$ 19.00
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| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Inventory (stock) |
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| Lines of code | 439 |
| Technical Name |
mjb_activity_so_post_delivery |
| License | OPL-1 |
| Website | https://www.majorbird.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Inventory (stock) |
| Community Apps Dependencies | Show |
| Lines of code | 439 |
| Technical Name |
mjb_activity_so_post_delivery |
| License | OPL-1 |
| Website | https://www.majorbird.com |
Follow-Up Activity After Full Delivery $5 v19.0
by Majorbird — Odoo Silver Partner
Automatically assigns a "Follow-up / upsell call" To-Do activity to the salesperson the moment every delivery on a sale order is validated — so no repeat order opportunity is ever missed.
Engine: Activity Rule | Model: sale.order
| Trigger: delivery_status = full
The Problem
Delivered orders fall off the radar — and revenue walks out with them.
validated
becomes full
on salesperson
in 3 days
How It Works
A write-trigger rule fires the moment delivery status becomes full — once, reliably, with no duplicates.
| Parameter | Value |
|---|---|
| Model | sale.order (Sales Orders) |
| Trigger type | on_write (field change detection) |
| Trigger field | delivery_status — watches for change to full |
| Triple-gate filter | Pre-domain prevents duplicate activity if one already exists |
| Activity type | To-Do |
| Activity summary | "Follow-up / upsell call" |
| Assigned to | Salesperson on the sale order (user_id) |
| Due date | 3 days after delivery status becomes full |
Key Features
Precise, duplicate-safe follow-up automation built for sales teams running high order volumes.
Instant Follow-Up Trigger
The activity fires the exact moment warehouse validates the last delivery and
delivery_status becomes full — not on a cron schedule.
The salesperson sees the task within seconds of the last delivery being validated.
Assigned to the Correct Salesperson
The activity is always assigned to user_id on the sale order — the person
who owns the relationship — not to a manager or a generic team queue. The right person
gets the right task.
Configurable Activity Type & Deadline
Default is To-Do due in 3 days, but the activity rule can be reconfigured to use Phone Call, Email, or any custom activity type. The deadline offset is also adjustable without any development work.
Triple-Gate Duplicate Prevention
A pre-domain filter checks whether an open follow-up activity already exists before creating a new one. Batch re-validations or edge cases will never create duplicate tasks in the salesperson's activity queue.
Configuration
Zero configuration needed — install and the automation is live immediately.
-
1
Install the module. Go to Apps, search for
Follow-Up Activity After Full Delivery, and click Install. The activity rule
engine (
mjb_activity_rule) is installed automatically as a dependency. -
2
Confirm each sale order has a salesperson set. The activity is
assigned to the
user_idfield. If no salesperson is set, no activity will be created — Odoo usually pre-fills this from the session user, so this is rarely an issue. -
3
Activity fires automatically. When warehouse validates the last
delivery,
delivery_statusbecomesfulland the rule fires instantly. A To-Do activity appears on the salesperson's dashboard due in 3 days. - 4 Customize if needed (optional). Open the activity rule in Settings > Technical > Automation to change the activity type, summary text, or deadline offset to match your sales process.
Scope & Limitations
Purposefully focused. Here is what this module does NOT do.
- Does NOT fire for partial deliveries — trigger only activates when
delivery_statusreachesfull(all quantities delivered). - Does NOT fire if delivery_status is
no(no delivery) orpartial. - Does NOT create duplicate activities — the triple-gate pre-domain filter prevents this even during concurrent writes or re-validation scenarios.
- Does NOT replace or close an existing open activity on the sale order — if one already exists, a second one is not added.
- Does NOT send an email — it creates an Odoo activity visible in the chatter and activity dashboard, not a separate email notification.
- Does NOT require the delivery to be on a separate picking — works regardless of warehouse delivery strategy (1-step, 2-step, or 3-step).
About Majorbird
Odoo Silver Partner — Manufacturing, Inventory & Accounting Automation
Offices in Vietnam, China, Mexico, and the Middle East.
www.majorbird.comOdoo 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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