Basic subcontracting

# Basic subcontracting

In basic subcontracting, a companyâs product is produced entirely by a subcontractor. The product is
first purchased from the subcontractor, who acquires their own components, manufactures the final
product, then delivers the final product to the contracting companyâs warehouse.
The following documentation covers how to configure a subcontracted product and trigger the
subcontracting process.

## Configuration

To use subcontracting, contractors must first configure products with a vendor pricelist as well as a subcontracting-type BoM .
The pricelist allows the contracting company to purchase the product from the vendor (subcontractor)
through a PO , while the BoM allows the product to be manufactured externally by the
subcontractor.

### Configure product vendor

To configure a productâs vendor for basic subcontracting, navigate to Inventory app
â£ Products â£ Products . Then, select a product or create a new one.
On the product form, click the Purchase tab and add the productâs subcontractor as a
vendor by clicking Add a line . Select the subcontractor in the Vendor drop-down menu.
Then, enter the price of the product in the Price field.
Finally, set a lead time for
the product in the Delivery Lead Time field to specify the number of days for the
subcontractor to produce and deliver the final product.
Since contractors are only responsible for purchasing and receiving the final product, they do
not need to additionally configure manufacturing lead times on a BoM . Instead, provide only a
single Delivery Lead Time on the vendor pricelist that factors in both the subcontractorâs
manufacturing and delivery time.

### Configure BoM

After specifying the vendor, configure a subcontracting-type BoM for the product. Click the Bill of Materials smart button on the product form. Then, select the desired BoM or
create a new one.
Alternatively, navigate to Manufacturing app â£ Products â£ Bills of
Materials , and select the BoM for the subcontracted product.
In the BoM Type field, select Subcontracting . In the resulting Subcontractors field, add one or more subcontractors.
Because the components and manufacturing are both handled by the subcontractor, there is no need to
list any components in the Components tab of the BoM .

## Basic subcontracting workflow

The basic subcontracting workflow begins by creating a PO to purchase the product from the subcontractor (1).
The contractor (YourCompany) then confirms the PO , which creates a receipt to transfer the final product
(2). The subcontractor manufactures the product and delivers it back to the contractor when done.
Once the product has been produced and received, the contractor validates the receipt (5) to trigger inventory moves from the subcontractor to the companyâs stock (3,
4).

### Create and confirm PO

To create a PO for the subcontracted product, navigate to Purchase app â£ Orders
â£ Purchase Orders , and click New .
Begin filling out the PO by selecting a subcontractor from the Vendor drop-down menu.
In the Products tab, click Add a product to create a new product line.
Select the subcontracted product in the Product field, and enter the quantity in the Quantity field.
After adding the product, the Expected Arrival field is updated with the finished
productâs expected delivery date, as configured earlier with the vendorâs Delivery Lead Time .
Finally, click Confirm Order to confirm the PO . A receipt is automatically created,
and a Receipt smart button appears at the top of the form.

### Process receipt

After the order is confirmed, the subcontractor manufactures the product and delivers the finished
good back to the contracting company.
To receive the finished product from the subcontractor, click the Receive Products button on the PO , or click the Receipt smart button at the top of the page. Then,
click Validate to enter the incoming shipment into inventory.
If multi-step inventory flows are
enabled, additional transfers must be validated to enter the incoming product into stock.

### Track inventory moves

After validating a receipt, Odoo automatically generates inventory moves to track the movement of
subcontracted products between locations. To view these inventory moves, navigate to Inventory app â£ Reporting â£ Moves History .
To track inventory movement in subcontracting, Odoo sends any product components to a dedicated Subcontracting Location . A virtual location called Production then consumes the components and produces the finished good. Once produced, the
good then moves back to the Subcontracting Location before finally entering the contractorâs stock
when the receipt is validated.
Because no components are sent in basic subcontracting, there is no movement from the Subcontracting Location to the Production location.

Configuration
Configure product vendor
Configure BoM
Basic subcontracting workflow
Create and confirm PO
Process receipt
Track inventory moves


Dropship to subcontractor

# Dropship to subcontractor

In the Dropship to Subcontractor workflow, a company purchases the components of a product from a
vendor, who delivers them directly to the subcontractor for manufacturing. The subcontractor then
ships the finished product back to the contracting company.
The following documentation covers how to configure a subcontracted product and trigger the Dropship to Subcontractor workflow.

## Configuration

To use the Dropship to Subcontractor workflow, contractors must first configure subcontracted
products with a vendor pricelist and a subcontracting-type BoM . Each
component must then be configured with the appropriate route .
The pricelist allows the contracting company to purchase the product from the vendor (subcontractor)
through a PO , while the BoM allows the product to be manufactured externally by the
subcontractor. Routes are applied to each component in order to be properly sent from the
dropshipping vendor to the subcontractor.

### Configure product vendor

To configure a productâs vendor for subcontractor dropshipping, navigate to Inventory app â£ Products â£ Products , and select a product, or create a
new one .
On the product form, click the Purchase tab and add the productâs subcontractor as a vendor by
clicking Add a line . Select the subcontractor in the Vendor drop-down menu.
Then, enter the price of the product in the Price field.
Finally, set a lead time for
the product in the Delivery Lead Time field to specify the number of days for the
subcontractor to receive components, produce the product, and deliver the finished good.
Contractors do not need to configure manufacturing lead times on a BoM . Instead, provide only a
single Delivery Lead Time on the vendor pricelist, factoring in the duration for the
subcontractor to receive the components from the dropship vendor, manufacture the product, and
deliver the finished good back to the subcontractor.

### Configure BoM

After specifying the vendor, configure a subcontracting-type BoM for the product. To start, click
the Bill of Materials smart button on the productâs page. Then, select
the desired BoM or create a new one.
Alternatively, navigate to Manufacturing app â£ Products â£ Bills of
Materials , and select the BoM for the subcontracted product.
In the BoM Type field, select the Subcontracting option. Then, add one or
more subcontractors in the Subcontractors field.
Finally, make sure that all necessary components are specified on the Components tab. To
add a new component, click Add a line , select the component in the Component drop-down menu, and specify the required quantity in the Quantity field.

### Configure components

When dropshipping to subcontractors, each component of a product must have a specified vendor and
have the Dropship Subcontractor on Order route enabled. This allows the components to be properly
dropshipped from the vendor to the subcontractor.
To specify a componentâs vendor, select the componentâs name in the Components tab, and
click the (Internal link) arrow.
Alternatively, navigate to Inventory app â£ Products â£ Products and select
the component.
On the component product form, click the Purchase tab. Add a vendor by clicking Add a line . Then, select the vendor in the Vendor field.
Next, to configure the route, click on the Inventory tab and select the Dropship
Subcontractor on Order route in the Routes section.
Repeat the process for every component dropshipped to the subcontractor.

## Workflow

The Dropship to Subcontractor workflow begins by creating a PO to purchase the product from the
subcontractor (1).
The contractor (Your Company) then confirms the subcontractor PO (2). This creates an RfQ to
purchase the components from the vendor, as well as a receipt to transfer the final product.
Next, the contractor confirms the RfQ , turning it into a vendor PO and
creating a dropship order to send the components from the vendor to the subcontractor (3). Once the
contractor validates the dropship order, the subcontractor begins
to manufacture the final product with the components and ships it to the contractor when done.
Once the product has been produced and received, the contractor validates the receipt (6) to trigger inventory
moves from the subcontractor to
the companyâs stock (4, 5).

### Create and confirm subcontractor PO

To create a PO for the subcontracted product, navigate to Purchase app â£ Orders
â£ Purchase Orders , and click New .
Begin filling out the PO by selecting a subcontractor from the Vendor drop-down menu.
In the Products tab, click Add a product to create a new product line.
Select the subcontracted product in the Product field, and enter the quantity in the Quantity field.
After adding the product, the Expected Arrival field is updated with the finished
productâs expected delivery date, as configured earlier with the vendorâs Delivery Lead Time .
Finally, click Confirm Order to confirm the PO . A receipt is automatically created,
and a Receipt smart button appears at the top of the form. In addition,
a separate RfQ is automatically created to purchase the components from the dropship vendor.
This RfQ is not automatically linked to the PO . It is accessed separately on the Requests for Quotation page.

### Confirm vendor RfQ

To confirm the vendor RfQ , navigate to Purchase app â£ Orders â£ Requests for
Quotation . Select the newly-created RfQ for the appropriate vendor.
On the RfQ , the Deliver To field reads Dropship Subcontractor , and the Dropship Address field shows the name of the subcontractor to whom components are being
dropshipped.
Click Confirm Order to confirm the purchase of components from the vendor. Doing so
turns the RfQ into a vendor PO . A Dropship smart button appears
at the top of the vendor PO .
Simultaneously, a Resupply smart button appears at the top of the subcontractor PO created earlier. In dropship subcontracting, this smart button links to the
dropship order.

### Validate dropship order

Once the components have been delivered to the subcontractor by the dropship vendor, click the Dropship smart button on the vendor PO to open the dropship order.
The dropship order can also be opened from the subcontractor PO . Navigate to Purchase app â£ Orders â£ Purchase Orders , select the PO , then click the Resupply smart button.
Finally, click the Validate button at the top to confirm that the subcontractor has
received the components. The subcontractor then begins manufacturing the final product.

### Process receipt

After the subcontractor completes production, the finished product is shipped to the contractor.
To receive the product into stock, navigate to Purchase app â£ Orders â£ Purchase
Orders , and select the subcontractor PO .
At the top of the PO , click the Receive Products button, or click the Receipt smart button. Then, click Validate to enter the incoming shipment
into inventory.
If multi-step inventory flows are
enabled, additional transfers must be validated to enter the incoming product into stock.

