Advance Consignment Management | Sale Consignment Order & Lifecycle Framework
by SprintERP Technologies https://sprinterp.com$ 10.00
Advance Consignment Management
Optimize consignment lifecycles, automate inventory transfers, execute smart consumption invoicing, and track stock lot/serial allocations cleanly.
Key Module Highlights
Advance Consignment Management
Assign Sale Consignment User Permissions
Navigate to Settings > Users & Companies > Users and open the targeted administrative or sales staff profile (e.g., Mitchell Admin). Scroll down to the Technical configuration section, locate the "Sale Consignment User" permission parameter, and enable its checkbox. This activates the complete relational security mapping for this user session.
Security Guard: The master application interface and its underlying root menu nodes stay completely hidden from regular system endpoints until this security tag is checked on a user record.
Configure Consignment Flags on Partner Profiles
Open any contact profile within the Sale Consignment > Configuration > Customers / Vendors workspace. Switch to the "Sales & Purchase" notebook page. Under the Sales column, enable the "Is Consignment Customer" checkbox. Similarly, under the Purchase column, mark the "Is Consignment Vendor" flag to authorize this partner for consignment data pipelines.
Contextual Filtering: Enabling these boolean toggles allows the system to restrict dropdown selection lookups on master transactions, preventing clerical errors during warehouse setup.
Audit Mapped Products via Consignment Catalog
Navigate to Sale Consignment > Configuration > Products to view your master catalog setup. This custom menu shortcuts directly to your central product database registry, allowing product managers to audit baseline selling prices, tracking attributes, and active On Hand warehouse balances before staging consignment line agreements.
Inventory Transparency: Keeping an active product catalog shortcut inside the consignment application allows logistics clerks to instantly review items without shifting apps, maximizing speed.
Manage Authorized Consignment Vendors
Navigate to Sale Consignment > Configuration > Vendors to view the dedicated consignment vendors dashboard. This view is pre-filtered via a dynamic backend domain constraint to exclusively load partner profiles where the "Is Consignment Vendor" flag has been validated, streamlining multi-source inventory configurations.
Data Segmentation: Utilizing separate configuration views for Customers and Vendors keeps your cross-app contact directory structured, clean, and optimized for bulk supply chain assignments.
Manage Authorized Consignment Customers
Navigate to Sale Consignment > Configuration > Customers to view the dedicated consignment customers kanban board. This action triggers a backend window action pre-configured with a strict domain filter ([('is_consignment_customer', '=', True)]). This guarantees that only validated customer accounts stored at external sites are fetched into this configuration window.
Data Segmentation: The dashboard provides quick stat metrics on cards, such as sales counts and linked bills, allowing financial auditing clerks to monitor customer compliance with a single glance.
Initialize and Draft a New Consignment Order
Navigate to Sale Consignment > Consignment Order and click the "New" button to launch a fresh transaction document. Select an authorized Customer, specify the sourcing Warehouse, and build your product requirements table. The system automatically assigns a distinct "New" sequence placeholder and utilizes live database lookups to populate the Available Qty column directly in line grid rows.
Sequence and Workflow State: Upon saving, the backend sequence controller replaces the temporary label with a structured permanent reference id (e.g., SC-00004), locking the record into the initial Quotation state.
Submit Order for Management Validation and Approval
Click on the "Consignment Request" button to advance the transaction. The system immediately processes the state transition, moving the active record status from Quotation to "Waiting Approval". This action automatically alters header button visibilities, locks product line inputs, and exposes the primary "Approve" dashboard trigger for authorized managers.
Social Audit Trail: The integrated Odoo chatter system captures this event in real time, logging the exact timestamp and user session metadata to guarantee transparency across administrative approval stages.
Validate and Grant Managerial Approval
Click on the "Approve" button located in the action header. The system updates the state status tracker to "Approved". In this phase, the record is verified and cleared by administration, unlocking the final warehouse fulfillment button labeled "Confirm" to prepare the physical inventory movements.
Process Integrity: Group routing ensures that only authorized administrators with management rights can see and execute the approval trigger, preventing bypasses from unauthorized endpoints.
Confirm Order and Trigger Warehouse Picking Movements
Click on the "Confirm" button in the action header. The system instantly advances the workflow status tracker to "Consignment". At this stage, the backend logistics engine executes a background create operation, spawning a standard Odoo Delivery Transfer along with multiple analytical smart buttons (Delivery, Stock Move, Traceability) in the upper right button box area.
Data Orchestration: Moving into this state unlocks the interactive "Sale Quantity" column fields and exposes the "Create Sale Order" button, preparing the record for tracking external consumption or custom stock invoicing.
