1. Install the Module:

• Go to Apps
• Search for Delivery Management
• Click Install

Enable Developer Mode:

• Go to Settings → Scroll down → Click Activate the Developer Mode (or from URL: yourdomain/web?debug=1)

Assign Delivery Role to Users:

• Go to Settings → Users & Companies → Users
• Open the user you want to configure
• Find the "Delivery" field (may be under Access Rights or a new section from the module)
• You will see two options:
• Delivery Admin — Has full access (create routes, assign deliveries, etc.)
• Delivery Boy — Has restricted access (can only see their assigned deliveries)
• Select the appropriate role for that user.

Save the User:

• After assigning the role, click Save
• Refresh the Page (F5) to ensure role updates are applied

Manually Upgrade the Module (if needed):

• Go to Apps → Click Update Apps List → Search for Delivery Management
• Click the dropdown on the module and select Upgrade
• Or, in Developer Mode → go to Apps → Update Apps List → check the checkbox → click Update → then Upgrade your module

The "Delivery Management" module serves as a central hub for overseeing and tracking the delivery process of customer invoices. It integrates with existing Odoo functionalities like Sales and Invoicing and introduces specific features for managing delivery personnel, tracking delivery statuses, and handling commissions and payments

• Origin: The process begins outside the Delivery Management module when a customer invoice is generated in either the Sales or Invoicing modules of Odoo.
• Trigger: Once an invoice is validated and generated, it becomes eligible for delivery management.

• Visibility: All generated invoices that require delivery will be displayed within the "Delivery Invoices" section of the Delivery Management module.
• Initial Status: Upon appearing in this section, the delivery status of these invoices is automatically set to "Invoice".

Before assigning deliveries, delivery boys need to be set up in the system:

• Creation: A dedicated interface exists for creating new delivery boy records
• Required Information: For each delivery boy, the following details must be entered:
• Name
• Mobile Number
• Email
• Commission Fees (Crucial for later bill generation)

• Action: The administrator is responsible for assigning a delivery boy to an invoice from the "Delivery Invoices" list.
• Status Update: Once a delivery boy is assigned, the delivery status of that specific invoice changes to "Delivery Assigned".
• Dedicated Menu: A separate menu, "Delivery Assigned," provides a comprehensive list of all orders that have been assigned to delivery boys. These records can be opened in a form view for detailed inspection.

• Purpose: A dedicated portal is created for delivery boys to manage their assigned tasks.
• Visibility: Only orders with the status "Delivery Assigned" are visible and accessible to the respective delivery boy through their portal.

From the "Delivery Assigned" form view within the delivery boy's portal, the delivery boy has several interactive options:

• "Delivery On Way" Button:
• Function: When clicked, this button updates the delivery status of the order to "Delivery On Way"
• Dedicated Menu: A separate menu, "Delivery On Way," allows administrators to view all orders currently in transit



• ""Delivery Canceled" Button:
• Function: If a delivery cannot be completed, clicking this button changes the delivery status to "Delivery Cancelled"
• Dedicated Menu: A separate menu, "Delivery Cancelled," provides a list of all orders that have been cancelled.



• "Collect Payment" Button:
• Condition: This button is active only for orders that have not yet been paid
• Logic:
• If the "Due Amount" for the invoice is zero, a message "Nothing to collect" is displayed
• If the "Due Amount" is not zero, the delivery boy is expected to collect the payment
• Action: After successful collection, the delivery boy clicks this button. This action updates the payment status of the invoice to "Paid"


• "Delivered" Button:
• Prerequisite: This action is typically performed after payment collection (if applicable) and the delivery has physically arrived
• Function: Clicking this button updates the delivery status to "Delivery Arrived" and confirms the payment status as "Paid" (if not already)
• Dedicated Menu: All successfully delivered orders, along with their details, will be available in the "Delivery Orders" menu.

This is a crucial feature for managing delivery boy compensation.

• Initiation: Delivery boy bills can be created by selecting one or multiple delivered invoices from the "Delivery Orders" list
• Action Button: After selecting the desired records, an "Action" button will reveal an option: "Create Delivery Boy Bill".
• Wizard: Clicking this option opens a wizard with the following auto-calculated and displayed information:
li>Delivery Boy Name
• Total Amount of selected invoices
• Commission Fees (as defined for the delivery boy)
• Commission Amount (automatically calculated based on the total amount and commission fees)
• Bill Creation: Upon clicking "Create" within the wizard, a new delivery boy bill is generated
• Bill Sequence: Each bill is assigned a unique sequence number, following a format like BILL/YYYY/MM/DD/0001 (e.g., BILL/2025/06/02/0001)
• Dedicated Menu: All generated delivery boy bills are accessible and viewable in the "Delivery Boy Bills" menu