### Track inventory moves

After validating a receipt, Odoo automatically generates inventory moves to track the movement of
subcontracted products between locations. To view these inventory moves, navigate to Inventory app â£ Reporting â£ Moves History .
In the Dropship to Subcontractor workflow, product components are first sent from the vendors to a
dedicated Subcontracting Location . A virtual location called Production then consumes the components and
produces the finished good. Once produced, the good then moves back to the Subcontracting Location before finally entering the contractorâs stock when the receipt is validated.

Configuration
Configure product vendor
Configure BoM
Configure components
Workflow
Create and confirm subcontractor PO
Confirm vendor RfQ
Validate dropship order
Process receipt
Track inventory moves


Resupply subcontracting

# Resupply subcontracting

In resupply subcontracting, a company supplies the components of its product to a subcontractor, who
manufactures the product, then delivers the finished product to the contracting companyâs warehouse.
This article covers how to configure a subcontracted product and walk through the resupply
subcontracting process.

## Configuration

To use the resupply subcontractor workflow, contractors must first configure products with a vendor pricelist and a subcontracting-type BoM . Each
component must then be configured with the appropriate route.
The pricelist allows the contracting company to purchase the product from the vendor (subcontractor)
through a PO , while the BoM allows the product to be manufactured externally by the
subcontractor. Routes are applied to each component in order to be properly sent from the contractor
to the subcontractor.

### Configure product vendor

To configure a productâs vendor for resupply subcontracting, navigate to Inventory
app â£ Products â£ Products , and select a product, or create a new one.
On the product form, click the Purchase tab and add the productâs subcontractor as a
vendor by clicking Add a line . Select the subcontractor in the Vendor drop-down menu.
Then, enter the price of the product in the Price field.
Finally, set a lead time for
the product in the Delivery Lead Time field to specify the number of days for the
subcontractor to receive components, produce the product, and deliver the finished good.
Since contractors are not responsible for manufacturing the final product, there is no need to
configure manufacturing lead times on a BoM . Instead, provide only a single Delivery Lead
Time on the vendor pricelist, factoring in the duration for the subcontractor to receive the
components from the contractor, manufacture the product, and deliver the finished good back to
the contractor.

### Configure BoM

After specifying the vendor, configure a subcontracting-type BoM for the product. To start, click
the Bill of Materials smart button on the productâs page. Then, select the desired BoM or create a new one.
Alternatively, navigate to Manufacturing app â£ Products â£ Bills of
Materials , and select the BoM for the subcontracted product.
In the BoM Type field, select the Subcontracting option. Then, add one or
more subcontractors in the Subcontractors field below.
Finally, add all necessary components in the Components tab. To add a new component,
click Add a line . Then, select the component in the Component drop-down
menu, and specify the required quantity in the Quantity field.

### Configure components

In resupply subcontracting, each component must be individually configured with the Resupply
Subcontractor on Order route. This allows the components to be transferred from the contractor to
the subcontractor when a PO is made for the subcontracted product.
To configure a componentâs route, select the componentâs name in the Components tab, and
click the (Internal link) arrow. Alternatively, navigate to Inventory app â£ Products â£ Products , and select the component.
On the component product form, click on the Inventory tab. Then, in the Routes section, select the Resupply Subcontractor on Order route.
Repeat the process for every component that must be sent to the subcontractor.

## Workflow

The resupply subcontracting workflow begins by creating a PO to purchase the product from the
subcontractor (1).
The contractor (YourCompany) then confirms the PO , which creates both a resupply order to transfer
the components and a receipt to receive the final product (2) from the subcontractor.
Next, the contractor validates the transfer of components to the
subcontractor (3). The subcontractor begins producing the product.
Once the product has been produced and received, the contractor validates the receipt (6) to trigger inventory
moves from the subcontractor to
the companyâs stock (4, 5).

### Create and confirm PO

To create a PO for the subcontracted product, navigate to Purchase app â£ Orders
â£ Purchase Orders and click New .
Begin filling out the PO by selecting a subcontractor from the Vendor drop-down menu.
In the Products tab, click Add a product to create a new product line.
Select the subcontracted product in the Product field, and enter the quantity in the Quantity field.
After adding the product, the Expected Arrival field is updated with the finished
productâs expected delivery date, as configured earlier with the vendor Delivery Lead Time .
Finally, click Confirm Order to confirm the PO . A receipt and a resupply order are
automatically created, accessible via the Receipt and Resupply smart buttons
at the top of the form.

### Validate resupply order

Click the Resupply smart button at the top of the PO to open the resupply order, and
click Validate to confirm that the components have been sent to the subcontractor.
Alternatively, navigate to the Inventory app, click the (#) To Process button on the Resupply Subcontractor card, and select the relevant resupply order. Then,
click Validate to confirm that the components have been sent to the subcontractor.

### Process receipt

After the resupply order is confirmed, the subcontractor manufactures the product and delivers the
finished good back to the contracting company.
To receive the finished product from the subcontractor, click the Receive Products button on the PO , or click the Receipt smart button at the top of the page. Then,
click Validate to enter the incoming shipment into inventory.
If multi-step inventory flows are
enabled, additional transfers must be validated to enter the incoming product into stock.

### Track inventory moves

After validating the receipt, Odoo automatically generates inventory moves to track the movement of
subcontracted products between locations. To view these inventory moves, navigate to Inventory app â£ Reporting â£ Moves History .
In resupply subcontracting, Odoo first transfers any product components to a dedicated Subcontracting Location . A virtual location called Production then consumes the components and produces the finished good. Once produced, the
good then moves back to the Subcontracting Location before finally entering the contractorâs stock
when the receipt is validated.

Configuration
Configure product vendor
Configure BoM
Configure components
Workflow
Create and confirm PO
Validate resupply order
Process receipt
Track inventory moves


By-Products

# By-Products

When manufacturing certain products, it is common to be left with residual materials, in addition to
the finished product. These materials are known as by-products . By specifying the by-products
created during manufacturing on a productâs bill of materials (BoM), the quantity of by-products
on-hand is tracked by Odoo.
Manufacturing a rocking chair requires ten pieces of wood. During production, five pieces of scrap wood are created, in addition to the rocking chair. By designating the scrap wood as a
by-product on the rocking chairâs BoM , Odoo tracks the on-hand count of scrap wood, as well as
the quantity of rocking chairs produced.

## Configuration

To specify by-products on a productâs BoM , the By-Products setting must be enabled. To do
so, navigate to Manufacturing app â£ Configuration â£ Settings , and tick the By-Products checkbox, located under the Operations heading. Then, click Save to apply the change.
With the By-Products setting enabled, a By-products tab appears on product BoMs .

## Add byproduct to BoM

To add by-products to a BoM , navigate to Manufacturing app â£ Products â£ Bills
of Materials , and select a BoM .
On the BoM , select the By-products tab. Click Add a line , and select the
by-product in the By-product drop-down field. In the Quantity field, enter
the quantity of the by-product produced during manufacturing.
If the by-product is produced during a specific operation of a manufacturing order (MO), select the
operation in the Produced in Operation field. For example, if a scrap wood by-product is
produced during an Assemble operation, select that operation in the Produced in
Operation field.

## Manufacture by-product

When an MO is completed and marked as Done , Odoo registers the quantity of by-products created
during the manufacturing process. To create a new MO , navigate to Manufacturing
app â£ Operations â£ Manufacturing Orders , and click New .
In the Bill of Material field, select a BoM on which by-products have been specified.
After doing so, the Product field auto-populates with the corresponding product. Click Confirm to confirm the MO .
When manufacturing is completed, click the Produce All button at the top of the MO .
After doing so, inventory counts update to reflect the quantity of by-product(s) produced, as well
as the quantity of the product.
Click the Product Moves smart button at the top of the MO page to see the movements of
components and products. Each by-product is listed on the resulting Inventory Moves page, with the From column displaying the virtual production location, and the To column displaying the location where the by-product is stored.

Configuration
Add byproduct to BoM
Manufacture by-product


Continuous product improvement

# Continuous product improvement

Continuous improvement is a general philosophy intended to help individuals and organizations
constantly improve themselves and the work they produce.
There are a variety of different methodologies that fall under the umbrella of continuous
improvement. These include kaizen, six sigma, and lean, among others. While the specific steps of
each method differ, their goal remains the same: implement a process by which improvement is a
perpetual goal, rather than a one-time accomplishment.
The sections below contain details about how Odoo can be used to implement four general steps common
to many of the most popular continuous improvement strategies, with links to documentation about
configuring the necessary features. The final section details how a specific company might configure
these Odoo implementations within their organization.
- Identify problems
- Suggest improvements
- Implement strategies
- Review actions
Continuous improvement is not a one-size-fits-all methodology. While most strategies include
between four and six steps, proper implementation requires developing a system tailored to the
specific needs of each company.
This is not a limitation, but rather a benefit, as it makes the methodology flexible enough to
adapt to almost any use case. Odoo, in particular, adapts well to this flexibility, as it can be
configured to meet the needs of almost any workflow.
As such, it is important to remember the content below only provides examples of how Odoo might be used. They should be viewed as more of a starting point, rather than a concrete
outline that every organization must follow.

## Identify problems

Before improvement can begin, it is necessary to determine where improvement is necessary. This is
where identifying problems comes into play. Two of the best Odoo apps for identifying problems with
products or processes are Helpdesk and Quality .

### Helpdesk

The Helpdesk app is useful for receiving feedback from outside of the organization, like from
clients or customers. This is accomplished by implementing one (or more) of the methods for receiving tickets , including email
aliases, live chat conversations, and website forms.
Using these methods, customers can submit feedback about problems, which is then reviewed by a
member of a helpdesk team . Depending on the outcome of the
review, the team member may decide to take further action to ensure the issue is addressed. This can
include creating a quality alert .

### Quality

The Quality app is useful for receiving feedback from within the organization, like from
employees.
One method for accomplishing this is to set up a quality control point (QCP). A QCP is used to automatically
create quality checks at regular intervals, prompting employees to inspect, and confirm, the quality
of a product.
If an issue is found, an employee can then create a quality alert to notify a quality team. Quality alerts can also
be created independent of a QCP , in the event that an employee discovers an issue without being
prompted to check for one. This is a great way for customer support employees to notify a quality
team of an issue brought to their attention by a customer ticket.

