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I'm having trouble understanding custom routes. We manufacture metal roofing supplies, panels and trim. Panels are a simple one-step process: just load the coil and run through a roll former, so I think I can get away with the default one step manufacturing route (or rather, manufacture/store).

Trim manufacturing is a 2 step process on a trim line with 2 workstations where the slitter worker loads the coil and slits the metal, then a bender worker bends the slit metal into shape, packs and stores the order. Trims will need manufacturing orders passed from one workstation to another as they are completed. I'm assuming I need to set up a route that starts at a slitter location, then goes to a bending location? So speaking in Odoo's terms, When we confirm a sales order for trim, the manufacturing orders and delivery orders are generated. A need is created at the partner/customer location which would be satisfied by a delivery order. The partner/customer location has a pull rule from the source location "trim storage." The trim storage location has a manufacture rule from the bending location (no packing pull rule is necessary since bending and packing are treated as one step). Finally, the bending location has a manufacture rule from the slitting location. Does this sound correct?

Also, we have 2 options for delivery: Customer pickup or delivery (by our own drivers). How do I accommodate both in a route and have the correct one selected when the sales order is set for either option? Do I need to have 2 separate routes with all these steps, only the last step would be either the partner/customer location for customer pickup or multiple additional steps for delivery, and then if the sales order has customer pickup it selects that route automatically, or if it is delivery it selects that route? Or can a single route have multiple delivery options? Or do I need the manufacturing/storing route to stop at storing and trigger another, separate route (or routes) with rules set up for customer pickup or delivery?

To clarify, I don't want sales reps setting routes directly. I want the option for pickup for delivery and the routing happens automatically.

Thanks in advance for any help or advice you can give.


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I did read the documentation you posted but it is not getting me to the end goal. It says, "To configure in-store pickup, select Pickup in store in the Provider field and specify the pickup location in Warehouse."
I go to Inventory>Shipping Methods>New and under provider there is no option for Pick Up In Store.
I'm also not sure if I need to configure routes for the delivery orders, and whether the route is it's own separate route apart from the various production processes, or if I should include delivery in the route for each production process. So much is unexplained in the documentation and all the example videos I've watched are very basic. The community could really benefit from some more real-world scenarios, especially with how the inventory and manufacturing modules work together.

Best Answer

First: Locations are for physical areas in our outside you buildings.   So start with drawing a map of the premises and indicate what you store where. That will help you decide what locations you need in Odoo.  Difficult to give exact advice, without knowing actual movements of material that is done.

For you two step production, set it up as multi level. (It looks like you already done that).  Consider if you need a special location for the semi finished products or not.  You only need to set up such a location if you also need a picking process to bring the products to the manufacturing.  Do you have a person doing such activity as picking up the semi finished products and bring it to the machine for the second process?  If not, you should not need a specific location for this.

Packing is not included in the manufacturing processing in Odoo (we also miss this).  Packages got its own ID and can be moved and picked and have pack list of content. So if you put products in packages and packages into storage, you would need an Internal transfer for packing and stock placement.   Alternative can pick and pack for the delivery, or create packages in outbound delivery.

But if the packaging you do is only to put each item in a box, the box might be a component in the manufacturing order.

Customer pick up or own transport.  Routes in Odoo is defined by product.  You can define shipping methods, they are meant for cost calculation in the sales order.  But also can define different routes and locations for the delivery.    You can set shipping methods default at customer. Can be modified on the sales order.

https://www.odoo.com/documentation/17.0/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method.html


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