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Merge Sales Orders
This module allows you to easily combine multiple confirmed Sales Orders of the same customer into a single unified Sales Order. Instead of managing and delivering multiple orders separately, you can merge them into one to save time, reduce shipping costs, and simplify your invoicing process.
For extra safety, the app checks that the selected orders belong to the same customer and use the exact same pricelist before merging. It only transfers items that have not been delivered yet (undelivered quantities) to prevent shipping errors, automatically cancels pending delivery orders for the old sales orders, and maintains a complete history record of all merges.
Features
1. Go to the Odoo Apps menu, search for Merge Sales Orders, and click Activate.
2. Go to Settings -> Users & Companies -> Users, select a user, and grant them the Allow Merge Sales Orders access right.
3. Here is the first confirmed Sales Order (S00029) for customer 'Acme Corporation' with active product lines.
4. Here is the second confirmed Sales Order (S00030) for the same customer and same pricelist with active product lines.
5. Select multiple sales orders of the same customer in the list view, click the Actions menu, and select Merge Sales Orders.
6. The merge wizard opens. Choose a source order in the Selected Source Line field to auto-fill the destination fields.
7. Under the Selected SO Values tab, review the selected source sales orders and their detailed parameters.
8. Click Confirm Merge. A new merged Sales Order (S00031) is created automatically, combining the product lines and summing up the quantities from the source orders.
9. Once merged, the original sales orders (S00030 and S00029) are automatically Cancelled, leaving only the newly merged active sales order.
It allows you to merge multiple confirmed sales orders of the same customer and pricelist into a single unified sales order to streamline shipping and invoicing.
No, for safety reasons and to avoid database inconsistencies, merging is restricted strictly to orders that share the exact same customer and pricelist.
Only the remaining undelivered quantities are merged to the destination order. Fully delivered lines are automatically excluded, and partially delivered lines are adjusted to match their delivered quantity on the source order before cancelation.
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 408 |
| Technical Name |
wb_merge_sales_orders |
| License | OPL-1 |
| Website | https://wanbuffer.com |
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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