Trobz - Odoo Demo - Sales Pricing Policy - Supply Chain - Multi-companies

Odoo Demo
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Outline
3
● Overview
● Handling Sales Pricing Policy
● Procurement Methods & Master Production Schedule
● Multi-companies Operations

Products
5
Sample Products (grouped in categories)

Products - Vendor Configuration
6
Define the Vendor
Pricelist for each
product.

Products - Configuration Checklist
7
 Category, Internal Reference, Barcode
 Sale Price, Cost, Unit of Measure (UoM), Purchase UoM
 Procurement Method (MTS, MTO); Supply Method (Buy, Manufacture)
 Reordering Rules (Minimum Stock Rules)
 Vendor Configuration
 Tracking Method (By Unique Serial Number, By Lots, No Tracking)
 Product Attributes
 Customer / Delivery Lead Time
 Purchase Lead Time; Manufacturing Lead Time
 Purchase Method (Create a draft purchase order, Propose a call for tenders)
 Packaging Method
 ...

Management with Barcode
8
The barcode can be configured in
 Product
 Lot & Serial Number
 Operation Type
 Stock Picking
 Location
 Package

Sales Pricing Policy - Overview
10
Discount/Commission Policy
(Chính sách chiết khấu)
Discount
(Giảm giá)
Commission
(Hoa hồng)
Trade Discount
(Chiết khấu thương mại)
Consumer Discount
(Giảm giá hàng bán)
Payment Policy
(Chính sách thanh toán)
Payment Terms
(Điều khoản thanh toán)
Cash Discount
(Chiết khấu thanh toán)
Debt Policy
(Chính sách công nợ)
Cash Discount
(Chiết khấu thanh toán)

Pricelist
11
Definition of a pricelist line

Customer Segment & Sales Pricelist
12
Customer Segment
Sales Pricelist
ManualLink
AutomaticLink
basedonconditions

Promotion Program
13
No. Promotion Type Promotion (Examples) Odoo
1 Discount Discount for specific products, product groups within/without a specific time
frame (Product-Launch Promotion, Shop-Launch Promotion, Seasonal
Promotion, Event Promotion...)
✔
Quantity Discount ✔
Discount on the next order(s) ✔
2 Bundling Special price for product bundle ✔
3 Gifting Buy 1 get 1 ✔
Purchase x in amount to get a gift ✔
Free gift on customer’s birthday (or special events) +
4 Free Shipping If certain condition(s) met ✔
Legends ✔: native features of Odoo +: customization required x: not supported

Promotion Program (2)
14
No. Promotion Type Promotion (Examples) Odoo
5 Coupon Voucher/Coupon (Product-Launch Promotion, Shop-Launch Promotion,
Seasonal Promotion, Event Promotion...)
✔
Voucher/Coupon on customer’s birthday (or special events) +
Promotion Code ✔
6 Financing Discount when using the credit cards from specific partners or payment
methods with specific partners (Momo, Zalo…)
+
Monthly Installment +
7 Contest Participate in a contest to get a gift/voucher +
8 Loyalty Program Free Gift/Special Discount/Voucher when customer reaches a certain
loyalty level
+
9 Sampling/Free trial +
Legends ✔: native features of Odoo +: customization required x: not supported

Promotion Program (3)
15
Definition of a
promotion program

Commission
16
Definition of a commission scheme
for a dealer

Invoicing Policy
17
Invoicing Policy controls which
products and how many should be
invoiced.
● “Invoice what is ordered”
creates an invoice for
everything in the order
regardless of the delivery
status;
● “Invoice what is delivered”
allows the users to invoice the
delivered quantity (and only
the delivered quantity ;)
However, an invoice can be issued
for multiple orders/deliveries.

Payment Terms [Payment Policy #1]
18
Definition of a
payment term and
some examples.

Cash Discount [Payment Policy #2]
19
See Offer Cash Discounts, the official documentation of Odoo.

Debt Policy [Payment Policy #3]
20
Each customer has a
credit limit.
The details of the
receivable amounts
can be seen as on the
right.

Other Payment Policies
21
Other payment policies, like
 Controlling the advance payment before starting to purchasing/manufacturing a
sales order;
 Controlling the amount of money must be paid before each delivery;
can be added to the application based on actual demand.

Make to Order
23
In the product configuration,
check the option “Make To Order”
in the section Routes. This tells
Odoo to create either a draft
purchase order / manufacturing
order when there are demands
for this product.
This method is usually used for
custom-made, on-demand or
high-value products.

Make to Stock
24
By default, if “Make to Order” is NOT checked, Odoo
uses the procurement method “Make to Stock”.
To control the stock level of MTS products, we can
configure the Reordering Rules. BUT?

Master Production Schedule (MPS)
25
An example of a MPS of two products

MPS (2)
26
From the factors
● Minimum to Supply; Maximum to Supply; Forecasted Target
● Starting Inventory
● Demand Forecast (Direct + Indirect)
Odoo auto computes the forecasted number to supply and the
forecasted inventory over the period of 12 months. This way, you
can proactively control the procurement as well as quickly identify
the potential issues.

MPS (3)
27
Once an issue is detected, mitigation actions can be planned and executed.

MPS (4)
28
From the MPS, we can click on “Launch Procurement” which will
trigger the creation of a Purchase Order (if the supply method is
“Buy”) or a Manufacturing Order (if the supply method is
“Manufacture”). In this example, it is a Purchase Order.

Routes
30
The routes control how a procurement should be
handled (how to supply) and/or how the products
should be moved between the locations. The
preconfigured routes are
A route is associated to the attributes below
● Where it is applicable to (Product Category,
Product, Warehouse, SO Line);
● A set of pull/push rules to control the inventory
flows.
● MTO
● Buy
● Manufacture
● Receive in x steps
● Deliver in x steps
● Dropshipping
● Cross-docking

Lead Times
32
 Customer Lead Time
 Purchase Lead Time
 Manufacturing Lead Time
These lead times are defined
 At company level;
 At product level.

Configuration - Multi-companies
34
The configuration regarding the multi-companies flows

DH2 purchases from DH1
35
DH2 creates a purchase order to buy from DH1

A SO of DH1 is automatically created
36
A sales order of DH1 to sell to DH2 is automatically
created.

Trobz - Odoo Demo - Sales Pricing Policy - Supply Chain - Multi-companies

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