Table of Contents

Create a Stock Take on Odoo

Introduction

This document defines the process to be followed when importing a stocktake file onto Odoo after the annual stocktake has been completed and approved by the relevant stakeholders.

Responsible Team

  • Warehouse Team
  • Inventory Team

Navigate to your Odoo dashboard and click on this application: Inventory

Navigate as follows to get to the correct screen:

Operations/Inventory Adjustments

You should now land on a screen that looks like this:

Process

  1. Prepare your file template with stocktake count information.
    1. Ensure that the Excel Spreadsheet is in the format shown in the screenshot below. Make sure that only the first line on the Reference and Accounting Date columns are filled out, to avoid splitting the items into individual uploads.
  2. Click Favourites > Import Records, you should now see this screen:
  3. Click [LOAD FILE].
  4. Select the Stocktake excel file, after importing successfully, your screen will look like this:
  1. Ensure that the headings on your spreadsheet match the corresponding Odoo headings, as shown on the screen above. If they do not correspond, you will see a message reading "Don't Import", you should then edit the labels directly from your excel spreadsheet or click the dropdown and choose the corresponding label.
  2. Click [TEST], to ensure that all entries and fields are correct.
  3. Once all correct entries are entered, click [IMPORT]
  4. You will now land on the Inventory adjustment home screen, open the reference of the correct stocktake journal (This is the same reference as the "inventory Reference" on your excel spreadsheet), the status should be in Draft. Your screen will look like this:

  1. Click [START INVENTORY],you should now see this screen:
  2. Click [VALIDATE INVENTORY].

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