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My customer asks me for a delivery note after working for them, before I send the bill at the end of the month. How can I do that with odoo?

Ex: 

Cleaning buissness. After cleaning a house/office the worker needs to hand the customer a delivery note. At the end of the month the customer recieves the bill with the Sales number (for instance S25100) so they can match both.

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Hi,


In default Odoo, delivery orders are only created for stockable products, so service products cannot generate a delivery order or delivery note automatically. This is why, in service businesses like cleaning, you cannot use the standard inventory workflow to issue a delivery note.


To work around this, you have a few options. One is to use a stockable “dummy” product for the service, allowing Odoo to generate a delivery order that can be printed as a delivery note. Another is to create a custom “Service Delivery Note” report that mimics a delivery note but uses the Sales Order and service lines, avoiding unnecessary stock movements.


Alternatively, you can use the Timesheet or Project module to log services and generate a Service Report immediately after the work is done, then invoice at the end of the month referencing the same Sales Order number. This provides a professional way to give customers proof of service without affecting inventory.



Hope it helps

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Yes indeed, it does help a lot.
I didnt know about the timesheet or projects part, but I was already aware of the limitation in sales. I also had the dummy idea, even using a consumable product instead of a service, but that does not seem right... I'll try your suggestions with those 2 extra modules, because to me it is not clear now when a service has been "delivered". Just confirming the SO lets me invoice it even tho I might not have done the service yet, this does not seem the way to go...

The Invoicing Policy determines when a Sales Order can be invoiced. See https://www.odoo.com/documentation/19.0/applications/sales/sales/invoicing/invoicing_policy.html - if you change the policy so the service needs to be delivered before invoicing is possible, maybe the worker can change the quantity on the Sales Order and print a copy to hand to the Customer?

Autor

If I change the policy so it needs to be delivered as you mentioned, then how will I deliver the service units? I just tested it in a dummy DB and I couldn't invoice the units because there is no delivery for them, so I can't deliver them. Does that make sense to you?

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