v 8.0 v 10.0 v 11.0 v 12.0 Third Party 20
Required Apps Sales Management (sale)
Purchase Management (purchase)
Online Billing (account_voucher)
Warehouse Management (stock)
Technical Name anb_stock_picking_valued
LicenseSee License tab
Websitehttp://www.anubia.es
Also available in version v 13.0 v 11.0 v 10.0 v 12.0
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Required Apps Sales Management (sale)
Purchase Management (purchase)
Online Billing (account_voucher)
Warehouse Management (stock)
Technical Name anb_stock_picking_valued
LicenseSee License tab
Websitehttp://www.anubia.es
Also available in version v 13.0 v 11.0 v 10.0 v 12.0

Stock Picking Valued

Manage prices, taxes, pricelists, etc. in incoming/outgoing pickings.

Description

Pricelist, fiscal position, payment term, prices, taxes, reports and more added to pickings

This module offers the possibility of working with valued pickings, in a comprehensive way and respecting the different workflows each one can have. Many companies are interested on using this kind of pickings, some of them even eschew purchase and sale quotations/orders, starting their purchase/sale workflow directly from stock pickings, and ending up to invoices.

Adapted to different workflows

The bulk of the functionality of this module is implemented on incoming and outgoing pickings, keeping logically the internal transfers without valuation. According to the working way of each company, the picking can take its accounting data in two different ways:

  • Picking linked to orders: in this case the purchase/sale workflow starts with quotations/orders. Accounting data of these are moved to the picking generated when the mentioned orders are confirmed.

  • Independent picking: with this method, the purchase/sale workflow starts directly with the picking, users select accounting data as if they were generating a purchase or sale order, since the module has emulated the accounting behaviour of these models, their dependencies and their dynamic changes.

In cases in which the workflow implies generating invoices from pickings, accounting data shown in the generated invoice are the ones set in the picking, otherwise, these data comes from orders, as it happens in the Odoo standard behaviour. The invoices have also been slightly modified since now they have the invoice address field to give more details about the partner.

Stock picking valued report

The inclusion of a new report allows to print alternatively a standard picking or a valued one, depending on which one is needed in each moment. Besides, the standard picking and invoice reports have been improved to adapt them to the new address fields added to those models.

SPACE

Multiple fields and behaviours added

The following fields have been added to the standard Odoo models:

Stock Picking

  • Invoice Address
  • Delivery Address
  • Reference/Description
  • Pricelist
  • Currency
  • Payment Term
  • Fiscal Position
  • Untaxed Amount
  • Taxes
  • Total

Stock Move

  • Picking Type Code
  • Destination Location Usage
  • Unit Price
  • Price Reduce
  • Taxes
  • Discount
  • Subtotal
  • Invoice Line

Account Invoice

  • Invoice Address
  • Delivery Address

Installation

To install this module, you need to:
  • You must have installed or available to install the module purchase.
  • You must have installed or available to install the module sale.
  • You must have installed or available to install the module stock_account.

Usage

To use this module, you need to:

First, take a look at your Sale/Purchase configuration.

Sale workflow configuration

  • To configure the sale workflow, go to Settings > Configuration > Sales. Inside the Invoicing Process section, select your sale workflow. To see the full functionality of this module, make sure that the option Generate invoices after and based on delivery orders is checked (this will give you the possibility of generating the customer invoice taking the accounting data from the outgoing picking instead of from the sale order). This option is mandatory if your sale workflow starts from pickings and you don't use sale orders. In this case you must also set the Invoice Control field to To Be Invoiced in each picking (inside the Additional info tab).
  • To use pricelists and therefore, other currencies (if you have allowed multi currencies in Invoicing), check the option Use pricelists to adapt your price per customers under the Quotations and Sales Orders line, inside the Customer Features section. This option will make available the pricelists in sale orders and in pickings too.
  • To use different addresses for delivery and invoicing, check the option Allow a different address for delivery and invoicing under the Quotations and Sales Orders line, inside the Customer Features section. This option will make available the addresses in sale orders and in outgoing pickings too.
  • To use discounts per line, check the option Allow setting a discount on the sales order lines under the Quotations and Sales Orders line, inside the Product Features section. This option will make available the discounts in sale order lines and in stock moves too. As Odoo uses two separated models for purchase orders and sale orders but only one for stock pickings, this setting will allow discounts in both incoming and outgoing stock moves.

Purchase workflow configuration

  • To configure the purchase workflow, go to Settings > Configuration > Purchases. Inside the Invoicing Process section, select your purchase workflow. To see the full functionality of this module, select the option Based on incoming shipments (this will generate the supplier invoice taking the accounting data from the incoming picking instead of from the purchase order). This option is mandatory if your purchase workflow starts from pickings and you don't use purchase orders.
  • To use pricelists and therefore, other currencies (if you have allowed multi currencies in Invoicing), check the option Manage pricelist per supplier under the Purchase Order line, inside the Supplier Features section. This option will make available the pricelists in purchase orders and in pickings too.
  • To use discounts per line, check the option Allow setting a discount on the sales order lines under the Quotations and Sales Orders line, inside the Product Features section. This option will make available the discounts in sale order lines and in outgoing stock moves too.

Once you have your own configuration set, you can work as always.

Outgoing picking valued

  • Go to Sales > Sales > Sales Orders, and create any order.
  • Confirm the order, and then, click on View Delivery Order.
  • Transfer the picking, and then, click on Create Invoice.
  • Check that the accounting data has been moved from the sale order to the outgoing picking and from this one to the customer invoice.
  • If your workflow starts from pickings, ignore the first two steps and go to Warehouse > Operations > All Operations > Delivery Orders to create a picking instead.

Incoming picking valued

  • Go to Purchases > Purchase > Purchase Orders, and create any order.
  • Confirm the order, and then, click on Receive Products.
  • Transfer the picking, and then, click on Create Invoice.
  • Check that the accounting data has been moved from the purchase order to the incoming picking and from this one to the supplier invoice.
  • If your workflow starts from pickings, ignore the first two steps and go to Warehouse > Operations > All Operations > Receipts to create a picking instead.

Finally, to get a valued picking report, go to the picking tree/form, select the picking/s and click on Print > Picking Valued at the top of the view.

Credits

Contributors

Maintainer

This module is maintained by Anubia Soluciones en la Nube, S.L.
It has a 30 days period of free support, in case of bugs or issues (except for data recovery), and as long as there are not other third party modules installed which are modifying the dependencies of this module. Send any question or issue you have to the email address <anubia@anubia.es>. For more information and questions, please visit: http://anubia.es/en.

Odoo Proprietary License v1.0

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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).

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