Our Most Suggested Products
Equipment Maintenance with Purchase and Stock Management
Easily manage equipment maintenance requests with fully integrated stock and purchase management in Odoo. Track inventory consumption in real-time and generate internal transfers for in-stock items with a single click. Quickly create purchase requisitions for out-of-stock materials required for repairs without manual entry. Ensure accurate stock allocation by department or maintenance location to minimize delays and reduce wastage. Streamline your maintenance operations, minimize equipment downtime, and optimize resource planning with an automated workflow.
Video Tutorial
Features
Screenshots
Support
Service
Features
Streamlined Maintenance Requests & Work Orders
Manage equipment maintenance requests from employees with a simple interface that provides real-time status updates. Track work orders, monitor progress, and easily follow up on pending tasks. Enable improved communication between maintenance teams and departments. This leads to faster resolution of equipment issues and greater operational efficiency.
Automated Stock Transfers & Consumption Tracking
Automatically transfer required spare parts and materials from stock to the maintenance site. Log the exact usage of materials per repair task to maintain precise inventory records. Eliminate manual stock movement errors and ensure parts are available when needed. This helps maintain stock accuracy and improves accountability in inventory management.
Instant Purchase Requisitions for Out-of-Stock Items
When items are missing in inventory, the system auto-generates a purchase requisition. This eliminates the need for manual data entry and speeds up procurement processes. Purchase orders are linked directly to maintenance requests for seamless tracking. As a result, downtime is reduced and repair tasks proceed without delay.
Location-Based Stock Allocation & Visibility
Assign department-specific locations to ensure materials are available where needed. View stock availability by department or repair site before requesting transfers. Avoid duplicate requests and improve the efficiency of internal stock management. This enables precise resource planning and helps prevent wastage.
Integrated Maintenance, Inventory & Procurement Workflow
Maintenance requests, stock movements, and purchase requisitions are connected in a single workflow. Automated approvals and process steps reduce manual bottlenecks. Ensure traceability of every action from equipment fault to material procurement. This creates a seamless, efficient process that accelerates maintenance operations and improves overall productivity.
Screenshot
1.) Configure Department Location in Employee Form
Assign Department to Employee for Location-Based Maintenance Management
Navigation : Employees → Employees
2.) Configure Department Location for Accurate Resource Allocation
Assigning a specific location to a department ensures that all maintenance, inventory movements, and resource allocations are accurately linked to the operational site. This setup is essential for streamlining internal transfers and managing stock based on department-level logistics.
Navigation : Employees → Employees → Department
3.) Equipment View of All Equipment Assets
Easily manage and monitor all company equipment in a unified interface, ensuring quick access to asset details, assignment status, and maintenance request counts. This view simplifies asset tracking and supports efficient maintenance workflows by providing a clear overview of all active equipment.
Navigation : Maintenance → Equipment
4.) Maintenance Request Overview
This view helps to manage all maintenance requests in one place. Users can easily see new, in-progress, repaired, and scrap items. It allows teams to follow up on equipment problems and check the current status of each request clearly.
Navigation : Maintenance → Maintenance → Maintenance Request
5.) Detailed Maintenance Request Form
This view shows all details of a maintenance issue, including equipment info, department location, and repair status. Users can manage product movements, internal transfers, and purchase needs directly from this view. It helps teams to track repair tasks, related operations, and follow-up actions easily.
6.) Auto-Generate Transfers or Purchase Requests (Compute Button)
Click Compute to automatically check stock availability for the listed products.
- If the items are in stock, the system will create an Internal Transfer to move them.
- If the items are out of stock, it will create a Purchase Requisition to order them.
Navigation : Maintenance → Maintenance → Maintenance Request → Operations
7.) Compute Button Auto-Create Transfers & Purchases
The Compute button checks product availability in stock. It auto-generates Internal Transfer Lines for available items. For out-of-stock items, it creates Purchase Requisition Lines. This automation saves time and reduces manual effort. Ensures smooth material flow for maintenance operations.
