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Help

Cannot make Sales Quotation to one Customer

Langganan

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sales
2 Replies
538 Tampilan
Avatar
Katrina Talberga

Hello! 

I cannot make Sales Order to one Customer (Hospital). 

This problem started when I created Warehouse and location for this Customer. I created that, because we send the products (internal transfer) to this hospital, where they keep them without payment. They pay only when they have used them (only then I have to make Sales Order). 


Now, when I try to confirm the Sales Quotation, the "Invalid Operation" notification appears. When I choose different customer. I can Confirm the Order and proceed with Delivery. 


Maybe someone can help with this? I am using Odoo 18.

Thanks in advance, 

Katrina


 

0
Avatar
Buang
Codesphere Tech

Hello,
Please check out route configuration in product. May be you set a wrong route for the product..

Katrina Talberga
Penulis

Yes, if any of this Customers Sales Quotations I set to different Customer everything works well and I can proceed to Delivery and create the Invoice.

Codesphere Tech

Which route is set for this product? and You might want to check the delivery route "WH/Stock to Partner/Customer", operation is delivery order..

Katrina Talberga
Penulis

There is checked Route with operation to "Pull from Stock to Partners/Customer"

Jaideep

Could you share
1. What is the customer location that is set on this customer contact?
This is visible on the customer contact when developer mode is enabled
2. What is delivery route that is defined for this transfer? New WH to this customer location

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Jawaban Terbai

Hi,

This error occurs because Odoo cannot find a route or rule to transfer products from your main warehouse to the new hospital location you created. Since you set up the hospital as a warehouse or internal location to hold stock before payment, Odoo treats it as an internal location and doesn’t know how to replenish it when confirming the Sales Order. To fix this, go to Inventory → Configuration → Locations and ensure the hospital location type is Internal Location. Then, under Inventory → Configuration → Routes, create or edit a route that defines how products move from your main warehouse to the hospital location. Add a pull rule with the source location as your main warehouse and the destination as the hospital location, then assign this route to the relevant products or customer. This setup ensures Odoo automatically creates an internal transfer when items are sent to the hospital, and you can later create a Sales Order once the hospital uses the items.


Hope it helps.

0
Avatar
Buang
Avatar
Katrina Talberga
Penulis Jawaban Terbai

Yes, I tried the Routes as well. 

Made separate Route for this. Adding also this optional partner address. 

I just don't understand, why everything worked perfectly until I made that warehouse and location... I also checked if something has changed in the Customer fields, but there everything is the same as to our other Customers. 

0
Avatar
Buang
Codesphere Tech

Is this same operation working for other customers?

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