Optimizing Stock Reservation and Route-Based Deliveries Using Odoo
Industry: Medical Supplies
Location: South Africa
ERP System: Odoo (Customized by XRA)
Overview: ERP Challenges in the Medical Supply Industry
MedEquip Solutions (pseudonym), a trusted distributor of medical and surgical supplies in South Africa, needed an ERP system that could handle more than just basic order fulfillment. With a broad catalog of medical products and a growing customer base, they required a platform that could:
- Accurately reserve stock for delivery based on actual availability
- Handle batch-controlled deliveries and receipts
- Integrate logistics based on geographic delivery zones
- Automatically sync inventory movements with supplier bills and customer invoices
They turned to XRA to customize their Odoo system for real-world supply chain efficiency.
Our Odoo Customizations
Real Solutions for Real Logistics
Stock Reservation Based on Confirmed Delivery Quantity
We customized the Odoo Inventory workflow to reserve stock only when available and confirmed for delivery. Key features:
- Modified picking rules to allow partial reservations without cancelling or delaying full orders
- Ensured that warehouse teams can dispatch what’s in stock, improving delivery turnaround
- Enhanced sales reliability by providing real-time visibility of stock availability vs. actual stock reserved
Odoo Modules Used:
- Inventory (stock)
- Sales
- Custom Python scripts for workflow override
Batch-Level Receipts and Deliveries with Billing Automation
To align procurement and sales operations, we enabled batch processing for both incoming and outgoing shipments:
- Batch receipts allow receiving bulk stock from suppliers in a single batch
- Outgoing deliveries are processed by delivery batch rather than per order
- The system automatically generates supplier bills and customer invoices from the batch, reducing manual work
Benefits:
- Improved traceability of stock movements
- Faster invoice generation
- Reduced admin overhead and human error
Odoo Modules Used:
- Purchase
- Sales
- Inventory
- Invoicing
- Custom batch operation extensions
Geographically Smart Delivery Routing
We extended Odoo’s delivery functionality to incorporate geographic route planning:
- Stock is assigned to delivery vehicles based on delivery zones
- The system dynamically creates delivery batches based on on-route locations
- Reduced unnecessary dispatches and fuel consumption by optimizing vehicle load planning
Case Example:
A delivery vehicle serving the Durban North region only loads confirmed orders from that area, eliminating out-of-route detours and improving delivery accuracy.
Odoo Modules Used:
- Delivery Management
- Inventory Routes
- Geo-logic extension for route mapping (custom)
Results: Enhanced Operational Efficiency and Customer Satisfaction
After implementing the customized Odoo ERP solution, MedEquip Solutions achieved the following:
| Metric | Before Odoo Customization | After XRA's Odoo Solution |
|---|---|---|
| On-Time Deliveries | ~65% | 95%+ |
| Stock Accuracy | Moderate (manual tracking) | High (real-time updates) |
| Invoice Accuracy | Manual (high error rate) | Automated and reliable |
| Route Optimization | None | Geo-based smart dispatch |
Why This Matters for Medical Supply Companies
In the fast-paced medical industry, speed, accuracy, and compliance are everything. Odoo, when customized correctly, provides:
- Real-time inventory insights
- Integrated billing and delivery tracking
- Geo-intelligent logistics for faster fulfillment
- End-to-end process automation for fewer errors
Whether you're managing PPE, surgical equipment, or pharmaceutical goods, a customized Odoo ERP system gives you the scalability and reliability you need.
Ready to Optimize Your Medical Supply Operations with Odoo?
At XRA, we specialize in custom Odoo implementations for inventory, logistics, accounting, and more. If you're facing growing pains in your stock management or delivery workflows, we can help.
Let’s design a smarter, more efficient ERP solution tailored to your business.