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Creating Manufacturing Order from Sales Order in Odoo ERP
In a manufacturing business, a confirmed customer order may need to trigger production of the required product. With Odoo ERP, businesses can connect their sales and manufacturing workflows so that products configured for make-to-order replenishment can generate manufacturing demand from a Sales Order.
This guide explains how to configure a product, create a Bill of Materials (BoM), confirm a Sales Order, and review the resulting Manufacturing Order in Odoo. It also explains the key settings to check before testing the workflow.
How to Create a Manufacturing Order from a Sales Order in Odoo
Odoo is an integrated business management platform with applications for Sales, Inventory, Manufacturing, Purchasing, Accounting, CRM, and other business functions. Its manufacturing capabilities help businesses manage product components, Bills of Materials, production planning, and manufacturing operations.
For businesses that manufacture products against customer demand, connecting Sales and Manufacturing can help coordinate order processing and production planning. Instead of treating sales and production as separate activities, a suitable replenishment configuration can create the demand required to manufacture a product after a Sales Order is confirmed.
Sales Management
Create quotations, confirm customer orders, and identify the products that need to be delivered.
Manufacturing Management
Define product components through BoMs and manage the Manufacturing Orders required for production.
Inventory Management
Track component availability and coordinate material movements associated with production.
Make-to-Order Workflow
Generate replenishment demand in response to customer demand when the appropriate routes and rules are configured.
Configuration Requirements Before Creating a Manufacturing Order
Before starting, confirm that the required applications and product settings are available in your Odoo database. The exact menu names and configuration screens may vary by Odoo version and installed modules.
Step 1: Create and Configure the Product
Start by creating the product that you want to manufacture and sell to customers. In the original Odoo 13 interface, the product can be accessed through the Sales application under Products. In newer versions, the product form and menu placement may differ.
Open the Product Menu
Open the Sales application and navigate to Products. Select Create to add a new product, or open an existing product that you want to configure for manufacturing.
Enter the Product Details
Enter the product name and other required information. Review the product type and tracking settings according to the requirements of your Odoo version and business workflow.
In the original article, the product form shows the Consumable category. However, a product intended for manufacturing should be configured with the appropriate product type for your version and inventory requirements. Do not select a product type solely to reproduce an older screenshot.
Configure the Manufacturing and Replenishment Routes
Open the Inventory section of the product form and review the available routes. Configure the appropriate manufacturing and make-to-order replenishment options for your Odoo version.
In versions that support the traditional route setup shown in the original screenshots, this involves selecting the Manufacture and Replenish on Order (MTO) routes where appropriate. The precise route labels and configuration dependencies can differ across versions.
Important: The MTO route alone does not manufacture a product. The replenishment rules must support the required manufacturing flow, and the product must have an appropriate BoM. Confirm the route configuration before testing.
Step 2: Create a Bill of Materials in Odoo
A Bill of Materials defines the components and quantities needed to manufacture a product. Odoo uses the BoM as a reference when preparing the Manufacturing Order and calculating the required components.
You can create a BoM through the relevant product actions or through the Manufacturing application's BoM menu. The available navigation depends on your Odoo version and installed applications.
To configure the BoM:
Example: If a finished product requires two units of Component A and one unit of Component B, those component quantities should be recorded in its BoM. Odoo can then use this information when determining the material requirements for production.
Step 3: Create and Confirm a Sales Order
Once the product and BoM are configured, create a Sales Order for the product you want to manufacture.
Create a Sales Order
Open the Sales application, create a new quotation, select the customer, and add the configured product to the order lines. Enter the required quantity, price, and other order information.
Confirm the Order
Review the order details and confirm the quotation to create the Sales Order. Odoo then evaluates the configured replenishment rules for the ordered product.
Check the Resulting Manufacturing Demand
If the product routes, replenishment rules, BoM, and other required settings are configured correctly, confirming the Sales Order can trigger a Manufacturing Order or the relevant replenishment flow.
The exact result depends on the Odoo version and route configuration. If no Manufacturing Order appears, review the product routes, BoM, and replenishment rules before assuming the workflow is configured correctly.
Step 4: Review the Manufacturing Order
After confirming the Sales Order, open the Manufacturing application and navigate to Manufacturing Orders. Find the order associated with the required product and review its details.
Check the following information:
Step 5: Check Component Availability and Plan Production
Before production begins, verify that the components required by the BoM are available in the appropriate locations. Odoo's interface and workflow for checking availability may differ by version.
In the original Odoo 13 screenshots, the Check Availability action is shown. In newer releases, availability and reservation actions may be presented differently. Follow the controls available in your installed version.
