Configuration

Initial Configuration

After installing the Stock Request module, you need to configure several components to make it work effectively in your environment.

User Access Configuration

Assign Security Groups

The Stock Request framework provides two main security groups:

Navigate to Users & Companies

Settings → Users & Companies → Users

Select a user to configure

Click on the user you want to grant access to

Assign appropriate group

Scroll to the Access Rights tab and find the Stock Request section.Assign one of the following:

Stock Request User
Stock Request Manager

Group: Stock Request / UserPermissions:

Create and manage their own stock requests
View stock requests they created
View stock requests they’re following (as message partners)
Cannot modify others’ requests
Cannot access configuration settings

Use case: Regular employees requesting stock for their department or workstation

Group: Stock Request / ManagerPermissions:

Full access to all stock requests
Create, modify, and delete any stock request
Access configuration settings
Automatically inherits Stock/User permissions

Use case: Warehouse managers, inventory controllers, supervisors

Save the user

Click Save to apply the changes

Users must also have appropriate stock/inventory permissions to view and manage transfers created by stock requests.

Company Settings

Configure company-level settings that affect how stock requests behave.

Navigate to Stock Request Settings

Go to Settings → Inventory section, or navigate via:Stock Requests → Configuration → Settings

Configure available stock checking

Check Available Stock First

Enable this option to check if products are available in stock before running procurement rules.

# Field: stock_request_check_available_first
# Model: res.company
company.stock_request_check_available_first = True

How it works

When enabled:

System checks if requested product is available in the destination location
If free_qty >= requested_qty, creates an internal transfer immediately
Marks the stock as reserved and moves it
Skips procurement rules entirely

When disabled:

Always runs procurement rules regardless of available stock
Useful when you want to trigger specific routes even if stock exists

Configure virtual locations

Allow Virtual Locations

Enable this to allow stock requests to be made for virtual locations (e.g., customer locations, vendor locations).

# Field: stock_request_allow_virtual_loc
# Model: res.company
company.stock_request_allow_virtual_loc = True

Virtual locations are typically used for special use cases. Most implementations should keep this disabled and only use internal/transit locations.

Enable Stock Request Orders (Optional)

Stock Request Order

Enable this to activate the Stock Request Order functionality, allowing users to group multiple requests.

# Field: group_stock_request_order
# Model: res.config.settings
settings.group_stock_request_order = True

This is automatically enabled if you install the stock_request_kanban module.

Warehouse Configuration

Configure Stock Routes

Stock Requests use Odoo’s routing system to determine how to fulfill requests.

Access Routes configuration

Inventory → Configuration → Routes

Create or modify routes

Create a new route or modify existing ones to work with Stock Requests.Example: Internal Replenishment Route

route = env['stock.route'].create({
    'name': 'Replenishment from Central Warehouse',
    'warehouse_ids': [(4, warehouse.id)],
    'sequence': 10,
})

Configure route rules

Add rules to the route that define the source and destination.

rule = env['stock.rule'].create({
    'name': 'Transfer from Central to Production',
    'route_id': route.id,
    'location_src_id': central_location.id,  # Source: Central warehouse
    'location_dest_id': production_location.id,  # Destination: Production floor
    'action': 'pull',
    'picking_type_id': warehouse.int_type_id.id,  # Internal transfer type
    'procure_method': 'make_to_stock',
    'warehouse_id': warehouse.id,
    'company_id': company.id,
})

Rule field explanations

location_src_id: Where to pull stock from
location_dest_id: Where the stock request was made for
action: Use ‘pull’ for transfers, ‘buy’ for purchases, ‘manufacture’ for MRP
picking_type_id: The operation type to use (internal, incoming, outgoing)
procure_method: ‘make_to_stock’ or ‘make_to_order’

Assign routes to products (optional)

You can assign routes at the product level:Inventory → Products → [Select Product] → Inventory tab → Routes

product.route_ids = [(4, route.id)]

Procurement Rules Configuration

Understanding Rule Priority

When a stock request is confirmed, Odoo evaluates rules in this order:

Product-specific routes (if defined on the product)
Warehouse routes (if the request specifies a warehouse)
Location-based routes (rules with matching destination locations)

Rules are evaluated from lowest to highest sequence number. The first matching rule is used.

