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I manage a two-step receipt process. How can I configure Odoo so that it always takes items from stock first, before creating a purchase order?

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quickstartv15replenishmentreordering-rules
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Andrea Martinez (amt)

I have a similar use case as the following post: https://www.odoo.com/forum/help-1/i-have-5-units-of-a-product-and-a-sales-order-for-10-can-odoo-take-the-units-from-stock-first-then-create-a-purchase-order-for-the-remaining-quantity-205598


The difference is that I use a two-step receipt. Does anything change? Do I need a reordering rule?

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Andrea Martinez (amt)
Author Best Answer

Out of the box, Odoo sets a minimum quantity of 0 for each item and it uses WH/Stock as the location. Even with a two-step receipt, Odoo detects the difference between the on-hand quantity and forecasted quantity, even considering today's date + product lead time (forecasted date).


Let's take a look at the example below:

  • I have 3 units on hand for the item "0000 Product"
  • I do not have a reordering rule created by users.
  • I have the Buy route + vendor set
  • Delivery LT = 1



I also manage a two-step receipt in the SF warehouse:


When I create a sales order for 15 pieces, the replenishment menu shows that I need to reorder 12.


These reordering rules that Odoo creates can be automated by clicking on the "Automate Orders" on the far right hand side. Let's use the example below to review the behavior:

  • On-hand quantity: 8 units
  • Sales Order for 30 units
  • Need to reorder: 22

Once the sales order is confirmed, an RFQ is created for 22 pieces. 


If a user creates a reordering rule instead of having Odoo "create" it and show the replenishment need under the "Replenishment" menu, the behavior should be the same. 

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Mindaugas
Best Answer

use route BUY+replenish on order(MTO) it will push and pull and check wh. some change test can make different cases, but normally default these configuration will take from stock if enough, if not enough even 1 qty will create RFQ for all qty demand.

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