This module allows the sale employee to merge draft or confirmed orders from the same customer.
When orders are merged, draft invoices and unprocessed outgoing pickings will be merged as well.
Table of contents
To use this module, you must go to the main sales order you want to merge with other sales orders. If there are any candidates, you will see a "Merge" button in the header of the sales order form. Clicking this button will open a window with all preselected mergeable sales orders. Delete the orders you do not want to merge and click the "Merge" button in the footer of the pop-up window. The main window will update with the updated main sales order.
- Same customer, shipping address, warehouse, and company.
- Orders must be in "Draft" status.
- You can also merge confirmed orders if you enable the Merge Order
Confirmation setting.
Go to Sales
Create a new sales order and save
If there are any sales orders that match the merge criteria mentioned above, a Merge button will be enabled.
Pressing the Merge button displays a wizard in which you can select the target sales order and whether you want to remove it from those ready to be merged.
Press the Merge button to perform the merge. Keep in mind that this process will run all the validations performed in the normal workflow.
Go to Sales
Select all the orders you want to merge and then select Merge selected orders from the actions menu.
If, when you press this menu, there are orders that do not meet the criteria, an exception will be thrown with the details so you can correct them.
Repeat steps 4 and 5 from the previous section.
The criteria can be easily extended in a custom module using the _get_merge_domain method of the sale.order model.
- Orders with an invoice exception or a picking exception cannot be merged.
Bugs are tracked on GitHub Issues. 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 feedback.
Do not contact contributors directly about support or help with technical issues.
- Opener B.V.
- Stefan Rijnhart stefan@opener.amsterdam
- Binhex:
- Edilio Escalona Almira e.escalona@binhex.cloud
This module is maintained by the OCA.
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.
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.