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Documents - Inventory
by Viindoo
| Technical name | viin_document_stock |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_document_stock |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Inventory (stock) |
| Included Dependencies | Viindoo Base Documents Management Multilingual Tracking Token Expiration |
Demo video: Documents - Inventory
Problem
While operating the inventory process, you have lots of scanned and attached documents on the ERP System and can't organize, or divide them into different folders such as signed receipts or delivery orders.
Solution
This Document management app will help you to manage all documents related to your inventory process. This module will create sample data for workspace, team, tag, action and document generation rules.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_stock.
- Press Install.
Instruction
Default Data
After you install the app, the system will auto-create the following data:
- Actions: The Mark Picking as Ready, Mark Picking as Done actions along with the corresponding action type (Add/replace tags).
- Teams: The Inventory team is auto-created allowing you to give a group of users who don't have the inventory access right the permission to view the document relate to the inventory activities, e.g. sales employee can view the attached inventory receipt.
- Tag: The files and links in the Document app can be categorized with tags and tag categories.
- Workspaces: The Inventory workspace is auto-created to contain the inventory-related documents.
- Document Generation Rule: The Transfer rule is auto-created and attached with the most commend used actions in inventory as well as the default access rights for the inventory access right groups.
Note: You can create other document generation rules as well.
How it works
1. Upload documents onto the system
Navigate to Inventory > Operation > Transfer, select an inventory transfer that needs attachments. E.g. you need to attach a receipt that has the partner's signature. On the chatter section, select the Pin icon and press Add attachments to attach the receipt it can be a pdf file, docs, images, etc. You can learn more detail about this by referring to the Upload documents from chatter section article.
2. Check the attached document
After you attach the documents to the inventory transfer, enter the Documents app, select the Inventory workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn how to use the actions on documents, refer to Document approval.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.