Documents - Inventory
by Viindoo
| Lines of Code | 674 |
| Technical name | viin_document_stock |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_document_stock |
| Read description for | v 14.0 v 15.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Inventory (stock) |
| Included Dependencies | Viindoo Base Documents Management Multilingual Tracking Token Expiration |
Documents - Inventory
Bridge module connecting Document Management and Inventory, supporting data creation for workspace, team, tag, action, auto-generate document rules
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
This Document management app will help you to manage all documents related to your inventory process. This module will create sample data for workspace, team, tag, action and document generation rules
Actions for inventory
Mark Picking as Ready action
Inventory team
Document tags
Document Workspace
Document Generation rule
See Documents - Inventory in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Documents - Inventory?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps.
- Search with keyword viin_document_stock.
- Press Install.
Instruction
Default Data
After you install the app, the system will auto-create the following data:
- Actions: The Mark Picking as Ready, Mark Picking as Done actions along with the corresponding action type (Add/replace tags).
- Teams: The Inventory team is auto-created allowing you to give a group of users who don't have the inventory access right the permission to view the document relate to the inventory activities, e.g. sales employee can view the attached inventory receipt.
- Tag: The files and links in the Document app can be categorized with tags and tag categories.
- Workspaces: The Inventory workspace is auto-created to contain the inventory-related documents.
- Document Generation Rule: The Transfer rule is auto-created and attached with the most commend used actions in inventory as well as the default access rights for the inventory access right groups.
Note: You can create other document generation rules as well.
How it works
1. Upload documents onto the system
Navigate to Inventory > Operation > Transfer, select an inventory transfer that needs attachments. E.g. you need to attach a receipt that has the partner's signature. On the chatter section, select the Pin icon and press Add attachments to attach the receipt it can be a pdf file, docs, images, etc. You can learn more detail about this by referring to the Upload documents from chatter section article.
2. Check the attached document
After you attach the documents to the inventory transfer, enter the Documents app, select the Inventory workspace, you will see the attached document appear in this workspace. Select a document, the right section on the screen will show the pre-set actions. To learn how to use the actions on documents, refer to Document approval.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
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