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Sale Order Closure

by
Odoo

50.17

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 146
Technical Name sale_order_closure
Websitehttps://onestopodoo.com/
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 146
Technical Name sale_order_closure
Websitehttps://onestopodoo.com/

Sale Order Closure

Sale Order Closure

This custom module introduces a customized button "Close Order" button to streamline order management. It is particularly useful in scenarios where confirmed sales orders and their associated delivery processes need to be halted, preventing unnecessary manufacturing or delivery operations.


Key Features

  • 1. Close Order Button:
    • A customized "Close Order" button appears on the sales order once it is confirmed and a delivery order is created.
  • 2. Cancel Delivery Order:
    • Upon closing the sales order, the associated delivery order is automatically cancelled, ensuring no further actions are taken.
  • 3. Visibility of Closed Orders:
    • Sales orders marked as closed can be easily accessed and reviewed using a dedicated filter in the sales module.
  • 4. Manufacturing Workflow Integration:
    • When a sales order is closed, any related manufacturing demand is also halted since the delivery order cancellation removes the need for manufacturing.

Description

Description

This module simplifies sales order management by providing an efficient way to terminate orders and their associated downstream processes. It reduces unnecessary operational overhead in delivery and manufacturing by automatically canceling delivery orders when a sales order is closed, saving time and resources. Additionally, it enhances visibility with dedicated filters for tracking closed orders, enabling better decision-making. This solution is ideal for businesses needing precise control over sales, delivery, and manufacturing workflows in Odoo.

Standout Features

Standout Features

  • Simplifies sales order management by providing an efficient way to terminate orders and their downstream processes.
  • Reduces unnecessary operational overhead in delivery and manufacturing, saving time and resources.
  • Enhances visibility and tracking of closed orders, enabling better decision-making.

This module is ideal for businesses requiring precise control over sales, delivery, and manufacturing workflows in Odoo.

Exploring the module: (How to)

Exploring the module: (How to)

  • Download and Install the module
  • Assign access rights to users for closing sales orders.

The "Close Order" button becomes visible once the sales order is confirmed.

Partial deliveries can be processed for the sales order.

Backorders are generated automatically for undelivered items after partial delivery.

The system displays two delivery orders: the initial delivery and the backorder.

The status of each delivery order is visible for easy tracking.

A field is provided on the sales order form to record the reason for closing the order.

When the sales order is closed, a custom ribbon appears, indicating its closed status.

Upon closing the sales order, any associated delivery orders are automatically canceled.

A filter is available to view all closed sales orders for streamlined management.

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