WEEK THREE DELIVERABLES

A. CONFIGURED MODULE WITH RELEVANT DATA

Project Title: Kampala Fresh Mart Inventory Management System Using Odoo ERP
Overview:
Kampala Fresh Mart, located in Nakasero Market, requires a robust inventory management
solution to efficiently handle its diverse product offerings, which include both locally sourced and
imported fresh produce. The Odoo ERP system provides an ideal platform for managing inventory,
enabling better control, visibility, and reporting.
Configuration Steps:
A. Product Entries:
a. Categories Created:
1. Fruits
2. Vegetables
3. Herbs and Spices
4. Imported Produce
b. Sample Products Configured:
1. Matoke (Green Bananas):
i. Category: Fruits
ii. Supplier: Local Farmers Association
iii. Product Code: KMAT-001
iv. Purchase Price: UGX 1,500 per bunch
v. Selling Price: UGX 3,000 per bunch
vi. Initial Stock Quantity: 200 bunches
vii. Warehouse Location: Kampala fresh mart
viii. Lead Time: 3 days for replenishment
ix. Reorder Level: 50 bunches
2. Fresh Tomatoes:
i. Category: Vegetables
 ii. Supplier: Local Vegetable Growers Co-op
iii. Product Code: KTO-002
iv. Purchase Price: UGX 3,000 per kg
v. Selling Price: UGX 4,500 per kg
vi. Initial Stock Quantity: 100 kg
vii. Warehouse Location: Cold Storage Facility
viii. Lead Time: 2 days for replenishment
ix. Reorder Level: 30 kg
3. Dubai Dates:
i. Category: Imported Fruits
ii. Supplier: Exotic Imports Ltd.
iii. Product Code: KDAT-003
iv. Purchase Price: UGX 20,000 per kg
v. Selling Price: UGX 25,000 per kg
vi. Initial Stock Quantity: 30 kg
vii. Warehouse Location: Cold Storage Facility
viii. Lead Time: 5 days for replenishment
ix. Reorder Level: 10 kg
B. Supplier Information Configuration:
a. Supplier records were created and populated with relevant data:
1. Local Farmers Association:
i. Contact Person: Katongole julius
ii. Email: [email protected]
2. Exotic Imports Ltd.:
i. Contact Person: Sarah Al-Mansoori
ii. Phone Number: +971 50 987 6543
iii. Email: [email protected]
SCREENSHOT SHOWING PRODUCTS
C. Warehouse Organization:
a. Configured multiple warehouse locations within Odoo:
1. Primary Warehouse: kampala fresh mart
2. Secondary Warehouse: Cold Storage Facility
b. Defined specific sections within the warehouses:
1. Fruits Section: For all fruit-related products.
2. Vegetables Section: For all vegetable-related products.
3. Imported Produce Section: For all imported goods.

D. Stock Management Rules:

 a. Automated stock management features configured to reduce manual tracking:
1. Reorder Rules: Set for each product to trigger alerts based on sales data
and stock levels.
2. For example, a notification will alert the Inventory Manager when Matoke
stock falls below 50 bunches.
E. Expiry Tracking Setup:
a. Configured expiry dates for perishable items:
1. Each perishable product now includes an expiry date field.
2. Example: Fresh Tomatoes are marked for quick sale if they are within 3
days of their expiry date.

B. DETAILED REPORT ON MODULE CONFIGURATION AND DATA ENTRY PROCESSES

Objective:
To provide an in-depth overview of the Odoo Inventory module's configuration and data entry
processes utilized at Kampala Fresh Mart, emphasizing efficiency and best practices.
Module Configuration Overview:
A. User Roles and Access:
a. Defined roles in the Odoo ERP system to manage user permissions effectively:
i. Inventory Manager: Full access to inventory management, including
product entry, supplier management, and reporting.
ii. Sales Personnel: Limited access to inventory data, enabling them to check
stock levels and process sales.
B. Data Entry Process:
a. Step-by-Step Data Entry Protocol:
i. Data Gathering: Collected product data from suppliers, including price
lists, stock availability, and lead times.
ii. Odoo Data Import Feature: Utilized CSV import functionality for bulk
product entry, significantly reducing manual entry time and errors. A
template was created to standardize data fields, ensuring consistency across
entries.
 iii. Validation Checks: Implemented a review process to validate product data
before finalizing entries, including checks on pricing and stock levels.
C. Inventory Categorization:
a. Categories Established for Efficient Management:
i. Products categorized based on perishability, sourcing method, and product
type to enhance searchability and reporting capabilities.
ii. Category Management: Established a structured category management
system in Odoo to allow for easy filtering and reporting of inventory.
D. Supplier Configuration:
a. Detailed supplier profiles created in the Odoo system:
i. Each supplier's contact information, delivery schedules, and product
offerings are documented for quick reference.
ii. Supplier Performance Tracking: Set up a system to track supplier
performance based on delivery timeliness and product quality.
E. Setting up Warehouse Locations:
a. Warehouse Management Setup:
i. Created distinct warehouse locations within the Odoo ERP to reflect the
physical setup of Kampala Fresh Mart.
ii. Each location has its inventory levels monitored, allowing for better
management of stock across different selling points.
 F. Testing and Validation:
a. Conducted thorough testing to ensure that the configured system meets operational
needs:
i. Simulated Transactions: Carried out mock sales transactions to verify that
inventory levels adjust appropriately in real-time.
ii. Inventory Reporting: Generated reports to validate stock levels,
confirming accuracy against physical counts.
Outcome:
The Odoo Inventory module is fully configured and populated with relevant data tailored to the
operations of Kampala Fresh Mart. This setup facilitates efficient inventory management, reducing
the risk of stockouts and spoilage while optimizing procurement processes.

C. INITIAL INTER-GROUP COLLABORATION NOTES WITH GROUP W

Objective:
To document the initial collaboration efforts among team members involved in the Odoo Inventory
module implementation for Kampala Fresh Mart.
Collaboration Overview:
A. Team Composition:
a. Roles Defined for Clarity:
1. Project Manager: Oversees project milestones and ensures adherence to
timelines.
2. Technical Lead: Manages technical aspects, including system
configuration and troubleshooting.
3. Sales and Operations Liaison: Bridges the gap between inventory
management and sales operations, ensuring that the inventory meets
customer demand.
B. Team Meetings:
a. Regular meetings held to discuss project progress, challenges, and strategies:
1. Agenda Items:
i. Updates on the completion of product entries and configurations.
ii. Planning for future training sessions on Odoo functionalities.
C. Shared Documentation:
a. A centralized repository established for all project-related documents:
1. Access Control: Permissions are set to enable team members to edit and
view relevant documents, promoting collaboration.
D. Feedback Loop:
a. Established a structured feedback mechanism to encourage input from team
members:
1. Team members can submit feedback on the usability of the Odoo module.
2. All feedback is collected during weekly meetings for review and action.
Next Steps:
i. Continue to refine data entries and explore advanced features within the Odoo Inventory
module, including predictive analytics for demand forecasting and automated reordering.
ii. Prepare a presentation for the Kampala Fresh Mart stakeholders to showcase the inventory
management system’s capabilities and outline the anticipated benefits for the business