## Suggest improvements

Once a problem is identified, the next step is to put forward ideas for how to address the problem.
As with identifying problems, the Quality app is also useful for suggesting improvements. In
addition, the PLM ( Product Lifecycle Management ) app can be used for this purpose, as well.

### Quality

When creating a quality alert to bring an
issue to the attention of a quality team, the Corrective Actions and Preventive Actions tabs can be used to provide feedback about how the issue can be
addressed.
The Corrective Actions tab is used to suggest a method for fixing items affected by the
issue. For example, Screw the bolts on tighter, so the seat stays in place .
`Screwtheboltsontighter,sotheseatstaysinplace`
The Preventive Actions tab is used to suggest a method for preventing the issue from
occurring in the future. For example, Do not tighten the screws too much, or they will be stripped .
`Donottightenthescrewstoomuch,ortheywillbestripped`
The quality team that reviews the alert sees these suggested actions, and can take them into account
when deciding how to address the issue.

### PLM

The PLM app is used to manage the lifecycle of a product from its introduction through each
successive version. As such, it is useful for testing ideas for product improvements.
Using engineering change orders , product
management teams can create new iterations of product BoMs , adding or removing specific components
or operations, as needed. The products created using these BoMs are put through a review process
to confirm the effectiveness of the changes.

## Implement strategies

Implementing strategies involves putting the proposed solutions from the suggest improvements step
into action. The PLM app continues to be useful during this step, as it can be configured to make BoM updates. The Field Service app can also be used by certain companies to make improvements to
products that have already been sold to customers.

### PLM

Once BoM changes have gone through the proper review process, they can be approved, and the
updated BoM put into use. This is accomplished by configuring one of the ECO review stages to apply the changes made to the BoM , at which point the updated BoM becomes available for new MOs .
Product BoMs can continue to be updated, as needed. The version control features of the PLM app allow for easy management of
all versions of a given BoM .

### Field Service

The PLM app is a great way to make changes to product BoMs . However, these changes only affect
products produced using the new BoM . If a defective product has already been sold to a customer,
it may be necessary to repair (or update) that product.
In such a case, the Field Service app can be used to schedule onsite interventions . These interventions allow service
technicians (or other employees) to be sent to a customerâs location to address an issue with a
product.

## Review actions

Reviewing actions is where the âcontinuousâ part of continuous improvement comes into play, as it
allows an organization to evaluate the decisions made in the previous steps. As such, this step is,
essentially, returning to the beginning of the process, so that additional problems can be
identified and addressed.
This means that the Helpdesk and Quality apps should be used again to receive customer and
employee feedback. Another app that may be useful at this stage is the Surveys app.

### Surveys

After implementing changes to a product or process, it may be wise to solicit customers for their
feedback directly, rather than waiting to hear from them of their own volition. This may bring to
light feedback that customers may have otherwise neglected to share.
One of the best ways to accomplish this is through the Surveys app. Creating a survey, and sending it to customers who receive an updated product, increases the
likelihood of receiving relevant feedback about the product.
Example workflow: coat rack product improvement
Wood Hut is a manufacturer of fine wood products. They are committed to manufacturing products
of the highest-possible quality, and are always looking for ways to improve the products they
sell, along with the processes used to create them.
Wood Hut uses the Odoo platform to manage every element of their production, fulfillment, and
customer satisfaction processes. They have developed a custom product improvement workflow that
incorporates the Helpdesk, Quality, PLM, and Manufacturing apps.
One of Wood Hutâs most popular products is their coat rack . Itâs made entirely of oak, and
customers describe it as âsleek and elegant.â However, recent customer feedback about the coat
rack has brought attention to quality issues that necessitate revising the current manufacturing
process.
The product revision workflow begins when the customer service team receives a ticket in the
Helpdesk app from a customer having problems with the coat rack she purchased. The customer,
Abigail Peterson, has found that her coat rack falls over when more than five coats are hanging
from it. This is a major issue, as the coat rack has enough dowels for six coats.
Marc, the customer service employee assigned to the helpdesk ticket, opens the Quality app, and
creates a new quality alert. He tags the Production Quality Team and assigns Julie Andreson as
the quality employee responsible for the alert.
Julie reviews the alert, and consults with her team about the best course of action. They decide
that it is necessary to revise the productâs BoM to prevent the issue from occurring in the
future, which Julie notes in the Corrective Actions tab of the quality alert.
Then, Julie messages product engineer, Joe Kazan in the chatter of the quality alert to bring it
to his attention. Joe opens the PLM app and creates a new ECO , noting the problem with the
coat rack, and suggesting that a change to the productâs BoM may be necessary.
Joe clicks Start Revision , and then the Revision smart button to open
version two of the coat rackâs BoM . This BoM was created alongside the ECO , and remains
archived until it is approved.
After some testing, Joe discovers that adding a metal support rod to the coat rack strengthens
it, allowing the rack to hold six or more coats without falling over. He updates the BoM to
include the support rod as one of the components, and adds an extra operation to make sure it is
installed during the manufacturing process. Finally, he leaves a message in the chatter of the ECO , letting his manager, Jose, know that it is ready for review.
Jose reviews the changes, and confirms they are an effective method for addressing the problem
with the coat rack. He moves the ECO to the Approved stage, which makes version two of the
coat rack BoM the current version.
Now, each time an MO is created to produce a coat rack, the updated BoM is automatically
selected. Wood Hut begins producing the improved coat rack, and customer feedback confirms that
the new version has addressed the problem with its predecessor.
Using the Odoo platform, Wood Hut has implemented an end-to-end product improvement process.
Since the essential elements of this process (customer feedback, quality control, etc.) are
always functioning, it can be reused to continuously update products and processes.

Identify problems
Helpdesk
Quality
Suggest improvements
Quality
PLM
Implement strategies
PLM
Field Service
Review actions
Surveys


# Manufacture with lots and serial numbers

In Odoo, lot numbers and serial numbers are used to identify and track products in Odoo. Serial
numbers are used to assign unique numbers to individual products, while lot numbers are used to
assign a single number to multiple units of a specific product.
When manufacturing products tracked using lots or serial numbers, Odoo requires the lot or serial
number to be assigned to each product before manufacturing can be completed. This ensures that each
product is properly tracked from the moment it enters inventory.

## Configure products for tracking

By default, Odoo tracks the quantity of each product on hand, but does not track individual units of
a product. Lot or serial number tracking must be enabled for each product individually.
To track a product using lots or serial numbers, begin by navigating to Inventory
â£ Configuration â£ Settings , then scroll down to the Traceability section, and tick
the Lots & Serial Numbers checkbox. Finally, click Save to save the change.
Next, click on Products â£ Products , and select a product to track. Make sure the Track Inventory checkbox is ticked in the General Information tab. Since lot
and serial number functionality is enabled, a drop-down menu appears next to the ticked checkbox.
Click on the Track Inventory drop-down menu. By default, By Quantity is
selected, which only tracks the quantity on hand. Select By Lots to track the product
using lot numbers, or By Unique Serial Number to track the product using serial numbers.

## Lot number manufacturing

To manufacture a product tracked with lots, begin by navigating to Manufacturing â£
Operations â£ Manufacturing Orders . Click New to create a new manufacturing order
(MO).
In the Product field, select a product tracked using lots, and enter the desired Quantity . Click Confirm to confirm the MO .
Once the MO is confirmed, a Lot/Serial Number field appears in the top section of the MO form. By default, this field is empty.
To populate the Lot/Serial Number field with a lot number, click the (plus) icon to the right of the field. Doing so automatically
generates a lot, using the next available number, and enters it in the field.
Alternatively, click on the Lot/Serial Number field and select an existing lot number,
or manually enter a new lot number and click Create â#â in the drop-down menu.
Either of these methods assign the product(s) in the MO a lot number before production is
finished. It is also possible to complete production and close the MO by clicking Produce All , without assigning a lot number. Doing so automatically generates and
assigns a lot, using the next available number.

## Serial number manufacturing

To manufacture a product tracked with serial numbers, begin by navigating to Manufacturing â£ Operations â£ Manufacturing Orders . Click New to
create a new MO .
In the Product field, select a product tracked using serial numbers, and enter the
desired Quantity . Click Confirm to confirm the MO .
Once the MO is confirmed, a Lot/Serial Number field appears in the top section of the MO form. By default, this field is empty.
The rest of the manufacturing process depends on how many units the MO contains.

### Manufacture single unit

If a single unit of the product is being manufactured, clicking Produce All closes the MO , and automatically generates and assigns the next available serial number, which appears in the Lot/Serial Number field.
To assign a serial number without closing the MO , enter a number manually in the Lot/Serial Number field, and click Create â#â , or click the (plus) icon to the right of the field to auto-fill it with the
next available number.

