507 lines
16 KiB
HTML
Executable File
507 lines
16 KiB
HTML
Executable File
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</head>
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<body>
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<div class="document" id="sale-block-no-stock">
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<h1 class="title">Sale Block no Stock</h1>
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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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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_block_no_stock"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_block_no_stock"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>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.</p>
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<p>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.</p>
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<p>Then, you can adjust UoM quantities, Packaging quantities or move
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remaining unfixed lines to a new order.</p>
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<p>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.</p>
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<p>This module only can block lines with product type ‘product’ (storable
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products).</p>
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<p>Internal notes will be posted on sales when adjusting quantities or
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moving to another orders.</p>
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<div class="admonition important">
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<p class="first admonition-title">Important</p>
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<p class="last">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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<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
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</div>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#use-cases-context" id="toc-entry-1">Use Cases / Context</a></li>
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<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-3">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="toc-entry-8">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="use-cases-context">
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<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
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<p>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.</p>
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<p>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.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
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<p>To configure this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to Settings > Sales > Quotations & Orders > Blocking sales due to
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lack of stock</li>
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<li>Fill <em>Field to compare against the quantity demanded</em>. Possible
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values:</li>
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</ol>
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<ul class="simple">
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<li><em>virtual_available_at_date</em>: Planned quantity to be in stock on the
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day of delivery</li>
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<li><em>qty_available_today</em>: Quantity available in stock today</li>
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<li><em>free_qty_today</em>: Quantity available without reserve in stock</li>
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</ul>
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<ol class="arabic simple" start="3">
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<li>Fill <em>Groups allowed to bypass the block</em></li>
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</ol>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-3">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to Settings > Sales > Quotations & Orders > Blocking sales due to
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lack of stock</li>
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<li>Fill <em>Field to compare against the quantity demanded</em>: 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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<em>virtual_available_at_date</em> for this test.</li>
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<li>Fill <em>Groups allowed to bypass the block</em>: 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.</li>
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<li>Create a Product and set it to be storable.</li>
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<li>Create a Purchase Order for the product and confirm it. Set the
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Picking Schedule Date on 3 days.</li>
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<li>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.</li>
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<li>Click on <em>Ajust UoM Quantity</em> and see the order has been modified to
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match forecasted quantity.</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
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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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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
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||
<div class="section" id="authors">
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||
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
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||
<ul class="simple">
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||
<li>Moduon</li>
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||
</ul>
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||
</div>
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||
<div class="section" id="contributors">
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||
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
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||
<ul class="simple">
|
||
<li>Eduardo de Miguel (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
|
||
<li>Rafael Blasco (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="other-credits">
|
||
<h2><a class="toc-backref" href="#toc-entry-8">Other credits</a></h2>
|
||
<p>The development of this module has been financially supported by:</p>
|
||
<ul class="simple">
|
||
<li>Ulzama</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||
</a>
|
||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||
mission is to support the collaborative development of Odoo features and
|
||
promote its widespread use.</p>
|
||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||
<p><a class="reference external image-reference" href="https://github.com/Shide"><img alt="Shide" src="https://github.com/Shide.png?size=40px" /></a></p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_block_no_stock">OCA/sale-workflow</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|