Version note: The screenshots in this tutorial were originally captured using Odoo 13. Menu labels, product types, route configuration, and manufacturing actions may differ in later Odoo versions. Verify the workflow against your installed version before applying it in a production database.
Troubleshooting: Why Is a Manufacturing Order Not Created?
If confirming a Sales Order does not generate the expected manufacturing demand, review the following configuration areas:
Product Routes
Confirm that the appropriate manufacturing and replenishment routes are enabled and available for the product and warehouse.
Bill of Materials
Check that a valid BoM exists for the correct finished product and that the component quantities are configured correctly.
Replenishment Rules
Verify that the relevant routes and rules support the intended make-to-order manufacturing workflow.
Product and Warehouse Setup
Review product configuration, warehouse settings, installed modules, and the source location requirements for your workflow.
Also confirm that the Sales Order has been confirmed and check the relevant replenishment or manufacturing records. If the issue persists, review the configuration against the documentation for your Odoo version.
Frequently Asked Questions About Manufacturing Orders in Odoo
Can Odoo create a Manufacturing Order from a Sales Order?
Yes. With a suitable product configuration, Bill of Materials, and manufacturing replenishment rules, confirming a Sales Order can trigger the Manufacturing Order required to fulfil customer demand.
What is the purpose of the MTO route in Odoo?
Make-to-Order (MTO) replenishment links replenishment demand to a specific requirement, such as a confirmed customer order. The resulting flow depends on the configured routes and rules, which may trigger manufacturing or purchasing.
Is a Bill of Materials required to manufacture a product in Odoo?
A BoM is normally required when Odoo needs a defined list of components to manufacture a product. The BoM specifies the components and quantities used for production.
What happens if the required components are unavailable?
The Manufacturing Order may show insufficient component availability or require additional replenishment. Depending on the business setup, materials may need to be purchased, transferred, or otherwise replenished before production can proceed.
Do these instructions apply to every Odoo version?
The overall workflow is relevant to Odoo manufacturing, but exact menus, route names, and actions can vary by version. This tutorial's screenshots were captured using Odoo 13, so newer installations should be checked against their current interface and configuration.
Need Help with Odoo Manufacturing Configuration?
Globalteckz provides Odoo-related development, implementation, and customization services. If you need assistance connecting Sales, Inventory, and Manufacturing workflows, discuss your requirements with our team.
Email: sales@globalteckz.com
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Related ERP and Odoo Articles
In this blog post we will understand how to create Manufacturing Order from Sales Order in Odoo. Odoo ERP Manufacturing module handles all manufacturing related work. Odoo Manufacturing Module is best suitable solution for small and medium sized Manufacturing business the reason is simple As it is Open source, Odoo ERP for manufacturing app is cost effective to afford and implement for small Manufacturers. Odoo allows you with strong MRP module, Warehouse management, module with end number of features, Further there are various other features and functions that can be used based on industry specific.
About Odoo ERP Manufacturing
Odoo is a comprehensive suite of business applications including Sales, CRM, Project management, Warehouse management, Manufacturing, Financial Management, and Human Resources. Manufacturing in Odoo is more useful for the production of a manufactured product or the product is built by some other products with different quantities. Odoo Manufacturing module allows setting of product variants and by-products in the bills of material. It manages quality control points, checks, measures.
Below, we will discuss “Creating Manufacturing Order from Sales Order in Odoo″.
Configuration:
You need to install the Sales, and Manufacturing module in your database.
You can configure the product for which you want to generate the Manufacturing Order from a Sales Order you need to do the below configurations:
You can create the product in Sales Modules.
Click on Sales Module -> Products and click on Create button.
Below the general information tab of the product now you can select the product category like Consumable.
Below the Inventory tab, you can select the routes and tick the checkboxes of the ‘Manufacture’ & ‘Make To Order’ option. You can select the vendor in the purchase tab.
After configuring the product then you can create a Bill of Material(BoM). There are two types of methods to design the Bill of Material for the product:
After that go to Bill of Materials option under Master Data. You can choose the product from the dropdown menu and fill the following details of the fields like quantity, BoM type, and add the components.
Create the sale order, choose the product which you applied in the making of a Bill of Material at that time, and you can fill all the required fields then click on the Save button to confirm the sale order.
Whenever you want to see a new manufacturing order is automatically created of sales order you need to do the following configurations: Go to Manufacturing -> Operations -> Manufacturing orders.
Click on the “Check Availability” button, which will search whether enough components for the manufacturing is available or not. Whenever the component for the manufacturing is available, you can plan the manufacturing of the product. Now you can initiate the work order.
The above screenshot is taken with reference to Odoo version 13 – for latest version of Odoo there may be little changes in the User interface or functionality.
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