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

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.