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fabien


Hello to the community.

This is my first post 🥳

Having been working with Odoo 16. for a few months, I need your perspective.


For a delivery note management project for a logistics company (which makes rounds between its warehouse and customers), I would like to record a delivery note with general information (customer name, delivery address, etc.) and the cost of the trip in Odoo. (No inventory management in Odoo). 

This will be validated up on receipt by the customer by our delivery driver on the app. This note will then be accessible for the billing module.

I've performed some operations between the sales and inventory modules to begin with, but I'd like your perspective so I don't get lost.


Thank you for your time.


Have a nice day.

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fabien
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Hello,


Thank you for being so responsive.  👍

Your answers will greatly help me move my project forward.


I'll keep you posted.


See you soon.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

HI,


For your logistics project in Odoo 16, since you don’t require inventory management, it’s better to focus on a custom delivery note model rather than relying heavily on Sales and Inventory modules. This model can record essential trip details such as customer, delivery address, delivery date, driver, and trip cost, serving as the central document for your workflow.


You can implement a simple workflow (Draft → Delivered → Validated) so the delivery driver can update the record via the mobile app and have the customer digitally acknowledge receipt. Once validated, the delivery note can be linked to the Accounting module or a Sales Order for invoicing.


While it’s possible to adapt Sales Orders and Delivery Orders by stripping down unnecessary fields, this approach may add unnecessary complexity. The recommended best practice is either to create a dedicated custom delivery note model tied to invoicing or lightly adapt existing Sales/Delivery workflows, avoiding unneeded inventory functionality.


Hope it helps

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ERP Harbor Consulting Services
Best Answer

Hello and welcome 🎉

If you don’t need inventory tracking, the easiest way is to use a service product (e.g. “Delivery Trip”) in the Sales module. The driver can validate the delivery, and you can invoice directly from the Sales Order.

If you want a dedicated workflow, a small custom “Delivery Note” model or the Field Service app could also work.

Feel free to contact me directly at +91 91069 97061  or mail at khushi.p.erpharbor@gmail.com for further assistance.

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