Documents - Inventory
by Viindoo
| Lines of Code | 645 |
| Technical name | viin_document_stock |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_document_stock |
| Read description for | v 14.0 v 15.0 v 16.0 v 18.0 v 19.0 |
| Required Apps | Discuss (mail) Inventory (stock) |
| Included Dependencies | Viindoo Base Documents Management Multilingual Tracking Token Expiration |
Signed delivery notes, filed instead of buried
Attachments on receipts and delivery orders go into a Documents workspace automatically - workspace, team, tags and rules included.
Documents - Inventory (technical name viin_document_stock) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for warehouse, customer service, finance, audit.
At a Glance
The facts of Documents - Inventory, version 0.1.0, in one place. Published by Viindoo.
How It Works
Two screens.
The picking
The paperwork is attached where the move is recorded.
And the workspace
The same file, filed, tagged and findable.
What You Get
Picking attachments filed into a Documents workspace
Workspace, team, tags, actions and rules created for you
Signed receipts and delivery notes searchable together
The document keeps its link to the picking
Access governed by the Documents team
Automatic once installed
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
The workspace
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
A scanner or a phone puts the file on the picking.
There is no OCR of the signature.
Paperwork nobody attaches is still on paper.
Set it on the workspace.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Documents - Inventory?
Warehouse
Scans and moves on - filing happens by itself.
Customer service
Produces the signed note during the call.
Finance
Matches proof of delivery to the invoice.
Audit
Has one searchable store instead of ten thousand attachments.
Frequently Asked Questions
What does Documents - Inventory do?
Attachments on receipts and delivery orders go into a Documents workspace automatically - workspace, team, tags and rules included.
What does Documents - Inventory not do?
It does not scan. A scanner or a phone puts the file on the picking. It does not read the document. There is no OCR of the signature. It files what is attached. Paperwork nobody attaches is still on paper. Access is the Documents app's. Set it on the workspace.
Who is Documents - Inventory for?
Warehouse: Scans and moves on - filing happens by itself. Customer service: Produces the signed note during the call. Finance: Matches proof of delivery to the invoice. Audit: Has one searchable store instead of ten thousand attachments.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_document, stock. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Documents (viin_document): The document store itself. Documents - Purchase (viin_document_purchase): The same for purchase orders. Inventory extensions (viin_stock): The warehouse operations behind it.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_document_stock; pre-sales questions go to sales@viindoo.com.
See Documents - Inventory in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_document.document_document_action
Need help with Documents - Inventory?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.0 - Latest on the 17.0 line
- Workspace, team, tag and rule data are provided for the 17.0 Documents app.
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.
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