Warehouse Sandbox Workout¶

Before You Start¶

Practice Sandbox

Username	Password	Role
`warehouse1`	`warehouse1`	Warehouse Tech
`manager1`	`manager1`	Manager

This is a safe practice environment. Nothing you do here affects real data.

The sandbox resets periodically from a fresh copy, so do not worry about "breaking" anything. The Inventory Processing, Weighted Receiving, and Shipping modules are pre-installed and ready to use.

Prerequisite

Complete the Warehouse Training Fundamentals course first, or at least skim it. These exercises assume you understand the concepts.

Training Path Overview¶

Complete these exercises in order. Each one builds on the previous. Plan for about 2 hours total.

#	Exercise	What You'll Practice	Time
1	Process a Laptop	Quick Entry, entering specs, grading, saving	15 min
2	Process a Desktop	Different device type with different specs	15 min
3	Receive Weighted Material	Quick Receive wizard, material attributes, container, weight	15 min
4	Simplified Recycling Receiving	Box vs Pallet, fast receiving	10 min
5	Create a Shipping Container	New container, add items, verify weight	15 min
6	Check Your KPIs	Navigate to dashboard, find your metrics	10 min

Exercise 1: Process a Laptop (15 min)¶

Goal: Use Quick Entry to process a laptop from start to finish -- entering all specs, assessing condition, and saving the record.

Steps¶

Log in at the sandbox URL as warehouse1 / warehouse1
From the main Odoo dashboard, find and click the Inventory Processing app icon
Click Quick Entry in the top menu
You should see the Quick Entry form -- this is your primary processing screen
Fill in the following:

Field	Value
Serial Number	`5CG1234ABC`
Manufacturer	HP
Model	EliteBook
Model Number	840 G6
CPU Model	i5
CPU Speed	i5-8265U
RAM	8
HDD	256GB SSD
BIOS Lock	No
LCD	Good
Battery	Good
Hinges	Good
Damage	Minor scratches on lid

Set the Grade based on the condition notes above -- this is a device with minor cosmetic wear but fully functional
Set the Location to C-29A
Click Save

Now Process a Second Laptop¶

Process another laptop on your own using these details:

Field	Value
Serial Number	`5CG5678DEF`
Manufacturer	Dell
Model	Latitude
Model Number	5570
CPU Model	i7
CPU Speed	i7-6820HQ
RAM	16
HDD	512GB SSD
BIOS Lock	No
LCD	Good
Battery	Missing
Hinges	Good
Damage	None

Think about how the missing battery affects the grade.

Checkpoint¶

Did you process two laptops through Quick Entry?
Did each laptop have a serial number, manufacturer, model, and specs?
Did you set a grade for each device?
Did you note the missing battery on the second laptop?
Did you set a location for each item?

Exercise 2: Process a Desktop (15 min)¶

Goal: Process a different device type (desktop) to practice handling different form factors and spec combinations.

Steps¶

Go to Inventory Processing --> Quick Entry
Fill in the following for a desktop computer:

Field	Value
Serial Number	`MXL9012GHI`
Manufacturer	HP
Model	ProDesk
Model Number	600 G4 SFF
CPU Model	i5
CPU Speed	i5-8500
RAM	8
HDD	500GB HDD
BIOS Lock	No
Damage	None

Note that desktops do not have LCD, Battery, or Hinge fields to worry about -- those are laptop-specific
Set the Grade based on condition
Set the Location to C-30B
Click Save

Now Process a Second Desktop¶

Field	Value
Serial Number	`MXL3456JKL`
Manufacturer	Lenovo
Model	ThinkCentre
Model Number	M920s
CPU Model	i7
CPU Speed	i7-8700
RAM	16
HDD	256GB SSD
BIOS Lock	Yes
Damage	Cracked front bezel

Think about how the BIOS lock and physical damage affect the grade.

Verify Your Work¶

Go to Inventory Processing --> All Items
Use the search bar to type MXL9012GHI
Verify the record appears with the correct specs
Search for MXL3456JKL and verify that one too

Checkpoint¶

Did you process two desktop computers?
Did you note the different spec fields for desktops vs. laptops?
Did you handle the BIOS lock and damage on the second desktop?
Can you find both items in the All Items list?

Exercise 3: Receive Weighted Material (15 min)¶

Goal: Use the Quick Receive wizard to receive weighted materials with full attributes -- material type, color, form, grade, container, and weight.

Steps¶

From the main Odoo dashboard, find and click Weighted Receiving
Go to Operations --> Quick Receive
You should see the Quick Receive form
Fill in the following for a bale of clear plastic:

Field	Value
Material Type	Plastic (or the closest available option)
Color	Clear (or Natural, if available)
Form	Baled
Grade	(select the best available grade)
Container	(select an appropriate container -- note the tare weight that auto-fills)
Gross Weight	1250 (this is the scale reading including the container)

Observe the Net Weight field -- it should calculate automatically by subtracting the tare weight
Set a Location if the field is available (e.g., W-05)
Click Receive
The system creates a new weighted item with a WGT-YYYYMMDD-XXXXX barcode

Now Receive a Second Item¶

Receive an aluminum item:

Field	Value
Material Type	Aluminum (or the closest available option)
Color	(leave blank or select Mixed)
Form	Loose
Grade	(select a grade)
Container	(select a container)
Gross Weight	875

Verify Your Entries¶

Go to Weighted Receiving --> Operations --> All Inventory
Look for your two new entries -- they should be at the top of the list or findable by today's date
Click one to see the full detail form
Verify the net weight calculation is correct

Think About¶

What happens if you select the wrong container type? The tare weight would be wrong, and the net weight would be inaccurate.
Why do we track color, form, and grade? These attributes affect the material's value and determine which customers want to buy it.

