Sale Stock Deposit

Installation

Note: Once installed the module will create the warehouses, types of operations, routes and rules for each warehouse available. This will also be done automatically for each warehouse you create after the installation.

Configuration

To configure this module, you need to:

1. Go to the Inventory module
2. Click on Configuration and then Settings
3. In the Traceability section activate ‘Lots & Serial Numbers’.
4. In the Warehouse section activate ‘Storage Locations’ and ‘Multi-Step Routes’.

To create a customer’s deposit:

1. From the contact, go to the ‘Stock deposit’ tab and click on ‘Create New Deposit’.
2. Enter the name. By default ‘Deposit + <contact_name>’.
3. Select the Location from the different available deposits and save.

Usage

To use this module, you need to:

To create a new ‘Deposit Sale’:

1. Create a new quotation.
2. Select a customer who has a deposit.
3. Go to the ‘Other Info’ tab -> ‘Delivery’ section
4. Select the warehouse where the customer’s deposit is located.
5. Add a new product and Select the Route: ‘(<warehouse_name>) / Deposit Sale’
6. Confirm the Sale
7. Validate the generated picking. Remember to set the done quantities manually.
8. This picking will ‘reserve’ the stock of that product in your warehouse for the customer. This is achieved by moving (in Odoo) the stock from the deposit location to the customer location. Though the product is still in warehouse and it has not been delivered yet, it belongs to the customer, and the negative stock in the deposit location represents this, reserving the product for him.

To create a new ‘Deposit Delivery’:

1. Create a new quotation.
2. Select a customer who has a deposit.
3. Go to the ‘Other Info’ tab -> ‘Delivery’ section
4. Select the warehouse where the customer’s deposit is located.
5. Add the same product that was added to the deposit in the sale to deposit.
6. Select the Route: ‘(<warehouse_name>) / Deposit Delivery’
7. Confirm the Sale
8. Validate the generated picking
9. This picking will remove the stock from the deposit, completing the delivery cicle in odoo. This is achieved by moving the stock (in odoo) from the deposit location to the customer location. This operation works correcly because the stock has previously been moved (in odoo) to the customer location, and the deposit location is negative.

On the other hand, you will be able to see the state of the customer’s deposits.

1. Go to the ‘Stock Deposits’ tab of the contact and click on ‘View Deposit Status’, if you only want to see the status of one deposit.
2. From the contact’s view header click on ‘Deposits’ to see the status of all the customer’s deposits.

Known issues / Roadmap

• In future versions, we will consider modifying the sale order line widget to show the available quantity of the product in the customer’s deposit.
• Note: If you make a ‘Deposit Sale’ of a product with lot numbers. You will need to use the same lot number in the ‘Deposit Delivery’, or another existing lot in the deposit. Odoo is not able to automatically select by default a lot that is in the deposit, because deposit delivery operations do not have the deposit as origin (the location odoo uses to get the lots). You can also make an inventory adjustment to fix this.
• The code inside the _search_rule() has been encapsulated in another function and also called from _get_rule(). Now, _get_rule() does not call _search_rule() inside sales confirmations, so the code to get the deposit rule has been moved to _get_rule(). Other functions could have been inherited, but, as they were too complex, this is the best way.
• The res_partner fields should be reviewed to determine if they should be commercial fields.
• Potential issue with multi-company configuration.
• Potential issue with contact merging.
• Review inherited functions.

Bug Tracker

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.

Credits