### Manufacture multiple units

When manufacturing a product tracked using serial numbers, an MO can be created for multiple
units. However, when serial numbers are assigned to each unit, either at the end of production or
before, the MO is split into multiple MOs , each containing one unit of the product.
Each of the split MOs is identified by a numerical tag added to the end of the original MO number.
MO WH/MO/00109 contains two units of a Chair , a product tracked using serial numbers. A
serial number is assigned to each unit of the chair. This causes the MO to be split into two MOs , each containing one unit of the chair. The MOs are titled WH/MO/00109-001 and WH/MO/00109-002 .
`WH/MO/00109`
`Chair`
`WH/MO/00109-001`
`WH/MO/00109-002`
To assign serial numbers to each unit of an MO , click Produce All to open the Batch Production pop-up window.
The First Lot/SN field of the pop-up window is auto-filled with the next available
serial number. The Number of SN field defaults to the number of units being
manufactured. The values of either field can be changed manually.
Click Generate to generate the specified number of serial numbers, beginning with the
number entered in the First Lot/SN field. The serial numbers are displayed in the text
box at the bottom of the pop-up window, and can be manually changed after generation.
To assign serial numbers without completing production, click the Prepare MO button.
Doing so splits the MO into individual MOs , one for each unit in the original MO . Each MO is
left open, and can be closed individually.
To assign serial numbers and complete production, click the Produce button. Doing so
splits the MO into individual MOs , one for each unit in the original MO . All of the MOs are
closed, since production is complete.
After clicking Prepare MO or Produce , the Manufacturing app
automatically shows the first of the split MOs (ex. WH/MO/00109-001 ). To view and access the
rest the split MOs , click the Backorders smart button at the top of the screen.
`WH/MO/00109-001`

Configure products for tracking
Lot number manufacturing
Serial number manufacturing
Manufacture single unit
Manufacture multiple units


Manufacturing backorders

# Manufacturing backorders

In some cases, the full quantity of a manufacturing order cannot be produced immediately. When this
happens, Odoo Manufacturing allows for the manufacturing of partial quantities of the order and
creates a backorder for the remaining amount.
In the Manufacturing app, creating a backorder splits the original manufacturing order into two
orders. The reference tag for each order is the tag used for the original order, followed by a
hyphen and then an additional number to indicate that itâs a backorder.
A company creates a manufacturing order with the reference tag WH/MO/00175 , for 10 units of Product X . After starting work on the manufacturing order, the employee working the production
line realizes there are only enough components in stock to produce five units of the product.
Instead of waiting for additional stock of the components, they manufacture five units and create
a backorder for the remaining five. This splits the manufacturing order into two separate orders: WH/MO/00175-001 and WH/MO/00175-002 .
Order 001 contains the five units that have been manufactured, and is immediately marked as Done . Order 002 contains the five units that still need to be manufactured and is
marked as In Progress . Once the remaining components are available, the employee
returns to order 002 and manufactures the remaining units before closing the order.

## Create a manufacturing backorder

To create a backorder for part of a manufacturing order, begin by navigating to Manufacturing â£ Operations â£ Manufacturing Orders . Select a manufacturing order
with a quantity of two or more or create one by clicking Create .
If a new manufacturing order is created, select a product from the Product drop-down
menu and enter a quantity of two or more in the Quantity field, then click Confirm to confirm the order.
After manufacturing the quantity that is being produced immediately, enter that number in the Quantity field at the top of the manufacturing order.
Next, click Validate , and a You produced less than initial demand pop-up
window appears, from which a backorder can be created. Click Create Backorder to split
the manufacturing order into two separate orders, with the reference tags WH/MO/XXXXX-001 and WH/MO/XXXXX-002 .
Order 001 contains the items that have been manufactured, and is closed immediately. Order 002 is the backorder that contains the items that have yet to be manufactured, and remains open, to be
completed at a later date.
Once the remaining units can be manufactured, navigate to Manufacturing â£
Operations â£ Manufacturing Orders , and then select the backorder manufacturing order. If all of
the remaining units are manufactured immediately, simply click Validate to close the
order.
If only some of the remaining units are manufactured immediately, create another backorder for the
remainder by following the steps detailed in this section.

## Create a backorder in Shop Floor

Backorders for manufacturing orders can also be created from the Shop Floor module.
In order to use the Shop Floor module, the Work Orders setting must be enabled. To do so,
navigate to Manufacturing â£ Configuration â£ Settings , enable the Work Orders checkbox, and then click Save .
To create a backorder from the Shop Floor module, begin by navigating to Manufacturing â£ Operations â£ Manufacturing Orders . Select an MO for multiple
units of a product, for which a backorder needs to be created.
On the MO , select the Work Orders tab, and then click the Open Work Order
(external link icon) button on the line of the work order to be processed. On the resulting Work Orders pop-up window, click the Open Shop Floor button to open the Shop Floor module.
When accessed from a specific work order, the Shop Floor module opens to the page for the work
center where the order is configured to be processed, and isolates the work orderâs card so that no
other cards are shown.
Complete the steps on the work orderâs card until the Register Production step is
reached, and then click on it to open the Register Production pop-up window.
Do not click the # Units button on the right side of the step. Doing so
automatically registers the full amount of units as having been produced.
On the Register Production pop-up window, enter the number of units produced in the Quantity field. Make sure the number entered is less than the number of units listed
to the right of the field. Then, click Validate .
The pop-up window disappears and the # Units button on the work orderâs card updates to
reflect the number of units produced, as a fraction of the number of units for which the MO was
originally created.
Next, click the Mark as Done button at the bottom-right of the work orderâs card. The
work order card begins to fade away. Once it disappears completely, a new work order card appears,
titled with the original MO âs reference number with a -002 tag added to the end of it.
`-002`
This new reference number represents the backorder MO . The original MO âs reference number now
appears with a -001 tag added to the end of it to distinguish it from the backorder MO .
`-001`
If the original MO has no remaining work orders, it can be closed by selecting the All filter in the top navigation of the Shop Floor module, and then clicking Close
Production at the bottom of the MO âs card.
If the original MO has remaining work orders that must be completed before it can be closed, cards
for these work orders appear on the Shop Floor pages for the work centers where they are
configured to be carried out. They can be processed as normal, and additional backorders can be
created from their work order cards using the instructions detailed in this section.
Once the current work order for the backorder MO is ready to be processed, this can also be
completed as normal, and an additional backorder can be created from its work order card by
following the instructions detailed in this section.
After the final work order for the backorder MO has been completed, the MO can be closed by
clicking the Close Production button at the bottom of the work orderâs card.

Create a manufacturing backorder
Create a backorder in Shop Floor


Scrap during manufacturing

# Scrap during manufacturing

During the manufacturing process, scrapping components or finished products may be necessary when
items are damaged, defective, or no longer usable.
Tracking scrapped materials helps manufacturers monitor waste, identify process issues, and account
for production costs.
In Odoo, scrapped items are removed from physical inventory and moved to a virtual location called Virtual Locations/Scrap . This location is not a physical spaceâit is a way to log and track losses
without affecting real stock levels.
Scrap orders can be viewed by navigating to Inventory â£ Operations â£ Scrap .
Each scrap order shows the date and time the order was created, along with the product and
quantity that was scrapped.
To view the total quantity of each item scrapped, navigate to Inventory â£
Configuration â£ Locations , then remove the Internal filter from the Searchâ¦ bar to display all virtual locations. From the list, select the Virtual Locations/Scrap location.

## Navigate to the scrap window

Scrapping can be done in either the Manufacturing app or the Shop Floor module, depending on
the task.
Manufacturing app allows:
- Scrapping finished products (only if the MO is in the Done stage).
Scrapping finished products (only if the MO is in the Done stage).
- Scrapping components (while the MO is in the Draft or Confirmed stage).
Scrapping components (while the MO is in the Draft or Confirmed stage).
- Scrapping only components.
Scrapping only components.

### Manufacturing app

To scrap a product from the Manufacturing app, go to Manufacturing â£
Operations â£ Manufacturing Orders and select the desired MO .
On the MO , click the (Actions) icon, then choose Scrap from
the drop-down menu.

### Shop Floor

In Shop Floor , only components can be scrapped. Navigate to the desired MO card, and then tap
the (Actions) icon and in the What do you want to do? pop-up
window, select Scrap .

## Scrap pop-up window

After opening the Scrap Products pop-up window using one of the methods detailed
above , select the component or finished product being
scrapped, from the Product drop-down menu.
In the Quantity field, enter the quantity being scrapped.
By default, the Source Location field is set to the warehouseâs pre-production location,
while the Scrap Location field is set to the Virtual Locations/Scrap location. If either the source or scrap location should be changed, select a different location from
their respective drop-down menus.
Enable the Replenish Scrapped Quantities checkbox if a picking order should be created
to replace the scrapped component upon confirmation of the scrap order. This option should only be
enabled for warehouses with two-step or three-step manufacturing enabled, since components
are not picked as part of the one-step manufacturing
process.
After filling out the Scrap Products pop-up window, click the Scrap Products button. After one or more scrap orders have been created, a Scraps smart button appears
at the top of the screen. Click it to view a list of all scrap orders for the MO .

Navigate to the scrap window
Manufacturing app
Shop Floor
Scrap pop-up window


Split and merge manufacturing orders

# Split and merge manufacturing orders

In Odoo Manufacturing , it is possible to create manufacturing orders for a single unit of an item,
or multiple units of the same item. In some cases, it may be necessary to split a manufacturing
order that contains multiple units into two or more orders, or to merge two or more orders into a
single order.
A manufacturing order can only contain one unit of a product, or multiple units of a single
product that all use the same Bill of Materials (BoM). As a result, it is only possible to merge
manufacturing orders when every order contains the same product being manufactured with the same
BoM.

## Split manufacturing orders

To split a manufacturing order into multiple orders, begin by navigating to Manufacturing â£ Operations â£ Manufacturing Orders , then select a manufacturing
order. At the top of the page, next to the New button, the manufacturing orderâs
reference number appears with a âï¸ (settings) button next to it.
Click the âï¸ (settings) button to open the general settings for the manufacturing order,
then select Split .
After selecting Split , a Split production pop-up window appears. In the Split # field, enter the number of manufacturing orders that the original order should
be split into, then click outside of the field. A table appears below, with a line for each new
manufacturing order that will be created by the split. In the Quantity To Produce column, enter the number of units that will be assigned to each new manufacturing order. Finally,
click Split to split the manufacturing order.
After clicking Split , the original manufacturing order is split into the number of
orders that was specified in the Split # field. The reference numbers for the new
manufacturing orders are the reference number for the original order with -### tags added to the
end.
Manufacturing order WH/MO/00012 is split into three separate orders. The reference numbers for
the new orders are WH/MO/00012-001 , WH/MO/00012-002 , and WH/MO/00012-003 .

