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Apua

Can i assing a operation type to the orders of my website

inventory

2 Vastaukset

1311 Näkymät

Catalina Paez

Hi i´m new in odoo and was wandering if this is possible.

I want to identify the orders generated in my website in the module of inventory, and the way i think it could be possible is by adding a new type of operation of type delivery called "Orders web"

The issue is that i can´t find a way to assing this operation type to the configuration of the website.

Example of the process i would want odoo to follow:

1. A person buy a product in my website , this generates an order.

2. when i go to the inventory operation types i can see the pending orders in "Orders web"

Thanks.

Jaideep

Paras vastaus

An option could be to accomplish using filters.

1. On delivery order operation create custom filter

2. Add custom filter - Sales Order > Sales team = 'choose required team'

3. Save the filter - it can be made available for 1 user or all users and also set as default if need be

3. User can directly select the required sale team from favorites

Hamid Ahmadimoghaddam

Hi Catalina,

There are technical solutions for this.

Solution 1: what I would do is to add a "related field" on the "stock.picking" (transfers) to the "sales order > sales team" and then in the deliveries, I will just group them based on the sales teams. In this way, it will be distinguished which deliveries are for website order. We can further automate it and add a responsible person on the transfer according to the website team.

Solution 2: This is closer to what you want, but again technical: create a new operation type specifically for website orders, create a new route (exactly the same as the delivery route), but on the rules, select the newly-created operation type. Then create an automated action to update the lines of sales order to add that specific route to the lines. In this automated action, you need to take care of some conditions, which can be different based on your system.

regards,

Hamid - bitigloo GmbH

Catalina Paez

Tekijä

Hi Hamid,

Could you please help me undertand better the first solution.

I already stablish which sales teams is in charge of the web site and which team is in charge of my telephone sales. but i don´t understand where do you add this field in the delivery and also i was looking into grouping the deliveries i don´t see the option.

thank for your help.

Jaideep

The sale team field can be added to delivery operation using studio.
1. While on a delivery operation form toggle to studio (top right of the screen)
2. Add a New Related field
3. On the 'Field Properties : Related' pop-up select Sales Team. If it isn't available, then Sales Order > Sales Team
4. Rename the field title
The field can be added to the list view as well.
To group deliveries by sales team, select sales team in 'Add Custom group' field

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Rekisteröidy

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