Odoo Allocation Report

In business, unpredictability is inevitable, and plans often need to change. Here’s a good example of this: if stock levels are low and a high-priority customer order comes in, you may need to reallocate inventory, even if there were previous orders for the same product.

Fortunately, Odoo provides a powerful tool to handle these situations—the Allocation Report. This report offers a detailed overview of resource allocation for Sales Orders (SO) or Manufacturing Orders (MO), ensuring better production planning, inventory management, and resource distribution. With this tool, you can make informed decisions and optimize your operations efficiently.

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Let’s explore how it works:

1. Enabling the Report

To access allocation reports, you must first enable the Allocation Report for Manufacturing Orders feature. Follow these steps:

1. Open the Manufacturing app
2. Navigate to Configuration → Settings
3. Check the box next to Allocation Report
4. Click Save to enable the feature

2. Accessing the report

Once enabled, the report will display:

• A list of Sales Orders if the product is a finished product.
• A list of Manufacturing Orders if the product is a component.

You can then choose which SO or MO you want to fulfill. The Allocation Report will be available on the Manufacturing Order and can be accessed through a smart button.

This button appears when:

• You click the Produce All button, if there are enough quantities on hand to fulfil the existing orders
• You create an MO, if there isn’t enough quantity on hand to fulfil the existing orders

3. Example with a Finished Product

You manufacture a finished product - VAP Table.

And have the following sales orders:

• S00029 to sell 2 tables
• S00030 to sell 3 tables
• S00031 to sell 1 tables (for a high-priority client)

Since S00031 is from a special client, you decide to manufacture 7 tables to fulfill all orders while keeping some extra stock.

Process:

1. Upon creating the MO, the Allocation button appears.

2. Clicking it will open the Allocation Report, but it will only allow you to assign units to specific orders (e.g., prioritizing SO/0003) after confirming the MO.

3. Once the MO is confirmed, you can click Assign All or Assign to reserve the units for that specific Sales Order.

4. The Print Labels button becomes selectable after clicking the Assign All or Assign button.

The Print Labels button generates and downloads a PDF that contains one label for each assigned product. You can insert that label on the manufactured product to indicate that the product is reserved for that specific order.

4. Example with a Component

You have to manufacture a component - Wooden Board - which is used in the bill of materials for the VAP Table. You have the following Manufacturing Orders:

• WH/MO/00008 - 28 wooden boards
• WH/MO/00010 - 12 wooden boards
• WH/MO/00011 - 10 wooden boards To meet these demands, you manufacture 50 wooden boards to fulfil the orders while maintaining a surplus.

Process:

1. After creating the MO, the Allocation button appears.
2. Entering the Allocation Report allows you to allocate units to the necessary Manufacturing Orders, just like in the finished product example.

5. Conclusion

The Allocation Report in Odoo is a crucial tool for businesses like yours that manage multiple sales and manufacturing orders. By allowing dynamic allocation of resources, it ensures efficient order fulfillment, prioritization, and inventory control. With features like real-time allocation adjustments and automated label printing, your business can streamline its operations, reduce waste, and enhance customer satisfaction. By leveraging the Allocation Report, you can make better-informed decisions, optimize production planning, and maintain a seamless workflow in your supply chain.

If you want to know more about the Manufacturing Module feel free to Contact us

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