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Disable auto-assign of Serial Numbers to Sales Order Operations

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Yosi Afergan

Hi

When order is ready for pickup the system auto assigns next available Serial numbers, is there a way to keep it blank and let us assign them? (instead of remove and re-assign)

Thank you!

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

If you want to prevent this auto-assignment and instead let users manually assign serial numbers at delivery time, you can do so by configuring the reservation method.


steps:

1. Inventory ->Configuration -> Operation Types

2. Select the Delivery Operation Type

3. Reservation Method: Set it to: Manually


     There are three types of Reservation Methods.

          - At Confirmation – Reserve the product only when the Sales Order is confirmed.

          - Manually – Manually want to check the availability to Reserve the required quantity of products.

          - Before the scheduled date – Only reserve ‘X’ days before the scheduled date. You can mention the number of days before the scheduled date to reserve products.

4. Lots/Serial Numbers: Ensure Use Existing Lots is checked



For more details, please refer to the following links:

- https://www.youtube.com/watch?v=biKsnzQF958

2. https://www.odoo.com/documentation/18.0/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.html

3. https://www.cybrosys.com/odoo/videos/v17/inventory/reservation-method/


Hope it helps.

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Yosi Afergan
Author Best Answer

Thank you so much Ray! :)

So before the changes:

When I create a SO --> Confirm

Since I'm using the Barcode App, at this point the order appears for pickup.


When I made the change to Manual:

I need to first go to the SO --> Pickup --> Set the Quantity field (Save) - only now it shows under Barcode Pickup Operations...


Edit:  I can see the Pickup operation under the Barcode App, if I remove "Ready" filter from the search (I guess I can save it as default if I wish)

ty



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Ray Carnes (ray)
Best Answer

(1)  Inventory --> Configuration --> Warehouse Management --> Operation Types

open Delivery Orders

(2) Reservation Method set to Manually


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