Metadata-Version: 2.1
Name: odoo-addon-sale_blanket_order
Version: 18.0.1.2.2.1
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Blanket Orders
Home-page: https://github.com/OCA/sale-blanket
License: AGPL-3
Author: Acsone SA/NV, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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===================
Sale Blanket Orders
===================

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A blanket order is a pre-agreement to sell a certain number of
quantities of products at a specific price. From a confirmed blanket
order, the users can create new sale orders at such price, until the
blanket order expires, either due to reaching the validity date or
exhausting all the quantities of products.

**Table of contents**

.. contents::
   :local:

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:

|image1|

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

|image2|

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.

|image3|

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.

|image4|

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.

|image5|

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

|image6|

.. |image1| image:: https://raw.githubusercontent.com/OCA/sale-blanket/18.0/sale_blanket_order/static/description/BO_menu.png
.. |image2| image:: https://raw.githubusercontent.com/OCA/sale-blanket/18.0/sale_blanket_order/static/description/BO_form.png
.. |image3| image:: https://raw.githubusercontent.com/OCA/sale-blanket/18.0/sale_blanket_order/static/description/BO_actions.png
.. |image4| image:: https://raw.githubusercontent.com/OCA/sale-blanket/18.0/sale_blanket_order/static/description/PO_from_BO.png
.. |image5| image:: https://raw.githubusercontent.com/OCA/sale-blanket/18.0/sale_blanket_order/static/description/BO_lines.png
.. |image6| image:: https://raw.githubusercontent.com/OCA/sale-blanket/18.0/sale_blanket_order/static/description/PO_BOLine.png

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 <https://github.com/OCA/sale-blanket/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 <https://github.com/OCA/sale-blanket/issues/new?body=module:%20sale_blanket_order%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Acsone SA/NV

Contributors
------------

- André Pereira <github@andreparames.com> (https://www.acsone.eu/)

- Adrià Gil Sorribes <adria.gil@eficent.com> (https://www.eficent.com/)

- Jordi Ballester Alomar <jordi.ballester@eficent.com>

- Alex Comba <alex.comba@agilebg.com> (https://www.agilebg.com/)

- Codeforward (https://www.codeforward.nl/):

     - Jasper Jumelet <jasper.jumelet@codeforward.nl>
     - Chris Bergman <chris.bergman@codeforward.nl>

- `Trobz <https://trobz.com>`__:

     - Nguyễn Minh Chiến <chien@trobz.com>

Other credits
-------------

The migration of this module from 15.0 to 16.0 was financially supported
by Camptocamp

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

This module is part of the `OCA/sale-blanket <https://github.com/OCA/sale-blanket/tree/18.0/sale_blanket_order>`_ project on GitHub.

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