Partner Info on Lot/Serial
| Technical name | viin_stock_lot_partner_infor |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_stock_lot_partner_infor |
| Read description for | v 16.0 |
| Required Apps | Discuss (mail) Inventory (stock) |
| Extensions | Partner Info on Lot/Serial - Dropshipping |
Demo video: Partner Info on Lot/Serial
What it does
Usually, businesses provide warranty and maintenance services for equipment (for example, boat engines, cars, tractors, etc.) have needed to store and control information about Customers, Suppliers, and the Area/Region in which the equipment is being operated (Service State) to serve some advertising campaigns and customer care after-sales services. Example: Carrying out free maintenance campaigns for engines and equipments of the company in a region/province/city.
This module adds the following fields to Lot/Serial:
- Customer
- Vendor
- Service State
Key Features
- When the product is delivered, if the Destination Location is the Customer Location type, the customer name and service state will be updated when the transfer is confirmed.
- When the product is received, if the Source Location is the Vendor Location type, the Vendor Name will be updated when the transfer is confirmed.
- Update the service state, and names of the Supplier and Customer on the Serial number when the transfer is confirmed if the product's route is Dropshipping type. Accordingly, you will need to install the module Partner Info on Lot/Serial - Dropshipping (viin_stock_lot_dropshipping_partner_infor) to be able to enable this feature.
- Customer infor tracking products only support Serial tracking
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_stock_production_lot_partner_infor.
- Press Install.
Instruction
Instruction video: Partner Info on Lot/Serial
Initial configurations
1. Enable tracing by Lot & Serial Number
Go to Inventory ‣ Configuration ‣ Setting to enable traceability by Lots & Serial Numbers:
2. Create a new product, and enable tracing **By Unique Serial Number on the product form**
Go to Inventory ‣ Products ‣ Products, press Create to create new products. On the Inventory tab, enable tracing By Unique Serial Number:
Usage
1. Create Purchase Orders and receive goods
Go to Purchase ‣ Purchase Order, press Create to create a new purchase order, then Confirm to generate stock receipts automatically:
Go to Inventory ‣ Products ‣ Lots/Serial Number and check the Serial number of the product that has just been stocked, there will be the Supplier's information:
2. Create sales orders and deliver goods
Do the same as in case 1, but with the Sales operation, then check the Serial number of the delivered product, there will be Customer's information:
3. Dropshipping
- Configure the product with the Dropshipping route and set up supplier information at the Product form's Purchase tab.
- When a customer has a demand for this product, you just need to create a sales order, the system will automatically generate a corresponding purchase order.
- Confirm the delivery order from Supplier to Customer.
- Check the Lots/Series number information.
Refer to the article on Dropshipping by Viindoo to clear about the supplier-to-customer delivery process.
This module will be useful when you use the Repair Management Software and the Warranty Management Software.
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.