+
+
+ 3PL - Logistic company
+
+
+
+ Welcome to the
+ Odoo Logistic company package
+
+ !
+
+
+
+ This Odoo module optimizes your logistics and warehousing,
+ offering a complete solution to boost efficiency and customer satisfaction across
+ all services. It streamlines operations for everything from long-term storage to
+ pallet management and transport. You can effortlessly manage client stock, schedule
+ movements, ensure full traceability, optimize billing, and provide customers with real-time stock visibility.
+
+
+
+
+ โ
+
+
+
+
+ Basics
+
+
+
+ You can access every installed App in your Odoo database on your main dashboard.
+
+ -
+
The
+ CRM & Sales Apps
+ handles
+ your market research and sales orders
+
+ -
+
The
+ Subscription App
+ manages
+ your fixed spaces reservation for clients
+
+ -
+
The Inventory App tracks
+ and registers all your stock moves.
+
+ -
+
The
+ Quality App
+ defines
+ the type of Quality checks to perform and register it.
+
+ -
+
The
+ Dashboard App gives
+ a clear overview of all operations performed for each client.
+
+ -
+
The
+ Invoicing App
+ manages the
+ periodic invoicing based on the Dashboard data.
+
+ -
+
The
+ Website App
+ gives an
+ overview of your activity and the portal allows your client too see their
+ stock levels live.
+
+
+
+
๐ก
+
+
Odoo is entirely integrated into an App. Download it to manage your entire
+ business from your phone.
+
+
+
+
+
+
+ Activities
+
+
+
+
+ By uploading this module's demo data, your database has been
+ filled with a few contacts.
+ To get a rapid understanding of the processes this Odoo
+ package offers, you can execute the following flows and configure the settings to suit
+ your business.
+ Of course, this is just an overview of the features included
+ in this package. Feel free to add new apps, delete/modify demo data, and test everything
+ around!
+
+
โ ๏ธ
+
+
You didn't import demo data? You can still do it. Go to Apps > Industries >
+ Upgrade your 3PL package and select the relevant checkbox
+
+
+ Manage quotations ๐ค
+
+
+
+
+ All new prospects and potential clients can be managed
+ directly from the CRM app. Once an opportunity is created and all necessary
+ information is collected, a new quotation can be created from within the
+ opportunity.
+
+
๐ก
+
+
Within the Sales app
+
+ - When creating new service offers for customers,
+ use the "Services" product type to create the quotation. This ensures
+ that these products will not generate inventory moves and allows for proper
+ tracking of the sales order and invoicing.
+ -
+
+
+ - Create Quotation Templates to
+ use for your predefined offers.
+ -
+
+
+
+
+
+
+ Create a Sales Order from a prospect
+
+
+
+
+ - Open the CRM app and create a new opportunity.
+ - If it's a new customer, their contact record can be created directly from the
+ opportunity.
+ - Once all information is collected and approved by the client, create a new
+ Quotation.
+ - Select the services to be offered and update the price and description as needed
+ based on the client's specific requirements.
+ - Validate the quotation to finalize the sales order.
+
+ ๐
+ CRM ๐ Sales
+
+
+
+
+ Manage Clients and Products ๐
+
+
+
+
+
+ You can easily create and manage all your clients from the
+ Contacts app. Meanwhile, all customer products are managed from the Inventory app.
+
+
+
+
๐ก
+
+
+ In the Contact App:
+
+
+ -
+
Create clients and their specific delivery locations as needed.
+
+ -
+
If a client provides specific handling instructions, add them to the Contact
+ Notes section.
+
+
+
+ In the Inventory App:
+
+
+
+ In the Manufacturing App:
+
+
+ - Create kits by using the Bill of Materials section. This allows you
+ to group multiple products together so they are picked as a single unit.
+ This is useful for fulfilling orders where several items must be shipped
+ together.
+ -
+
+
+
+
+
+
+ Provide Customers with Real-Time Stock Access
+
+
+ Through the portal, customers can view their current stock levels with the following
+ details:
+
+ To grant a customer access to the portal:
+
+ -
+
Select their contact in the Contacts app.
+
+ -
+
Click the gear icon (โ๏ธ) and choose "Grant portal access."
+
+ -
+
In the pop-up window, click "Grant Access."
+
+
+ The customer will then receive an email with instructions to create their account.
+
+
+
+ Fixed-Space
+ Subscription Management๐
+
+
+
+ Manage agreements for rented warehouse space with the Subscription
+ app. This allows you to offer clients fixed-space subscriptions, such as a set
+ number of pallet spots for a specific period (e.g., 3 months).
+ The app streamlines the invoicing process for these
+ agreements. Additionally, you can access reports on occupancy and dates to help
+ anticipate and manage your storage capacity.
