This guide assumes that there is a single warehouse configured with different stock locations.
Stock data is crucial transactional information within an inventory management system. The import process consists of two key steps. The initial step involves creating the required Lot/Serial Numbers, followed by loading the on-hand quantity for those lots across various stock locations.
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Before proceeding with the steps below, ensure you have completed the masterdata migration process as mentioned here and validated it. |
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Tip: We suggest conducting a physical inventory stock check to collect the latest on-hand inventory information and then importing it into the new system. This process will guarantee that only the current available lots are imported, excluding any older or expired ones. If you want to migrate from existing system, then some scripting needs to be done to get the required data from Odoo 10 or OpenERP 7. |
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Prepare a CSV file with the following template for every Stock Location that you want to load data.
Note: The Quantity is assumed to be in the respective Product's Stock Keeping Unit. Scheduled can be the date on which import is happening.
Please navigate to
Menu -> Inventory -> Products -> Lots/Serial Numbers.On the subsequent page, select
Favorites -> Import Records.Proceed by clicking on the
Upload Filebutton to upload the CSV file that you have prepared.Subsequently, a mapping page will appear where the fields from the CSV file will be matched to Odoo 16 fields. Kindly review this mapping to ensure its accuracy.
Please proceed by clicking on
Testto verify if the data from the CSV can be successfully imported. In case you encounter any validation errors, kindly rectify the CSV accordingly and attempt the upload once more.Known Issue: When the same lot is assigned to different products, you may encounter discrepancies during the Excel-based import process. The lots selected for inventory adjustment might not match the actual product lots due to Odoo's matching mechanism, which selects the first lot by name. To address this issue, consider replacing the Lot/Serial Number with the corresponding database ID. Below is a sample Python script that connects to the database and retrieves the ID of the lot.
In the mapping screen, use Lot/Serial Number / Database ID for the field mapping Lot/Serial Number
Please note that this script is a temporary solution tailored to specific implementation requirements. Ensure to adjust the configurations according to your specific needs or rewrite it in a language you are more comfortable with.
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