## Merge manufacturing orders

To merge two or more manufacturing orders into a single order, begin by navigating to Manufacturing â£ Operations â£ Manufacturing Orders . Select the manufacturing
orders that will be merged by activating the checkbox to the left of the name of each order.
Once all manufacturing orders have been selected, click the Actions button at the top of
the page, then select Merge from the drop-down menu.
The selected manufacturing orders are merged into a single order. The reference number for the new
manufacturing order is the next sequential number that has not already been assigned to an order.
The last reference number used for a manufacturing order was WH/MO/00012 . Two manufacturing
orders, WH/MO/00008 and WH/MO/00009 , are merged into a single order. The reference number for
the manufacturing order created by the merger is WH/MO/00013 .
In the Source field for the manufacturing order created by the merger, the reference
numbers of the manufacturing orders that were merged are listed.
Manufacturing orders WH/MO/00009 and WH/MO/00010 are merged to create WH/MO/00011 . The
source field for WH/MO/00011 lists both WH/MO/00009 and WH/MO/00010 .

Split manufacturing orders
Merge manufacturing orders


Unbuild orders

# Unbuild orders

In some cases, it is necessary to dismantle manufactured products into their individual components.
This may be required if too many units of a product were built, or if the components of one product
must be reclaimed to use in the manufacturing of another.
In Odoo Manufacturing , products can be dismantled, and their components returned to inventory,
using unbuild orders . By using unbuild orders to accomplish this task, inventory counts for the
finished product and its components remain accurate, based on the quantity of products dismantled,
and the quantity of components reclaimed.

## Create unbuild order

A new unbuild order can be created by navigating to Manufacturing app â£ Operations
â£ Unbuild Orders , and clicking New .
Begin filling out the new unbuild order by selecting a Product to unbuild. After doing
so, the Bill of Material field auto-populates with the corresponding bill of materials
(BoM). If a different BoM should be used, click on the Bill of Material field, and
select it from the drop-down menu.
Alternatively, a specific BoM can be selected in the Bill of Material field before
selecting a product, which causes the corresponding product to auto-populate in the Product field.
Next, specify the Quantity of the product that is being unbuilt.
If the product being unbuilt was originally manufactured in a specific manufacturing order (MO),
select it in the Manufacturing Order field.
In the Source Location field, select the location where the product being unbuilt is
currently stored.
In the Destination Location field, select the location where the reclaimed components
are stored after the unbuild order is completed.
If the Lots & Serial Numbers feature is enabled in the settings of the Inventory app, a Lot/Serial Number field appears on the unbuild order, which can be used to specify the
lot(s) or serial number(s) of the product being unbuilt, if any are assigned.
If the Odoo database has been configured with multiple companies, a Company field
appears on the unbuild order, which can be used to specify the company that owns the product being
unbuilt.
Finally, once the product has been unbuilt, click the Unbuild button at the top of the
order to confirm that it has been completed.
While it is possible to create unbuild orders for products that have zero (or fewer) units
on-hand, this is not advised, since it can lead to inventory inconsistencies.
If an unbuild order is created for a product with zero (or fewer) units on-hand, a pop-up window
appears, warning the user that there is an insufficient quantity to unbuild.
To ignore the warning, and proceed with the unbuild order, click Confirm at the
bottom of the pop-up window. To return to the unconfirmed unbuild order, click Discard , instead.
After completing an unbuild order, inventory counts automatically update, based on the quantity of
products unbuilt, and the quantity of components reclaimed.
A Coat Rack product is comprised of one Wooden Pole component and six Wooden Dowel components.
`CoatRack`
`WoodenPole`
`WoodenDowel`
An unbuild order is created for one unit of the Coat Rack . Once the order is completed, the
on-hand quantity of Coat Racks decreases by one, while the on-hand quantities of Wooden Poles and Wooden Dowels increase by one and six, respectively.
`CoatRack`
`CoatRacks`
`WoodenPoles`
`WoodenDowels`

## Scrap unusable components

In some cases, components may be unusable after the unbuilding process is completed. To ensure that
inventory counts accurately reflect the quantity of usable components on-hand, any component that
can no longer be used should be removed from inventory using a scrap order .

Create unbuild order
Scrap unusable components


Master production schedule

# Master production schedule

In Odooâs Manufacturing app, the master production schedule (MPS) is used to manually plan
manufacturing orders (MOs) and purchase orders (POs), based on forecasted quantities of products and
components.
By considering the impact of confirmed MOs and POs , along with manually adjusted demand
forecasts, the MPS can be used to manage long-term product replenishment. This ensures the
continued availability of the necessary products and components.
Since the MPS allows for manual intervention, it is useful for replenishing products where the
demand of existing sales orders (SOs) does not reflect probable future demand.
A retail store sells artificial Christmas trees during the holiday season. It is currently
September, and the store has less than ten Christmas tree MOs confirmed for the month of
December.
Despite the number of confirmed MOs , the procurement manager knows that the demand for
Christmas trees in December is going to be much higher, once the holiday season starts. As a
result, they manually enter a greater demand in the MPS , so they can properly replenish the
product in time for the increase in customer demand.
It is essential to remember that the MPS is a MANUAL tool. Adding a product to the MPS does not cause it to be manufactured or purchased automatically. The MPS simply suggests the
amount of the product that should be replenished, but requires user input to create the MOs or POs that are used to replenish it.
For this reason, it is recommended that the MPS NOT be used alongside reordering rules for
the same product. Because reordering rules are an automated workflow, they conflict with the
manual replenishment method of MPS . Using both, in unison, can lead to inaccurate forecasts and
the creation of unnecessary replenishment orders.

## Enable and configureMPS

To use the MPS feature, navigate to Manufacturing app â£ Configuration â£
Settings , and tick the Master Production Schedule checkbox in the Planning section. Finally, click Save .
After enabling the Master Production Schedule feature, two new fields appear under it on
the Settings page: Time Range and Number of Columns .
The Time Range field is used to select the period of time over which planning takes
place, and offers three options: Monthly , Weekly , and Daily . For
example, if Monthly is selected, the MPS plans the production requirements of products
and components on a monthly basis.
The Number of Columns field is used to specify the quantity of the selected Time Range units shown on the MPS page. For example, if the Time Range field is set to Monthly , and 12 is entered in the Number of Columns field,
the MPS shows one column for the next 12 months, starting with the current month.
`12`
If the values of the Time Range or Number of Columns fields are altered,
click Save again to save the changes.

## MPSdashboard

To open the MPS , navigate to Manufacturing app â£ Planning â£ Master Production
Schedule . The MPS view appears as follows:
The grey column on the left side of the screen shows a section for every product added to the MPS ,
with each product section being broken down into smaller rows. The information shown in the rows
depends on the filters selected in the Searchâ¦ bar drop-down menu at the top of the
page. The default categories that appear in the rows are:
- [Product] by [unit] : the forecasted stock quantity at the
beginning of each time period. [Product] and are selectable
buttons which open the productâs page, or the forecast report for the product, respectively.
[Product] by [unit] : the forecasted stock quantity at the
beginning of each time period. [Product] and are selectable
buttons which open the productâs page, or the forecast report for the product, respectively.
- - Forecasted Demand : the demand forecast, which is entered manually. This represents
an estimate of the demand for the product during each time period.
- Forecasted Demand : the demand forecast, which is entered manually. This represents
an estimate of the demand for the product during each time period.
- - Indirect Demand Forecast : while this is a default category, it only appears for
products that are components of other products. It represents the demand for the component from
existing MOs.
- Indirect Demand Forecast : while this is a default category, it only appears for
products that are components of other products. It represents the demand for the component from
existing MOs.
- + Suggested Replenishment : the quantity of the product that is suggested to be
replenished through MOs or POs . To the right of the category title is a Replenish button, which is used to manually replenish the product, based on the quantity suggested to be
replenished. The âReplenishâ button on the â+ Suggested Replenishmentâ row.
+ Suggested Replenishment : the quantity of the product that is suggested to be
replenished through MOs or POs . To the right of the category title is a Replenish button, which is used to manually replenish the product, based on the quantity suggested to be
replenished.
The âReplenishâ button on the â+ Suggested Replenishmentâ row.
- = Forecasted Stock : the quantity of the product forecasted to be in stock at the end
of each time period, assuming that suggested replenishment numbers are fulfilled.
= Forecasted Stock : the quantity of the product forecasted to be in stock at the end
of each time period, assuming that suggested replenishment numbers are fulfilled.
Altogether, these default categories form an equation:
In the case of components, the Indirect Demand Forecast is taken into account as well.
The - Forecasted Demand and + Suggested Replenishment fields can be edited
for any of the time periods to the right of the product column. Doing so changes the equation, and
updates the value displayed in the Forecasted Stock field.
Changing the value in the + Suggested Replenishment field also makes an (reset) button appear to the left of the field. Click the (reset) button next to the field to reset its value back to the one calculated by the MPS .
While the MPS can be used with only the default categories enabled, it is advisable to also
enable the Actual Demand category. This is done by clicking the (down arrow) on the right side of the Searchâ¦ bar, and enabling the Actual Demand option under the Rows header.
With the Actual Demand option enabled, the - Forecasted Demand category
changes to the - Actual / Forecasted Demand category. In addition to the manually
entered forecasted demand, this category also displays the confirmed demand for the product,
which is based on confirmed SOs .
Each column to the right of the products column lists one unit of the time period selected in the Time Range field on the Manufacturing app Settings page (ex. months). The number of time
period columns corresponds to the value entered in the Number of Columns field.
The first time period column represents the current time period. For example, if the MPS is
configured to use months, the first column displays data for the current month. On this first
column, the + Suggested Replenishment field appears in one of five colors:
- Green : a replenishment order must be generated to keep stock at the Safety
Stock Target , based on the configured lead times .
Green : a replenishment order must be generated to keep stock at the Safety
Stock Target , based on the configured lead times .
- Gray : a replenishment order has already been generated to keep stock at the Safety Stock Target .
Gray : a replenishment order has already been generated to keep stock at the Safety Stock Target .
- Yellow : a replenishment order has already been generated, but the quantity it was
created for is not enough to keep stock at the Safety Stock Target .
Yellow : a replenishment order has already been generated, but the quantity it was
created for is not enough to keep stock at the Safety Stock Target .
- Red : a replenishment order has already been generated, but the quantity it was created
for puts the amount of stock above the Safety Stock Target .
Red : a replenishment order has already been generated, but the quantity it was created
for puts the amount of stock above the Safety Stock Target .
The + Suggested Replenishment field appears white, if no replenishment order has been
generated, and it is not necessary to generate one at the current moment.

