Supply Chain & PLM Mastery with Odoo 18 & 19 Planning

Configure project stages in Odoo, use kanban views to monitor progress, and track status with color codes, notifications, and archiving for construction projects.

Track and manage tasks in Odoo 17 planning using Kanban stages, deadlines, and tags. Prioritize work and archive tasks to keep projects like t shirts organized.

Explore how to create tasks in Odoo via Kanban, email, website forms, and sales orders, with automatic task creation, billable services, timesheets, and project templates.

Learn to set and visualize task dependencies in Odoo's project module, linking tasks by start and end dates across kanban and gantt views to determine the correct work order.

Learn to create and manage subtasks within a project using the project module and settings, and track progress with kanban, filters, and multi-layer task separation, including deadlines and assignees.

Learn how to plan, manage, and analyze project budgets in Odoo 17 by using budget management, analytic accounts, and budgetary analysis for cost control.

Learn to add and manage expenses within a project in Odoo, linking expenses to analytic accounts, marking them billable, and reflecting costs in reports and gross margin.

Explore the Odoo 18 inventory guide to revamp warehouses, manage transfers with transit locations, configure routes and operations, and implement the dispatch management system for efficient fulfillment.

Learn to configure warehouses and locations in the Odoo 18 inventory module, manage storage locations, and apply put away rules and cluster picking for efficient stock handling.

Learn manual and automatic reordering in Odoo 18 inventory, set min/max stock and multiple quantities, and apply push, pull, and fifo rules for efficient stock replenishment.

Learn to configure outgoing shipments in one and three steps in Odoo 18, and to handle returns for exchange, while applying the closest location strategy to optimize picking and delivery.

Streamline incoming shipments in Odoo 18 with a one-step vendor-to-stock flow, integrate RFQ to purchase order, then manage reservations, quality checks, and expiry with lot/serial tracking.

Master landed costs, packaging reservation, and cross-docking in Odoo 18 inventory, including full and partial packaging and two-step routes from receiving to delivery.

Learn to manage Odoo 18 point of sale inventory movements in real time and track scrap using designated scrap locations, scrap orders, and replenishment via purchase orders.

Explore how to access and interpret the Odoo inventory stock report, including on-hand, incoming, outgoing, and forecasted stock. Learn to use filters, locations, and replenishment to plan and avoid stockouts.

Configure Odoo 18 inventory accounting by adjusting stock valuation, default income and expense accounts, and automatic accounting settings. Explore costing methods and override accounts at category or product level.

Master manual inventory valuation in Odoo 18 by learning to adjust stock valuation, record journal entries, and reconcile the balance sheet with cost of goods sold and valuation reports.

Learn how standard cost drives inventory value under automated valuation in Odoo 18, using a standard price and a net price difference account to capture price variances through journal entries.

Explore AVCO with automated inventory valuation in Odoo 18, where unit cost updates with stock receipts, affects total value and cost of goods sold, and informs purchases and sales.

Demonstrate how first in, first out inventory valuation in Odoo 18 updates costs automatically, records cost of goods sold on sale, and shows the average cost per unit on hand.

Master inventory adjustment tracking in Odoo 18 by configuring inventory adjustment accounts and enabling multi storage locations; explore how automated valuation generates journal entries from stock moves.

Learn how to manage inventory scraps in Odoo by assigning scrap locations and accounts, and review automatic journal entries affecting cost of goods sold and stock valuation.

Enable landed costs in odoo 18, create a shipping and handling service, apply landed costs to purchases, and adjust inventory valuation and cost of goods sold.

Explore the three product types in Odoo 17: storable, consumable, and service, and learn how they affect inventory, reporting, and ordering with concrete examples.

Learn how Odoo's units of measure automate cross-unit conversion from bulk meters to sale units, using a meter reference to manage stock, purchases, and sales.

Distinguish warehouses from locations and learn to model storage in Odoo inventory by enabling storage locations, defining location types, and organizing hierarchical warehouses for inbound, outbound, and transit stock.

Explore configuring and managing warehouse operations in odoo 17, including receipts and delivery orders, lots and serials, locations, and batch or package transfers.

Learn to use manual reordering rules in inventory management to maintain minimum and maximum stock, view replenishment dashboards, and apply order to max with vendor lead times.

Learn how to configure automatic reordering rules in Odoo to maintain stock by setting minimum and maximum quantities, selecting a vendor, and triggering RFQs via the scheduler.

Apply fifo first expired first out to perishable goods in Odoo 17 planning, tracking expiration dates, lots, and serial numbers, and configuring removal strategies for timely stock dispatch.

Learn to implement FIFO and LIFO removal strategies with lot-based traceability and location settings to optimize stock rotation and accurate order picking.

Learn how to enable two-step reception in the inventory app, configure storage locations and putaway rules, and manage receipts and putaway workflows for incoming shipments.

Enable multi-step routes in the warehouse, then implement three-step receipts: receive goods in input, pass through quality control, and place into stock, validating at each step in Odoo.

Learn how push and pull rules govern product routes, stock checks, replenishment, and transfers in Odoo 17 planning, with visual route diagrams and automated order fulfillment.

Learn how to set up work centers in Odoo 17 planning, assign operations and BOMs, manage capacity, and use alternative work centers to prevent bottlenecks across locations.

Enable work orders to manage multiple work centers, and route manufacturing to an alternative assembly line when the primary is in use, while tracking which center handled each operation.

Explore how configuring work center parameters in Odoo 17 planning—time efficiency, capacity, and setup and cleanup times—enables realistic short-term production plans and parallel processing.

Learn how subcontracting via the resupply workflow in Odoo lets you diversify products and focus on core operations by sending raw materials to a vendor who returns finished lamps.

Discover how manufacturing costing works in Odoo 17, with standard price, average cost, and fifo, and compare bom cost to product cost for accurate pricing and configuration.

Learn the average cost method (Avco) for valuing manufactured products and how costs update with new materials and manufacturing orders.

Learn how standard price costing drives production planning in Odoo 17 by computing finished product costs from component costs in a bom overview, including cost updates and cost analysis.

Understand fifo in supply chain management: use the oldest stock cost to determine product cost and observe inventory valuation updates through manufacturing orders and price changes.

Explore how Odoo CRM tracks leads and customer interactions in a unified pipeline for supply chain management. Learn to customize stages, automations, and activities, including calendar scheduling and revenue tracking.

Split your sales teams by region or market segment to tailor pipelines and reports, then automate lead assignments in Odoo with domain-based rules and email aliases.

Activate leads in the Odoo dashboard, distinguish them from the standard pipeline, and nurture them until sales convert them into opportunities, merging duplicates to keep the pipeline clean.

Activate Odoo's lead enrichment to turn an email into a richer lead in the CRM. Enrich on demand or automatically, with an hourly scheduler that saves time and improves follow-ups.

Learn how to generate targeted leads with Odoo's lead mining by filtering for company size, industry, and location, then convert them into opportunities.

Master Odoo 17 work management by scheduling and automating customer follow-ups across the pipeline, using color-coded clocks to prioritize activities, share availability, and generate comprehensive activity reports.

Leverage Odoo 17 planning tools to generate accurate forecast reports and dashboards, enabling managers to track opportunities, prorated revenue, and targets for proactive supply chain planning.