More Related Content Similar to Trobz - Odoo Demo - Sales Pricing Policy - Supply Chain - Multi-companies (20) More from Tùng Trần Thanh (7) Trobz - Odoo Demo - Sales Pricing Policy - Supply Chain - Multi-companies3. © Trobz 2018 - All rights reserved
Outline
3
● Overview
● Handling Sales Pricing Policy
● Procurement Methods & Master Production Schedule
● Multi-companies Operations
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Products
5
Sample Products (grouped in categories)
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Products - Vendor Configuration
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Define the Vendor
Pricelist for each
product.
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Products - Configuration Checklist
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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
...
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Management with Barcode
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The barcode can be configured in
Product
Lot & Serial Number
Operation Type
Stock Picking
Location
Package
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Sales Pricing Policy - Overview
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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)
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Pricelist
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Definition of a pricelist line
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Customer Segment & Sales Pricelist
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Customer Segment
Sales Pricelist
ManualLink
AutomaticLink
basedonconditions
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Promotion Program
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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
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Promotion Program (2)
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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
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Promotion Program (3)
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Definition of a
promotion program
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Commission
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Definition of a commission scheme
for a dealer
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Invoicing Policy
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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.
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Payment Terms [Payment Policy #1]
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Definition of a
payment term and
some examples.
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Cash Discount [Payment Policy #2]
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See Offer Cash Discounts, the official documentation of Odoo.
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Debt Policy [Payment Policy #3]
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Each customer has a
credit limit.
The details of the
receivable amounts
can be seen as on the
right.
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Other Payment Policies
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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.
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Make to Order
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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.
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Make to Stock
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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?
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Master Production Schedule (MPS)
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An example of a MPS of two products
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MPS (2)
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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.
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MPS (3)
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Once an issue is detected, mitigation actions can be planned and executed.
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MPS (4)
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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.
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Routes
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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
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Lead Times
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Customer Lead Time
Purchase Lead Time
Manufacturing Lead Time
These lead times are defined
At company level;
At product level.
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Configuration - Multi-companies
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The configuration regarding the multi-companies flows
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DH2 purchases from DH1
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DH2 creates a purchase order to buy from DH1
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A SO of DH1 is automatically created
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A sales order of DH1 to sell to DH2 is automatically
created.
Editor's Notes https://www.youtube.com/watch?v=e9Z5nrA-bJU
If there is a 10% discount on the product for the consumer, then it is known as consumer discount. However, if there is a 10% discount to the dealer when he is purchasing from the company, it is known as trade discount.
In trade discounts, the dealer may or may not forward the discount to the customer. It is not necessary that the dealer will give additional 5% discount to customers when he is himself receiving 10% additional discount. However, many dealers know the importance of achieving sales volumes hence they pass on discounts to customers whenever they receive trade discounts. https://www.odoo.com/documentation/user/12.0/uk/accounting/receivables/customer_invoices/cash_discounts.html Customer Lead Time: Delivery Lead Time, in days. It’s a number of days, promised to the customer, between the confirmation of the sales order and the delivery.
Purchase Lead Time: Lead time in days between the confirmation of the purchase order and the receipt of the products in your warehouse. Used the scheduler for automatic computation of the purchase order planning.
Manufacturing Lead Time: Average lead time in days to manufacture a product. In the case of multi-level BOM, the manufacturing lead times of the components will be added.