Sales Contract Management
Enforce Price Compliance, Track Tolerances, and Automate Contract Lifecycles
This module provides a powerful framework to manage long-term customer agreements with quantity tracking, price lock-ins, and flexible over/under delivery tolerances. By linking Sales Orders directly to active contracts, it ensures strict policy enforcement and provides real-time visibility into committed versus delivered quantities.
Key Features
- Flexible Over/Under Tolerances: Configure custom tolerance margins (%) per line item.
- Over-Quantity Enforcement: Protect margins with block or warning policies on contract limits.
- Automated Lifecycle (Cron Engine): Scheduled background action auto-activates, auto-expires, or auto-closes contracts.
- Seamless Sales Integration: Locks in negotiated prices and auto-populates contract lines on Sales Orders.
- Deep Inventory Link: Updates delivered quantities and checks for auto-closure upon stock picking validation.
- Professional PDF Reports: Single-click generation of print-ready Sales Contract QWeb reports.
When to Use
- When negotiating long-term agreements with fixed prices and total committed quantities.
- When you want to prevent sales staff from accidentally selling items at incorrect prices.
- When you need strict controls to block orders once the total contract quantity is exceeded.
- When you need automated processes to close agreements when they reach a target delivery percentage.
How It Works
Step 1: Create a Sales Contract
Go to Sales → Contracts → All Contracts, click New, select the customer, dates, policy, and add product lines with target quantities and tolerances.
Step 2: Confirm the Contract
Click the Confirm button to make the contract Active. Active contracts are now ready to be used in Sales Orders.
Step 3: Create a Sales Order
Create a standard Sales Order, select your Customer, and then choose the active Sales Contract. All contract lines auto-populate with pre-negotiated unit prices and default quantities.
Step 4: Auto-Track and Close
As warehouse shipments are validated, Odoo tracks delivered contract quantities. Once the under-tolerance threshold is reached, the contract automatically moves to the Closed state.
Behind the Scenes
| Action / Trigger | Result / Behavior |
|---|---|
| Select Contract on Sales Order | Loads contract lines, defaults quantities, and locks unit prices. |
| Confirm Sales Order (Exceeds Qty + Tolerance) | If policy is Block, raises user error. If policy is Warn, posts alert to Chatter. |
| Validate Stock Delivery Picking | Recalculates delivered contract quantities and triggers auto-close check. |
| Daily Scheduled Cron Engine | Auto-activates draft contracts on start date, and auto-expires/closes active contracts. |
Important Notes
- Start Date cannot be after End Date during validation.
- Contracts with delivered quantities cannot be cancelled.
- Tolerances are configurable individually per product line.
- Fully integrated with Odoo chatter for a complete history of breaches and updates.
Troubleshooting & Rules
- Cannot Cancel Contract: Ensure the contract has no delivered quantities before cancelling.
- Sales Order Line Price not locked: Make sure the product matches the contract line exactly.
- Contract did not close automatically: Verify if delivered quantities have reached the under-tolerance percentage required.
Use Case Example
Sales Agreement: 1,000 units of Desk Organizer at $15.00/unit.
Tolerance Config: 10% Under Tolerance (900 units triggers fulfillment) & 5% Over Tolerance (max 1,050 units allowed).
Over-Qty Policy: Block.
Flow:
- Customer places multiple orders. As soon as total delivered quantity hits 900, the background engine can mark it as Fulfilled and Closed.
- If a salesperson tries to place a Sales Order that brings the total ordered qty to 1,060 units, Odoo will raise a hard validation error and block the order.
Support
Ahex Technologies
www.ahex.co
Contact Us
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 554 |
| Technical Name |
sale_contract_management |
| License | OPL-1 |
| Website | https://www.ahex.co |
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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