Odoo 17 Tutorial: Make-to-Order Process

Customer Order: The process begins when a customer places an order for a product. This triggers an automatic check in Odoo to determine if the product needs to be manufactured or purchased from a supplier, based on predefined product and inventory configurations.

Automatic Procurement Generation: If the product is set up as MTO, Odoo automatically generates a Request for Quotation (RFQ). This request leads to the creation of a Manufacturing Order (MO) for products that are manufactured in-house or a Purchase Order (PO) for items that need to be sourced from suppliers.

Manufacturing or Purchase: For manufactured items, the Manufacturing Order details the materials and steps required to produce the product via a Bill of Materials (BoM). Odoo centralizes the management of manufacturing processes, tracking material availability and production scheduling. For purchased items, Odoo sends the Purchase Order to the supplier to procure the requested product.

Order Fulfillment: Once the product is manufactured or received from the supplier, it is prepared for delivery to the customer. Odoo’s integrated inventory app helps manage this process, ensuring that the product is correctly dispatched and delivered.

Go to the Inventory app in Odoo

Navigate to Configuration > Settings > Warehouse

Click on “Multi-Step Routes” to activate Routes

Return to the Inventory app and navigate to Configuration > Warehouses

Select your Warehouse and click on the “Routes” smart button

To access the MTO route navigate to Filters > Archived 

Click on the Action button to Unarchive the MTO route

The MTO Route is now accessible from your Warehouse settings, configured with automatically applied standard rules and is ready to use!

In the Inventory app, navigate to Products > Products

Select your product and ensure that both the “Can be Sold” and “Can be Purchased” checkboxes are selected

In the Inventory tab, make sure that both the “Replenish on Order (MTO)” and “Manufacture” checkboxes are selected – this process will not work when only MTO is selected

Go to the Manufacturing app in Odoo

Navigate to Products > Bills of Materials then click on “New” to create a new BoM for your chosen product

Choose the product you established the MTO route for as the BoM’s product

Add the necessary raw materials and their quantities required to produce the chosen product, then save the BoM

The MTO process is now configured in Odoo and ready to use on your selected products!  Now whenever a Sales Order is created for a product or its variants, the system will automatically generate Manufacturing Orders based on the defined rules and BoM.

A  customer orders a product which has been internally set up to be made to order. An RFQ is created and accepted

Once the Sales Order is confirmed, a Manufacturing smart button will appear at the top and link you to the ordered product’s Manufacturing Order (MO)

The associated MO will automatically integrate and collect all the information established in previous setups – from the MTO route settings in Inventory, to the BoM rules in Manufacturing, and the SO number from the customer order

Click on the “Plan” button in the Manufacturing Order  only when all the components are available and the ordered product is ready to be manufactured

Once the product is manufactured, go to the Sales Order > Delivery smart button

There, you will be able to see that the product is now available and ready to be dispatched – to do so, simply validate the order!