Create Seamless Operations with Our Receipt Maker with Barcode for Operations

Receipt maker with barcode for Operations

hello and welcome to oh do live my name is Noel community manager here at oh do say Omar one of our business advisors to talk about inventory management in oh do using let's welcome Omar thank you no well thanks for having me I really appreciate it super excited to be here this is a topic has come up a lot recently well I'm glad that I could be the one to bring it all to you as always if you have any questions regarding today's topic please put them in the chat and we will try our best to answer them at the end during our Q&A session if you have other questions regarding other topics you can always send us an e-mail we are at webinars at oh do calm or if you would like to get in touch with omar directly Omar what is your email address my email address is gonna be okay a at OD o om that is gonna be okay a at oh do calm for sure excellent thank you so let's say I guess with all that being said go ahead and take it away oh my perfect so first I just want to give you a brief run-through of what's on the menu for today I'm gonna go through what barcodes centers we are compatible which in short is pretty much all of them then I'm gonna talk about setting your your inventory management system up for success using barcodes I'm gonna go through a couple business flows that'll give you a good understanding of how how how our inventory management system handles bar coding as well and then at the end I'll talk about the traceability you get with using a barcode scanner in our system and then we'll open it up for questions so with that being said if you go on our website you can go to our user documentation there is going to be a place where it says set up your barcode scanner it's gonna explain which barcode scanners we take basically we take USB scanners we take Bluetooth scanners and then you can also use a tablet a phone or any iOS device we do Android and Apple so we have both of those covered for you with that being said I'm gonna go ahead and jump into my database that I have created for you all today as you can see right here on the top it's gonna say this is a free trial for those of you who have never experienced odoo or have never tried this out you can go on our website download a trial database and pick any applications that you're interested in the ones that I'm going to be using today are sales purchase inventory invoicing and of course the barcode application now first thing I want to do is jump into our inventory application this is the interface here on the left-hand side you're gonna have all of your receipts so anything you're receiving into your inventory will come on the left-hand side and your under your receipts and anything that you're shipping out is going to be a delivery order now before I get into the products and kind of the case that I've planned out today for everyone I want to talk about the configuration and this is what I meant when I said how to set yourself up for success so go into your configurations and click on settings this is going to pop up all the settings for the inventory system so what I've set up is one the barcode scanner that's going to be the first thing you need to set up and what you can do is you can print barcode commands now this is a really interesting feature within odoo which I will you will see me do live but basically what it allows us to do is make commands without touching the keyboard by just using our barcode scanner so you'll see that in a minute I have a printed out sheet here that I'm gonna use in a moment the next thing you want to do is go into your configurations go into your operation types and you can essentially do the same thing if you click both of these which is your receipts and your delivery orders you can print your operation types and it's or it's gonna download I guess in a PDF form let's go ahead and open it up and it's gonna look just like this now you're gonna want to keep these in your inventory somewhere safe you can laminate them because these aren't going to change you're gonna use these throughout the whole time that you are using OD software so with that being said I'm gonna jump into the first flow now to give you a brief overview of what I'm going to talk about today the case study that I'm bringing to is I made a company called Omar's candy bars so that's gonna be the concept that we're using to go through inventory management using barcodes so if you go up to your master data and you click products this is where is going to house all of your products that you you create you can easily create one here I'm gonna go back and talk about the ones that I've created so I have Omar's crunchy bar here what I did is I made a storable product this is something that I want to keep track of in my inventory but most importantly I set up the bar code right here what this does is allow me to have a product label that has barcodes so if you're interested in printing your product labels and putting them on each of your products this is going to be how you do it you can print out as many as you want and tag them up ingly now I did that for both both of my products so the next thing we're gonna do is we need to create a purchase order so if we want to receive something we're gonna purchase it from a vendor let's go back into these applications that's why I have the purchase application for you today we're gonna go ahead and click in here as you can see I did some test runs earlier so here are some just random purchase orders that I did when I was testing the system