Odoo Inventory Adjustment and Reporting Workflow
Workflow Verified Tue Apr 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) For: WarehouseStaffPharmacistAdminSystemITSupport Source: phase-4-uat-documents/2. Odoo ERP/4. Odoo - คู่มือสำหรับการฝึกอบรมผู้ใช้งานหลักระบบ ERP (User Manual).pdf, phase-4-uat-documents/2. Odoo ERP/3. Odoo - รายงานผลการทดสอบระบบ (UAT).pdf Updated Tue Apr 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time)
Odoo Inventory Adjustment and Reporting Workflow
Overview
Stock adjustment workflow in Odoo ERP, including product selection, count entry, stock difference posting, HIS interface behavior, and report review.
Steps
- Warehouse user opens Inventory → Operations → Inventory Adjustments.
- User creates a new adjustment.
- User selects Product Selection mode: All Product, Manual Selection, Product Category, One Product, or Lot/Serial Number.
- User enters Location, Date, Assigned To, and Owner.
- User presses Begin Adjustment; document changes from Draft to In Progress.
- User opens Adjustment detail.
- User reviews Location, Product, Lot/Serial Number, UOM, Counted Quantity, Difference, Schedule Date, and Users.
- User enters counted quantity.
- User presses Apply All.
- System prompts for adjustment reason.
- User confirms Apply; stock difference is posted.
- If medicine or medical supply is adjusted in Odoo, interface sends Stock Adjust to HIS.
- User reviews stock reporting such as stock balance, stock moves, forecasted stock, and stock valuation as needed.
Reporting Surfaces
| Report | Purpose |
|---|---|
| Current Stock / Stock Balance | Review current stock on hand by product/location. |
| Forecasted | Review forecasted quantity after expected movements. |
| Stock Moves | Review historical movement lines. |
| Stock Valuation | Review inventory value. |