tapping the corresponding column.
Create purchase Order and then confirm.
Here we can see that catch weight qunatity per product is calculated.
Enter serial number and done quantities.
Go to inventory-> Master Data -> Lots/Serial Numbers