## Add a product

To use MPS to manage the replenishment of a product, navigate to Manufacturing app
â£ Planning â£ Master Production Schedule . At the top of the MPS page, click Add a
Product to open the Add a Product pop-up window.
Products must be properly configured to be replenished through the MPS .
In the case of manufactured products, the Manufacture route must be selected in the Routes section of the Inventory tab, on the productâs form.
In the case of products that are purchased, the Buy route must be selected in the Routes section of the Inventory tab, on the productâs form. Additionally, a vendor and the price they
sell the product for must also be specified on the Purchase tab.
On the pop-up window, select the product to add in the Product drop-down menu. If the
product is replenished through manufacturing, select the productâs BoM in the Bill of
Materials field.
Selecting a BoM when adding a product to the MPS also adds any components listed on the BoM. If
it is not necessary to manage the replenishment of components through the MPS , simply leave the Bill of Materials field blank.
If the database is configured with multiple warehouses, a Production Warehouse field
appears on the Add a Product pop-up window. Use this field to specify which warehouse
the product is replenished to.
In the Safety Stock Target field, specify the minimum quantity of the product that
should be kept available for orders at all times. For example, if there should always be 20 units of
the product available for order fulfillment, enter 20 in the Safety Stock Target field.
`20`
In the Minimum to Replenish field, enter the minimum product quantity for orders created
to replenish the product. For example, if 5 is entered in this field, replenishment orders for the
product include a minimum of five units.
`5`
In the Maximum to Replenish field, enter the maximum product quantity for orders created
to replenish the product. For example, if 100 is entered in this field, replenishment orders for
the product include a maximum of 100 units.
`100`
Finally, click Save to add the product to the MPS . The product now appears on the MPS page each time it is opened. If a BoM was selected in the Bill of Materials field of the Add a Product pop-up window, any components listed on the BoM appear on
the page, as well.

### Edit a product

After adding a product to the MPS , it may be necessary to change the replenishment values entered
on the Add a Product pop-up window. To do so, click the # â¤â¦â¤ # button to
the immediate right of the Replenish button, on the + Suggested
Replenishment row, below the productâs name.
The first and second number displayed on the # â¤â¦â¤ # button correspond to the values
entered in the Minimum to Replenish and Maximum to Replenish fields when
adding the product to the MPS .
For example, if 5 was entered in the Minimum to Replenish field, and 100 was
entered in the Maximum to Replenish field, the button appears as 5 â¤â¦â¤
100 .
`5`
`100`
Clicking the # â¤â¦â¤ # button opens the Edit Production Schedule pop-up
window. This pop-up window is the same as the Add a Product pop-up window, except that
the Product and Bill of Materials fields cannot be edited.
On the Edit Production Schedule pop-up window, enter the desired values in the Safety Stock Target , Minimum to Replenish , and Maximum to
Replenish fields. Then, click Save to save the changes.

### Remove a product

To remove a product from the MPS , tick the checkbox to the left of its name. Then, click the Actions button at the top of the screen, and select Delete from the resulting drop-down menu. Finally, click Ok on the Confirmation pop-up window.
Deleting a product from the MPS removes it, along with all of its data. If the product is
re-added, its replenishment values must be reconfigured.

## MPSreplenishment

Products in the MPS can be replenished in one of three ways:
- Click the Replenish button at the top of the screen to generate replenishment orders
for every product below its Safety Stock Target for the current month.
Click the Replenish button at the top of the screen to generate replenishment orders
for every product below its Safety Stock Target for the current month.
- Click the Replenish button on the right side of the + Suggested
Replenishment row of a specific product, to generate a replenishment order for that specific
product.
Click the Replenish button on the right side of the + Suggested
Replenishment row of a specific product, to generate a replenishment order for that specific
product.
- Tick the checkbox to the left of the product name of one or more products. Then, click the Actions button at the top of the screen, and select Replenish from the resulting drop-down menu. Doing so generates a replenishment order
for each selected product.
Tick the checkbox to the left of the product name of one or more products. Then, click the Actions button at the top of the screen, and select Replenish from the resulting drop-down menu. Doing so generates a replenishment order
for each selected product.
The type of replenishment order generated corresponds to the route selected on the Inventory tab
of the productâs form:
- If the Buy route is selected, an RfQ is generated to replenish the product. RfQs can be
selected by navigating to the Purchase app. Any RfQ generated by the MPS lists MPS in its Source Document field.
If the Buy route is selected, an RfQ is generated to replenish the product. RfQs can be
selected by navigating to the Purchase app. Any RfQ generated by the MPS lists MPS in its Source Document field.
- If the Manufacture route is selected, an MO is generated to replenish the product. MOs can
be selected by navigating to Manufacturing app â£ Operations â£ Manufacturing
Orders . Any MO generated by the MPS lists MPS in its Source Document field.
If the Manufacture route is selected, an MO is generated to replenish the product. MOs can
be selected by navigating to Manufacturing app â£ Operations â£ Manufacturing
Orders . Any MO generated by the MPS lists MPS in its Source Document field.

Enable and configureMPS
MPSdashboard
Add a product
Edit a product
Remove a product
MPSreplenishment


Work center time off

# Work center time off

In Odoo, work centers are used to carry out manufacturing operations at specific locations.
However, if a work center cannot be used for some reason, work orders begin to pile up at the work
center until it is operational again.
As a result, it is necessary to make the work center unavailable in Odoo so new work orders are
routed to alternative work centers that are operational. Using Odooâs Time Off app, it is
possible to designate a work center as being unavailable for a set period of time. Doing so ensures
manufacturing operations can continue until the impacted work center is available again.

## Configuration

Before a work center can be designated as unavailable, the Odoo platform must be properly
configured. First, it is necessary to enable developer mode . This allows the Time Off smart button to appear on each work centerâs Working Hours page.
Next, install the Time Off app. This is the app used for managing time off for all resources
within Odoo, including employees and work centers.
To do so, navigate to the Apps app, then search Time Off in the search bar. The
card for the Time Off app should be the only one that appears on the page. Click the Install button on the card to install the app.
`TimeOff`
The last step is to properly configure work centers. For this workflow, it is necessary to have at
least two work centers: one that is made unavailable, and a second that receives the work orders
that the other cannot accept. If no second work center is configured, Odoo cannot route work orders
away from the unavailable work center, and they pile up in its queue.
To create a work center, navigate to Manufacturing app â£ Configuration â£ Work
Centers â£ New .
For a full guide to work center creation, refer to the documentation on work centers .
Make sure both work centers have the same equipment listed under the Equipment tab. This
ensures operations carried out at one work center can also be performed at the other.
On the work center that is made unavailable, select the second work center from the Alternative Workcenters drop-down menu. Now, Odoo knows to send work orders to the
second work center when the first is unavailable for any reason.

## Add time off for a work center

With configuration completed, time off can now be assigned to a work center. Begin by navigating to Manufacturing app â£ Configuration â£ Work Centers , and selecting the affected
work center. Click the (Internal link) button on the right side
of the Working Hours drop-down menu, to open the working hours page for the work center.
The working hours page displays the standard working hours for the work center. With developer mode
activated, a Time Off smart button appears at the top of the page.
Click it to open the Resource Time Off page.
On this page, click New to configure a new time-off entry. On the time-off form, note
the Reason for the work center closure (e.g. broken equipment, maintenance, etc.),
select the affected work center as the Resource , and choose a Start Date and End Date to specify the period during which the work center is unavailable.

## Alternative work center planning

Once a work center is within its specified time-off period, work orders sent to it can be
automatically routed to an alternative work center using the Plan button.
Begin by creating a new manufacturing order (MO), by navigating to Manufacturing app
â£ Operations â£ Manufacturing Orders â£ New . On the MO form, specify a Product that uses the unavailable work center for one of its operations. Click Confirm to
confirm the MO .
On the confirmed MO , select the Work Orders tab. By default, the unavailable work
center is specified in the Work Center column. There is also a Plan button
at the top left of the page.
Click Plan , and the work center listed in the Work Center column of the Work Orders tab is automatically changed to the alternative work center.
Before clicking Plan , the work order is scheduled at Main Assembly Line .
After clicking Plan , the work order is rescheduled at Alternative Assembly
Line .
Once the time-off period for the unavailable work center ends, Odoo recognizes the work center is
available again. At this point, clicking the Plan button does not route work orders to
an alternative work center unless the first one is at capacity.

Configuration
Add time off for a work center
Alternative work center planning


Purchase

# Purchase

Odoo Purchase helps keep track of purchase agreements, quotations, and purchase orders. Learn
how to monitor purchase tender, automate replenishment, and follow up on your orders.
- Odoo Tutorials: Purchase
Odoo Tutorials: Purchase


Purchase Analysis report

# Purchase Analysis report

The Purchase Analysis report provides statistics about products purchased using Odooâs Purchase app. This data is useful for gaining a deeper understanding of key metrics related to
purchase orders (POs), including the quantity of products ordered and received, the amount of time
it takes to receive purchased products, and more.
To open the Purchase Analysis report, navigate to Purchase app â£ Reporting â£
Purchase .
The Purchase Analysis report is one of many reports available across the Odoo app
suite. This documentation only covers the measures specific to the Purchase Analysis report, along with a few use case examples.
For a full overview of the basic features available in most Odoo reports, see the documentation
on reporting essentials .

