166 lines
5.9 KiB
ReStructuredText
Executable File
166 lines
5.9 KiB
ReStructuredText
Executable File
===================
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Sale Block no Stock
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===================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:c16ad9d6d37bb710e3897f013a183f2653b71255c3092b60129cd8f9245149bb
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/18.0/sale_block_no_stock
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:alt: OCA/sale-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_block_no_stock
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of Sales to support blocking sales
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and to allow you to ensure you are capable to send product you have in
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stock.
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When a Sale Order is going to be confirmed, it will be checked if the
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quantity demanded exceeds that of the field selected in the
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configuration, and in this case a wizard will appear to allow you to fix
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quantities indicating what is the maximum quantity that can be ordered.
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Then, you can adjust UoM quantities, Packaging quantities or move
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remaining unfixed lines to a new order.
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If the user who is confirming an order has a group that is allowed, an
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extra option to confirm the Order with errors will appear on the Wizard.
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This module only can block lines with product type 'product' (storable
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products).
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Internal notes will be posted on sales when adjusting quantities or
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moving to another orders.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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.. contents::
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:local:
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Use Cases / Context
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===================
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This module was developed because sometimes you don't want to allow a
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sale to be confirmed when there is no enough product to sold.
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It will be useful for you if selling more than you have in stock or
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planned is not a desired behaviour.
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Configuration
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=============
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To configure this module, you need to:
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1. Go to Settings > Sales > Quotations & Orders > Blocking sales due to
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lack of stock
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2. Fill *Field to compare against the quantity demanded*. Possible
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values:
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- *virtual_available_at_date*: Planned quantity to be in stock on the
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day of delivery
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- *qty_available_today*: Quantity available in stock today
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- *free_qty_today*: Quantity available without reserve in stock
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3. Fill *Groups allowed to bypass the block*
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Usage
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=====
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To use this module, you need to:
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1. Go to Settings > Sales > Quotations & Orders > Blocking sales due to
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lack of stock
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2. Fill *Field to compare against the quantity demanded*: This field
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will be used to check if the quantity demanded is less than or equal
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to the value marked in this field. Set it to
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*virtual_available_at_date* for this test.
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3. Fill *Groups allowed to bypass the block*: These groups will allow
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the blocking to be bypassed if the quantity demanded exceeds the
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quantity we want to check. Leave it blank to not allow any group to
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bypass that restriction.
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4. Create a Product and set it to be storable.
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5. Create a Purchase Order for the product and confirm it. Set the
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Picking Schedule Date on 3 days.
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6. Create a Sale Order with the product and set the Commitment Date on 2
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days. Confirm it and check the wizard.
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7. Click on *Ajust UoM Quantity* and see the order has been modified to
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match forecasted quantity.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_block_no_stock%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Moduon
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Contributors
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------------
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- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
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- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
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Other credits
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-------------
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The development of this module has been financially supported by:
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- Ulzama
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
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:target: https://github.com/Shide
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:alt: Shide
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-Shide|
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_block_no_stock>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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