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Odoo Procurement Disposition

Odoo 12 Tutorial

Freddy Czaja

Procurement planning is a very important part of the purchasing policy, the sale and the inventory of a company. In this short tutorial, we want to show how Procurement Disposition works in Odoo ERP Community Version.

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GOAL OF THE PROCUREMENT DISPOSITION

The goal of the procurement disposition is that in the warehouse of the company always the necessary number of products is available, without causing bottlenecks or overstocking. Procurement disposition includes requirements determination, requirements planning, and order processing.

Reordering Rules

The first process of Procurement Disposition is to set the minimum and maximum quantities of all products required for sale or production. Log in to Odoo, then go to "Inventory > Reordering Rules" and click on "Create". Now select the appropriate product and enter the minimum stock and the maximum quantity under "Rules", then you can save.

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Important
In order to be able to start an automatic procurement, the checkmark "Buy" must be set in the products, under the tab "Inventory", at the point "Routes". Furthermore, under General Information > Product type, the hook in "Storable Product" must be set.

Odoo CMS - a big picture
Odoo CMS - a big picture

Start check & request

After you have created the Rules, you can also start the procurement. To do this, klick on "Inventory > Operation > Run Scheduler", then for all products that have fallen short of the minimum stock, a request for quotation under "Purchase (App) > Request for quotation" created.

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ORDER PRODUCTS

After the procurement has been started, the normal procedure in purchasing begins. To do this, go to "Purchasing > Request for quotation" to check the created requests and then send them to the suppliers. When the suppliers has the request confimed, than you have to confirm the order in the same area.

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About Freddy Czaja

SEO is the air he breaths. If it has a bit of Oxygen, he doesn't care/ He likes his coffee black and cold.