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We have a workflow where almost all customer orders need to be changed during packaging. This is due to fresh produce like vegetables. For example, while the order from the customer is 3kg of tomatoes, we supply and charge for 3.1kg of tomatoes.
How would you deal with this?
My confusion stems from the fact that Sales Orders are not meant to be edited.
A longer description
I've got a work flow in a food marketing business that I couldn't so far been able to wrap an OpenERP implementation around.
I'm new at OpenERP so, again, please bear with me.
The workflow of this food marketing business is:
- Customers make orders online. An example order for our case would be 3kg of tomatoes (usually orders are multiple items but this is enough for the example)
- We have only Stockable Products, both Make to Stock (rice, oats, etc.) and Make to Order (Fruits, Vegetables, etc.). Once a week, on the day before packaging day, the purchasing manager examines the totals of all the Make to Order products that were sold that week and orders them from our suppliers.
- On the next day, all the Make to Order products are received and the packaging team edits the orders while packaging them. For example, while an order was 3kg of tomatoes, the employee managed to weigh 3.1kg of tomatoes. This is usual and acceptable.
We are considering OpenERP Magento Connector for 7.0 (in development) as an online store. This may or may not be relevant to the issue. It may as well be phone ordering. In any case, sales orders are created, and once they are confirmed (not quotations any more) it is not recommended to change them, I was told by community members.
First question: what documents do the packaging team edit during packaging of the order? Is it the Sales Orders? Is it the Invoices? Is it the Delivery Orders? Both Invoices and Delivery Orders?
Second question: how does the purchasing manager know the quantity of each Make to Order product to order from our suppliers? Please bear in mind that this is one day before packaging day. Perhaps from the Forecasted Stock of each Make to Order product?
What would be your solution?
Does this require adding an new type of document and perhaps even more modifications?
it's not a problem.
Just set your invoicing method to "invoice based on delivery orders" in Settings/Sales. You should not change the quantities on the sale order but on the delivery order/packing. (it's not because you deliver more/less than the customers ordered more/less).
Please note that fruit and vegetables are not make to order, but make to stock (eventually with a maximum order point of 0 kg) If you do a minimum stock rule, draft purchase orders are created automatically for purchase manager. (you may have one per day, so you may have to group then before buying or launch the scheduler weekly)
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|Asked: 4/18/13, 3:34 PM|
|Seen: 1856 times|
|Last updated: 3/16/15, 8:10 AM|