Hi and welcome! 👋 It's great that you're exploring Odoo for your drinks retail business — it sounds like your delivery workflow can definitely be modeled with some of Odoo's built-in tools (plus a bit of customization where needed).
Based on your workflow, here's how you could approach this:
🔁 1. Assign Delivery Regions and Days to Customers
You can add a custom field (via Odoo Studio or a developer module) on the customer/contact form to store:
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Delivery Region (e.g., Region A, B, C)
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Delivery Day (e.g., Monday, Tuesday…)
These fields can be manually assigned or automatically calculated based on the delivery address using a mapping or a small automation rule (e.g., via server actions or automated actions in Studio).
🧾 2. Show Delivery Day in Sales Orders (and allow manual override)
On the Sales Order form, add a related field that pulls the delivery day from the customer. You can make it editable so your team can override it for special cases.
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You can use Odoo Studio to:
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Add a field like Delivery Day
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Set its default value from the customer’s delivery preferences
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Allow manual override
🧠 3. Orders Go to Planning Before Warehouse
To make orders land in your planning department first, before they go to the warehouse:
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Use a custom state or tag (e.g., “Ready for Planning”) in the sales order or delivery order workflow.
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Orders with future delivery days can stay in this state.
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The planning team can review all orders for a specific delivery day (using filters or custom dashboards), optimize the route, and then confirm them.
You might also look into Delivery Routes in Inventory > Configuration, and customize the delivery workflow accordingly.
🚚 4. Plan Delivery Routes and Picking Order
For actual route planning, you might:
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Use Odoo's Delivery Orders and group them by delivery day/region.
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Use a third-party route optimization app from the Odoo App Store (some offer Google Maps integration and delivery sequence optimization).
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Once a route is confirmed, you can use Picking Waves or batch picking features in Inventory to generate picking lists in delivery order.
You can also add a field like Delivery Sequence on each order line or delivery order to control the exact order of picking.
Summary Workflow
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Customer has delivery region + day on record.
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Sales order auto-fills delivery day (can be overridden).
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Orders are filtered/grouped by delivery day for planning.
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Planning team sets delivery route & picking order.
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Orders move to warehouse for picking in the optimized sequence.
If you’re open to a bit of development, this workflow can be made really smooth. If you prefer to stay within standard features + Odoo Studio, it’s also doable with some creativity.
Let me know if you'd like some example screenshots or module ideas to support this!