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Inventory Request & Inter-Branch Transfer System

A request-based stock transfer process for non-warehouse users, with approval, sending and receiving steps.

Overview

Multi-branch businesses needed employees to request stock without learning Odoo Inventory. We designed a simplified request layer that generates standard transfers behind the scenes.

Business challenge

Branch staff could not use operation types and locations correctly, so requests were made by phone and movements were not traceable.

Requirements

  • Simple request form
  • Manager approval
  • Separate send and receive confirmation
  • Partial quantities and rejections
  • Standard Odoo pickings for valuation

Solution architecture

A request model with lines and wizards for send, receive and reject, linked to generated stock pickings so inventory valuation stays standard.

Major features

  • Request, approve, send, receive states
  • Partial send and receive
  • Rejection reasons
  • Printable request
  • Settings for default locations

Important workflows

  1. 1 Request
  2. 2 Approval
  3. 3 Dispatch
  4. 4 Receipt

Business impact

  • Branch staff request stock without warehouse training
  • Every movement traceable to a request

Impact is described qualitatively. We do not publish performance figures without client-verified evidence and permission.

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