SO Procurement Planner – Smart Sales Order Procurement in Odoo for Manufacturing Companies

 

In manufacturing, aligning raw‑material procurement with incoming sales orders is vital for on‑time delivery and cost control. Manually juggling stock checks, shortage calculations, and purchase requests can be tedious and error‑prone. Our custom SO Procurement Planner plugin for Odoo automates this critical link between Sales and Inventory, streamlining purchasing decisions and freeing your team to focus on production.

Discover this solution on our main blog.

Module Overview

The SO Procurement Planner plugin seamlessly integrates with Odoo’s Inventory and Sales modules. From the moment a sales order is confirmed, it automates material checks, calculates shortages, and kick‑starts purchase requests, all without manual intervention.

Key Features

• Real‑Time Stock Verification: Instantly assesses availability of finished goods and their BoM components.
• Shortage Calculations: Determines precise quantities of raw materials needed when stock is insufficient.
• Automated Reporting: Generates a detailed Stock Availability Report for each sales order.
• One‑Click RFQs: Create Requests for Quotation per component or in bulk directly from the report.
• Offline Access: Download procurement reports as PDFs for review outside Odoo.
• Native Odoo Workflow: RFQs flow into the standard Purchase app, allowing your procurement team to finalize orders as usual.

How It Works (Step‑by‑Step)

1. Sales Order Confirmation
   Once a sales order is confirmed, the plugin kicks in by checking stock levels for the finished product. If quantities fall short, it instantly evaluates availability of all BoM components.
2. Automatic Inventory Analysis
   Without any manual scans, the plugin:

• Lists available quantities of each raw material (e.g., RM1, RM2).
• Computes shortages and highlights what needs ordering.
• Presents data in two tabs:

1. Product Availability — Finished goods on hand
2. BoM Components — Raw materials required
3. Centralized SO Procurement Dashboard
   Under Inventory → SO Procurement, users see the live procurement status for every sales order. Status stages range from “Nothing Ordered” to “All Components Received,” and you can select items to order with a click.
4. Generate RFQs Instantly
   In one action, draft RFQs are created and linked to your preferred vendors. The system groups similar items to minimize clutter and saves you switching between apps.
5. Finalize Purchase Orders
   Your procurement team reviews RFQs in the standard Purchase module, makes any necessary adjustments, and confirms them as official Purchase Orders. All actions remain visible in the Sales Order view for end‑to‑end traceability.

Why It Matters

Implementing this plugin delivers tangible benefits:

• Accelerated Procurement Decisions — Get material data in seconds.
• Reduced Estimation Errors — Automated calculations eliminate guesswork.
• Streamlined Sales‑to‑Purchase Flow — No more manual handoffs.
• Enhanced Collaboration — Sales, inventory, and purchasing teams stay aligned.
• Scalable for Growth — Ideal for manufacturers expanding production.

Final Thoughts

The SO Procurement Planner bridges the gap between Sales and Inventory in Odoo, giving your operations team clarity and control over procurement. Note that this version supports single‑level BoMs only, nested sub‑assemblies will be added in future updates.

Ready to streamline your sales‑to‑procurement pipeline? Learn how our Odoo ERP implementation services at Ahex Technologies can deploy this plugin in your environment. Have questions or want a demo?

Reach out on our contact page today!