Checkpoint¶

Did you receive two weighted material items?
Did the net weight calculate correctly for both?
Can you find both items in the All Inventory list?
Do you understand how the tare weight subtraction works?

Exercise 4: Simplified Recycling Receiving (10 min)¶

Goal: Use the simplified Receive Material wizard for fast, high-volume receiving with only three fields.

Steps¶

Navigate to Weighted Receiving (Scott Recycling) --> Operations --> Receive Material
You should see the simplified Receive Material form
Receive a box of mixed material:

Field	Value
Material Type	(select any available type)
Container Type	Box
Gross Weight	325

Notice that the Tare Weight auto-fills to 75 lbs (the default for a box)
The Net Weight should show 250 lbs (325 - 75)
Click Receive

Now Receive a Pallet¶

Field	Value
Material Type	(select any available type)
Container Type	Pallet
Gross Weight	1500

Notice that the tare weight changes to 35 lbs for a pallet, giving a net weight of 1465 lbs.

Compare the Two Interfaces¶

Think about when you would use each receiving interface:

Scenario	Which Interface
High-volume day, material just needs to be logged quickly	Simplified Recycling Receiving
Customer needs detailed attributes for pricing (color, form, grade)	Full Quick Receive
Standard mixed recycling that will be sorted later	Simplified Recycling Receiving
Specific baled material going directly to a buyer	Full Quick Receive

Checkpoint¶

Did you receive one box and one pallet?
Did the tare weights auto-fill correctly (75 lbs for box, 35 lbs for pallet)?
Do you understand when to use the simplified vs. full receiving interface?

Exercise 5: Create a Shipping Container (15 min)¶

Goal: Create a new shipping container, add items to it, and practice the weight verification workflow.

Steps¶

From the main Odoo dashboard, find and click the Shipping app
You should see the Shipping Containers list
Click New to create a new container
Fill in:

Field	Value
Customer	(select any available customer)
Sale Order	(select an available sale order if one exists, or skip)
Container Type	Box

Click Save -- a container barcode is generated automatically
Now add items to the container:
- If you have processed reusable items in Exercises 1-2, try adding them by serial number
- If weighted items are available, try adding them by WGT barcode
Observe the Item Count and Weight fields updating as you add items

Weight Verification¶

With items in the container, look at the Weight field -- this is the expected weight based on the items inside
Pretend you have weighed the container on a scale and the reading is close to the expected weight
Enter the actual weight (you can use the expected weight or a slightly different number to see what happens)
Click Verify
If the weights match, the container is marked as Verified
If there is a discrepancy, the system flags it -- in real life, you would investigate why

Create a Second Container¶

Create another container with a different container type (pallet). Practice the same workflow -- add items and verify the weight.

Think About¶

Why is weight verification important? It catches missing items, wrong items, and packing errors before the container leaves the building.
What would you do if the actual weight is significantly different from the expected weight?

Checkpoint¶

Did you create at least one shipping container?
Did you add items to the container?
Did you practice the weight verification workflow?
Do you understand what happens when weights do not match?

Exercise 6: Check Your KPIs (10 min)¶

Goal: Navigate to the KPI dashboard, find your performance metrics, and understand what the numbers mean.

Steps¶

From the main Odoo dashboard, find and click SR Operations
Click Operations Dashboard in the top menu
You should see the main dashboard with summary cards at the top:
- Employees Working -- how many people are active today
- Overall Performance % -- team-wide performance
- Value Today -- total value processed
- Active Alerts -- number of unresolved alerts
Look through the department tabs:
- Click Laptop/Device to see laptop processing metrics
- Click Inventory/WIP to see current backlog levels
Find your name (warehouse1) in the list -- check your performance percentage and status color
Now click My Performance in the top menu
This shows only your KPI records -- review your daily numbers

Explore the Views¶

Try switching between List, Kanban, and Graph views
In List view, try the quick filters:
- Click Today to see only today's records
- Click This Week to see the full week
Try Group By --> Status to see records grouped by performance level (Above Target, On Track, Below Target)

Build Your Routine¶

Your daily KPI check should look like this:

Time	Action	Where
Morning	Check yesterday's final numbers, note alerts	SR Operations --> Dashboard
Midday	Check progress toward today's target	SR Operations --> My Performance
End of Day	Review final numbers, note any issues	SR Operations --> My Performance

Checkpoint¶

Can you find the SR Operations app and the Dashboard?
Can you find your name and performance metrics on the Dashboard?
Do you know how to navigate to My Performance?
Do you understand the green/yellow/red status colors?

Wrap-Up Checklist¶

By completing this workout, you should be comfortable with:

Processing laptops through Quick Entry with full specs and grading
Processing desktops and understanding the spec differences from laptops
Receiving weighted materials with the Quick Receive wizard (full attributes)
Receiving materials quickly with the simplified Recycling Receiving interface
Creating shipping containers, adding items, and verifying weight
Navigating the KPI dashboard and finding your personal performance metrics

What's Next?¶

Resource	Description
Warehouse Training Fundamentals	Review concepts and terminology anytime
Inventory Processing Guide	Detailed reference for all Inventory Processing features
Weighted Receiving Guide	Detailed reference for weighted material receiving
Recycling Receiving Guide	Detailed reference for simplified receiving
Shipping Guide	Detailed reference for shipping operations
Using the KPI Dashboard	Complete dashboard reference

Need Help?¶

Contact your supervisor or the warehouse lead if you have questions about processing or receiving. For system issues, submit a helpdesk ticket or reach out to the IT team.