Enforce Operational Safeguards via Invoice Validation
If an operator attempts to click on the "Create Sale Order" button while all lines have their Sale Quantity parameters set to 0.00, the system's runtime interceptor blocks the thread. It instantly displays an "Invalid Operation" warning modal stating: "Please enter a 'Sale Quantity' greater than 0 to generate a sale order."
Data Safeguard: This server-side validation error preventatively blocks users from accidentally spawning blank invoicing structures or corrupting regular sales ledger balances in the backend.
Input Consumption Metrics and Prepare Final Invoicing
To proceed with customer billing, update the inline grid items by entering the actual consumed or delivered values within the "Sale Quantity" column. The backend's real-time dependent logic will automatically recalculate the Remaining Qty values to zero or appropriate pending levels, fully preparing the document matrix to launch the "Create Sale Order" action.
Dynamic Data Balancing: The inline grid values utilize a strict dependency algorithm (_compute_remaining_qty). Changing the sale quantity triggers an instantaneous shift in remaining balance parameters, securing stock integrity.
Review Linked Sale Order and Updated Workflow States
Once you execute the conversion, the backend orchestration engine moves the transaction into the "Sale Order" state. This updates your form view layout by adding a clickable link in the Sale Order reference field (e.g., S00026) and injecting a dedicated "Sale Order" smart button into the upper stat box registry for immediate access.
Cross-App Integration: Generating the linked sale order locks the operational parameters, changes header control visibilities to expose the final "Done" execution button, and sets up seamless financial reporting.
Audit Granular Inventory Routing and Stock Moves
Clicking on the "Stock Move" stat button brings you to the customized "Moves Analysis" list view dashboard. This panel traces physical product allocationsâexplicitly capturing the sourcing warehouse location (WH/Stock), the destination partner location (Partners/Customers), exact initial demands, and real-time status markers (e.g., Available) for strict warehouse operational tracking.
Advanced Layout Layer: This dedicated workspace overrides default stock tree registries by rendering a clean, read-only configuration layer (view_consignment_stock_move_tree) that isolates active consignment rows from common system noise.
Audit Full Product Traceability & Serial Allocations
Clicking on the "Traceability" stat button routes you to the dedicated stock move line register. This workspace provides clear audit recordsâcapturing exact timestamps, source delivery transfer IDs (e.g., WH/OUT/00014), product names, lot/serial numbers, explicit location routings, and precise processed quantities (Quantity Done) for full ledger accountability.
Fulfillment Integrity: This custom-built read-only tracking grid (view_consignment_traceability_tree) isolates active transactional lines, enabling compliance officers to cross-verify lot movements and balance states effortlessly.
Inspect Automatically Generated Linked Sales Orders
Clicking the linked reference opens the official Odoo Sales Order form (e.g., S00026). The view inheritance layers display a dedicated configuration block containing an enabled "Sale Consignment" indicator, a clickable link in the Consignment Order back-reference field (SC-00004), and a custom "Stock Move" text column directly inside the transaction item rows.
Contextual UI Visibility: These parameters utilize a strict conditional rule (invisible="not is_consignment_sale"), meaning they remain completely hidden on regular invoices and sales orders, maintaining a clean standard interface.
Execute Final Process Closure and Complete the Order
After verifying the automatically generated Sales Order ledger entries and ensuring that all delivery logistics are correctly processed, click on the "Done" button in the action header. This action formally closes the active consignment contract lifecycle thread, preventing any further modifications and ensuring data lock compliance.
Process Control: Shifting into the final phase archives the button arrays to secure historical transactional records from accidental overwrites, completing your external consumption tracking cycle.
Audit Completed Consignment Records in Done State
Once the closure action is executed, the transaction transitions into the final "Done" status tracker. In this phase, all transactional lines and input parameters are fully locked in the database, archiving the top header action buttons to guarantee compliance and protect historical inventory data layers from accidental changes.
Data Security: Moving into the absolute final stage locks down all editable matrix points while maintaining full interactive access to smart links like Delivery, Stock Move, Traceability, and Sale Orders for permanent corporate auditing.
Cancel a Draft Consignment Quotation
If a consignment record (e.g., SC-00006) is incorrectly configured during data entry, operators can easily abort the transaction. Click on the "Cancel" button located in the action header while the document is still in its initial Quotation state. This prevents the request from moving forward to management verification queues.
Operational Flexibility: Canceling an order directly from the draft workspace changes its state flags instantly, bypassing all inventory validations since no physical stock movements were reserved or deployed.
Audit Cancelled Consignment Records and History Log
After confirming a cancellation, the document state flag transitions directly to "Cancel". The workflow interface completely locks down all product grid fields while preserving the record's structural audit trail. Odoo's chatter panel log captures the event in real time (e.g., Quotation â Cancel (Status)), maintaining transparent ledger logs.
