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How to Manage
Engineering to Order in
Odoo 17
Enterprise
Introduction
Enterprise
This slide will represents the Management of Engineering to
Order in Odoo 17
Enterprise
Engineering to Order (ETO)
● Engineering to Order (ETO) refers to a business model
where products are manufactured based on individual
customer specifications.
● Odoo 17 provides functionalities to manage the entire
ETO process, from receiving customer inquiries to
delivering the final product.
Enterprise
Step 1: Enable multi step routes
● Go to inventory module’s configuration settings and
enable the multi step routes.
Enterprise
Step 2: Enable Replenish on Order(MTO) Route
● Navigate to Configuration > Routes and unarchive the
"Replenish on Order (MTO)" route (as it may be archived
by default).
Enterprise
Step 3: Set the routes
● Select the routes MTO and Manufacture inside the
products inventory tab. Note that the product should be
storable type.
Enterprise
Step 4: Bill of Material
● Ensure the product have a valid bill of material with the
components and operations.
Enterprise
Step 5: Create Project
● Create a project to keep track of stages of each ETO
orders.
Enterprise
Step 6: Create a Service product
● Create a service product to accurately track costs
associated with ETO projects.
● Choose create on order as “task” and select the project
we have created.
Enterprise
Step 7: Create a Sale order
● Create a quotation by choosing the ETO product and
ETO service product and confirm.
● A Project task and a manufacturing order will be
created.
Enterprise
Step 8: Complete Task
● Open task and assign assignees . They can add the
timesheets as well.
Enterprise
Step 9: Manufacturing Order
● Open the manufacturing order and complete the
operation and produce all. Then the production is
completed.
Enterprise
Step 10: Update Sale Order
● Update sale order according to the work time and the
unit price based on the cost of production.
Enterprise
Step 11: Deliver the Product and Generate Invoice
● Open the Delivery: Access the existing delivery record.
● Confirm Delivery: Mark the delivery as confirmed,
● Generate Invoice: Create an invoice for the delivered
product.
For More Info.
Check our company website for related
blogs and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to Manage Engineering to Order in Odoo 17

  • 1. How to Manage Engineering to Order in Odoo 17 Enterprise
  • 2. Introduction Enterprise This slide will represents the Management of Engineering to Order in Odoo 17
  • 3. Enterprise Engineering to Order (ETO) ● Engineering to Order (ETO) refers to a business model where products are manufactured based on individual customer specifications. ● Odoo 17 provides functionalities to manage the entire ETO process, from receiving customer inquiries to delivering the final product.
  • 4. Enterprise Step 1: Enable multi step routes ● Go to inventory module’s configuration settings and enable the multi step routes.
  • 5. Enterprise Step 2: Enable Replenish on Order(MTO) Route ● Navigate to Configuration > Routes and unarchive the "Replenish on Order (MTO)" route (as it may be archived by default).
  • 6. Enterprise Step 3: Set the routes ● Select the routes MTO and Manufacture inside the products inventory tab. Note that the product should be storable type.
  • 7. Enterprise Step 4: Bill of Material ● Ensure the product have a valid bill of material with the components and operations.
  • 8. Enterprise Step 5: Create Project ● Create a project to keep track of stages of each ETO orders.
  • 9. Enterprise Step 6: Create a Service product ● Create a service product to accurately track costs associated with ETO projects. ● Choose create on order as “task” and select the project we have created.
  • 10. Enterprise Step 7: Create a Sale order ● Create a quotation by choosing the ETO product and ETO service product and confirm. ● A Project task and a manufacturing order will be created.
  • 11. Enterprise Step 8: Complete Task ● Open task and assign assignees . They can add the timesheets as well.
  • 12. Enterprise Step 9: Manufacturing Order ● Open the manufacturing order and complete the operation and produce all. Then the production is completed.
  • 13. Enterprise Step 10: Update Sale Order ● Update sale order according to the work time and the unit price based on the cost of production.
  • 14. Enterprise Step 11: Deliver the Product and Generate Invoice ● Open the Delivery: Access the existing delivery record. ● Confirm Delivery: Mark the delivery as confirmed, ● Generate Invoice: Create an invoice for the delivered product.
  • 15. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com