MATERIAL REQUISITION

The material requisition module allows the employee to create material requisition in Odoo, which will then be followed by the approval of the corresponding administrator who manages the material requisition. Once requisition is placed for required products, it will be placed from the configured location (multiple warehouses) for users.

Main Features

• Allow the privileged users to Create Material Purchase Requisition with multiple products on a single Request.
• Request for Material Purchase Requisition will go to the store for internal picking based on the store administrator’s approval.
• There is a field ‘Available quantity’ which implies whether the product quantity that is requested is available in the stock.

Workflow:-

Main Dashboard

• This is the dashboard view which includes different modules/departments.
• First step is the User creation.
• For that, Go to Settings —> Manage Users —> Create

Users Creation

Here we can create a username & password (Eg: Mechanical User)

User with Location Allocation

We can give required access rights to that particular user.

User Dashboard

Material Requisition list view

From here the required user is able to create a material requisition.

Material requisition form view

• Here we can see the person applying for material requisition and able to choose the Destination location by default.
• There are some other relevant fields which also require to complete the Material requisition to proceed.

Products Request with quantities

Here the required qty needs to be entered one by one and we can see the available Qty against the requested qty in the same line.

For example here for the product HDPE-12Inch-100mm the required qty is 20 nos,but the stock contains is only for 5 nos, so this request qty need to be processed with the available qty and for the balance qty need to be taken care.

Now login as a Store User. The Store User has the rights to fill the other descriptions like Source document, Delivery date, etc…

Issue stock button

• The store user can issue the available stock to the requested user.
• Thus by clicking on the ‘Issue stock’ button, a document is generated.

The generated warehouse internal transfer

Thus by clicking the Mark as Todo—> Check availability —> Validate. The available stock will be moved to their location.

Available quantity issued

• Now if we look at the material requested part, quantity issued will be seen as 5, ie, the available quantity is now issued.
• Since the available quantity does not meet the user’s requested quantity, the remaining materials need to be purchased.
• For that, there is a function ‘New quotation’ provided for creating the Purchase order.
• Purchase order is created only if there is no sufficient quantity available in the stock as requested by the user.

Purchase order creation & RFQ

• Now we want to generate a Purchase Order for the remaining quantity that the user requires.
• We can click on the ‘New quotation’ option available there.
• Here we can select the vendor and then a purchase order will be created there.
• Administrator will be the one approving this purchase order.
• When a purchase order is created, it will go to the Purchase department.
• We can view the order in the Purchase department.
• From there the unit price will be provided by the vendor and the total amount including GST will be calculated.
• Here the required quantity is 15 nos and the unit price for each product is 100 R.S.
• Then the order is confirmed.

Material requisition receipt

• The receipt can be viewed from here.
• Now if we go to Inventory, we can process the order from there.

Received purchase order in Inventory

• Here the demanded quantity is 15 nos which can be Validated to receive.
• Then go to Material Requisition to give the remaining quantity that is purchased.

Checking the currently available quantity

• Here, again the available quantity can be seen as 5 nos initially, thus by clicking on Check Availability, the available quantity will be updated to 15 nos.
• Then the store user can Issue the Stock.
• Click on the Issue Stock, then Validate, so that the stock will be issued to the required user accordingly.