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Sale Block no Stock

Alpha License: LGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module extends the functionality of Sales to support blocking sales and to allow you to ensure you are capable to send product you have in stock.

When a Sale Order is going to be confirmed, it will be checked if the quantity demanded exceeds that of the field selected in the configuration, and in this case a wizard will appear to allow you to fix quantities indicating what is the maximum quantity that can be ordered.

Then, you can adjust UoM quantities, Packaging quantities or move remaining unfixed lines to a new order.

If the user who is confirming an order has a group that is allowed, an extra option to confirm the Order with errors will appear on the Wizard.

This module only can block lines with product type 'product' (storable products).

Internal notes will be posted on sales when adjusting quantities or moving to another orders.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

This module was developed because sometimes you don't want to allow a sale to be confirmed when there is no enough product to sold.

It will be useful for you if selling more than you have in stock or planned is not a desired behaviour.

To configure this module, you need to:

  1. Go to Settings > Sales > Quotations & Orders > Blocking sales due to lack of stock
  2. Fill Field to compare against the quantity demanded. Possible values:
  • virtual_available_at_date: Planned quantity to be in stock on the day of delivery
  • qty_available_today: Quantity available in stock today
  • free_qty_today: Quantity available without reserve in stock
  1. Fill Groups allowed to bypass the block

To use this module, you need to:

  1. Go to Settings > Sales > Quotations & Orders > Blocking sales due to lack of stock
  2. Fill Field to compare against the quantity demanded: This field will be used to check if the quantity demanded is less than or equal to the value marked in this field. Set it to virtual_available_at_date for this test.
  3. Fill Groups allowed to bypass the block: These groups will allow the blocking to be bypassed if the quantity demanded exceeds the quantity we want to check. Leave it blank to not allow any group to bypass that restriction.
  4. Create a Product and set it to be storable.
  5. Create a Purchase Order for the product and confirm it. Set the Picking Schedule Date on 3 days.
  6. Create a Sale Order with the product and set the Commitment Date on 2 days. Confirm it and check the wizard.
  7. Click on Ajust UoM Quantity and see the order has been modified to match forecasted quantity.

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

  • Moduon

The development of this module has been financially supported by:

  • Ulzama

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

Shide

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.