Sale Blanket Orders

Use Cases / Context

Others modules provide similar features. The module (sale_order_blanket_order)[https://pypi.org/project/odoo-addon-sale-order-blanket-order] also defines the concept of sale blanket order. The main differences are:

• This module integrates Blanket Orders and Call-Off Orders into the sale.blanket.order object, whereas the other module extends the sale.order object. This means that any extensions made to the sale order model can also apply to blanket orders.
• In the other module, you can deliver and invoice directly from the blanket order. You can also create a separate call-off order to partially deliver the blanket order.

Usage

A new menu in the Sales area is created, allowing users to create new blanket orders.

To create a new Sale Blanket Order go to the sale menu in the Sales section:

Hitting the button create will open the form view in which we can introduce the following information:

• Vendor
• Salesperson
• Payment Terms
• Validity date
• Order lines:
  • Product
  • Accorded price
  • Original, Ordered, Invoiced, Received and Remaining quantities
• Terms and Conditions of the Blanket Order

From the form, once the Blanket Order has been confirmed and its state is open, the user can create a Sale Order, check the Sale Orders associated to the Blanket Order and/or see the Blanket Order lines associated to the BO.

Hitting the button Create Sale Order will open a wizard that will ask for the amount of each product in the BO lines for which the Sale Order will be created.

Installing this module will add an additional menu which will show all the blanket order lines currently defined in the system. From this list the user can create customized Sale Orders selecting the lines for which the PO (or POs if the customers are different) is (are) created.

In the Sale Order form one field is added in the PO lines, the Blanket Order line field. This field keeps track to which Blanket Order line the PO line is associated. Upon adding a new product in a newly created Sale Order a blanket order line will be suggested depending on the following factors:

• Closer Validity date
• Remaining quantity > Quantity introduced in the Sale Order line

Known issues / Roadmap

• Currently, combo products are not supported in blanket orders nor blanket order lines, they are treated as regular products. Future versions of the module should include support for these types of products.

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