Sale Delivery Schedule
Demo video: Sale Delivery Schedule
Description
This module helps employees conveniently implement goods coordination processes, control the delivery plan, and access the actual delivery status of sales orders right on the view of the Sales app. Therefore, problems of delayed delivery and ineffective delivery planning will be solved.
Key Features
- Add estimated delivery date for products line on the sales order.
- Add Delivery Controls menu on the Sales app, allowing to track the Date of Transfer, Delivery Results with Early/Late/On time tags, Late/Early (day) compared to plan, etc.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_stock_schedule.
- Press Install.
Instructions
Instruction video: Sale Delivery Schedule
1. Create a sales order
Navigate to Sales > Orders > Quotations, press Create to create a sales quotation for a product.
On each sales order line, add the estimated delivery date to the Est. Delivery column. After filling in all the necessary information on the quotation, press Confirm to convert it to a sales order. For storable products, respective delivery receipts will be automatically created.
2. Confirm delivery receipts
Depending on the inventory management process of each company, the Inventory software supports the delivery process in one or multiple steps. On the delivery receipt, press Validate to complete the delivery.
3. Monitoring delivery schedule
After sending out the product to your customer, navigate to Sales > Delivery Controls > Delivery Schedules to check that your company's delivery is up to the original commitment with the customer, all the deliveries in the Available status will be displayed here.
Turn off the default filter and group by Origin to view all the deliveries by the specific sales order.
In the Delivery Results column, there are 3 tags:
- Early: Delivery was completed earlier than scheduled. For an incompleted inventory, the viewing time is earlier or equal to the scheduled date.
- On Time: Delivery was completed in accordance with the initial schedule.
- Late: Delivery was completed later than scheduled.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.