out before going live today but what you want to do is you're gonna want to set up a vendor for you to be able to to do what I'm gonna do today you have to have a vendor make sure you have an address these are all address information but at least have an address in an email so that you can kind of run through a business flow when you're testing us out or using us live so let's go back and we're gonna create a purchase order so I'm gonna click the candy company under vendor we have our date and let's go ahead and add a product I'm gonna add one Krusty bar and I'm gonna add another fruit bar and we're gonna change the quantity to five I'm going to order five of each now as you can see this currently is just a request for quotation it has not been turned into an active purchase order well what we can do is if you are at your vendors location or you're going to their location you can print this request for cloak to quotation or you can send it by email I'll show you what the template looks like here's your email template it comes in a PDF form what's going download this and open it up this is what its gonna look like just straight out of the box of course you're gonna have your own company logo and company information on this document but this is what is here out of the box in odoo now the purpose of this demonstration I'm just gonna confirm the order this is not a real company that I'm sending this to once again so once I confirm this this purchase order it's automatically going to create a receipt so I now I need to receive my products into my inventory so I'm gonna click in here as you can see here is the order we have our five and our other five now what you need to do at this point is print you're picking operations you're picking operations are going to allow you to receive these products in your inventory with your barcode scanner and I'm going to teach you how to use it so for starters this top barcode is going to link when you scan it it's going to link it to this specific order and these barcodes down here are so that you can scan in your products if they don't come with barcodes now usually any time you receive a product it's gonna come with a barcode from the get-go from your vendor the only kind of case I can think of off the top of my head right now where it wouldn't is maybe you're a t-shirt company and you make custom t-shirts but when you order them from your vendor then it they come in a package of five but you sell them individually so you could essentially scan these barcodes each one and it will allow you to scan them in individually as opposed to in one pack so with that being said let's go we're gonna go back into our barcode app now and I'm gonna show you how to receive products to your inventory using our barcode application so I'm gonna click out here and I'm going to go into our barcode app once you're here this is where you're picking operations are gonna come in handy no well could we switch to this screen here certainly so we're switching to the document screen so I can show you give you a live representation of how you're going to scan these items into inventory are we on we are perfect so like I said this top coat here is going to that order so when I scan it in our barcode application and we can receive our products and we can see right here the we ordered five and we're going to be receiving five of each item this button here if I was scanning products into my inventory and I mess it up I could click this and edit the the quantity itself in here but I haven't scanned anything so I haven't messed up so check this out I'm gonna scan my items here's my one of my bars there's one there's two it's three that's four and there's five now I'm gonna do this one as well and there's five of those as well now like I said this document here is going to come in great handy what it's gonna do is it's gonna allow me to validate this without putting my hands on the keyboard so if you're getting large shipments in daily weekly monthly in which you're scanning in and out hundreds or thousands of items having this sheet is gonna save you a lot of time so what I'm gonna do now is I'm gonna balance and as you can see it popped up success this transfer has been validated let's go back into our inventory I can show you this happen now we're back in our inventory application we're going to go into our products and as you can see the quantities changed or maybe you didn't see I'm just brought in five so you can see I have nine on hand of this one and I have eight on the end of this one so that means I had four and three prior but that is essentially gonna save you a whole lot of time when you're scanning items in and out just just that function alone and it's gonna be the same for if you're selling an item if you're selling an item you're just gonna print the picking operations under your delivery order and do the same process that I just showed you the next thing I want to tackle has to do with if you're changing your inventory in the barcode application so it's going to be an inventory adjustment so this would be cover the function of your daily or weekly monthly however you do it walking through your inventory and scanning items to make sure you have the right amount on that your system says it does and it's going to change your inventory automatically without having to do anything at all so what I'm gonna do is click inventory adjustment and start scanning away now it says I have nine I'm gonna go ten just for this demonstration here matter of fact eleven let's do that then let's scan this one and we'll do put more of this one two as well