Agree on the inventory basis and each approved conversion before importing quantities. Reconcile sample items from supplier packaging through yard counts to customer selling quantities, preserving product-specific differences. The migration should expose uncertain conversions for review and compare both physical quantity and financial value rather than relying on a single aggregated stock total.
Understand the decision
The purchase file lists bundles, the yard counts pieces and sales quotes a different measure. Similar materials may contain different quantities per bundle. Migration needs a reviewed conversion for each relevant product and packaging arrangement, especially where legacy staff have relied on memorized exceptions.
Work through the requirements
- Document the inventory basis for each family
- Validate conversions using physical examples
- Reconcile quantity and value after the trial import
| Record or decision | Why it matters |
|---|---|
| Unit conversion register | Records approved product-specific relationships |
| Yard count evidence | Provides the physical baseline |
| Opening valuation review | Connects quantity decisions to accounting |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A mathematically valid conversion can still represent the wrong commercial unit. Review package contents, dimensions and selling conventions with yard staff rather than choosing one global conversion that makes an import spreadsheet easier to process.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Building materials distribution in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Units of measure ↗Packaging ↗Landed costs ↗