Install the Module

Go to Settings → Apps. Search for WT Sale Distributor and click Install. Odoo automatically installs all dependencies (Sales, Inventory, Accounting) — you do not need to install anything else. Wait for the green bar to finish, then refresh the page. A new Distribution menu appears in the top navigation.

Assign Roles to Your Field Team

Go to Settings → Users & Companies → Users. Open each staff member's account. Scroll to the Distribution section and assign the correct role:

• Manager — Full access: routes, reports, all orders, configuration.
• Order Taker — Can place and view their own orders via the mobile app.
• Delivery Person — Can validate deliveries and collect payments via the mobile app.

Tip: One user can be both Order Taker and Delivery Person if needed.

Create Your First Route

Go to Distribution → Configuration → Routes. Click New. Fill in the route name (e.g. North Zone Route), territory, visit days (e.g. Mon, Wed, Fri) and assign the order taker and delivery person. Save the route. Start with one route and add more as you grow.

Add Customer Stops

Open a route and click the Stops tab. Click Add a line for each customer. Select the customer (contact), set a sequence number (visit order), and optionally add notes and GPS coordinates. You can also set a credit limit per customer directly from the customer profile under Distribution fields. Start with 5–10 customers per route. You can always add more.

Open the Order Taker App

Log in to Odoo on your mobile browser. Go to Distribution → Order Taker App. The home screen shows your assigned routes with today's order count and total amount. Tap a route to see the stop list in visit sequence order.

Tip: Add this URL to your phone's home screen for quick one-tap access each morning.

Select a Customer & Browse Products

From the stop list, tap a customer card to open their profile. You will see:

• Outstanding balance and credit limit — shown as warning badges if limit is exceeded
• Last order date — shown on the stop card for quick reference
• Product grid — below the customer info, with category pills and a search bar

Use the category pills to filter by product type, or type in the search bar to find products by name or code.

Add Products & Place the Order

Tap Add on a product card to add it to the cart. Use the +/− buttons to adjust quantities. Tap View Cart (or the floating cart button) to review:

1. Review items, quantities and prices
2. Add order notes if needed
3. Set an overall discount percentage if required
4. Tap Place Order — a sale order is created instantly in Odoo
5. The confirmation screen shows the order number and total — tap Done to go to the next stop

Stops that already have a today's order are shown with a green checkmark in the stop list.

View & Edit Past Orders

Tap Orders on the home screen to see your order history. Filter by status (Draft, Confirmed, Done) and date range (3, 7, 14 or 30 days). Tap any order to open its detail view. If the order is still in Draft state you can edit quantities and notes, or submit it for delivery, or cancel it — all from the mobile app.

Open the Delivery App

Log in to Odoo on the delivery van's mobile device. Go to Distribution → Delivery App. The home screen shows your assigned routes with a progress bar per route (done/total deliveries). Tap a route to see all deliveries for today, sorted by stop sequence. Use the filter chips to show All, Pending, Done or Cancelled deliveries.

Validate a Full Delivery

Tap a delivery card to open the stop detail view. You will see:

1. Customer name, phone and address at the top
2. Picking reference and current status
3. Order total and amount due
4. Itemised product list with ordered quantities
5. Tap Deliver All Items — the stock picking is validated instantly in Odoo

The delivery card in the list turns green and shows a Delivered badge.

Handle Partial Deliveries

If you can only deliver part of the order (e.g. some items are out of stock in the van), tap Partial Delivery instead. A screen opens showing each product line with a quantity control:

• Adjust the delivered quantity for each line using +/− or type the value
• Lines with shortfall show a back order note automatically
• Tap Deliver Partial + Back Order — Odoo validates the picking and creates a back order for remaining items

The back order appears as a new pending delivery entry on your route for the next visit.

Skip a Delivery

If the customer is unavailable or refuses delivery, tap Skip / Not Delivered. Select a preset reason (Customer not available, Refused delivery, Wrong address, Road inaccessible, Rescheduled) or choose Other and type a custom reason. Tap Confirm Skip. The reason is logged in the picking note and chatter automatically for the warehouse team to follow up.

Collect Payment

After delivering, if there is an amount due, tap Collect Payment on the stop detail screen. Select the payment method (Cash or Bank), enter the amount collected (pre-filled with amount due), add an optional reference memo and tap Confirm. Odoo automatically creates an invoice and payment record and reconciles them. The stop card updates to show a Paid badge.

Use Bulk Validate

On the delivery route list view, if all items are packed and ready, tap Validate All (shown when there are pending deliveries). This validates every pending delivery on the route in one single tap — no need to open each stop individually. Use this at the end of a route when all deliveries were successfully completed.

Check the Day Summary

On the delivery home screen, tap the Summary icon (bar chart). The day summary shows: total deliveries, completed count, pending count, total order value and total cash collected for today. A route-level breakdown shows progress per route with a progress bar. Use this at end of day to verify all deliveries are done and cash matches expectation before returning to the warehouse.

View Distribution Orders in Odoo Back Office

All orders placed via the app appear in Sales → Orders with the distribution route and order taker linked. All deliveries appear in Inventory → Transfers with the sale order linked. All payments appear in Accounting → Payments with the customer and journal. Use Odoo's standard filters and group-by to generate route-level, customer-level or salesperson-level reports.

Search Customers Across All Routes

In the Order Taker App, tap the Search icon (top right). Type a customer name, phone number or customer code. Results show the customer, their route and any outstanding balance. Tap a result to navigate directly to that customer's stop — even if it is on a different route. This is invaluable when a customer calls in for an order outside the normal route schedule.

Enforce Credit Limits

Go to Settings → Technical → System Parameters. Set wt_sale_distributor.enforce_credit_limit to True. Now, when an order taker tries to place an order for a customer who has exceeded their credit limit, the system blocks the order with a clear error message showing the outstanding balance and the limit. Set credit limits per customer from the customer form under the Distribution tab.

Set Maximum Discount Limits

Go to Settings → Technical → System Parameters. Set wt_sale_distributor.max_discount to a value such as 15 (for 15% max discount). Order takers will be blocked from applying a discount above this limit. Set it to 0 to allow unlimited discounts. This prevents unauthorised over-discounting in the field without manager approval.

Enable Order Edit & Require Delivery Payment

Two additional system parameters give you full control over the order workflow:

• wt_sale_distributor.allow_order_edit — Set to False to prevent order takers from editing draft orders after placement (for stricter order control).
• wt_sale_distributor.require_delivery_payment — Set to True to enforce that payment must be collected before leaving a stop (for cash-on-delivery operations).