do eleven for both how about that now once again if you didn't see it before I can validate and successful that adjustment has been validated and it's in my inventory so I can go back go into our inventory let's go into our products and you can see that now I have 11 on hand of both of my items so it makes it really easy when you're doing just your daily operations to have the correct inventory amount at any point in time now the next thing I want to cover this is gonna have to do with tracking your inventory on a daily basis or from a managerial standpoint I should say so let's go into one of these products we're gonna click product moves now I can see anything that had to do with this specific product where it came from where it's going is gonna be in this application I'm gonna click click right here now you can see where it's from these items came from my vendor and they went into my stock and then also you can see that this was a sale I did when I was testing earlier it came from our warehouse stock and it left to a customer and here on the reference these with the WH in front all have all had to do with purchase orders so as you can see the numbers on the end correspond with the purchase orders that I created and then this one at the bottom this is my inventory adjustment and it came from you can see here once again from an inventory adjustment into my stock and it says to because I added two to what we already had with that being said that is a general overview of the basic functionality of bar codes within odoo and how you can optimize your time and save yourself really save yourself a lot of time a lot of struggle when you're when you're trying to manage your inventory I'm trying to think off the top of my head if there's anything more that I thought I could bring you guys today I think that I pretty much covered the basics in odoo and if you watch this webinar and you go through it there's there's really not any other functionality that you can't do that doesn't match the flows that I've just showed you so with that being said I appreciate everybody coming to watch this webinar today and if you have any questions comments concerns you know feel free to reach out to me at oka at OD OD OD oo comm that is Oka at OD and once again my name is Omar thank you very much whoo well all right Thank You Omar let's see do you have time to see if we can answer a question here at the end oh sure of course dad so it looks like we got one from panda bear he asks instead of the picking operation could we scan the PIO the purchase order so you instead of the picking operations when you scan the purchase order itself let's see here I'm going to test this out live so let's see let's create a purchase order let's do we're gonna candy company it's at a bar let's save it confirm just print the purchase order let's see what this purchase order it looks like so there is no barcode so no you could not scan the purchase order you would have to scan the purchase the picking operation to get it to link with this purchase order and and to match up gotcha very good well then I guess in in the meantime I'm gonna see if anybody has any last-minute questions but while we're waiting for that once again I'd like to thank you for today's presentation wait oh we did get one one last one here Philippe Paco can we create our own operations with another with another module than inventory so you can create operations within odoo here I'll show you where you can kind of play around with that we're gonna go into our inventory go into operation types and then click create it's gonna bring you to this screen I don't know what exact operations you're trying to create but that is something that you feel free to email me let me know you know what you're trying to do with inside the software and I will either figure it out for you or tell you how to do it if it's what you're asking is completely possible excellent well then all right I mean I guess that that's probably gonna do it for us here thank you yeah there's no more questions that's a short and sweet piece yeah that is pretty much like I said an overview of how you can use barcodes within the OD application for imagery management excellent well again if you're watching us live or if you're watching this later we recorded if you have any lingering questions that you have regarding odoo or particularly barcodes and inventory management you can always send us an email we are at webinars at oh do calm or as Omar mention if you would like to get in touch with him directly Omar what is your email address it's going to be okay a at oh do calm so okay a at oh do calm awesome don't forget that we are currently also in the midst of our oh do 12 tour so if you'd like to get information about that and you know see if there are opportunities for you to meet us in person we always recommend you checking out our website we are at oh do calm slash events we have events happening in this country and all around the world and all of our events are up to date there and you know as always registration is free so come on out meet us and find out that we are in fact you know flesh-and-blood people and not just you know images that you see on your screen so I guess with that being said is there anything else you'd like to add before we before we go Omar no that's it you know I think we've covered everything you have any questions you know my email and feel free to reach out anytime I'm I'm easy to contact I'm awesome well then from all of us here at O to San Francisco thank you all for watching enjoy the Memorial Day weekend and we'll see you all in June