Creating a Product in Odoo with Detailed Information

Olivia Gracelin
|
57 steps
|
19 minutes

Odoo

Kittysplit

UPS

Shopify

Google Account

Omnicalculator

Google

Navigate to [https://wcr-ca.odoo.com/web#cids=1&action=menu](https://wcr-ca.odoo.com/web#cids=1&action=menu)

Open Sales, Inventory or Purchase Tab to access the products screen

Click "Products" in the related tab

Open all "Products"

Click "NEW"

Click the "Product Name" field. Type "Product Name" into this space

Click this dropdown and choose which Product type you require: Consumable are non tracked products Services are things like welding, sand blasting, design services Storable Product is the inventory products

Make sure to set the Invoicing Policy to Ordered Quantities

Hover over the "?" for more information on any item

Set your Unit of Measure for Sales and your Purchase UoM\ Unit of Measure references the selling unit\ Purchase UoM references the Purchasing unit of measure This comes into play when we purchase 2 in a box or a bag of seals with more than one, but sell them individually, you would need to make sure the UoM is set correctly for both purchase and selling. \ \ \*\*Note this can not be changed once an item has been sold or purchased

Click the "Sales Price?" field. To calculate the sales price, take the Cost in CDN dollars and times it by 1.5

"Customer Taxes?" is always set to GST for Sales- 5%

Enter "Cost" in CDN Funds If was purchased in USD Funds calculate at 1.35 x the USD Price

Click the "Product Category" field, this can stay as All. Unless you are creating a new product from a Purchase Order, which in that case will be updated to COG Update, this will automatically update the Cost from the PO in CDN Funds. Until Odoo is our primary website, this is the procedure

Click the "Internal Reference" field, this will be the WCR Part Number, please reference the Anatomy of WCR Part Numbers for proper part numbering

Click the "Barcode" field. The Barcode is the internal reference with out spaces.

Click the "Vendor Part Number" field. Enter the Vendor Part Number here, this will allow you to search the vendor part number. Alt Vendor Part # 1 through 3 are if the product has multiple vendor part numbers ie can be purchased from Napa with their Part Number but it is crossed over to a different number from Motion

Click the "Product Tags" field. Please enter all the product tags that pertain to this product, this will make the item searchable on the Odoo website once it is functional

Click the "Nesting Weight" field. This field is filled out only for products that are nested inside other products while being cut. For example Boot Rings have a Gusset and Steering arm nested in the center to redude waste of steel.

Click the "Material Type and Thickness" field. And if it is a new cut part add the type of material ie 44W or T1, and the thickness ie 1/4" 3/8" etc.

Click the "Attributes & Variants" tab\ This is only used currently in special cases, please see Allie for specific details

Click the "Sales" Tab Fill out any relevant information, this would be for additional product images at this point.

Click the "Purchase" Tab

Click here for additional fields in the purchase tab lines

Select as many or remove as many as you want, make sure Vendor Product Name, Vendor Product Code, Unit of Measure and Quantity are selected\ Vendor Product Code is another spot to enter the Vendor Code for example an SKF number 26395 etc.\ Quantity is for if you get a discount pricing on bulk purchasing, so the price would reflect for a quantity of 50 $1.25 vs quantity of 1 at $5.00\ Vendor Product Name is if the product has a special name we can reference on the invoice that doesn't come close to matching our names given.\ Unit Measure is important because for some of our products we order a pack of something, it might come with 2 in a bag, but we sell them individually, so in this case the purchase unit of measure would need to be pair, selling unit of measure would be each.

Click "Add a line" to create a new vendor line

Type the vendor name in and select the vendor when it pops up. If it is a new vendor, click create and edit to add the important details

"Vendor Taxes" will always remain at GST for purchases - 5% as this is set at the vendor level for each specific Vendor\ If setting up a new vendor make sure to select the correct Vendor currency and fiscal position in the Sales & Purchase tab of the new vendor.

Control Policy will remain set at On Ordered Quantities

Click the "Inventory" Tab

The "Responsible" field will be who will manage the inventory going forward, in most cases this will be set to Allie Davidson, unless otherwise specified

Make sure to select the appropriate operations, if you are unsure of the correct one please consult with Allie

Fill out the Dimensions field, Length, Height and Width are recorded in Inches. Weight is in lb's and volume is in cubic feet. ** Use Omni Calculator to calculate volume, this allows you to input in inches and output in cubic feet** [https://www.omnicalculator.com/math/volume](https://www.omnicalculator.com/math/volume)

Fill in the "Volume" field with the calculated volume

Fill in any known Manuf. Lead Times, Days to prepare Manufacturing Order and Customer Lead Time *Note Pallet Shipment Products are a minimum of 3 days lead time*

Fill in the "HS Code" field, if it can be matched to an item in UPS please match it there, if it can not the default code is 8708.50. Please ask for clarity if this is unclear

Fill in the "Origin of Goods" field, this will be country of purchase ie USA or Canada for most of our products

Fill in the "UPS Ship Name" field, verify this in UPS at the following link: [https://www.ups.com/manageparts/?loc=en_CA](https://www.ups.com/manageparts/?loc=en_CA) You will need to log in to view our product list, I suggest logging in before opening the link in a new tab

The accounting tab as of now does not need anything changed or adjusted

Click the "PDF/DXF Drawings" Tab This is where you can upload PDF and DXF Cut files and any notes required for the files. Be sure to upload the most recent files- check for versions A B C D or higher

If you need to create a "Bill Of Materials" click on the Bill of Materials tab

Click "NEW"

Select your BOM Type: Manufacture this product: Requires actual Manufacturing by WCR not outside sources Kit: Is adding individual products and selling them together Subcontracting: Is not used by WCR at this time Click "Add a line" to add a product to your Bill of Materials

Click Add a Line and select your product from the drop down list

Change the "Quantity" to the correct amount for the Bill of Materials\ Repeat the last 2 steps for adding more products

To view the Bill of Materials as a whole, click on "Overview"

This will list out the cost per item and the total cost\ Make sure your BoM and Product cost are the same price, if they differ you will need to find out why.\ A common reason is the cost on the "General Info" tab was not set, this can be rectified in the following steps.

Click on the "Product Name" in the breadcrumbs to go back to the main product page

Click "General Information"

Click "Compute Price from BoM" to compute the Cost from the Bill of Materials

This will populate the cost field, if the price still differ's from the BoM price, please talk to Allie

Click "More"

Click "Putaway Rules" to set your stored location

Click "NEW"

Set the "When product arrives in" field to WCR Internal always

The "Store to sublocations" field is the bin location or location where you can find the product ie Yard. Type location in and select the correct location, if no location is available, contact Allie

Go back to the main product page and cick "More" and fill out any other pertinent information