{"id":286164,"date":"2021-05-27T03:12:49","date_gmt":"2021-05-27T03:12:49","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=286164"},"modified":"2021-05-27T03:12:52","modified_gmt":"2021-05-27T03:12:52","slug":"odoo-sales-team-default-stock-location","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-sales-team-default-stock-location\/","title":{"rendered":"Odoo Sales Team: Default Stock Location"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">INTRODUCTION<\/h3>\n\n\n\n<p>Setting default stock locations become more significant to the users who have various stock locations and various sales teams. Working with various sales teams without assigning a stock location creates huge chaos in maintaining the accountability of the stock products. This helps you in inventory management; which further saves your time, tracking, and various other things. Webkul comes up with the module &#8216;Odoo Sales Team: Default Stock Location&#8217; that helps you assign a separate default stock location for each team.<\/p>\n\n\n\n<p>This module <strong>&#8216;Odoo Sales Team: Default Stock Location&#8217;<\/strong> allows you to assign a separate default location for each team in the same warehouse to efficiently regulate the stock flow. Admin can set default locations\/routes for various <strong>&#8216;Action Rules&#8217;<\/strong> for each sales team. As a result of this, when a sales order is assigned to the sales team, the sales order automatically picks the default set location for that team to deliver the products. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FEATURES<\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>The admin can set a default stock location for a sales team.<\/li><li>Once the location is set, it will be automatically added to the sales order each time the respective sales team is assigned to the order.<\/li><li>The stock is then moved from the set location for that order.<\/li><li>The default route can be set for products, product categories, sales orders, sales order lines, and warehouses.<\/li><li>When a default location is set at the product level, the route appears to select in the product form under the inventory tab.<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">INSTALLATION<\/h3>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-680e9fb9-fbc5-441b-b885-2e4491dcb03a\"><li>Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.<\/li><li>Extract the file on your system after the download finishes. As a result, you will be able to see a folder named-&nbsp;<strong>\u2018sales_team_default_stock\u2019<\/strong>.<\/li><li>Copy and paste this folder inside your&nbsp;<strong>Odoo Add-Ons path<\/strong>.<\/li><li>Now, open the Odoo Apps and then, click on the Settings menu. Here, click on Activate the Developer Mode.<\/li><li>Then, open the Apps menu and click on the<strong>&nbsp;\u2018Update Modules List\u2019<\/strong>.<\/li><li>In the search bar, remove all the filters and then, search&nbsp;<strong>\u2018sales_team_default_stock\u2019<\/strong>.<\/li><li>As a result, you will be able to see the module in the search result. Click on&nbsp;<strong>\u2018Install\u2019<\/strong>&nbsp;to install it<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">WORKFLOW<\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>Firstly, login to the <strong>&#8216;Odoo Instance&#8217;<\/strong> and go to <strong>&#8216;Sales&#8217;<\/strong> module.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"618\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a10-1200x618.png\" alt=\"Odoo Sales\" class=\"wp-image-286170\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a10-1200x618.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a10-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a10-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a10-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a10.png 1299w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>Go to the<strong> &#8216;Sales Teams&#8217;<\/strong> under the<strong> &#8216;Configuration&#8217;<\/strong> menu.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"619\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a11-1200x619.png\" alt=\"Sales Teams\" class=\"wp-image-286172\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a11-1200x619.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a11-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a11-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a11-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a11.png 1296w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>Click on the<strong> &#8216;Create&#8217; <\/strong>button to create a new team.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"619\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a12-1200x619.png\" alt=\"Create Sales Team\" class=\"wp-image-286171\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a12-1200x619.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a12-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a12-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a12-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a12.png 1296w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li>Add <strong>&#8216;Sales Team&#8217;<\/strong> name and other details; click on the &#8216;<strong>Add&#8217;<\/strong> button to add <strong>&#8216;Team Members&#8217;<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"622\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a13-1200x622.png\" alt=\"Add Team memebers\" class=\"wp-image-286173\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a13-1200x622.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a13-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a13-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a13-768x398.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a13.png 1286w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\"><li>Add the Route to the <strong>&#8216;Sales Team&#8217;<\/strong>; Click on the<strong> &#8216;External Link&#8217;<\/strong> to check the setting of Route.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"624\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a14-1200x624.png\" alt=\"Add Route to the team\" class=\"wp-image-286174\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a14-1200x624.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a14-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a14-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a14-768x399.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a14.png 1285w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li>Here, the user can select the places where the same route can be selected; and add a <strong>&#8216;Rules&#8217;<\/strong> for the desired route by clicking on <strong>&#8216;Add a line&#8217;<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"619\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a16-2-1200x619.png\" alt=\"Add rules to the route\" class=\"wp-image-286182\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a16-2-1200x619.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a16-2-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a16-2-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a16-2-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a16-2.png 1296w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\"><li>Add <strong>&#8216;Action&#8217;<\/strong> to the rule once you select you to get the description of the selected action. Add every detail as per the requirement and click on the <strong>&#8216;Save &amp; Close&#8217;<\/strong> button.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"619\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a15-1-1200x619.png\" alt=\"Set rule and the save\" class=\"wp-image-286183\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a15-1-1200x619.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a15-1-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a15-1-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a15-1-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a15-1.png 1295w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\"><li>Now, create a new sale order, you can check the assigned Sales Team by clicking on other information tab and then click on the <strong>&#8216;confirm&#8217;<\/strong> button.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"625\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a17-1200x625.png\" alt=\"Odoo Default Stock location\" class=\"wp-image-286178\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a17-1200x625.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a17-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a17-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a17-768x400.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a17.png 1286w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\"><li>You can see that the delivery of the created <strong>&#8216;Sale Order&#8217;<\/strong> after confirming the order.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"625\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a18-1200x625.png\" alt=\"Delivery\" class=\"wp-image-286179\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a18-1200x625.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a18-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a18-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a18-768x400.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a18.png 1287w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\"><li>Set location will be automatically added to the sales order each time the sale team is assigned to the order. The stock is then moved from the set location for that order<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"626\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a19-1200x626.png\" alt=\"Odoo Default Stock Location\" class=\"wp-image-286180\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a19-1200x626.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a19-300x157.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a19-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a19-768x401.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/04\/a19.png 1284w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">USER GUIDES FOR OTHER MODULES<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><a href=\"https:\/\/webkul.com\/blog\/odoo-advanced-barcode-scanning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Advanced Barcode Scanning<\/a><\/p><cite><a href=\"https:\/\/webkul.com\/blog\/odoo-salesperson-own-orders-invoices-access\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Salesperson Own Orders &amp; Invoices Access<\/a><\/cite><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">NEED HELP<\/h3>\n\n\n\n<p>Was this guide helpful? Please share your feedback in the comments below.<\/p>\n\n\n\n<p>If you have any issues\/queries regarding the module please raise a ticket at<br><a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\"><strong>https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/strong><\/a><\/p>\n\n\n\n<p>For any doubt contact us at <strong>support@webkul.com<\/strong>.<\/p>\n\n\n\n<p>Thanks for reading!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Setting default stock locations become more significant to the users who have various stock locations and various sales teams. Working with various sales teams without assigning a stock location creates huge chaos in maintaining the accountability of the stock products. This helps you in inventory management; which further saves your time, tracking, and various <a href=\"https:\/\/webkul.com\/blog\/odoo-sales-team-default-stock-location\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":322,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267],"class_list":["post-286164","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo Sales Team : Default Stock Location | Odoo Default Stock location<\/title>\n<meta name=\"description\" content=\"Odoo Sales Team: Default Stock location module allows you to set a separate default location for each team in the same warehouse.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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