In a manufacturing business, ensuring timely procurement of raw materials is critical when sales orders come in. Managing this manually can be a challenge — from checking inventory, calculating shortages, and raising purchase requests.
Introducing our custom-built SO Procurement Planner plugin for Odoo – a seamless and automated way to connect sales orders with inventory planning and purchasing. Designed specifically for manufacturing companies, this plugin automates procurement planning, saving your business time and reducing errors.
Module Overview
The SO Procurement Planner is an Odoo plugin that extends the Inventory and Sales modules to automate the procurement process once a sales order is created.
Key Features:
- Automatically checks stock availability for finished products and BoM (Bill of Materials)
components. - Calculates quantities needed to manufacture a product if stock is insufficient.
- Generates a Stock Availability Report for each sales order.
- Enables creation of RFQs (Request for Quotations) directly from the report – for individual
components or in bulk. - Allows downloading reports for offline use.
- Purchase team can review and confirm POs in the usual Odoo Purchase flow.
How It Works (Step-by-Step)
1. Sales Order is Created
As soon as a sales order is confirmed, the plugin springs into action:
- It checks if the ordered product (e.g., FG – Finished Goods) is available in stock.
- If not, it evaluates whether the raw materials required to manufacture it are available.
2. Inventory Availability is Calculated Automatically
You don’t need to run a manual check. The plugin:
- Calculates how much of each component (RM1, RM2, RM3, etc.) is available.
- Computes the shortage quantity (what needs to be purchased).
- Displays the data in two tabs:
- Product Availability – shows finished product availability.
- BoM Components by Product – shows raw material needs.
3. User Sees Status in Inventory SO Procurement
A new menu item “SO Procurement” is available under Inventory. Here, users can:
- View real-time procurement status of each sales order.
- Track progress from “Nothing Ordered” to “All Components Received”.
- Select components to order and click Create RFQs (for one or multiple items).
4. Create RFQs with One Click
With a single click:
- Inventory users can generate draft purchase orders.
- RFQs are automatically linked to vendors and grouped if possible.
- No need to manually switch between multiple apps.
5. Purchase Team Finalizes the Order
After RFQs are created:
- Purchase team can review, modify if needed, and confirm them as Purchase Orders.
- The full process remains visible in the sales order availability view.
Why It Matters
- Faster Procurement Decisions
- Reduces Errors in Raw Material Estimations
- Streamlines Sales to Purchase Flow
- Improves Cross-Department Collaboration
- Supports Scale for Growing Manufacturing Operations
Final Thoughts
With the SO Procurement Planner plugin, manufacturers using Odoo can bridge the gap between Sales and Inventory like never before. It gives inventory managers clarity and control while allowing sales and purchase teams to stay aligned.
Important Note: Only Single-Level BOMs Supported
This plugin supports only single-level Bill of Materials (BoMs). If a raw material in the BoM has its own sub-BOM (i.e., nested or multi-level BoM), it will not be processed by the system.
✅ Supported Example:
Bicycle (Finished Good) → Wheel (Raw Material)
❌ Not Supported Example:
Bicycle (Finished Good) → Wheel (Sub-Assembly) → Spokes (Raw Material)
The system checks only the first level of components directly linked to the finished product. Sub-assemblies and their raw materials are outside the scope of this plugin(for multi-level BOM, will be updated soon).
Looking to streamline your sales-to-procurement pipeline in Odoo?
Get in touch with Ahex Technologies to implement this powerful solution in your system.