Data Traceability: Keeping cancelled records inside the database instead of permanently purging them allows inventory controllers to search, review, and analyze aborted contracts during standard operational auditing.
Access Global Consignment Logs via Reporting Menu
Navigate to Sale Consignment > Reporting > Sale Consignment to launch the master historical registry. This consolidated grid view displays all active, completed, or cancelled operational records across the organization. It enables data auditors to track primary reference numbers, assigned customer accounts, creation dates, sourcing warehouses, linked sales documentation references, and live workflow status badges at a single glance.
Data Segmentation: The reporting workspace serves as a dedicated administrative cockpit. It brings all records into a single structural panel, making group lookups, multi-clause data filtering, and high-level inventory compliance tracking completely fluid.
Evaluate Deep Business Intelligence via Consignment Analysis Pivot Boards
Navigate to Sale Consignment > Reporting > Consignment Analysis to launch the multi-dimensional business intelligence workspace. This dynamic pivot view groups metrics directly by Customer and nested Product records. It allows sales managers to cross-compare initial Demand layers against actual Sale Quantity data, auto-calculating the net Remaining Qty left on customer sites.
Advanced SQL Aggregation: This dashboard relies on a highly optimized backend database view (sale_consignment_report). It fetches and calculates inventory parameters in real time without storing repetitive weight files, keeping your ERP database lean and snappy.
Initialize the PDF Summary Report Wizard
To generate a print-ready analytical breakdown document, navigate to the Sale Consignment > Reporting header submenu and select the "Print Consignment Report" option. This action communicates directly with the custom backend window action (action_consignment_report_wizard_act) to prepare the multi-relational filtering modal.
User Navigation: This quick-access action is safely embedded inside the reporting nodes, allowing management clerks to quickly trigger on-demand data extractions without opening individual historical lists.
Apply Dynamic Filters inside the Report Print Wizard
The system launches an interactive pop-up window titled "Print Consignment Report". Here, administrators can apply custom data filters: define a specific reporting duration using the Start Date and End Date fields, or select targeted items inside the Products and Customers multi-relational tag registers before clicking on the primary "Print PDF Report" trigger.
Granular Segregations: Leaving the Products and Customers fields completely blank instructs the underlying abstract parser engine to fetch and compile all active dataset balances across the system for the designated date window.
Execute Targeted Multi-Selection for Segmented PDF Auditing
The report wizard supports precise data filtering through many2many tags. Operators can select multiple individual items in the Products field (e.g., Customizable Desk, Pedal Bin) and isolate specific consignment accounts inside the Customers register (e.g., Azure Interior, kazi) to generate a targeted, segment-focused compliance report.
Parser Intelligence: When multiple parameters are selected, the underlying abstract model parser automatically modifies its database query to run cross-filtering operations, returning only the exact records matching your structural tags.
Generate and Review the Print-Ready PDF Summary Report
Clicking the print action triggers the standard Odoo report compiler, rendering a sharp, professional "Sale Consignment Report" PDF layout. The generated summary displays your official company header metadata, explicit duration filters (Date From / Date To), and structured item tracking logsâcompletely cross-referencing sales document origins against consignment IDs and status states.
Formatting Precision: The custom QWeb framework (template_id="report_consignment_summary") formats quant values to three decimal places (1.000) and integrates localized currencies, delivering an audit-ready statement for executive board updates.
Key Features & Capabilities
Empower your inventory and sales workflows with an integrated consignment lifecycles cockpit and dedicated configuration wizards in Odoo.
Consignment Lifecycle Matrix
Construct secure operational stages (Draft â Request â Approve â Confirm â Invoiced). Fully manageable via interactive backend document control flows.
Automated Delivery Routing
Confirming an order auto-generates stock transfers and delivery layers to route items straight to customer hubs while validating picking types.
Lot & Serial Allocations
Granular lot assignment wizards bridge line rows into core tracking structures, allowing accurate tracing for individual tracked components.
Consumption-Based Invoicing
Compiles sold quantities and auto-creates linked standard Sales Orders, isolating unconsumed balances for precise billing compliance.
Live SQL Pivot Analytics
Aggregates raw data demands, sales, and remaining stock on interactive pivot dashboards using non-stored custom database SQL report views.
Abstract Summary PDFs
Launch on-demand reporting wizards with filtered product grids and date fields to render clean, print-ready summaries via the standard QWeb engine.
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© 2017 SprintERP Technologies. All Rights Reserved.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 834 |
| Technical Name |
se_sale_consignment |
| License | LGPL-3 |
| Website | https://sprinterp.com |
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