Getting started
Install the modules, configure them in the first 30 minutes, load your master data and bring in the stock you already have, and try the whole flow once on a demo database. Read the pages of each group in the order listed.
Overview
- Editions and modulesThe six modules, the Odoo edition each one needs, and which to install.
- Compliance backgroundThe public sources behind the features, by topic.
Install and set up
- Install the Rx Tracking modulesThe core module, the 3PL add-on and the Enterprise add-ons.
- The first 30 minutes: configure Rx TrackingThe administrator's first configuration, as an ordered checklist.
- Go live with existing stockLoad products, trading partners and licenses, bring in the stock you have, and prove the chain.
- Go live as a 3PLSet up your facilities and first owners, and bring the owners' stock under the package ledger.
- Update or uninstall the modulesUpdate to a new version, or uninstall a module and know what is deleted.
- Set up the Enterprise add-onsThe Barcode and Suspect Product add-ons and the bridges, on Odoo Enterprise.
First workflow
- Quick start: receive, ship and trace DSCSA productOne case from the supplier's file to the customer, on a demo database.
- 3PL quick start: receive and ship for an ownerAn owner's receipt and shipment, on a demo database.
- Sample filesThe supplier files the two quick starts use, to download.
Key concepts
- ConceptsThe ideas behind the features, one page each.
- Packages and the serial ledgerOne record per serialized unit: where it is, where it came from, whom it was shipped to.
- DSCSA documentsThe record of each transaction, received with a supplier's file or made for a shipment.
- Authorized trading partners and the gatesThe license checks on orders and transfers.
- Quarantine and holdsHow units are stopped from being reserved or shipped, and who can lift each hold.
- Owner stock and own stockThe stock you hold for owners, kept apart from your own.
- The title modelYour company buys units it already holds for an owner, without moving them.