Example: Multi-Stage Fulfillment

Create a multi-stage fulfillment process:

# Scenario: Production floor requests from warehouse, 
# warehouse pulls from supplier if needed

# Step 1: Create locations
central_wh = env.ref('stock.warehouse0').lot_stock_id
production_location = env['stock.location'].create({
    'name': 'Production Floor',
    'location_id': env.ref('stock.warehouse0').view_location_id.id,
    'usage': 'internal',
})

# Step 2: Create route for production requests
route = env['stock.route'].create({
    'name': 'Production Replenishment',
    'warehouse_ids': [(4, env.ref('stock.warehouse0').id)],
})

# Step 3: Create rule to transfer from warehouse to production
env['stock.rule'].create({
    'name': 'WH to Production',
    'route_id': route.id,
    'location_src_id': central_wh.id,
    'location_dest_id': production_location.id,
    'action': 'pull',
    'picking_type_id': env.ref('stock.warehouse0').int_type_id.id,
    'procure_method': 'make_to_stock',
    'warehouse_id': env.ref('stock.warehouse0').id,
})

# Step 4: Assign route to products that use this workflow
product = env['product.product'].search([('default_code', '=', 'RAW001')])
product.route_ids = [(4, route.id)]

Sequence Configuration

Customize the sequence format for stock request numbers.

Navigate to Sequences

Settings → Technical → Sequences & Identification → Sequences

You need Developer Mode enabled to access Technical menu.

Find Stock Request sequences

Search for:

stock.request - For individual requests
stock.request.order - For request orders

Customize the format

Edit the sequence and modify:

sequence = env['ir.sequence'].search([('code', '=', 'stock.request')])
sequence.write({
    'prefix': 'REQ/%(year)s/',  # e.g., REQ/2026/00001
    'padding': 5,  # Number of digits
    'number_increment': 1,
    'implementation': 'standard',
})

Available placeholders:

%(year)s - Four digit year
%(month)s - Two digit month
%(day)s - Two digit day
%(y)s - Two digit year

Integration Module Configuration

Stock Request Purchase

If you installed stock_request_purchase:

Configure product suppliers

Ensure products have suppliers defined:Inventory → Products → [Product] → Purchase tab → Vendors

env['product.supplierinfo'].create({
    'product_tmpl_id': product.product_tmpl_id.id,
    'partner_id': supplier.id,
    'price': 100.0,
    'min_qty': 1.0,
})

Set up buy routes

Create or verify the “Buy” route exists and is configured:

product.route_ids = [(4, env.ref('purchase_stock.route_warehouse0_buy').id)]

Configure purchase settings

Settings → Inventory → OperationsEnable relevant purchase options like:

Purchase Agreements
Vendor Bills
Purchase Order Approval

Stock Request MRP

If you installed stock_request_mrp:

Configure Bills of Materials

Ensure manufactured products have BOMs:Manufacturing → Products → Bills of Materials

bom = env['mrp.bom'].create({
    'product_tmpl_id': product.product_tmpl_id.id,
    'product_qty': 1.0,
    'type': 'normal',
    'bom_line_ids': [(0, 0, {
        'product_id': component.id,
        'product_qty': 2.0,
    })],
})

Set manufacture routes

Assign manufacture route to products:

product.route_ids = [(4, env.ref('mrp.route_warehouse0_manufacture').id)]

Configure manufacturing settings

Settings → ManufacturingEnable relevant options:

Work Orders
Quality Control
Maintenance

Stock Request Tier Validation

If you installed stock_request_tier_validation:

Install base_tier_validation

This module depends on base_tier_validation. Ensure it’s installed.

Create tier definitions

Settings → Technical → Tier Validations → Tier Definitions

# Example: Require manager approval for requests > 1000 units
env['tier.definition'].create({
    'model_id': env.ref('stock_request.model_stock_request').id,
    'name': 'Manager Approval for Large Orders',
    'review_type': 'individual',
    'reviewer_id': manager.id,
    'python_code': '''result = record.product_uom_qty > 1000''',
    'sequence': 10,
})

Configure notification settings

Set up email templates for tier validation notifications:Settings → Technical → Email → Templates

Location Configuration

Create Destination Locations

Set up locations where stock can be requested to:

Navigate to Locations

Inventory → Configuration → Locations

Create new location

location = env['stock.location'].create({
    'name': 'Production Line A',
    'location_id': warehouse.view_location_id.id,  # Parent location
    'usage': 'internal',
    'company_id': company.id,
})

Location usage types

internal: Standard warehouse locations (use this for stock requests)
transit: Temporary locations during transfers
view: Organizational folders (cannot contain stock)
customer: Virtual customer locations (requires special config)
supplier: Virtual supplier locations (requires special config)
production: Manufacturing consumption locations
inventory: For inventory adjustments

Configure location settings

Set additional properties:

Removal Strategy: FIFO, LIFO, or FEFO
Storage Categories: For specific storage requirements
Cyclic Counting: For regular inventory counts

Procurement Group Configuration

Configure how stock requests group related movements:

# Create a procurement group for a project
proc_group = env['procurement.group'].create({
    'name': 'Project Alpha Materials',
})

# Use it in stock requests
stock_request = env['stock.request'].create({
    'product_id': product.id,
    'product_uom_qty': 10.0,
    'location_id': location.id,
    'procurement_group_id': proc_group.id,
    # ... other fields
})

Procurement groups help organize all transfers, purchases, and manufacturing orders related to a specific project or purpose.