## Measures

Measures refer to the various datasets that can be displayed on the Purchase Analysis report, with each dataset representing a key statistic about POs or products. To choose a measure,
click the Measures button, and select one of the options from the
drop-down menu:
- # of Lines : The number of PO order lines, across all POs .
# of Lines : The number of PO order lines, across all POs .
- Average Cost : The average cost of POs .
Average Cost : The average cost of POs .
- Days to Confirm : The number of days it takes to confirm a PO .
Days to Confirm : The number of days it takes to confirm a PO .
- Days to Receive : The number of days it takes to receive the products in a PO .
Days to Receive : The number of days it takes to receive the products in a PO .
- Gross Weight : The total weight of purchased products.
Gross Weight : The total weight of purchased products.
- Qty Billed : The quantity of a product (or products) for which the vendor has already
been billed.
Qty Billed : The quantity of a product (or products) for which the vendor has already
been billed.
- Qty Ordered : The quantity of a product (or products) ordered.
Qty Ordered : The quantity of a product (or products) ordered.
- Qty Received : The quantity of an ordered product (or products) received.
Qty Received : The quantity of an ordered product (or products) received.
- Qty to be Billed : The quantity of an ordered product (or products) for which the
vendor has yet to be billed.
Qty to be Billed : The quantity of an ordered product (or products) for which the
vendor has yet to be billed.
- Total : The total amount spent, including tax.
Total : The total amount spent, including tax.
- Untaxed Total : The total amount spent, excluding tax. This measure is selected by
default.
Untaxed Total : The total amount spent, excluding tax. This measure is selected by
default.
- Volume : The total volume of ordered products, for products which are measured by
volume.
Volume : The total volume of ordered products, for products which are measured by
volume.
- Count : The total count of POs .
Count : The total count of POs .
Only one measure can be selected at a time when one of the (graph view) options is enabled. However, multiple measures, and varying group-by
criteria (on the x and y axes), can be selected when using the (pivot table) .

## Use case: determine days to receive products from each vendor

One possible use case for the Purchase Analysis report is determining how long each
vendor takes to deliver purchased items. This allows companies to make better informed decisions
about which vendors they want to purchase from.
A local bike shop, Bike Haus , sells high-quality unicycles, bicycles, tricycles, and all the
accessories needed to ride and maintain them. They purchase their inventory from a few different
vendors, and then sell those products on to customers through their storefront.
Recently, Bike Haus has decided to have their purchasing manager, David, look into how long it
has taken each of their vendors to deliver the items theyâve purchased during the current year,
2024.
David starts by navigating to Purchase app â£ Reporting â£ Purchase , and
selecting the (bar chart) graph type at the top of the report.
Next, he clicks the (toggle) button on the right of the search
bar to open its drop-down menu. In the Confirmation Date filter section, he makes
sure that only the 2024 filter is enabled. Then, he selects the Vendor option in the Group By section, before clicking away from the
drop-down menu to close it.
Finally, David clicks on the Measures drop-down menu, and
selects the Days to Receive option.
With all of these options enabled, the Purchase Analysis report shows a bar chart,
with one bar for each vendor, representing the average number of days it takes to receive
products purchased from the vendor.
Using this data, David can see that it takes Bike Friends over 4.5 days, on average, to deliver
purchased products. This is more than four times the amount of time it takes any other vendor.
Based on these findings, David makes the decision to reduce the quantity of products purchased
from Bike Friends.

## Use case: compare vendor POs for two time periods

Another use for the Purchase Analysis report is to compare key statistics about POs for two different time periods, for a specific vendor. By doing so, it is easy to understand how
purchases from the vendor have increased or decreased.
Following the previous example , it has been one month
since Bike Haus decided to reduce the quantity of products purchased from Bike Friends, one of
their retailers. Bike Hausâ purchasing manager, David, wants to understand the impact this
decision has had on the amount of money they have spent on Bike Friends products.
David starts by navigating to Purchase app â£ Reporting â£ Purchase . Then, he
selects the (pivot table) option at the top of the screen.
In the search bar, he types Bike Friends , and clicks Enter , so the report only
shows data for purchases from Bike Friends.
`BikeFriends`
Then, David clicks the (toggle) button on the right of the
search bar to open its drop-down menu. In the Confirmation Date field, he leaves the June and 2024 filters enabled. He also selects Confirmation
Date: Previous Period in the Comparison section, before clicking away from the
drop-down menu to close it.
Next, David clicks on the Measures drop-down menu. He leaves
the Total and Untaxed Total datasets enabled, and disables the Order and Count datasets.
Finally, David clicks the Total button above the rows on
the pivot table, and selects the Product option.
With all of these options configured, the Purchase Analysis report shows a pivot
table comparing purchase data for the current month, June, with the previous month, May.
The pivot table is broken down into two main columns: one for the untaxed total spent, and one
for the taxed total spent. These columns are further broken down into three smaller columns: the
amount spent in May, the amount spent in June, and the variation between the two months,
represented as a percentage.
On the left side of the pivot table, one row is shown for each product purchased from Bike
Friends during June. Using this report, David is able to see that Bike Haus has spent much less
money on products purchased from Bike Friends, compared to the previous month.


EDI purchase-to-sales order import

# EDI purchase-to-sales order import

Electronic data interchange (EDI) enables companies using different software systems to exchange
information in a standardized, structured format.
In Odoo, a purchase order (PO) can be exported as an XML file and imported as a sales order (SO)
into another Odoo database, removing the need for manual entry of products, quantities, prices, and
other key information.
The workflow in this document describes how buyers and sellers exchange data directly between their
Odoo databases. As an alternative, sellers can receive a PDF version of the request for quotation
(RFQ) by email and upload it directly in their Sales dashboard . This method is simpler but does not use the XML-based exchange
described in the document.
Exported XMLs follow the UBL schema . When exchanging data between two
Odoo databases, this schema remains compatible.
However, implementing custom developments for software that does not support the UBL schema may
introduce additional complexity.

## Roles and configuration

To facilitate the EDI workflow, two companies are involved: the buyer (the company placing the
order) and the seller (the company fulfilling the order). Each company has specific roles and
configurations.

### Buyer database

The buyer database is responsible for creating and confirming purchase orders. Prerequisites
include:
- (required) installing the Purchase app
(required) installing the Purchase app
- (optional) adding vendors (the sellers in this workflow) as portal users .
(optional) adding vendors (the sellers in this workflow) as portal users .

### Seller database

The seller database is responsible for receiving and processing sales orders. The only prerequisite
is installing the Sales app.

## Workflow

### Buyerâs process

To begin, the buyer (in their database) navigates to the Purchase app to create a RFQ .
Set the Vendor to the portal user representing the seller, and Confirm the RFQ . Doing so converts it into a purchase order .
PO from the buyerâs database. The Vendor is the sellerâs portal user account, Joel.

### Sellerâs process

Once the PO is confirmed, it appears on the sellerâs portal dashboard. The seller downloads the
XML file and uploads it to their database.

#### Download file

As the seller, log in to the buyerâs database as the portal user. On the dashboard, scroll down and
click the Our Orders button. Doing so reveals a list of purchase orders the buyerâs
database has addressed to the portal user.
Select the desired purchase order, and the click Connect with your software! button.
In the pop-up window, copy the provided URL, and paste it into a new browser tab to download the XML
file.
Joelâs portal view of the PO. The first image displays the Connect with your
software! button, and the second image displays a pop-up window with the Copy button.
`XMLfile`

#### Upload file

Next, the seller logs in to their own Odoo database and opens Sales app. Click Upload and select the downloaded XML file. Alternatively, users can drag and drop the
file into the Quotations dashboard.
Doing so automatically generates a sales order with the customer populated as the buyer and all
product lines, quantities, and prices pre-filled. This process ensures efficient and accurate data
exchange between the two databases.
Uploaded SO in the sellerâs database.

Roles and configuration
Buyer database
Seller database
Workflow
Buyerâs process
Sellerâs process


Procurement expenses report

# Procurement expenses report

With the Purchase application, users can monitor procurement expenses over time. This report helps
companies track and analyze spending, identify cost-saving opportunities, and ensure efficient
budget management.

## Create procurement expenses report

To create a procurement expenses report, first navigate to Purchase app â£ Reporting â£ Purchase to
open the Purchase Analysis dashboard.
By default, the dashboard displays a line chart overview of the Untaxed Total of Purchase Orders (POs) with a Confirmation Date for the current month, or of
Requests for Quotation (RFQs) with a status of Draft , Sent , or Cancelled .

### Add filters and groups

On the top-right, click the (pivot) icon to switch to pivot view.
While the procurement expenses report can also be viewed as a (bar chart) , (line chart) , or (pie chart) , the pivot view provides the most detailed view of the data, and is the
recommended starting point.
Remove any default filters from the Searchâ¦ bar. Then, click the (down) icon to open the
drop-down menu that contains the Filters , Group By , and Favorites columns.
Unless otherwise specified, the report displays data from both RfQs and POs . This can be
changed by selecting either Requests for Quotation or Purchase Orders under the Filters column.
Under the Filters column, select a time frame to use for comparison. The report can be
filtered by either Order Date or Confirmation Date . Choose one from the
list, and click the (down) icon to specify the date range, either by month, quarter, or year.
Next, under the Group by column, select Vendor . Then, select Product Category , which is also located in the Group By column.
The selections under the Group By heading can be altered, depending on the needs of
the individual company. For example, selecting Product , instead of Product
Category , provides a more in depth look at the performance of specific items, in place of an
entire category.
Next, make a selection under the Comparison heading that appears. These options are only
available after the date range is selected under the Filters column, and vary based on
that range. Previous Period adds a comparison to the previous period, such as the last
month or quarter. Previous Year compares the same time period from the previous year.
While multiple time-based filters can be added at once, only one comparison can be selected at a
time.
The filter for Q2, comparison for Previous Period , and group-by for Vendor and Product
Category were selected.

