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Hi, we're setting up Odoo 18. When we create a Sales Order for a certain product that we don't have in stock, a new Purchase Order is automatically created, which is what we want.

Now we're trying out Repairs instead and want the same behavior, i.e. when we create a Repair Order to Add the same product that isn't in stock, it should also create a Purchase Order for it, but it doesn't out of the box.

Any help with how we can - just like with Sales Orders - have Repair Orders automatically create Purchase Orders when we need a product that we don't have in stock?

Thank you so much in advance!

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Great process-related question, Peter.

Out of the box, Repair Orders in Odoo don’t trigger automatic Purchase Orders when a required product isn’t in stock cuz there are too many variables for the system to recognize and might cause unnecessary order management.

However, there are workarounds to achieve this behavior.

⚠️

Try doing these activities in a staging environment. Always.

  1. Enable Reordering Rules:
    Ensure that the product you're adding to the Repair Order has a reordering rule configured. You can do this by going to Inventory > Products, selecting the product, and setting up a reordering rule. This will ensure that when the product stock goes below a certain threshold (even zero), Odoo knows to trigger a Purchase Order. 

    Look up Reordering Rules on Odoo Docs.

  2. Adjust the Repair Workflow:
    By default, Repair Orders don’t check stock levels like Sales Orders do. You’ll need to ensure that your Repair Orders interact with inventory in a way that respects stock availability. To do this, consider enabling the “Stockable Product” behavior for the repair process.

    Look up stockable products odoo and you'll find a YouTube tutorial video.

  3. Customization with Automated Actions (or Development):
    If the above doesn’t fully meet your needs, a bit of custom work might be required. You can create an Automated Action in Odoo (found under Settings > Technical > Automated Actions) to trigger a Purchase Order when a Repair Order includes a product that isn’t in stock.

    Also, a developer can write a small script to extend the Repair module’s behavior, replicating how Sales Orders handle stock shortages but I feel this overkill for this requirement.
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