Hibou Odoo Suite: Sales Modules: Sale Sourced by Line
Purpose
This documentation outlines the use case and processes associated with Hibou's Sale Sourced by Line module for Odoo 15. The Sale Sourced by Line module gives users the ability to source a sale order line from a specific warehouse instead of using the warehouse of the sales order. It also adds the ability to set the planned date of the outgoing shipments on a per order or per order line basis.
Getting Started
First thing's first, we need to install the module! Navigate to the Apps application.
Once there, remove the 'Apps' filter, then search 'Sale Sourced by Line'. When you're ready, click Install.
Good to Know!
The Sale Sourced by Line module requires the Sales and Warehouse Management and the Dates on Sales Order module. However, if you do not already have these modules installed, Odoo will install them for you during this module's installation.
Processes
To get started, navigate to the Sales app.
Once there, you'll see a list of Quotations, which are unconfirmed Sale Orders. Click Create to start a new Sale Order. In the upper section, enter the customer and primary information. Under the Order Lines tab, click Add a Product. This opens a new line where you can select a product, and now you can also select the source location under the Warehouse column.
Additionally, there is a new Planned Date field on each sale order line.
When multiple warehouses are used on sale order lines, multiple deliveries will be created for each warehouse.
Technical
This module adds a new Planned Date `date_planned` field to the Sale Order model. Additionally, it adds A Warehouse `warehouse_id` field and a Planned Date `date_planned` field to the Sale Order Line model. These fields are added to the Sale Order Form view and the Sale Order Line tree view.