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  1. APPS
  2. Inventory
  3. Operation Type Selection on SO v 18.0
  4. Sales Conditions FAQ

Operation Type Selection on SO

by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-sal-0056-operation-type-selection-on-so-6811
Odoo

$ 100.57

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 39
Technical Name fal_sale_operation_type
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-sal-0056-operation-type-selection-on-so-6811
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 39
Technical Name fal_sale_operation_type
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-sal-0056-operation-type-selection-on-so-6811
Versions 18.0 19.0
  • Description
  • License

STORY BEHIND THE FEATURE

ODOO BEHAVIOUR

In multi-warehouse environments, businesses often need to define different delivery operation types depending on the warehouse selected on a sales order.

However, Odoo by default does not allow users to manually select or override the operation type on the sales order level, and delivery orders are always created with the default operation type of the warehouse.




CLUEDOO BEHAVIOUR

✅ Adds an "Operation Type" field to the Sales Order form.

✅ Allows the user to select the desired operation type manually (based on the selected warehouse).

✅ Delivery transfer inherits the selected operation type from the Sales Order.

COMPARISON: ODOO (ODS) AND CLUEDOO (CLS)

Odoo:

  • Auto-selects the default operation type from a warehouse.

  • No flexibility for user override.

CLuedoo:

  • Operation Type can be selected on the SO form.

  • Delivery inherits and follows that operation type.


BUSINESS CASE

A company operates several warehouses, each with its own delivery method (e.g., direct shipping, pick + pack, 3PL delivery).

With default Odoo, they cannot easily adjust the delivery logic per sales order, which may result in manual fixes or delivery mismatches.


OUR FEATURES AS SOLUTIONS

Operation Type selection on SO

Inherit Operation Type from SO to Delivery

  1. Create an SO > Choose Warehouse and Operation Type > Operation Type by default = 1st delivery Operation Type of this warehouse
For ex:
Warehouse : SF Warehouse # 3
Operation Type :
SF Warehouse # 3: Delivery Orders from 3.1 = default

Note: It will only display the operation types belonging to the warehouse that you choose
2. Confirm SO, a transfer will be created > Operation Type is inherited

3. If you cancel the SO, set to quotation and choose another operation type > Reconfirm > the operation type is also inherited in the new delivery


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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