+
+
๐ก
+
+
Within the Subscriptions app
+
+ - Creates the services for recurring space
+ renting. Navigate to the Recurring Prices tab and define
+ the recurring price, specifying whether it's Yearly or
+ Monthly.
+
+
+
+
+ Create a new Subscription Order
+
+
+
+ - Open the Subscription app and create a new subscription.
+ - Select the client and set the Quotation Date to the desired start date of the
+ subscription.
+ - Choose the Recurring Plan and set the Until Date to the subscription's
+ end date.
+ - Add the services to be offered on the lines and adjust prices as needed.
+ - Validate to finalize the order.
+
+
+
+ Monitor Stock Occupation
+
+
+ A specific report is available to view your occupation based on subscriptions.
+
+ -
+
Go to Reporting > Stock Occupation.
+
+ -
+
Select the predefined filter "Current Occupation" to see your current
+ commitments.
+
+ -
+
You can also adapt this filter by changing the date to see the projected
+ occupation for any upcoming date. Remember, this filter provides the situation
+ for one specific date, not a date range.
+
+
+
+ ๐
+ Subscription
+
+
+
+
+
+ Designing an Optimized Warehouse and Operations System ๐ฆ
+
+
+
+
+ By configuring the warehouse and operations, we can
+ build a system tailored to your specific needs. This involves customizing all settings
+ related to storage locations, packaging, stock move types, shipping connectors,
+ and barcode configuration to ensure maximum efficiency.
+
+
+
+
+
๐ก
+
+
Within the Inventory App
+
+ - Define your warehouse flow: Update your Warehouse
+ Settings to choose a 1, 2, or 3-step process for receiving and shipping
+ goods. This allows you to tailor the workflow to your specific needs,
+ whether you prefer a simple direct transfer or a more detailed multi-step
+ verification process.
+ -
+
+
+ - Manage your package types: Define all
+ the types of packages you handle (e.g., pallets, boxes). These will be used
+ to create Storage Categories, which help you optimize warehouse
+ space.
+ -
+
+
+ - Set up location-based fees: In the configuration, you can define
+ different Fee Rates and link them to specific storage locations. This
+ lets you apply different prices to various types of storage, such as
+ refrigerated or high-bay areas. This granular control allows for automated
+ and accurate invoicing based on the number of pallets per fee rate.
+
+
+ Example: A client who had 150 pallets at โฌ0.30/day and 55 pallets at
+ โฌ0.45/day in August.
+
+
+ - Create Storage Categories: Define
+ categories that can be linked to the capacity of one or more package
+ types.
+
+
+ Example: A category named "5 Std Pal" can be configured to hold
+ five standard pallets.
+
+
+ - Create your stock locations: Each stock
+ location can be linked to a storage category, a barcode, and a removal
+ strategy. To create or update many locations at once, use the built-in
+ import/export documentation and templates.
+
+
To boost efficiency even more, consider these topics:
+
+ -
+
Putaway Rules: Customize how products are stored based on your own
+ rules.
+
+ -
+
Picking Optimization: Optimize picking with different methods like Batch
+ Picking, Wave Picking, and Cluster Picking.
+
+ -
+
Connected Printer: Automate label printing by connecting your
+ printer.
+
+ -
+
Shipping Connector: Connect with various carriers directly within
+ Odoo.
+
+ -
+
+
+
+
+
๐
+ Import - Export ๐ Inventory ๐ Printer
+
+
+
+
+ Manage Stock Moves ๐
+
+
+
+
+ Remember that this database is set to handle both receipts and deliveries in two steps,
+ which directly affects how products are received and shipped out.
+
+ Inbound
+
+ To receive products, you must first create a new receipt.
+ Here's how:
+
+ - In the Inventory App, click on Receipt and then Create a new one
+ .
+ - Select the scheduled receipt date and add all products with their quantities.
+ - Click on Mark as to do.
+ - If you have the Lot numbers available, you can add them by clicking on
+ Details and then Import Serials/Lots.
+ - You can either validate the receipt or manage it using a barcode scanner.
+ - During this process, you can also place a product on a pack (like a pallet) or a
+ pack on a larger one.
+ - Once a receipt is confirmed, a storage operation is automatically created to put the
+ product into stock.
+
+
+
+ Outbound Deliveries
+
+
+ The process for outbound product deliveries is similar to receiving products.
+ Here's how to create an outbound delivery:
+
+ - In the Inventory App, click on Pick and then Create a new one.
+ (If your warehouse settings are configured for a one-step process, select
+ Delivery instead.)
+ - Select the scheduled pick date and add all products with their quantities.
+ - Click on Mark as to do.
+ - If you have the Lot numbers available, you can add them by clicking on
+ Details and then Import Serials/Lots.
+ - You can either validate the pick or manage it using a barcode scanner.
+ - Once validated, the delivery operation will be created.
+ - If you place products in packs, you can use the automated shipping connection with
+ external carriers.
