Partner Info on Lot/Serial
| Lines of Code | 481 |
| Technical name | viin_stock_lot_partner_infor |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_stock_lot_partner_infor |
| Read description for | v 16.0 v 18.0 |
| Required Apps | Discuss (mail) Inventory (stock) |
| Extensions | Partner Info on Lot/Serial - Dropshipping Repair Report Equipment Warranty Partner |
The serial number knows who supplied it and who has it
A customer, a supplier and a service state on every lot or serial - so support can find the unit without a spreadsheet.
Partner Info on Lot/Serial (technical name viin_stock_lot_partner_infor) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for support, service planner, quality, sales.
At a Glance
The facts of Partner Info on Lot/Serial, version 0.1, in one place. Published by Viindoo.
How It Works
Two screens.
The lot, with its partners
Where it came from, who has it, and the state it is serviced in.
And across the lots
The same list as before, now searchable by customer and by supplier.
What You Get
A Customer and a Supplier on every lot or serial number
A Service State computed from the customer's address, editable when reality differs
Both indexed, so lots can be searched and grouped by partner
Visible from the contact side too, so a customer's units can be listed
Works alongside equipment and maintenance records for the same serial
No new menu - the fields sit on the lot form
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.
Lots and serials
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 unit that changes hands is updated, not duplicated - the history is in the moves.
It can be overridden when the unit is installed somewhere else.
Warranty periods and claims are the warranty apps.
The fields are set going forward, or imported once.
Works Well With
Apps from the same stack, built to fit this one:
Equipment Warranty Info
The same information on the equipment side.
viin_equipment_warranty_partner_inforWho Should Use Partner Info on Lot/Serial?
Support
Types a serial and gets the customer who has it.
Service planner
Groups units by service state to route technicians.
Quality
Traces a defective batch back to the supplier that shipped it.
Sales
Sees which units a customer holds before proposing a replacement.
Frequently Asked Questions
What does Partner Info on Lot/Serial do?
A customer, a supplier and a service state on every lot or serial - so support can find the unit without a spreadsheet.
What does Partner Info on Lot/Serial not do?
One customer per lot. A unit that changes hands is updated, not duplicated - the history is in the moves. The service state follows the customer's address. It can be overridden when the unit is installed somewhere else. It does not create warranties. Warranty periods and claims are the warranty apps. It does not fill itself from past deliveries. The fields are set going forward, or imported once.
Who is Partner Info on Lot/Serial for?
Support: Types a serial and gets the customer who has it. Service planner: Groups units by service state to route technicians. Quality: Traces a defective batch back to the supplier that shipped it. Sales: Sees which units a customer holds before proposing a replacement.
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: stock. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Equipment from Serial Numbers (to_stock_equipment): When a serial is also a machine to maintain. Warranty (to_warranty_management): The claim behind a serial. Equipment Warranty Info (viin_equipment_warranty_partner_infor): The same information on the equipment side.
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_stock_lot_partner_infor; pre-sales questions go to sales@viindoo.com.
See Partner Info on Lot/Serial in Action
Live demo: v17demo-int.viindoo.com/web#action=stock.action_production_lot_form
Need help with Partner Info on Lot/Serial?
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 - Latest on the 17.0 line
- The service state is computed from the customer and stays editable.
- Customer and supplier are indexed for search.
Installation
- Navigate to Apps.
- Search with keyword to_stock_production_lot_partner_infor.
- Press Install.
Instruction
Instruction video: Partner Info on Lot/Serial
Initial configurations
1. Enable tracing by Lot & Serial Number
Go to Inventory ‣ Configuration ‣ Setting to enable traceability by Lots & Serial Numbers:
2. Create a new product, and enable tracing **By Unique Serial Number on the product form**
Go to Inventory ‣ Products ‣ Products, press Create to create new products. On the Inventory tab, enable tracing By Unique Serial Number:
Usage
1. Create Purchase Orders and receive goods
Go to Purchase ‣ Purchase Order, press Create to create a new purchase order, then Confirm to generate stock receipts automatically:
Go to Inventory ‣ Products ‣ Lots/Serial Number and check the Serial number of the product that has just been stocked, there will be the Supplier's information:
2. Create sales orders and deliver goods
Do the same as in case 1, but with the Sales operation, then check the Serial number of the delivered product, there will be Customer's information:
3. Dropshipping
- Configure the product with the Dropshipping route and set up supplier information at the Product form's Purchase tab.
- When a customer has a demand for this product, you just need to create a sales order, the system will automatically generate a corresponding purchase order.
- Confirm the delivery order from Supplier to Customer.
- Check the Lots/Series number information.
Refer to the article on Dropshipping by Viindoo to clear about the supplier-to-customer delivery process.
This module will be useful when you use the Repair Management Software and the Warranty Management Software.
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).
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