In Odoo 16, efficient internal management and warehouse operations are achieved through a methodical approach.Inventory management is crucial for maintaining a facility’s smooth functioning.A key aspect of the supply chain strategy involves product manufacture, retail chanel availability,and delivery to distribution centers.Odoo 16 introduces the Routes, Pull, and Push Rules capabilities , making configuration simple and guaranteeing a variety of rules for inventory management.
Enable Multi – Steps Route
To get started, navigate to the Inventory module and access the settings of the Inventory module.Enable the Multi – Step Routes field in the Warehouse section.Once activated,the Routes and Rules features will become available for use.
Under the configuration menu,you will find the Routes option.Clicking on a route will open its form,showing the locations to which the route applies.You can also limit a route’s application to a specific Company.
Create Pull Rules
Pull Rules are used to fulfill sale orders.When a customer places an order, a demand is created at the customer location.Odoo searches for a pull rule configured for that location.If products are not in stock , Odoo follows the rules set up to supply them until the customer receives the items.
Set up Rules for Product Movement
Under the Rules menu, you can establish rules for product movement. Click on the Add a line option to create a new rule or update an existing one.In the pop-up box , fill in the details such as Name, Action, Operation Type, Source Location, Destination Location, Automatic Move, and Supply Method.
Action : Choose between Pull and Push.
Operation Type : Select the relevant operation type, e.g. Delivery orders for Pull and Internal transfers for Push.
Source Location : The Location from which the products will be Pulled or Pushed.
Destination Location : The location to which the products will be delivered or transferred.
Automatic Move: Choose between Manual Operation and Automatic No step Added for Pull Rules.
Supply Method : Specify the method for fulfilling the demand, such as Take From Stock or Trigger Another Rule for Push rules.
Save the Rules
After setting up all the necessary details, click the SAVE button to save the rule.
Test the Pull Rule
Create a sale order and confirm it. When you validate the delivery, the pull rule will generate a valuation smart button that includes details such as Date,Reference, Product name ,Company, Moved quantity ,unit value, and total value.
Test the Push Rule
Create a purchase order and confirm it. When you check the stock move report, you will see the products being transferred based on the push rule you set up.
Pull and Push rules play a vital role in Odoo 16 Inventory management. Pull Rules are used to fulfill sales orders, while Push Rules are activated in real-time when products arrive at specific locations. By following this step – by – step guide, you can configure and manage your inventory effectively , ensuring a smooth flow of product within your business.