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How to mass create customer orders

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This question has been flagged
orderscustomizationautomationStudio
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August Fleitman

I am looking into using Odoo for a winery. We will need the ability to create orders for a batch of wine club members. Here the specifics of what we need:

  • Ability for customers to add a club to their account through the customer portal. It will not necessarily have a fee associated with it. So, I imagine that a simple added field using Studio will work for this.
  • Ability for our staff do the same through our POS. Again, I imagine that this is easily accomplished with Studio.
  • We will need to set up a list of available products each club shipment (with a minimum and maximum order quantity, and default selections in lieu of custom selections)
  • Then we want to be able to select a the club members and create orders based on these selections following a period of time allowing for customizations. 
  • Upon order creation, the product inventory should be allocated but not removed until the customer has picked up the order or we have shipped it
  • We need a banner placed on the customers' account that is visible in the POS to notify our staff of the pending order
  • Upon verifying the order with the customer, or customizing it, the order is processed for payment and the inventory is removed from an inventory location based on which POS it is processed through

Is this something that could be done utilizing Studio to build a custom app that will have a list of batches created in this way and a form to set up new ones, using custom Automations or Webhooks? Perhaps utilizing a modification of the "Order Templates" feature? Or, will we need to employ an Odoo partner to implement custom code to build this out?


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