| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 374 |
| Technical Name |
foss_schedule_sale_order |
| License | See License tab |
| Website | https://www.fossinfotech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 374 |
| Technical Name |
foss_schedule_sale_order |
| License | See License tab |
| Website | https://www.fossinfotech.com |
Schedule Sale Orders
Order scheduling is an additional process in the processing of sales documents that helps to optimize the delivery dates for each item. You can define the strategies to consider the special customer requests or the general business requirements before influencing the delivery date for the items.
Highlights
Schedule Sales Order
Custom Schedule Sales Order module is integrated with Sale module
Works with Multi Sale Order
Multi Sales Orders will be created automatically based upon on the Schedule Orders.
Multi Company
Works with Multi Company.
Automatic Schedule Orders
Schedule at multiple points - either manually or automatically as per the line is entered.
Sales Order Processing
Eliminate Tedious Tasks from Sales Order Processing
Data Capture
Capture Data While Eliminating Risk
Overall Cost
Reduce Overall Costs
Reduce Complexities
Reduce Complexities and Resolve Discrepancies
Improve Visibility
Improve Visibility
Customer Experiences
Provide Superior Customer Experiences
Features
- Schedule at multiple points - either manually or automatically as the line is entered, when the order is booked.
- Automatic schedule orders can be created by defining the Customers and the Products based upon scheduled date.
- Automatically set the scheduled order and schedules date based upon which the Sale Order will be created.
- Control, based on scheduled order, the level of scheduling which should occur.
- Perform scheduling actions on multiple lines across orders.
- Configured items can be matched at scheduling for planned items.
- Scheduling is a concept, which helps to place the demand in the inventory based on the availability.
- Supports to find the availability of the item
- Performs the reservation based on Scheduled Sale Date
Benefits
- Scheduling is a communications tool that helps balance customer demands with your ability to fulfill that demand.
- Perform scheduling actions on multiple lines across orders.
- Scheduling can be updated based on the latest planning output for planned items.
- Eliminate Tedious Tasks from Sales Order Processing
- Capture Data While Eliminating Risk
- Reduce Overall Costs
- Reduce Complexities and Resolve Discrepancies
- Improve Visibility
- Provide Superior Customer Experiences
- Eliminate Manual Entry Time
Schedule Sales Order
Please find the Schedule Order Menu in the below mentioned path.
- Go to Sale Module --> Under 'Orders' menu, choose 'Schedule Order'
- Click on 'Create' button --> Enter details of the Customer for which Sale Order has to be created automatically.
Schedule Order Creation
- Click on 'Create Button' --> Enter required mandatory details in the form with Customer details for which the automatic Sale Order has to be created.
- Sequence will be created automatically while creation.
Schedule Order Line Creation
- Click on Add a Line Item and then Select the Products along with its Quantity for which Sale Order has to be created automatically.
- Also click on Add a Line Item and Update the Schedule Quantity and Schedule Date for which Sale Order has to be created automatically.
Quantity Mistmatch Warning
- If the Schedule Quantity is greater than Product Quantity, then the below mentioned Warning will get popped up.
Product Quantity and Schedule Quantity
- Product Quantity and Total Value of the Schedule Quantity should be equal.
Schedule Order
- Please find the create Schedule Order in the below screenshot.
- Sequence will be created for Schedule Order while creation.
- Based upon the Selected Customer, Product, Schedule Quantity and Schedule Date specified in the Schedule Order, Sale Order will be created automatically.
State Change
- By clicking on Confirm button, the state will be moved to Running state and then schedule order will be created for the same.
Schedule Order Cron
- This is an Automatic Action which will get executed on Daily Basis for the creation of Sale Orders based upon the schedule date in schedule orders.
Quotation View in Schedule Order
- Please find the created automatic Sale Order in Schedule Order Screen in the below screenshot.
Schedule Order Line Updation
- Please find the Closed Date updated for the Schedule Order Line after the creation of Sale Orders.
Sale Order List View
- Please find the Automatic Sale Order Created in the below screenshot.
Sale Order Creation
- Please find the Automatic Sale Order Created in the below screenshot as per the Customer, Product and Schedule Quantity in Schedule Orders.
Schedule Order Screen
- Once after closing all the Schedule Order Lines by creation of Sale Order, Schedule Order can be closed through Close Button avaliable in Schedule Order Screen.
Read User Guide
Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app or you can write to us at sales@fossinfotech.com
Yes, You will get 4 hours Of Free Support, You can write your queries to support@fossinfotech.com
Yes, You can perform Multi Schedule Orders with different Customers.
Odoo Proprietary License v1.0 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. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. 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.
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