### Add measures

After selecting the Filters , Group by , and Comparison settings,
click out of the drop-down menu.
By default, the report displays data with the following measures: Order , Total , Untaxed Total , and Count . Click Measures at
the top-left to open the drop-down list of available measures.
Click the following specific measures to include additional columns for the procurement expenses
report:
- Total and Untaxed Total : can include one or both measures. These are
included for overall spending analysis.
Total and Untaxed Total : can include one or both measures. These are
included for overall spending analysis.
- Average Cost : included to evaluate cost efficiency.
Average Cost : included to evaluate cost efficiency.
- Days to Confirm and Days to Receive : used to assess supplier performance.
Days to Confirm and Days to Receive : used to assess supplier performance.
- Qty Ordered and Qty Received : used to understand order efficiency.
Qty Ordered and Qty Received : used to understand order efficiency.
- Qty Billed and Qty to be Billed : used to track order accuracy.
Qty Billed and Qty to be Billed : used to track order accuracy.
Additional measures can be included in the report, if desired, to provide additional insights.
For example, Gross Weight and Volume may be included for further
logistics and management analysis.
After selecting all necessary measures, click out of the drop-down menu.

## View results

After all of the filters and measures have been selected, the report generates in the selected view.
Click Insert in Spreadsheet to add the pivot view into an editable spreadsheet format
within the Documents app.
The Insert in Spreadsheet option is only available if the Documents Spreadsheet module is installed.
The procurement expenses report is also available in graph view. Click the (area
chart) icon to change to graph view. Click the corresponding icon at the top of the report to
switch to a (bar chart) , (line
chart) , or (pie chart) .
To save this report as a favorite , see Favorites .

Create procurement expenses report
Add filters and groups
Add measures
View results


Vendor costs report

# Vendor costs report

With the Purchase application, users can track the fluctuation of vendor costs over time. This
allows users to identify the most expensive vendors, and track seasonal changes.

## Create vendor costs reports

To create a vendor costs report, first navigate to Purchase app â£ Reporting â£
Purchase to open the Purchase Analysis dashboard. By default, the dashboard displays a
line chart overview of the Untaxed Total of POs (Purchase Orders) with a Confirmation Date for the current month, or of RFQs (Requests for Quotation) with a
status of Draft , Sent, or *Cancelled .

### Add filters and groups

On the top-right, click the (pivot) icon to switch to pivot view.
Remove any default filters from the Searchâ¦ bar. Then, click the (down) icon to open the
drop-down menu that contains the Filters , Group By , and Favorites columns.
Unless otherwise specified, the report displays data from both RfQs and POs . This can be
changed by selecting either Requests for Quotation or Purchase Orders under the Filters column.
Under the Filters column, select a date range to use for comparison. The report can be
filtered by either Order Date or Confirmation Date . Choose one from the
list, and click the (down) icon to specify the date range, either by month, quarter, or year.
Next, under the Group by column, select Vendor . Then, select Product , which is also located in the Group By column.
Selecting Product is not required for this report. However, it is recommended, as
it provides additional insight into the performance of individual vendors. Additional selections
can be made under the Group by heading as well, including Product
Category , Status , and Purchase Representative .
To ensure the report is generated correctly, make sure that Vendor is the first selection made under the Group By column.
Next, make a selection under the Comparison heading. These options are only available
after the date range is selected under the Filters column, and vary based on that range. Previous Period adds a comparison to the previous period, such as the last month or
quarter. Previous Year compares the same time period from the previous year.
While multiple time-based filters can be added at once, only one comparison can be selected at a
time.

### Add measures

After selecting the Filters , Group by , and Comparison settings,
click out of the drop-down menu.
By default, the report displays with the following measures: Order , Total , Untaxed Total , and Count . Click Measures at the top-left to open
the drop-down list of available measures. Click Average Cost to add it to the report.
Select any additional measures to add to the report, or click on any of the already selected
measures to remove them, if desired.
It is recommended to run the report with at least Average Cost , Total , or Untaxed Total selected from the Measures list. Additional measures, such
as Days to Receive , can be added to provide additional insights.

## View results

After all of the filters and measures have been selected , the report generates in the pivot view. Click Insert in Spreadsheet to add the pivot view into an editable spreadsheet format within
the Documents app.
The Insert in Spreadsheet option is only available if the Documents Spreadsheet module is installed.
The vendor costs report is also available in graph view. Click the (area chart) icon to change to graph view. Click the corresponding icon at the top of
the report to switch to a (bar chart) , (line chart) , or (pie chart) .
To save this report as a favorite , see Favorites .

Create vendor costs reports
Add filters and groups
Add measures
View results


Blanket orders

# Blanket orders

Blanket orders are long-term purchase agreements between a company and a vendor to deliver products
on a recurring basis with predetermined pricing.
Blanket orders are helpful when products are consistently purchased from the same vendor, but in
different quantities, and at different times.
By simplifying the ordering process, blanket orders not only save time, they also save money, since
they can be advantageous when negotiating bulk pricing with vendors.

## Create a new blanket order

To create blanket orders, enable the Purchase Agreements feature from the Purchase app settings.
Navigate to Purchase app â£ Configuration â£ Settings , and under the Orders section, click the checkbox for Purchase Agreements . Then click Save to implement the changes.
In addition to creating blanket orders, the Purchase Agreements setting also allows users to
create alternative requests for quotation (RfQs).
To create a blanket order, go to Purchase app â£ Orders â£ Purchase Agreements ,
and click New . This opens a new purchase agreement form.
Configure the following fields in the new purchase agreement form to establish predetermined rules
for the recurring long-term agreement:
- Vendor : the supplier to whom this agreement is tied, either once or on a recurring
basis. The vendor can be selected directly from the drop-down menu next to this field.
Vendor : the supplier to whom this agreement is tied, either once or on a recurring
basis. The vendor can be selected directly from the drop-down menu next to this field.
- Buyer : the user assigned to this specific blanket order. By default, this is the user
who created the agreement; the user can be changed directly from the drop-down menu next to this
field.
Buyer : the user assigned to this specific blanket order. By default, this is the user
who created the agreement; the user can be changed directly from the drop-down menu next to this
field.
- Agreement Type : the type of purchase agreement this blanket order is classified as.
Use the drop-down menu to choose Blanket Order if not already selected.
Agreement Type : the type of purchase agreement this blanket order is classified as.
Use the drop-down menu to choose Blanket Order if not already selected.
- Currency : the agreed-upon currency to be used for this exchange. If multiple
currencies have been activated in the database, the currency can be changed from the drop-down
menu next to this field.
Currency : the agreed-upon currency to be used for this exchange. If multiple
currencies have been activated in the database, the currency can be changed from the drop-down
menu next to this field.
- Agreement Validity : the date range this agreement should be valid for. If this blanket
order should not expire, leave this field blank.
Agreement Validity : the date range this agreement should be valid for. If this blanket
order should not expire, leave this field blank.
- Reference : the source purchase order (PO) that this blanket order is tied to. If this
blanket order should not be tied to any existing PO , leave this field blank.
Reference : the source purchase order (PO) that this blanket order is tied to. If this
blanket order should not be tied to any existing PO , leave this field blank.
- Operation Type : the operation type that should be applied to this order once it is
delivered.
Operation Type : the operation type that should be applied to this order once it is
delivered.
- Company : the company assigned to this specific blanket order. By default, this is the
company that the user creating the blanket order is listed under. If the database is not a
multi-company database, this field cannot be changed, and defaults to the only company listed
in the database.
Company : the company assigned to this specific blanket order. By default, this is the
company that the user creating the blanket order is listed under. If the database is not a
multi-company database, this field cannot be changed, and defaults to the only company listed
in the database.
Once all relevant fields have been filled out, click Add a line to add products under
the Product column. Then, in the Quantity column, change the quantity of
each product, and set a price in the Unit Price column.
When adding products to a new blanket order, the pre-existing prices of products are not
automatically added to the product lines. Instead, the prices must be manually assigned, by
changing the value in the Unit Price column to an agreed-upon price with the listed
vendor. Otherwise, the price will remain 0 .
`0`
Click Confirm to save this new purchase agreement.
Once confirmed, the blanket orderâs stage changes from Draft to Confirmed ,
meaning this agreement can be selected and used when creating new RfQs .
After creating and confirming a blanket order, products, quantities, and prices can still be
edited, added, and removed from the purchase agreement.

## Create a newRfQfrom the blanket order

After confirming a blanket order, new quotations can be created directly from the blanket order
form. RfQs using this form are pre-populated with information based on the rules set in the form.
The total quantities of products ordered through linked RfQs are automatically updated in the Ordered field on the agreement.
Additionally, new quotations are automatically linked to this blanket order form, via the RFQs/Orders smart button at the top-right of the form.
To create a new quotation from the blanket order form, click the New Quotation button.
This opens a new RfQ , that is pre-populated with the correct information, depending on the
settings configured on the blanket order form.
From the new RfQ form, click Send by Email to compose and send an email to the listed
vendor. Click Print RFQ to generate a printable PDF of the quotation; or, once ready,
click Confirm Order to confirm the PO .
Once the PO has been confirmed, click back to the blanket order form (via the breadcrumbs, at the
top of the page). From the blanket order form, there is now one RfQ listed in the RFQs/Orders smart button at the top-right of the form. Click the RFQs/Orders smart button to see the PO that was just created.

## Replenishment

Once a blanket order is confirmed, a new vendor line is added under the Purchase tab of
the products included in the order.
This makes blanket orders useful with automated replenishment , because information about the Vendor , Price , and the Agreement are referenced on the vendor line. This information
dictates when, where, and at what price the product should be replenished.

Create a new blanket order
Create a newRfQfrom the blanket order
Replenishment