Stock productivity helpers

Preparing a stock transfer by hand — adding products one by one, retyping a list from a supplier e-mail, checking totals, filing it under an internal work order or browsing the product catalog — is repetitive and error-prone on transfers with many lines. eYssen ships a small set of independent productivity helpers that attach directly to the Transfer (stock.picking) form to speed up exactly these steps. Each helper is a separate, single-purpose module, so a warehouse can install only the ones it needs.

Key features

• Reuse a previous transfer’s product lines on a new transfer instead of re-entering them.

• Bulk-add products to a transfer by pasting a list, or uploading a CSV or Excel file.

• See the total quantity of a transfer, per unit of measure, both on the form and in the list view.

• Link a transfer to an internal process number to group related transfers under one reference.

• Add products to a transfer from the product catalog, the same kanban-based picker used elsewhere in Odoo for sales and purchase orders.

Configuration

These helpers require no settings screen. Once the relevant module is installed, its button, field or column appears automatically on the standard Transfer form and/or the Transfers list view (Inventory ‣ Transfers). Every module builds on top of the eYssen Inventory layer (eyssen_stock and/or eyssen_base); the process-number helper additionally requires the eyssen_process_number module, which defines the shared Process Number record.

Note

The bulk-add-products wizard reads Excel files with the openpyxl Python library, listed in the module’s requirements.txt. Make sure it is available in the Odoo environment before using the Excel import format.

Usage

Add items from a previous transfer

On a transfer that is still in the Draft state, the Add Previous Items button (files icon, top-right of the operations block) opens a popup where you pick a Previous Stock transfer to copy lines from. Only transfers other than the current one can be selected, and the picker searches by both the transfer’s Reference and its source document (Origin).

Every product line from the selected transfer is copied over, together with its quantity and unit price. The If Product Duplication field controls what happens when a product from the source transfer is already present on the current one:

• Stop — raise an error and add nothing;

• Skip — leave the existing line untouched and move to the next product;

• Replace — overwrite the existing line’s quantity and unit price with the source values; or

• Increase (default) — add the source quantity on top of the existing quantity, and overwrite the unit price.

New lines are created on the destination location of the current transfer’s operation type.

Bulk-add products to a transfer

The Add Bulk Products button (cubes icon), shown next to Add Previous Items on a draft transfer, opens a wizard for entering many products at once without touching a previous transfer.

Three input Format options are available:

• Copy/Paste — one product per line in a plain-text box;

• CSV — an uploaded, semicolon-separated CSV file, with an optional header row toggled with Is there a header?; or

• Excel — an uploaded .xlsx workbook (first sheet), also with the optional header toggle.

For every format, products are matched with the Based On field, which looks products up by Default Code (internal reference), Barcode or Product Name. The With Quantity and With Price toggles decide how many extra columns (or trailing values, for copy/paste) each line carries; a live Example block in the wizard updates to show the expected line format as these options change. When neither toggle is enabled, every matched product is added with quantity 1 and price 0.

Matching a product that is not found, or a line that does not parse (wrong number of values, or a quantity/price that is not numeric), stops the whole import with a validation error naming the offending line. The same If Product Duplication choices as the previous-transfer helper (Stop / Skip / Replace / Increase, default Stop here) control what happens when a matched product already has a line on the transfer.

Total quantity display

On the Operations tab of a transfer, below the product lines, a read-only Sum Qty (detailed) box shows how many distinct products the transfer contains and the total quantity per unit of measure — for example 3 kg and 12 Units on separate lines if the transfer mixes UoMs. If any line already has recorded (done) quantities, those are used instead of the planned quantities.

The same information is available in a compact one-line form (Sum Qty, e.g. 3 P, 42 Qty) as an optional column in the Transfers list view, next to the status column, so totals can be scanned without opening each transfer.

Process number on a transfer

When the eyssen_process_number_stock module is installed, every transfer form shows a Process Number field above the transfer’s name. If it is empty, a Create a new process number link creates one on the spot; an existing process number can also be selected directly. This links the transfer to the shared eYssen Process Number record (a trackable reference with assignees and a description, used to group related documents across modules).

From the Process Number form itself, a Stock Pickings smart button shows how many transfers are linked to it and opens their list, and the transfer list view gains a Process Number column so linked transfers can be spotted at a glance.

Tip

Changes to the Process Number field on a transfer are tracked in the chatter, which is useful for auditing when a transfer was reassigned to a different work order or job number.

Stock catalog

On a draft transfer’s Operations tab, a Catalog link next to Add a line opens the standard Odoo product catalog kanban view scoped to the transfer, the same picker used on sales and purchase orders.

Selecting a quantity for a product on a catalog tile adds or updates the matching operation line on the transfer (removing it entirely if the quantity is set to zero); the button used to return from the catalog reads Back to Picking instead of the generic label used on sales and purchase catalogs. Because a transfer is not a priced document, the catalog does not show a unit price on the product tiles, unlike the sales and purchase catalog. Once the transfer leaves the Draft state, its lines — and therefore the catalog — become read-only.

Scope and modules

• eyssen_add_item_from_previous_stock — Add Previous Items button and wizard to copy product lines from an earlier transfer.

• eyssen_product_bulk_add_stock — Add Bulk Products button and wizard to import product lines from pasted text, CSV or Excel.

• eyssen_quantity_total_stock — the Sum Qty (detailed) / Sum Qty computed totals on the transfer form and list view.

• eyssen_process_number_stock — the Process Number field on transfers and the reverse Stock Pickings smart button.

• eyssen_stock_catalog — the Catalog button that opens the product catalog picker on a transfer.