+
+
+ ๐ Third party carrier
+
+
+
+ Internal Moves
+
+
+
+ When you need to manually move stockโlike returning items to a
+ quality check location or moving products after a customer validationโuse an
+ internal transfer.
+
+
+
+ - Create a new internal transfer.
+ - Select or scan the source location.
+ - Select or scan the products or packages you want to move.
+ - Select or scan the destination location.
+ - Validate the transfer.
+
+
+
+
+ Barcode App ๐คณ
+
+
+
+ Use barcode scanners to validate stock movements, identify
+ pallet positions, and perform fast, accurate stock operations. Greatly improves
+ warehouse efficiency and reduces human error.
+
+
๐ก
+
+
Within the Inventory App
+
+ - You can customize the settings for each
+ operation type within the barcode application to control what is permitted
+ during the process. This allows you to define specific rules for operations
+ like picking, ensuring the barcode functionality aligns with your business
+ workflow.
+ -
+
+
+
+
+
+
โ
+
+
Tips for success:
+
+ - The barcode app can be installed as a
+ standalone application on devices. This means people can use it without
+ having access to the rest of the database.
+ -
+
+
+ - You can print barcode commands to
+ streamline your operations with quick scanning actions.
+
+
+
+ ๐ Barcode
+
+
+
+
+
+ Configure quality checks โ
+
+
+
+
+
+ You can add specific quality checks required by your customer. For
+ each check, define how it should be performed, when it should be completed, and
+ which samples it applies to.
+
+
+ Once quality control is set up, it must be performed before the
+ transfer can be validated.
+
+
+
+
๐ก
+
+
Within the Quality App
+
+ - Update or create quality control points by selecting the appropriate
+ settings.
+ -
+
+
+ - Use the failures location feature to automatically send failed
+ products to a designated area.
+
+
+ Going Further!
+
+
+
+
+ ๐
+ Quality
+
+
+
+
+
+ Invoice customer๐ฒ
+
+
+
+
+
+ Here's how to invoice your customer based on operations and storage:
+ The dashboard provides all the necessary information,
+ including storage occupancy, completed transfers, created packages, and performed
+ quality checks. You just need to manually adjust the quantities on your invoices using
+ this data.
+
+
+ Creating the Invoice
+
+
+
+ -
+
Open the Dashboard app and go to the 3PL - Invoicing Section.
+
+ -
+
Filter by the customer you want to charge and the relevant date range.
+
+
+ -
+
The dashboard provides the following reports:
+
+ -
+
Storage Report: Shows the amount of packages stored per day,
+ broken down by fee rate.
+
+ -
+
Manutention Report: Provides details on completed transfers and
+ the number of packages created by type and the quantity of products
+ delivered.
+
+ -
+
Quality Report: Gives information on the number of quality checks
+ performed.
+
+
+
+ -
+
Use this information to create your invoice:
+
+ -
+
If it's the first time invoicing, create a new invoice from the
+ previously created Sales Order.
+
+ -
+
If you've invoiced this customer before, duplicate the previous invoice.
+
+
+
+ -
+
Add a note to the invoice specifying the invoicing period.
+
+ -
+
Update all quantities on the invoice with the numbers from the dashboard reports.
+
+ -
+
Validate the invoice.
+
+
+
+
โ ๏ธ
+
+
+ - To maintain the color-coding in the Storage Report, ensure that the name for
+ Fee Rates includes "Cat".
+ -
+
+
+ - The Storage Report pulls data from Inventory/Reporting/Stock History.
+ -
+
+ - Quantity data is stored in this report every night.
+ - Users with Inventory Admin rights can directly delete,
+ create, or import records within this report.
+
+
+
+
+
+ ๐
+ Dashboard
+
+
+
+
+
+ Manage your Website ๐
+
+
+
+
+ Odoo will help you adapt your website to fit your clients' needs perfectly. Easily
+ integrate your internal policies, customize the contact form, showcase your latest
+ services, and much more!
+
+ ๐
+ Website
+
+
+
+
+ Do you want to go
+ further?
+
+
+ Accounting made easy ๐งฎ
+
+ Use the Accounting app to easily
+ handle:
+
+ - The customer reminders.
+ - The vendor bills payment.
+ - The synchronisation with the banks.
+ - The financial reporting.
+
+
+ ๐
+ Accounting
+
+
+
+ Manage your purchase ๐
+
+
+
+ Use the Purchase app to manage all your internal product
+ purchasing.
+
+
+
+
+ ๐ Purchase
+
+
+
+
+
+ Centralize document ๐
+
+
+
+
+ Use the Document app to manage all your internal and external
+ document and use the Sign App for automated customer signature
+
+
+
+ ๐
+ Document ๐ Sign
+
+
+
+
+
+
+
๐
+
+
Would you like to discuss your Odoo setup with us or go even further?
+
+ Schedule a
+ demo
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+