1. Enable multi step routes.

2. Create Location.

After enabling it Go to inventory -> location.

Now, Create a Salesperson Transit location to transfer sample products to Salesperson. Make sure that the location type is selected as Internal location.

3.Create Operation Types

The next step is to create Operation types, Refer below images to create it.

Sample bag receipt

For the purpose of returning a sample bag to the salesperson's transit location, this operation type needs to be created.

Sample Bag Delivery

This is a delivery operation type to send products from Salesperson to customer location.

Sample Bag Transfer(Warehouse)

This operation type will be used to transfer sample products from WH/Stock to Salesperson Transit Location.

Warehouse Transfer (Sample Bag)

To transfer sample products from Salesperson Transit location to WH/Stok you need to create this operation type, Here enable “Is SB to Warehouse Operation”

Warehouse Configuration

It is necessary to activate developer mode for the next step. Refer below image to activate Developer mode in odoo

After enabling developer mode go to, Inventory -> configuration -> Warehouse

Here you can see the Tab “Technical Information".

Add Operation Types in Sample Bag In/Out Type.

Sample bag in Type→ Add Sample bag receipt

Sample bag Out Type→ add sample Bag delivery

4. Working Process and flow of App

After setup and configuration the app is ready to use.

Internal transfer

To start the process go to, Inventory→ Operations→ Transfer→create Transfer

Add the name of the salesperson in contact to whom you want to assign the sample products.

Mark Transfer As Sample Bag

After validating the transfer a button “Mark Transfer As Sample Bag” will appear, if you want to convert this transfer as a Sample bag click on it.

Create Sample Bag

Create this Transfer as Sample bag, click on The given button,

As soon as you click the button, a window will pop up asking "Is existing sample bag?" It suggests you to merge with the existing sample bag; To do this, first enable it, then select the bag you want to merge, and then click Update existing sample bag.

If you do not want to combine, deselect "Is Existing Sample Bag" and click Create Sample Bag; this will create a new sample bag for the salesperson.

Sample Bag Page

Here you can see all the Sample Bags which you have created.

Sample Bag

The sample bag is created with a unique name, assigned sales person(Contact), products etc.

Sample Bag name- System will automatically create a Unique Sample bag name Sales Person- This is the salesperson to whom the sample bag has been assigned.

Start Process

It is currently at the Draft stage; click on START PROCESS to begin the sample bag's process.

After clicking on START PROCESS, you will see the window below, which displays a variety of features.

Reset to Draft

Reset in progress process back to draft stage.

Generate XLSX

After clicking on it the data will print in XLSX format.

REASSIGN

Consider the following scenario: the salesperson wants to leave his or her job in that situation, the sample bag must be assigned to another salesperson.

You can easily manage this type of situation using this app, you only need to choose a sales person and click on “Update Salesperson”.

As you can see in the image below, we've changed salespeople to Deco addict.

Partial Transfer

Consider the following scenario: we have two salespeople, A and B. A has 5 products and B has 15 products; now Salesperson A wants 5 more sample products; Salesperson B can offer A 5 products from his bag; in Odoo, you can handle this type of situation using the "Is Partial" feature.

First, Enable “Is partial” some field will open

Add file- If you need to add a file, select upload from file and then upload an xls file; if you don't want to add a file, leave it empty.

Sample Bag- Choose the Sample bag in which you wish to transfer partial samples.

Quantity- Choose how much quantity needs to be transferred.

Updated Quantity

Complete Transfer

To transfer all Sample products to another sample bag, Enable "Is Complete Transfer" & Choose Sample bag name then click Update Partial/ Complete Sample Bag. The entire quantity will be transferred to that sample bag.

After complete transfer

After completing the transfer, all allocated sample products will be moved to another sample bag and the stage will be changed to done.

Create SO

If the buyer likes the sample products and decides to purchase them, the salesperson can create a sales order using the form below.

Here, the salesperson has two options for creating SO.

1. Deliver products from the warehouse.

2. Deliver products hand to hand(by salesperson)

Deliver Products from the warehouse

If the Salesperson does not have enough products, he can enable "Deliver from Warehouse '' to make delivery from the warehouse. When a salesperson creates it, the SO quotation will remain in the quotation sent stage which will be converted into a sales order by the internal sales team.

Hand to Hand Delivery

If a salesperson has enough products, he can give them directly to the customer instead of delivering them from the warehouse. In this case, the quotation will be a fully invoiced sales order rather than a quotation sent.

Scrap Quantity

If there is any damaged product in Sample bag then it can be moved to scrap. Click on scrap quantity after that select quantity to and click on “Scrap qty from bag”.

Warehouse Transfer

Using this feature, the salesperson can return the product to the warehouse.

Buffer Quantity

Let's take a use case,

In the Sample bag app, we have defined a limitation that in warehouse, a minimum quantity of 70 should be maintained; now, if the product count falls below the minimum quantity of 70, that product will appear in the buffer quantity, Now, the warehouse staff has two options for filling product qty: purchase from vendor or take back from salesperson. If the vendor is unable to fulfill the demand right now, the warehouse team can take the product back from the salesperson in order to keep the minimum quantity, and when the vendor sends the product, they will reassign the sample product to the salesperson.

Here you can set a buffer qty for sample products.