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How to manage Multiple Warehouses for multiple floors in odoo point of sale
- 1. How to manage Multiple Warehouses for multiple floors in Odoo Point Of Sale Enterprise
- 2. Introduction Enterprise The need for multiple warehouses and effective inventory management is crucial for companies aiming to optimize their operations, enhance customer satisfaction, and maintain a competitive edge. Multiple warehouses in a company can provide numerous benefits, especially for businesses with large-scale operations, diverse product lines, or geographically dispersed customers. In a retail establishment, proper inventory control and warehouse layout speed up the product storage and all the processes. With the Odoo 17 POS system, a user may easily set up different warehouses for different stores. It helps make stock management safer and more effective.
- 3. Enterprise Consider a retail environment in which two separate setups are there to run a Furniture showroom and a Restaurant. We need to create two warehouses for these. Go to Inventory module and take the menu Configuration -> Warehouse Here, the first warehouse ‘Showroom’ contains the products for the furniture shop, while the second warehouse ‘Pantry’ houses all of the supplies required for the restaurant.
- 4. Enterprise The stock locations are SR/Stock for the Show room and PNT/Stock for the Pantry. The locations of a warehouse are automatically formed inside the organization when configured. For every warehouse, distinct operation types can also be generated. You can find the location under the Configuration tab. To check the stock, open the locations.
- 5. Enterprise The Show room is the first warehouse in this location, where the furniture items are kept. First, open the SR/Stock location. The products that are kept inside the location will all be displayed on the smart tab Current Stock.
- 6. Enterprise For setting up a restaurant, navigate to the Point of Sale module. The module already has a restaurant, as seen in the dashboard view. The Furniture Shop is the first one. The warehouse known as the Showroom is where the merchandise required for the store is kept. Navigate to the Settings page from the Configuration menu to set the warehouse to the shop.
- 7. Enterprise First, select any of the shop. By selecting the +New Shop button, a new session can be started.
- 8. Enterprise To see more configurations, go down by scrolling and the user can specify the warehouse operation to use to handle transactions in this specific shop in the Inventory section. Operation Types is an option that is offered. Select the "Show room: PoS Orders" operation type. Thus, the Warehouse Show room will be used to select the products.
- 9. Enterprise After the settings are selected, save them and go to the dashboard and and select the NEW SESSION green button to open the shop/ restaurant. After the customer details, product details, rate and quantity are set, click ‘Payment’ to finish the order.
- 10. Enterprise We can close the Furniture Shop by using the Close button located in the upper right corner.
- 11. Enterprise Now, to find out where or from which warehouse the goods were taken, look at the stock movement in the inventory module. The items were taken from the SR/Stock location, which is where the warehouse Store room is located, according to the stock movement.
- 12. Enterprise Next, configure the Restaurant to be the Pantry warehouse. Return to the setup options for that. Since the Restaurant was the selected point of sale session this time, all of the settings are associated with that establishment. Thus, turn on the Is a Bar/Restaurant option as well.
- 13. Enterprise Choose "Pantry: PoS Orders" as the operation type by scrolling down.
- 14. Enterprise Now, start a new session from the dashboard for the Restaurant. We’ll get the view of the floor arrangement as we have set two floors Main Floor and Patio in the settings. Select the needed Floor from the top grid and and Table from it.
- 15. Enterprise Then, we’ll get the billing screen and select the products needed, add the customer and apply the price and quantity there to proceed for completing the order.
- 16. Enterprise After the payment, go to the Inventory module to check for the stock movement. We can see these movements like they have been moved from PNT/Stock to the Customers. PNT/Stock here means the Pantry location. The user can configure distinct warehouses for various sessions in this way.
- 17. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, Then, comes the workflow of Stock management to check. New configurations and stock updates are carried out constantly. The store may occasionally be open when the inventory is updated. The new upgrades will impact certain stores at the time of the update. However, in certain stores, the update won't take effect until the current session has ended. Using the Odoo 17 Point of Sale module, configuration changes are straightforward. We can decide about when the quantities must be updated in the stock from the POS configuration Settings. Down there, under ‘Inventory’ tab, select the needed method. Enterprise
- 18. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, Let’s check ‘At the session closing (faster)’ Here, the changes in the stock are updated when the POS session is closed. For the Restaurant we set, enable this setting. For the storable product Bacon Burger with onhand quantity 100 in the PNT/Stock. Click on the ‘i’ icon on top of the Product card. Enterprise
- 19. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, And see the quantity and other details as Enterprise
- 20. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, Now, create a PoS order with 5 pieces for this product. Enterprise Add customer note if needed, complete the order and finish the payment.
- 21. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, Next, press the Close button from the top right corner. Enterprise
- 22. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, There will be a popup window with three buttons. There are three options: discard, return to the backend without ending the session, and close the session. A button to see the ‘Daily Sale’ details will also be displayed. Enterprise
- 23. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, When we go to the backend without closing the session, the user can choose to proceed with the selling process, the dashboard indicates that the session is still active. Enterprise
- 24. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, And return to the product tab and select Bacon Burger. There are still 100 units available in this instance. The quantity has not changed. Enterprise
- 25. Enterprise Let’s check each of them separately. ● At the session closing (faster) Here, the stock changes are affected after the session is closed. For the Restaurant, When the user click on ‘Continue Selling’ from the dashboard, he can continue with the same session in the restaurant. The user is going to end the session this time. Thus, press the button to end the session. Now check the product Onhand quantity again from the Products menu. Enterprise The quantity of the Bacon_Burger is reduced to 95 units because the five quantities are already sold out. This means that the new stock count is updated only after closing the session.
- 26. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com