How to Create a Manufacturing Order from a Sales Order in Odoo 13

Odoo 13 is a powerful open-source ERP and CRM suite that streamlines business operations and automates various management tasks. While it provides a comprehensive solution for managing manufacturing orders and sales orders, sometimes the default settings may not be sufficient for your specific business needs.

The Importance of Customization in Odoo 13

One of the key features of Odoo is its flexibility. It allows businesses to customize processes according to their specific requirements. For instance, if you operate a manufacturing business, you might want to create a manufacturing order from a sales order to better manage your production processes.

Understanding the Default Feature: Make to Order

Odoo 13 comes with a built-in feature called Make to Order, which automates the creation of manufacturing orders upon the creation of sales orders. This feature, however, is all-or-nothing. It may not fit all scenarios where you need more granular control over the ordering process.

Introducing the Create Purchase Order From Sales Order Module

For businesses requiring more flexibility, there’s an additional module available: Create Purchase Order From Sales Order. This module allows you to manually create a purchase order from any sales order you choose. This is particularly useful in scenarios involving split ordering processes, where you might want to buy the program, explain how it works, create sales orders, and generate invoices from the same lot.

Step-by-Step Guide to Creating a Manufacturing Order from a Sales Order

Let's dive into a step-by-step guide on how to create a manufacturing order from a sales order in Odoo 13 using the Create Purchase Order From Sales Order module:

Step 1: Install the Module

Before you can use the Create Purchase Order From Sales Order module, you need to install it. This can typically be done through the Odoo App Store or by downloading the module directly from the official Odoo repository.

Step 2: Navigate to the Sales Order

Open the Odoo interface and navigate to the Sales module. Here, you will find a list of all your sales orders. Select the sales order you want to convert into a manufacturing order.

Step 3: Access the Create Purchase Order Option

In the sales order form view, locate the section where you can launch the Create Purchase Order option. This is usually available in the form toolbar or via a contextual menu.

Step 4: Customize the Purchase Order

Once the purchase order is created, you can customize it according to your needs. You can add or remove items, adjust quantities, and tweak other details to ensure they align with your production schedule and inventory levels.

Step 5: Save and Confirm the Order

After you have made your necessary modifications, save the purchase order. Then, confirm the order to proceed with the purchase.

Benefits of Using the Create Purchase Order From Sales Order Module

Flexibility: Allows for more granular control over the ordering process. Efficiency: Reduces manual work by automating the creation of purchase orders. Accuracy: Ensures that purchase orders align with sales orders, minimizing errors.

Conclusion

Creating a manufacturing order from a sales order in Odoo 13 can significantly enhance your business operations, especially if you need more flexibility in your ordering processes. The Create Purchase Order From Sales Order module is a valuable tool for achieving this flexibility. By following the steps outlined in this guide, you can efficiently and accurately manage your production and procurement processes.

Key Points:

The default Make to Order feature in Odoo 13 might not be sufficient for all business needs. The Create Purchase Order From Sales Order module allows for manual creation of purchase orders. This module provides flexibility, efficiency, and accuracy in managing orders.

By adopting this module, you can optimize your business operations and stay ahead of the competition.