Advanced Configuration

Custom Procurement Values

Extend the _prepare_procurement_values method to add custom data:

from odoo import models

class StockRequestCustom(models.Model):
    _inherit = 'stock.request'
    
    def _prepare_procurement_values(self, group_id=False):
        values = super()._prepare_procurement_values(group_id)
        # Add custom values
        values.update({
            'priority': '1',  # Urgent
            'partner_id': self.requested_by.partner_id.id,
            # Add any custom fields your routes need
        })
        return values

Multi-Company Configuration

Enable multi-company

Settings → Users & Companies → CompaniesEnsure multiple companies are configured

Configure per-company settings

Each company can have different settings:

for company in env['res.company'].search([]):
    company.write({
        'stock_request_check_available_first': True,
        'stock_request_allow_virtual_loc': False,
    })

Set up inter-company routes

Configure routes between company warehouses if needed

Record Rules and Security

The module includes these security rules by default:

<record model="ir.rule" id="stock_picking_rule">
    <field name="name">stock_request multi-company</field>
    <field name="model_id" search="[('model','=','stock.request')]"/>
    <field name="global" eval="True"/>
    <field name="domain_force">['|',('company_id','=',False),('company_id', 'in', company_ids)]</field>
</record>

Testing Your Configuration

Create a test product

Inventory → Products → CreateSet:

Product Type: Storable Product
Routes: Your configured route
On hand quantity: 0 (to test procurement)

Create a test request

Stock Requests → Stock Requests → CreateFill in:

Product: Your test product
Quantity: 10.0
Location: Your destination location

Confirm and verify

Click Confirm
Check that procurement triggered correctly
Click Transfers to see created picking/PO/MO
Verify the route and rules were applied as expected

Configuration Checklist

Pre-Go-Live Checklist

Next Steps

Quick Start Guide

Learn how to create and manage stock requests

API Reference

Explore the programmatic API for automation

Get Started

Core Concepts

Modules

Guides

Initial Configuration

User Access Configuration

Assign Security Groups

Company Settings

Check Available Stock First

Allow Virtual Locations

Stock Request Order

Warehouse Configuration

Configure Stock Routes

Procurement Rules Configuration

Understanding Rule Priority

Example: Multi-Stage Fulfillment

Sequence Configuration

Integration Module Configuration

Stock Request Purchase

Stock Request MRP

Stock Request Tier Validation

Location Configuration

Create Destination Locations

Procurement Group Configuration

Advanced Configuration

Custom Procurement Values

Multi-Company Configuration

Record Rules and Security

Testing Your Configuration

Configuration Checklist

Next Steps

Quick Start Guide

API Reference

Build docs developers (and LLMs) love

Get Started

Core Concepts

Modules

Guides

​Initial Configuration

​User Access Configuration

​Assign Security Groups

​Company Settings

​Check Available Stock First

​Allow Virtual Locations

​Stock Request Order

​Warehouse Configuration

​Configure Stock Routes

​Procurement Rules Configuration

​Understanding Rule Priority

​Example: Multi-Stage Fulfillment

​Sequence Configuration

​Integration Module Configuration

​Stock Request Purchase

​Stock Request MRP

​Stock Request Tier Validation

​Location Configuration

​Create Destination Locations

​Procurement Group Configuration

​Advanced Configuration

​Custom Procurement Values

​Multi-Company Configuration

​Record Rules and Security

​Testing Your Configuration

​Configuration Checklist

​Next Steps

Quick Start Guide

API Reference

Build docs developers (and LLMs) love

Initial Configuration

User Access Configuration

Assign Security Groups

Company Settings

Check Available Stock First

Allow Virtual Locations

Stock Request Order

Warehouse Configuration

Configure Stock Routes

Procurement Rules Configuration

Understanding Rule Priority

Example: Multi-Stage Fulfillment

Sequence Configuration

Integration Module Configuration

Stock Request Purchase

Stock Request MRP

Stock Request Tier Validation

Location Configuration

Create Destination Locations

Procurement Group Configuration

Advanced Configuration

Custom Procurement Values

Multi-Company Configuration

Record Rules and Security

Testing Your Configuration

Configuration Checklist

Next Steps