Navigation : Maintenance → Maintenance → Maintenance Request → Operations
8.) Create Purchase Requisition (Linked to Purchase Order Flow)
The "Create Purchase Requisition" button automatically generates a purchase requisition for products that are not available in internal stock. It considers the selected purchase picking type, ensuring the correct receiving warehouse or location is linked. Once the requisition is created, it will be visible and accessible through the Purchase smart button, allowing users to track and manage purchase-related activities directly from the maintenance request. This streamlines the procurement process by minimizing manual data entry and aligning maintenance needs with the purchasing workflow efficiently.
Navigation : Maintenance → Maintenance → Maintenance Request → Operations
9.) Auto-Generated Purchase Requisition from Maintenance Request
A purchase requisition is automatically created based on the maintenance request, listing products that need to be purchased. The requisition is linked to the source maintenance request and is accessible through the Purchase smart button for further procurement actions.
Navigation : Maintenance → Maintenance → Maintenance Request → Operations → Purchase Requisition
10.) Purchase Requisition Smart Button Overview
The Purchase smart button provides direct access to the purchase requisitions generated from a maintenance request. It enables users to quickly navigate and review the linked purchase requisition documents, ensuring seamless tracking of procurement processes associated with equipment maintenance tasks.
Navigation : Maintenance → Maintenance → Maintenance Request
11.) Purchase Requisition View
The Purchase smart button dynamically filters and displays only those purchase requisitions that are linked to the selected maintenance request. This ensures that users view and manage only relevant procurement records, providing a focused and streamlined workflow within the maintenance module.
Navigation : Maintenance → Maintenance → Maintenance Request → Purchase Requisition
12.) Create Internal Transfer from Maintenance Request
Easily generate an Internal Transfer linked to the Maintenance Request to move required items from stock to the repair location. On clicking the "Internal Transfers" button, a new transfer is created with pre-filled product lines, quantities, and locations based on the maintenance details, ensuring smooth inventory movement for repair processes.
Navigation : Maintenance → Maintenance → Maintenance Request
13.) Internal Transfer Linked to Maintenance Request
This view displays the Internal Transfer created for the Maintenance Request, auto-filling the Source & Destination Locations, Operation Type, and Product Lines with quantities. The Source Document field shows the reference to the maintenance request, ensuring traceability and smooth stock movement for repair activities.
Navigation : Maintenance → Maintenance → Maintenance Request → Operations → Internal Transfer
14.) Internal Transfer Smart Button in Maintenance Requests
Easily track and manage stock movements for repairs with the Internal Transfer smart button on Maintenance Requests. Instantly view linked internal transfers and create new ones with pre-filled details, streamlining your maintenance and warehouse operations in Odoo.
Navigation : Maintenance → Maintenance → Maintenance Request
15.) View Related Internal Transfers from Maintenance Request
Clicking the Internal Transfers smart button opens a list of all transfer records linked to the maintenance request. This view ensures seamless traceability between equipment maintenance tasks and the stock movements needed for repairs, enhancing operational visibility.
Navigation : Maintenance → Maintenance → Maintenance Request → Internal Transfer
16.) Create Internal Transfer from Maintenance Request in One Click
By clicking the Create Equipment Move button, users can instantly generate an internal transfer linked to the maintenance request. This automates the stock movement of repair-related items, ensuring accurate inventory tracking and quick material allocation for equipment repairs.
Navigation : Maintenance → Maintenance → Maintenance Request
17.) Auto-Generated Internal Transfer Linked to Maintenance Request
Upon clicking Create Equipment Move, an internal transfer is automatically created with pre-filled details like Operation Type, Source & Destination Locations, and linked Maintenance Request as the Source Document. The relevant product is added to streamline stock movement for repair operations.
Navigation : Maintenance → Maintenance → Maintenance Request → Internal Transfer
User Guide
