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<div class="document" id="sale-blanket-orders">
<h1 class="title">Sale Blanket Orders</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/17.0/sale_blanket_order"><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-17-0/sale-workflow-17-0-sale_blanket_order"><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=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>A blanket order is a pre-agreement to sell a certain number of
quantities of products at a specific price. From a confirmed blanket
order, the users can create new sale orders at such price, until the
blanket order expires, either due to reaching the validity date or
exhausting all the quantities of products.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#use-cases-context" id="toc-entry-1">Use Cases / Context</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="toc-entry-7">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="use-cases-context">
<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
<p>Others modules provide similar features. The module
(sale_order_blanket_order)[<a class="reference external" href="https://pypi.org/project/odoo-addon-sale-order-blanket-order]">https://pypi.org/project/odoo-addon-sale-order-blanket-order]</a>
also defines the concept of sale blanket order. The main differences
are:</p>
<ul class="simple">
<li>This module integrates Blanket Orders and Call-Off Orders into the
sale.blanket.order object, whereas the other module extends the
sale.order object. This means that any extensions made to the sale
order model can also apply to blanket orders.</li>
<li>In the other module, you can deliver and invoice directly from the
blanket order. You can also create a separate call-off order to
partially deliver the blanket order.</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>A new menu in the Sales area is created, allowing users to create new
blanket orders.</p>
<p>To create a new Sale Blanket Order go to the sale menu in the Sales
section:</p>
<p><img alt="image1" src="https://raw.githubusercontent.com/OCA/sale-workflow/17.0/sale_blanket_order/static/description/BO_menu.png" /></p>
<p>Hitting the button create will open the form view in which we can
introduce the following information:</p>
<ul class="simple">
<li>Vendor</li>
<li>Salesperson</li>
<li>Payment Terms</li>
<li>Validity date</li>
<li>Order lines:<ul>
<li>Product</li>
<li>Accorded price</li>
<li>Original, Ordered, Invoiced, Received and Remaining quantities</li>
</ul>
</li>
<li>Terms and Conditions of the Blanket Order</li>
</ul>
<p><img alt="image2" src="https://raw.githubusercontent.com/OCA/sale-workflow/17.0/sale_blanket_order/static/description/BO_form.png" /></p>
<p>From the form, once the Blanket Order has been confirmed and its state
is open, the user can create a Sale Order, check the Sale Orders
associated to the Blanket Order and/or see the Blanket Order lines
associated to the BO.</p>
<p><img alt="image3" src="https://raw.githubusercontent.com/OCA/sale-workflow/17.0/sale_blanket_order/static/description/BO_actions.png" /></p>
<p>Hitting the button Create Sale Order will open a wizard that will ask
for the amount of each product in the BO lines for which the Sale Order
will be created.</p>
<p><img alt="image4" src="https://raw.githubusercontent.com/OCA/sale-workflow/17.0/sale_blanket_order/static/description/PO_from_BO.png" /></p>
<p>Installing this module will add an additional menu which will show all
the blanket order lines currently defined in the system. From this list
the user can create customized Sale Orders selecting the lines for which
the PO (or POs if the customers are different) is (are) created.</p>
<p><img alt="image5" src="https://raw.githubusercontent.com/OCA/sale-workflow/17.0/sale_blanket_order/static/description/BO_lines.png" /></p>
<p>In the Sale Order form one field is added in the PO lines, the Blanket
Order line field. This field keeps track to which Blanket Order line the
PO line is associated. Upon adding a new product in a newly created Sale
Order a blanket order line will be suggested depending on the following
factors:</p>
<ul class="simple">
<li>Closer Validity date</li>
<li>Remaining quantity > Quantity introduced in the Sale Order line</li>
</ul>
<p><img alt="image6" src="https://raw.githubusercontent.com/OCA/sale-workflow/17.0/sale_blanket_order/static/description/PO_BOLine.png" /></p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_blanket_order%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>Acsone SA/NV</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul>
<li><p class="first">André Pereira <<a class="reference external" href="mailto:github@andreparames.com">github@andreparames.com</a>> (<a class="reference external" href="https://www.acsone.eu/">https://www.acsone.eu/</a>)</p>
</li>
<li><p class="first">Adrià Gil Sorribes <<a class="reference external" href="mailto:adria.gil@eficent.com">adria.gil@eficent.com</a>> (<a class="reference external" href="https://www.eficent.com/">https://www.eficent.com/</a>)</p>
</li>
<li><p class="first">Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></p>
</li>
<li><p class="first">Alex Comba <<a class="reference external" href="mailto:alex.comba@agilebg.com">alex.comba@agilebg.com</a>> (<a class="reference external" href="https://www.agilebg.com/">https://www.agilebg.com/</a>)</p>
</li>
<li><p class="first">Codeforward (<a class="reference external" href="https://www.codeforward.nl/">https://www.codeforward.nl/</a>):</p>
<blockquote>
<ul class="simple">
<li>Jasper Jumelet <<a class="reference external" href="mailto:jasper.jumelet@codeforward.nl">jasper.jumelet@codeforward.nl</a>></li>
<li>Chris Bergman <<a class="reference external" href="mailto:chris.bergman@codeforward.nl">chris.bergman@codeforward.nl</a>></li>
</ul>
</blockquote>
</li>
<li><p class="first"><a class="reference external" href="https://trobz.com">Trobz</a>:</p>
<blockquote>
<ul class="simple">
<li>Nguyễn Minh Chiến <<a class="reference external" href="mailto:chien@trobz.com">chien@trobz.com</a>></li>
</ul>
</blockquote>
</li>
</ul>
</div>
<div class="section" id="other-credits">
<h2><a class="toc-backref" href="#toc-entry-7">Other credits</a></h2>
<p>The migration of this module from 15.0 to 16.0 was financially supported
by Camptocamp</p>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-8">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>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/17.0/sale_blanket_order">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>
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