Hi,

In Odoo, you can create a Purchase Order (PO) without having the products added to your stock by following these steps:

1. Login to Odoo: Access your Odoo account and log in with the appropriate credentials.
2. Go to Purchases Module: Navigate to the "Purchases" module in Odoo.
3. Create a New Purchase Order:
   • Click on "Purchase Orders" or "RFQs" (Requests for Quotation) depending on your configuration.
   • Click on the "Create" button to start creating a new Purchase Order.
4. Fill in Purchase Order Details:
   • In the Purchase Order form, fill in the relevant information, such as the supplier, expected delivery date, and any other necessary details.
5. Add Products to the Purchase Order:
   • Click the "Add an item" button or similar in your Purchase Order form.
   • Select the products you want to order and specify the quantities.
6. Set Destination Location:
   • Below the product line, you will find a field labeled "Source Location/Destination Location." Set the "Destination Location" to a location that is not associated with your main stock. You can create a separate location for such items in your Warehouse settings.
7. Save the Purchase Order:
   • After adding the products and specifying the destination location, save the Purchase Order.
8. Confirm the Purchase Order:
   • Confirm the Purchase Order to notify the supplier and record the order.

By following these steps, the products you ordered will not be added to your main stock location. Instead, they will be associated with the specified destination location, which is not part of your main stock. This allows you to track the order and its progress without affecting your stock levels until the products are received and moved to the appropriate stock location.

Hope it helps

If product type is consumable and not stackable, they do not go into stock.

Creating a Purchase Order (PO) without adding the products directly to your stock can be achieved in Odoo using multiple approaches, depending on your business scenario. If you sometimes want the products to go directly to the customer (e.g., Drop Shipping) and other times want them in your stock, here’s a detailed guide:

1. Use Drop Shipping

The Drop Shipping route allows purchased products to go directly from the supplier to the customer without entering your stock.

Steps to Set Up Drop Shipping:

1. Enable Drop Shipping:
   • Go to Settings > Inventory.
   • Under the Operations section, enable Drop Shipping.
   • Save the settings.
2. Configure Products for Drop Shipping:
   • Navigate to Inventory > Products > Products.
   • Open the product(s) you want to configure.
   • Go to the Inventory tab and enable the Drop Shipping route.
3. Create a Sales Order with Drop Shipping:
   • Go to Sales > Orders > Quotations.
   • Create a Sales Order and add the product.
   • Set the Route on the Sales Order line to Drop Shipping.
   • Confirm the order. This will automatically create a PO linked to the Sales Order, and the product will not enter your stock.

2. Use a Custom Location

If you want to order products via a Purchase Order without them being added to your stock:

1. Create a Custom Location:
   • Go to Inventory > Configuration > Locations.
   • Create a new location (e.g., Customer Direct or Temporary Storage).
   • Set the location type to View or Customer to exclude it from stock valuation.
2. Set the Destination Location on the PO:
   • When creating the PO, select the Destination Location for the products as the custom location you just created.
   • This prevents the products from entering your main stock.

3. Use Consumables for Non-Stocked Items

If the products are not always stored in stock but sometimes drop shipped, you can use the Consumable product type.

Steps:

1. Configure Product Type:
   • Navigate to Inventory > Products > Products.
   • Open the product(s) and set the product type to Consumable.
   • Consumables do not track stock levels, so they won’t add to your inventory.
2. Adjust Product Type Dynamically:
   • Change the product type to Storable when you need to track inventory.
   • Change back to Consumable when stock tracking isn’t needed.

4. Enable Routes for Manual Selection

If you need flexibility to decide whether a PO affects stock or not:

1. Enable Multi-Step Routes:
   • Go to Settings > Inventory.
   • Enable Multi-Step Routes.
   • Save the settings.
2. Configure Routes for Products:
   • Navigate to Inventory > Configuration > Routes.
   • Create a new route (e.g., "Direct to Customer").
   • Define rules for this route to avoid adding stock (e.g., send to a customer location instead of a warehouse).
3. Manually Set Routes on Purchase Orders:
   • On the Purchase Order line, select the appropriate route for each product (e.g., Drop Shipping or a custom route).

5. Automate with Rules (Optional)

If you want Odoo to automatically decide whether to store products in stock or drop ship them:

• Use Reordering Rules:
  • Set up rules for Make-to-Order (MTO) or Drop Shipping depending on the product and customer.
• Use Custom Automation:
  • Create server actions or workflows that automatically set the correct destination location or route.

6. Summary

• Drop Shipping is ideal if products are shipped directly to customers.
• Custom Locations allow flexibility for storing products in temporary locations without affecting stock.
• Use Consumable Product Types for non-stocked items.
• Enable Multi-Step Routes for manual control over the delivery process.

By combining these approaches, you can tailor the flow of products based on your specific requirements. Let me know if you need further assistance configuring any of these methods!