Description

This module enhances Odoo's maintenance functionality by enabling teams to:

• Link maintenance equipment to preferred suppliers
• Create purchase orders directly from maintenance requests
• Track related purchase orders for parts and services
• Outsource maintenance jobs to external service providers

Ideal for organisations that need to:

• Manage external maintenance service providers
• Keep track of parts and services purchased for maintenance
• Streamline the workflow between maintenance and purchasing

Video Tutorial

Watch our tutorial on how to use the Maintenance Purchasing module:

https://youtu.be/fxnQN3PmhoA

Features

Link Equipment to Preferred Suppliers

The module adds a preferred supplier field to equipment records, making it easy to specify the vendor that typically services or provides parts for each piece of equipment. When creating purchase orders from maintenance requests, the system automatically selects this preferred supplier, streamlining the procurement process.

Create Purchase Orders from Maintenance

Create purchase orders directly from maintenance requests with a dedicated button in the interface. The system pre-fills essential information, including:

• Preferred supplier (if configured on the equipment)
• Maintenance request reference
• Default maintenance service product

This streamlines the procurement process and ensures all purchase orders are properly linked to their originating maintenance request.

Track Related Purchase Orders

A smart button on maintenance requests shows the count of related purchase orders and provides direct access to them. This gives maintenance managers complete visibility into all parts and services being procured for each maintenance job. Similarly, purchase orders include links back to their originating maintenance requests, creating a complete audit trail.

Integration with Parts Management

The module integrates seamlessly with the Maintenance Parts module, creating a comprehensive solution for managing maintenance operations. This integration allows maintenance teams to:

• Track both in-house parts consumption and external purchasing
• Manage inventory and outsourced services in one system
• Maintain complete cost records for all maintenance activities

Installation

This module depends on:

• maintenance
• purchase
• cs_maintenance_parts

Install the module as usual through the Odoo Apps menu or by uploading the module to your custom modules directory.

Configuration

After installation, you can:

1. Set preferred suppliers for equipment via the Maintenance > Equipment menu
2. Configure the default maintenance service product in Settings > Purchase (optional)
3. Create maintenance requests as normal
4. Use the "Create Purchase Order" button to generate purchase orders

Usage

To create a purchase order from a maintenance request:

1. Navigate to a maintenance request
2. Click the "Create Purchase Order" button
3. If a preferred supplier is configured on the equipment, it will be automatically selected
4. Complete the purchase order as needed and submit

To view related purchase orders:

1. Open a maintenance request
2. Click the "Purchase Orders" smart button in the upper right
3. View and manage the associated purchase orders

Additional Resources

• View Full Tutorial Series
• Contact Us
• Visit Our Website

About Cyder Solutions

Cyder Solutions has been delivering ERP solutions primarily using Odoo since 2018. We specialize in implementing and customizing Odoo for businesses across Australia, with a focus on equipment management and maintenance solutions.

Our team of experienced consultants provides professional implementation services to ensure your Odoo system meets your specific business requirements.