Sales Delivery Planner by Product | Product-Based Sales Delivery Planner | Odoo Sales Delivery Schedule
by Tectise https://www.tectise.com$ 17.34
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Inventory (stock) |
| Lines of code | 618 |
| Technical Name |
sales_delivery_planner_by_product |
| License | OPL-1 |
| Website | https://www.tectise.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Inventory (stock) |
| Lines of code | 618 |
| Technical Name |
sales_delivery_planner_by_product |
| License | OPL-1 |
| Website | https://www.tectise.com |
Sales Delivery Planner by Product
Plan deliveries product-wise before creating stock pickings — full control from Sales to Warehouse.
How it works? Click here to watch
Overview
In standard Odoo, confirming a Sales Order automatically creates stock pickings. This module gives your Sales team full control over what gets shipped and when.
Instead of automatic picking creation, deliveries are planned first through a Delivery Schedule — selecting specific products and quantities — and then stock pickings are generated on demand with a single click.
Key Features:
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Delivery Schedule Management
Dedicated menu under Sales → Delivery Schedule. Create schedules with planned dates, responsible users, and remarks. Auto-generated sequence references (e.g. DS/2026/00001).
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Product-Wise Planning
Select Customer → Sale Order → Order Line. Product, Ordered Qty, and UoM auto-fill instantly. Enter planned delivery quantities per line.
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One-Click Picking Generation
Click Confirm to automatically create stock pickings grouped by Customer + Sale Order. Each picking contains moves matching your planned quantities.
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Revision Workflow
Revise confirmed schedules — modify quantities, add or remove lines. Done pickings are protected. Open pickings are recreated on re-confirm.
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Live Delivery Status per Line
Each schedule line shows a Delivery Status computed directly from stock picking moves — Draft, Waiting, Ready, Done, or Cancelled with color-coded badges.
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Delivery Instructions (Inventory)
Warehouse users see all schedule-generated pickings under Inventory → Operations → Delivery Instructions. Process and validate deliveries normally.
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Smart Buttons & Navigation
Smart buttons on Sale Orders to view related schedules. Smart buttons on Schedules to view generated pickings. Full traceability from order to delivery.
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Role-Based Security
Sales Users can create and manage schedules. Sales Managers get full access. Inventory Users have read-only access to schedules.
How It Works
Step-by-Step Workflow
Step 1 — Create a Delivery Schedule
Navigate to Sales → Delivery Schedule and create a new record. Set the planned date and add schedule lines.
Step 2 — Add Products from Sale Orders
On each line, select the Customer, then the confirmed Sale Order, and finally the Sale Order Line. Product, Ordered Qty, UoM, and already Delivered Qty populate automatically. Enter the Planned Delivery Qty you want to ship.
Step 3 — Confirm & Generate Pickings
Click Confirm. The system creates stock pickings grouped by Customer + Sale Order, each containing stock moves for your planned quantities. Pickings are confirmed and ready for warehouse processing.
Step 4 — Process in Warehouse
Warehouse users find the pickings under Inventory → Operations → Delivery Instructions. Process and validate deliveries through the standard Odoo workflow.
Step 5 — Revise if Needed
Need to change quantities? Click Revise on a confirmed schedule. Modify lines (done pickings are protected), then Re-Confirm. Open pickings are cancelled and recreated with updated quantities.
State Flow
🔐 Access Control
| User Group | Delivery Schedule | Schedule Lines |
|---|---|---|
| Sales User | Read, Write, Create | Read, Write, Create |
| Sales Manager | Full Access (incl. Delete) | Full Access (incl. Delete) |
| Inventory User | Read Only | Read Only |
🛠️ Installation
Quick Setup
- Place the module in your Odoo 19 custom addons path.
- Go to Settings → Apps → Update Apps List.
- Search for "Sales Delivery Planner by Product" and click Install.
Tectise will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Got questions or need help? Get in touch.
info@tectise.com
Say hi to us on WhatsApp!
+8801903559562
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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