# Odoo Warehouse Rollout Checklist

Validate warehouse configuration, barcode operations, and team readiness before go-live.

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## 1. Warehouse Structure

- [ ] Warehouses and locations hierarchy defined and reviewed
- [ ] Operation types configured (receipts, internal transfers, pickings, deliveries)
- [ ] Routes and rules validated for each product category
- [ ] Storage categories and capacity limits set where applicable
- [ ] Multi-warehouse and inter-warehouse transfer flows tested
- [ ] Drop-ship and cross-dock scenarios configured if in scope

## 2. Product & Inventory Master Data

- [ ] Products assigned correct product type (storable, consumable, service)
- [ ] Units of measure and conversion factors verified
- [ ] Barcodes assigned to products and packaging levels
- [ ] Lot and serial tracking enabled on applicable products
- [ ] Reorder rules or min/max levels configured for key SKUs
- [ ] Opening stock loaded and reconciled with physical count

## 3. Barcode Configuration

- [ ] Barcode nomenclature rules defined (product, location, lot, package)
- [ ] Scanner devices paired and tested on warehouse Wi-Fi
- [ ] Mobile browser or Odoo barcode app profile configured per role
- [ ] Label templates printed and scanned successfully
- [ ] GS1 or custom barcode formats validated with sample products

## 4. Receiving & Putaway

- [ ] Purchase order to receipt flow tested end-to-end
- [ ] Receipt validation triggers correct stock moves and accounting
- [ ] Putaway rules route goods to intended locations
- [ ] Quality hold or quarantine locations configured if needed
- [ ] Vendor return (RMA) process documented and tested
- [ ] ASN or advance shipment notice handling defined if applicable

## 5. Picking, Packing & Shipping

- [ ] Sales order to delivery order flow tested
- [ ] Picking strategy confirmed (batch, wave, cluster, single order)
- [ ] Packing stations and package types configured
- [ ] Shipping connectors or carrier integrations tested
- [ ] Shipping labels generate and print correctly
- [ ] Partial shipments and backorders handled per policy

## 6. Internal Operations

- [ ] Internal transfer between locations tested
- [ ] Inventory adjustment process documented with approval workflow
- [ ] Scrap and consumption moves post correctly
- [ ] Cycle count procedure defined with variance thresholds
- [ ] Physical inventory event planned and roles assigned

## 7. Manufacturing Links (if applicable)

- [ ] Component picking for manufacturing orders tested
- [ ] Finished goods receipt from production validated
- [ ] Subcontracting receipt flow tested
- [ ] Backflush or manual consumption aligned with shop-floor practice

## 8. Training & Documentation

- [ ] SOP documents created for receiving, picking, and shipping
- [ ] Floor staff trained on barcode scanning workflows
- [ ] Exception handling guide published (short picks, damages, wrong location)
- [ ] Supervisors trained on adjustments and cycle counts
- [ ] Help desk escalation contacts defined

## 9. Go-Live Readiness

- [ ] Parallel run or pilot period completed with acceptable accuracy
- [ ] Inventory accuracy baseline measured (target: ___%)
- [ ] Go-live date communicated to warehouse and customer service teams
- [ ] Hypercare support schedule confirmed for first week
- [ ] Rollback plan documented if reverting to previous process

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**Rollout tracker**

| Task | Owner | Due Date | Complete |
|------|-------|----------|----------|
|      |       |          | [ ]      |
|      |       |          | [ ]      |
|      |       |          | [ ]      |