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How to handle difference in packaging and units in POs?

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inventorypurchase_orderpackagingUoM
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Onno Filippo

Say I have a product which is sold by a supplier in a per box format. One supplier box contains 10 units.

I have tried setting up a product packaging of "box of 10", with 10 units as the amount. When I order 5 boxes, it will list  50 units in the PO, instead of 5 boxes. Playing around with the unit of measure only shifts around the counts in amount, but not the resulting order line.

I need to find a way to:

1. Create a PO for a package such as a "box of 10" as such on the order line, instead of converting this to the aggregate number of units that the total number of boxes would contain.  The PO should have an order line stating a RfQ for "5 x box of 10" packages instead of "50 units", which is the case right now. And preferably without using a product variation to achieve this, as that would make the product catalog too unwieldy. Product categories are already heavily in use with this customer for actual variations in product features. This should be standard in Odoo I think. I can't imagine such a simple thing not being standard for a ERP system.

2. When that box of 10 arrives, convert the contents to single units in the inventory. (I'm not sure, but I think this can be done with routing rules?)

P.S. unfortunately, due to misunderstanding how the forum works, I accidentally deleted my previous post about this. This is a repost with more elaborate explanation of what I am trying to understand. I would like to thank Cybrosys Techno Solutions Pvt.Ltd for linking to their documentation. Unfortunately that documentation did not help me answer my question.

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Techspawn Solution
Best Answer

You're right, managing different packaging units in purchase orders and inventory is a common scenario, and Odoo offers several ways to achieve your desired outcome without product variations. Here are the solutions:

1. Purchase Orders:

  • Purchase Order Lines with "Packages":
    • Instead of setting up a product packaging, create a separate "product" in Odoo specifically for the "box of 10" unit. This product should have a base unit of measure (e.g., "Box").
    • On the purchase order line, select the "Box" product and enter the desired quantity (5 in your example). This will reflect as "5 boxes" on the order line.
    • Ensure the purchase price of the "Box" product reflects the cost of 10 units, so you don't need to manually adjust calculations.
  • Purchase Order Lines with "Quantity UoM":
    • If your Odoo version supports it, use the "Quantity UoM" field on the purchase order line. Enter "Box" as the unit and 5 as the quantity. This will display "5 Boxes" on the order line.
    • Remember to set the "Conversion Factor" between your base unit and the "Box" unit (e.g., 1 Box = 10 Units). This ensures accurate inventory updates.

2. Inventory Conversion:

  • Routing Rules:
    • You're correct, routing rules allow for unit conversions during stock moves. Create a rule that triggers when receiving the "Box" product.
    • Set the "Source UoM" to "Box" and the "Destination UoM" to your base unit (e.g., "Unit").
    • Define the "Quantity" conversion using the conversion factor (e.g., for 1 Box, move 10 Units to inventory).


  • Consider using the "Product Packaging" feature only for internal tracking without affecting purchase orders and inventory.
  • If managing multiple packaging variations for the same product is necessary, explore product variants or custom development options.
  • Consult your Odoo documentation or system administrator for specific configuration details based on your version and modules.



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Jaideep
Best Answer

You might want to create a UoM ‘box of 10’ and also change the purchase UoM on the product form to ‘box of 10’

Retain the product Unit of Measure on the form to be Units.

RFq should now have 5 box of 10 while inventory would be tracked in units

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