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How to Configure Route and
Rule in Odoo 14
INTRODUCTION
âť– In Inventory Management, the supply chain strategy determines when products
should be fabricated, delivered to distribution centers, and made available in the
retail channel.
âť– This process can be configured using Routes, featuring Pull and Push Rules. Once
configured, the inventory app automatically generate transfers following the
instructions given by the rules.
âť– To configure a route open the Inventory Application and go to Configuration > Settings.
Then, enable the Multi-Step Routes and also Storage location feature.
âť– Now you can see menu item in Configuration.
âť– Go to Configuration > Routes. Here you can see a set of Preset Routes.
âť– Inside those routes there will be a set of Rules.
âť– You can see all the rules in Inventory > Configuration > Rules.
âť– Now lets see how to create a new location to explain about configuring routes and
rules. It can be added in the existing location also.
âť– Now go to Inventory > Configuration > Routes. And click on Create button.
âť– Select the places from which all places we can apply it to a product.
âť– Finally click on Add a Line under the rules.
âť– Now a rule popup will come you can choose from 5 different rules.
â—Ź Pull From (Image 1)
â—Ź Push To (Image 2)
â—Ź Pull & Push (Image 3)
â—Ź Manufacture (Image 4)
â—Ź Buy (Image 5)
Image 1
Image 2
Image 3
Image 4
Image 5
❖ For now we will set the rule as Push to ie “When products arrive in WH/Stock,
Receipts are created to send them in WH/Stock/Dark Room.”
âť– Now go to Inventory > Products > Products and select the product which you want add the
route. And take the Inventory tab, select the Route and save it.
âť– Now create a Purchase Order for the product and Receive the product.
âť– Now go to Inventory, Inventory Overview > Receipts you can see all the pending items,
and Validate it.
âť– Now go to Inventory > Reporting > Stock Moves. You can see the product have been moved from Partner
Location to WH/Stock Location first and when we validate the Receipts of the item, it directly move from
WH/Stock to WH/Stock/Dark Room.
âť– In Route Rule if we choose Automatic Move as Automatic No step Added the we need not validate it from
Inventory Overview > Receipts. The product will be automatically transferred to the Route Location.
For More
Details
Check our company website for related blogs and Odoo
book.
Odoo for Beginners - Odoo V14
How to Use Routes and Rules in Odoo 14?
Check our YouTube channel for functional and technical
videos in Odoo.
How to Configure Route and Rule in Odoo 14 | Odoo
Inventory
Thank You

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How to Configure Route and Rule in Odoo 14?

  • 1. www.cybrosys.com How to Configure Route and Rule in Odoo 14
  • 2. INTRODUCTION âť– In Inventory Management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel. âť– This process can be configured using Routes, featuring Pull and Push Rules. Once configured, the inventory app automatically generate transfers following the instructions given by the rules.
  • 3. âť– To configure a route open the Inventory Application and go to Configuration > Settings. Then, enable the Multi-Step Routes and also Storage location feature.
  • 4. âť– Now you can see menu item in Configuration. âť– Go to Configuration > Routes. Here you can see a set of Preset Routes.
  • 5. âť– Inside those routes there will be a set of Rules.
  • 6. âť– You can see all the rules in Inventory > Configuration > Rules.
  • 7. âť– Now lets see how to create a new location to explain about configuring routes and rules. It can be added in the existing location also.
  • 8. âť– Now go to Inventory > Configuration > Routes. And click on Create button. âť– Select the places from which all places we can apply it to a product. âť– Finally click on Add a Line under the rules.
  • 9. âť– Now a rule popup will come you can choose from 5 different rules. â—Ź Pull From (Image 1) â—Ź Push To (Image 2) â—Ź Pull & Push (Image 3) â—Ź Manufacture (Image 4) â—Ź Buy (Image 5) Image 1
  • 12. âť– For now we will set the rule as Push to ie “When products arrive in WH/Stock, Receipts are created to send them in WH/Stock/Dark Room.”
  • 13. âť– Now go to Inventory > Products > Products and select the product which you want add the route. And take the Inventory tab, select the Route and save it.
  • 14. âť– Now create a Purchase Order for the product and Receive the product.
  • 15. âť– Now go to Inventory, Inventory Overview > Receipts you can see all the pending items, and Validate it.
  • 16. âť– Now go to Inventory > Reporting > Stock Moves. You can see the product have been moved from Partner Location to WH/Stock Location first and when we validate the Receipts of the item, it directly move from WH/Stock to WH/Stock/Dark Room. âť– In Route Rule if we choose Automatic Move as Automatic No step Added the we need not validate it from Inventory Overview > Receipts. The product will be automatically transferred to the Route Location.
  • 17. For More Details Check our company website for related blogs and Odoo book. Odoo for Beginners - Odoo V14 How to Use Routes and Rules in Odoo 14? Check our YouTube channel for functional and technical videos in Odoo. How to Configure Route and Rule in Odoo 14 | Odoo Inventory
  • 18.