Inventory : Configuration: Warehouse Management: Rules + Routes

Purpose

This document will provide instructions and illustrate how to manage rules and routes in the Inventory application of Odoo 15. Routes give a breakdown of how a product moves during its lifecycle. 

Process

To get started, navigate to the Inventory application.

 

Routes

To see all of your existing routes, go to Configuration > Routes. Once there, click into an existing route and click edit, or click Create from this screen.

This opens the New Routes form where you'll configure the following fields.

Route: The name of the route.
Company: This field displays in a multi-company database. Select the company that owns this route, or leave it blank if multiple companies share it.
Applicable On: Select the places where this route can be selected.

  • Product Categories: When checked, this route will be selectable on the Product Category.

  • Products: When checked, this route will be selectable in the Inventory tab of a Product form.

  • Packagings: When checked, this route will be selectable on Product Packagings.

  • Warehouses: When checked, a new field will appear for you to select the warehouse. When a warehouse is selected, this route should be seen as the default route when products pass through the selected warehouse.

  • Sales Order Lines: When checked, this route will be selectable on Sales Order Lines.


Rules

Create rules for this route by clicking Add a Line. A new Create Rules modal window will appear with more configuration options. Rules consist of Pull From, Push To, Pull & Push, Manufacture, and Buy. You can then select a Source Location (where the product is currently stored) and a Destination Location (where the product will be moved to). 

On the modal window:

Name: Give the Rule a name.

Action: Select the type of action this rule will create.
Operation Type: Select the applicable Operation Type.
Source Location: Select the location origin for this rule.
Destination Location: Select the location destination for this rule.
Warehouse: Set the WH this Rule applies to. Leave this field blank to use the Rule in any warehouse.

Company: In a multi-company warehouse, select the company this rule applies to. Leave it blank to make it available to all companies.


When finished, click Save & Close, or Save & New to create another rule. Then, make sure you click save on your new route.
To see all rules in one place, go to Configuration > Warehouse Management > Rules.


Good to Know!

View the route of any product in your inventory.

Go to Products > Products, then select any product. Once there, navigate to the INVENTORY tab, under which there will be a section called Operations where the Route options will live.


To get a visual of any combination of routes, select any routes you would like to view and then click  View Diagram .