Features

• Auto SGR child line on every SO line — adding a beverage with an sgr_product_id to a sale order instantly appends a paired sale.order.line with the matching SGR product, the deposit rate effective on date_order and zero taxes.
• Parent/child sync — quantity, product and UoM changes on the parent line propagate to the SGR child; removing the parent cascades to the child via ondelete='cascade'.
• No duplication on cross-module flows — when an SO line is created by an upstream sync that already carries an SGR sibling, the module attaches it via sgr_parent_line_id instead of creating a duplicate.
• Separate stock moves on delivery — the beverage and its SGR packaging go out as independent stock moves so the warehouse can track the empties separately as soon as they leave the building.
• Invoice propagation — _prepare_invoice_line carries is_sgr_line=True to the resulting invoice line, so the deposit is recognized by nexterp_sgr_account and adopted instead of duplicated.
• Per-SO opt-out — sale.order.sgr_auto_lines adds an Auto-add SGR Lines boolean after Customer Reference, defaulting from the company-wide setting. Disable on orders that come pre-filled from EDI or external sync.
• Tracks the SGR pair — is_sgr_line and sgr_parent_line_id fields on sale.order.line make deposits easy to filter, group and report on.

Configuration

1. Link beverage products to their SGR companion

On each beverage SKU subject to SGR, open the product in Inventory → Products and set the SGR Deposit field to the matching SGR product (the one carrying the right category — Glass Small, Plastic Large, Metal, etc.). This is the standard field provided by nexterp_sgr; the sale module does not add a new field on the product itself.

From that moment on, every sale order line referencing this beverage will receive an automatic SGR child line.

2. Default behavior on new orders

Every sale.order carries an Auto-add SGR Lines boolean shown after the Customer Reference field on the order form. It defaults from the company-wide setting at Settings → Inventory → SGR → Auto-add SGR Lines.

• Keep it enabled for hand-keyed quotations, e-commerce orders and orders generated by repeat-customer workflows — the SGR child line appears under each beverage line automatically.
• Disable it on orders whose lines come pre-filled with SGR rows from an EDI feed, an EDI portal or any upstream sync. The orphan SGR sibling is then adopted by its parent line on save, without creating a duplicate.

3. Invoice flow

If nexterp_sgr_account is installed and the company SGR Liability Account (462 / 461) is set, the SGR component on the resulting invoice posts to the liability account instead of revenue. Nothing extra to configure here — propagation is handled by _prepare_invoice_line.

How it works

Creating a sale order with beverages

1. Open a sale order and add one or more beverage products subject to SGR.
2. As each beverage line is saved, an SGR child line is appended under it with the matching SGR product, the deposit rate effective on the order date as Unit Price and zero taxes.
3. Change the parent line quantity, product or UoM — the SGR child follows. Remove the parent line — the SGR child is removed automatically.
4. Confirm the quotation. The two lines now ride together through delivery and invoicing.

Delivery

Delivery picks generate two separate stock moves for each beverage

• SGR pair, even when they were created from a single SO line pair:

• The beverage hits the customer location as usual.
• The SGR product leaves stock on its own move, so the on-hand quantity of empties stays accurate and visible.

This is what makes the SGR Position and SGR Stock & Movements reports possible — the two products are tracked independently because their stock will diverge as soon as empties come back from consumers.

Invoicing

When the order is invoiced — either at confirmation, on delivery or after a down-payment — both the beverage and the SGR line carry over. The SGR line is non-taxable and bears the SGR deposit. If nexterp_sgr_account is also installed, the invoice line is recognized and linked to its parent via sgr_parent_line_id, so the deposit is never duplicated.

Opt-out per order

If an order's lines come pre-populated with SGR rows from an external system (EDI, web portal, ERP-to-ERP sync), untick Auto-add SGR Lines on the order header. The module then leaves the upstream lines alone and only attaches orphan SGR siblings to their parent beverage lines for traceability.

Versions

19.0.1.0.0 (2026-05-25)

• Changelog tracking starts at this release.