The Solution: Standard Odoo Traceability Report + Manual Information Transfer for Outbound Documentation.
Here's how it works and what it entails:
1. Foundation: Correct Odoo Configuration
- Product A: Set to "By Lots" or "By Unique Serial Number" for its tracking policy.
- Product B: Set to "By Lots" or "By Unique Serial Number" for its tracking policy.
- Manufacturing Order (MO): When creating and confirming the MO for Product B, ensure you correctly select/scan the specific serial number of Product A that is being consumed. Also, assign a serial number to the produced Product B. This step is crucial for establishing the internal link.
2. Internal Tracking: The Traceability Report
- How it works: When Product B is delivered, Product A's serial number remains linked to Product B's serial number within the Manufacturing Order records.
- To find the link:
- Go to Inventory > Reporting > Traceability.
- Search for the serial number of Product B that was delivered to the customer.
- The report will show you the full history:
- When Product B was produced (the Manufacturing Order).
- What components (including Product A's specific serial number) were consumed into that MO.
- When Product B was delivered to the customer (the Stock Picking/Delivery Order).
- Use Case: If a customer calls about an issue with Product A inside Product B, you'd ask for Product B's serial number, look it up in traceability, and instantly see which Product A serial number was used.
3. External Tracking (Customer-Facing): Manual (or Semi-Manual) Documentation
This is where the "straightforward" part means sacrificing full automation on customer documents.
- During Delivery Preparation (Packing/Shipping):
- Get the serial number(s) of the Product B being shipped.
- Before printing the delivery slip (or as part of the packing process), open Odoo.
- Go to Inventory > Reporting > Traceability.
- Input the Product B serial number(s) to identify the corresponding Product A serial number(s).
- Manually add this Product A serial number information to:
- The comments/notes section of the Delivery Order in Odoo.
- A separate packing list or supplementary document that accompanies the delivery.
- A custom text field you might add using Odoo Studio (though this leans slightly away from "no customization," it's very minor).
- Pros:
- No custom code or complex Odoo module development needed.
- Relies entirely on standard, out-of-the-box Odoo features for the core traceability.
- Ensures internal data integrity.
- Cons:
- Manual step for documentation: Requires a human to look up and transcribe the information onto customer-facing documents. This can be prone to error and time-consuming for high volumes.
- The serial of Product A is not automatically printed on the standard delivery slip for Product B.
In summary, the most straightforward Odoo solution is to rely on its robust internal traceability report for linking components to finished goods, and then to implement a manual process to transfer that component serial information to customer delivery documents if absolutely necessary.
This approach ensures you have the data, even if getting it onto the delivery slip itself requires a manual effort or a very light Odoo Studio customization.
Thank you for the quick answers.
I will try and get back to you if I still have any question
Regards,