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Partner-Based Auto Backorder

by
Odoo

$ 75.00

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
Lines of code 94
Technical Name auto_validation_backorder
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
Lines of code 94
Technical Name auto_validation_backorder
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
Versions 18.0 19.0

Partner-Based Auto Backorder

Automatically handle backorders based on partner preferences - Always create backorders for loyal customers, Never create backorders for strict delivery windows. Set once at the operation type level, then let partner settings drive the behavior.



Problem: One-Size-Fits-All Backorder Handling

In standard Odoo, when validating a delivery with partial quantities, the system always asks the user to decide: Create Backorder or Set Quantity to Zero / Cancel. This manual intervention is required for every partial delivery.

This creates significant workflow friction:

  • Warehouse staff must stop and decide on every partial shipment
  • No way to automate based on customer preference - loyal customers always want backorders
  • Strict delivery windows require never creating backorders - but system forces a decision
  • Different customers have different business rules for partial shipments
  • Manual decision leads to inconsistent behavior across warehouse staff
  • High-volume warehouses waste hours of productivity on backorder dialogs


Solution: Partner-Specific Backorder Automation

This module adds a "Create Backorder" preference on partner records (Always / Never). When enabled on the Operation Type, the system automatically applies the partner's preference - no manual dialog, no decisions. Partners set to "Always" automatically create backorders for any remaining quantities. Partners set to "Never" complete the delivery without creating backorders. Warehouse staff simply validate - the system handles the rest.



Key Features
  • Partner-Level Backorder Preference: Configure per partner: Always create backorders or Never create backorders
  • Operation Type Control: Enable "Auto Validate Create Backorder" on any picking type to activate partner-based automation
  • Automatic Handling: Validates pickings without the backorder confirmation dialog - completely silent automation
  • "Always" Logic: Automatically creates a backorder for any remaining quantities
  • "Never" Logic: Completes delivery without creating a backorder; remaining quantities are left undelivered
  • Auto-Print Support: Respects operation type auto-print report configuration
  • Draft Picking Handling: Automatically confirms draft pickings before validation
  • Mixed Validation Support: Works correctly when validating multiple pickings with different partner preferences
  • Zero Disruption: Only activates when "Auto Validate Create Backorder" is enabled on the picking type
  • Backward Compatible: Non-configured partners or operation types use standard Odoo behavior
How It Works

1. Configure Partner Backorder Preference

Open any partner record -> Inventory tab -> Set "Create Backorder" to Always or Never.

Partner Backorder Preference - Odoo Interface

2. Enable Auto Validation on Operation Type

Go to Inventory -> Configuration -> Operation Types -> Enable "Auto Validate Create Backorder".

Auto Validate Create Backorder Setting - Odoo Interface

3. Validate Delivery - Automatic Backorder Creation

When validating a partial delivery for a partner set to "Always", backorder is created automatically - no dialog.

Automatic Backorder Creation - Odoo Interface
Automatic Backorder Creation - Odoo Interface
Automatic Backorder Creation - Odoo Interface
Automatic Backorder Creation - Odoo Interface
Automatic Backorder Creation - Odoo Interface

4. Validate Delivery - No Backorder Created

For partners set to "Never", delivery validates with remaining quantities - no backorder created.

No Backorder Created - Odoo Interface
No Backorder Created - Odoo Interface
No Backorder Created - Odoo Interface
No Backorder Created - Odoo Interface

Installation & Configuration

  1. Install the Module: Install through Odoo Apps or manually copy to addons path
  2. Dependencies: Requires stock module
  3. Restart Server & Update: Restart Odoo and update the app list
  4. Enable on Operation Type: Go to Inventory -> Configuration -> Operation Types -> Edit delivery operation -> Check "Auto Validate Create Backorder"
  5. Configure Partners: Open partner records -> Inventory tab -> Set "Create Backorder" to Always or Never
  6. Test: Create a delivery order for a partner -> Validate with partial quantity -> Automation applies per partner preference
Guide: Using Partner-Based Auto Backorder

Step 1: Configure Partner Backorder Preference

Go to Contacts. Open a partner record. Click the "Inventory" tab. Locate the "Create Backorder" field and select:

  • Always: Automatically create a backorder for any remaining quantities when partial delivery occurs
  • Never: Complete the delivery without creating a backorder; remaining quantities are left undelivered

Note: Partners without a preference (or preference not set) will use standard Odoo behavior.

Step 2: Enable Auto Validation on Operation Type

Go to Inventory -> Configuration -> Operation Types. Open the delivery operation type you want to automate. Under the "Create Backorder" section, you will see a new checkbox: "Auto Validate Create Backorder".

Check this box to activate partner-based automation for this operation type. This field is only visible when "Create Backorder" is set to "Always".

Step 3: Create Delivery Order

Create a delivery order (Transfer) for a partner who has a configured backorder preference. Ensure the picking uses an operation type that has "Auto Validate Create Backorder" enabled.

Step 4: Validate with Partial Quantity

When validating the delivery, deliberately set a quantity less than the ordered quantity. The system automatically applies the partner's preference:

  • For "Always" partners: A backorder is automatically created. The validation completes, and the remaining quantity appears in a new transfer.
  • For "Never" partners: The validation completes, and the remaining quantity is simply lost (no backorder created).

Important: The backorder confirmation dialog is completely skipped - no manual intervention required.

Pro Tip - When to Use Each Setting

Always (Create Backorder): Loyal customers, wholesale accounts, subscription-based businesses where customers expect to receive the full order eventually.
Never (No Backorder): Time-sensitive deliveries (event supplies, perishable goods), strict delivery windows, customers who cancel incomplete orders, or B2B partners who only accept complete deliveries.

Important - Auto-Print Report Compatibility

If your operation type has "Auto Print" reports configured (e.g., Delivery Slip, Invoice), the auto-print functionality is fully preserved. The module returns the multi-print action so all configured reports are printed automatically - just like standard Odoo validation.

Use Cases

Wholesale Distribution

Loyal wholesale customers always want backorders - system auto-creates without asking.

Event & Catering Supplies

Time-sensitive deliveries - never create backorders. Partial delivery means order is complete.

Retail Chain Stores

Store managers don't want to decide - follow corporate policy per store (Always or Never).

Construction Supplies

Job sites need complete orders - "Never" prevents partial deliveries from being considered complete.

E-Commerce Fulfillment

High-volume warehouse - set all B2C customers to "Always" for maximum customer satisfaction.

Perishable Goods

Fresh produce - "Never" ensures only available stock is shipped; no backorders for future harvest.

Business Benefits

Warehouse Efficiency

Eliminate manual backorder decisions - staff validates deliveries instantly, no dialog interruptions.

Customer-Specific Rules

Odoo Proprietary License v1.0

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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
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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
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