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| 1 | +=================== |
| 2 | +Sale Block no Stock |
| 3 | +=================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:408792731be049ad77a018ccc6404bc72e66f817d177fa1cb510301be225d759 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Alpha |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html |
| 18 | + :alt: License: LGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/sale-workflow/tree/17.0/sale_block_no_stock |
| 21 | + :alt: OCA/sale-workflow |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/sale-workflow-17-0/sale-workflow-17-0-sale_block_no_stock |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=17.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module extends the functionality of Sales to support blocking sales |
| 32 | +and to allow you to ensure you are capable to send product you have in |
| 33 | +stock. |
| 34 | + |
| 35 | +When a Sale Order is going to be confirmed, it will be checked if the |
| 36 | +quantity demanded exceeds that of the field selected in the |
| 37 | +configuration, and in this case a wizard will appear to allow you to fix |
| 38 | +quantities indicating what is the maximum quantity that can be ordered. |
| 39 | + |
| 40 | +Then, you can adjust UoM quantities, Packaging quantities or move |
| 41 | +remaining unfixed lines to a new order. |
| 42 | + |
| 43 | +If the user who is confirming an order has a group that is allowed, an |
| 44 | +extra option to confirm the Order with errors will appear on the Wizard. |
| 45 | + |
| 46 | +This module only can block lines with product type 'product' (storable |
| 47 | +products). |
| 48 | + |
| 49 | +Internal notes will be posted on sales when adjusting quantities or |
| 50 | +moving to another orders. |
| 51 | + |
| 52 | +.. IMPORTANT:: |
| 53 | + This is an alpha version, the data model and design can change at any time without warning. |
| 54 | + Only for development or testing purpose, do not use in production. |
| 55 | + `More details on development status <https://odoo-community.org/page/development-status>`_ |
| 56 | + |
| 57 | +**Table of contents** |
| 58 | + |
| 59 | +.. contents:: |
| 60 | + :local: |
| 61 | + |
| 62 | +Use Cases / Context |
| 63 | +=================== |
| 64 | + |
| 65 | +This module was developed because sometimes you don't want to allow a |
| 66 | +sale to be confirmed when there is no enough product to sold. |
| 67 | + |
| 68 | +It will be useful for you if selling more than you have in stock or |
| 69 | +planned is not a desired behaviour. |
| 70 | + |
| 71 | +Configuration |
| 72 | +============= |
| 73 | + |
| 74 | +To configure this module, you need to: |
| 75 | + |
| 76 | +1. Go to Settings > Sales > Quotations & Orders > Blocking sales due to |
| 77 | + lack of stock |
| 78 | +2. Fill *Field to compare against the quantity demanded*. Possible |
| 79 | + values: |
| 80 | + |
| 81 | +- *virtual_available_at_date*: Planned quantity to be in stock on the |
| 82 | + day of delivery |
| 83 | +- *qty_available_today*: Quantity available in stock today |
| 84 | +- *free_qty_today*: Quantity available without reserve in stock |
| 85 | + |
| 86 | +3. Fill *Groups allowed to bypass the block* |
| 87 | + |
| 88 | +Usage |
| 89 | +===== |
| 90 | + |
| 91 | +To use this module, you need to: |
| 92 | + |
| 93 | +1. Go to Settings > Sales > Quotations & Orders > Blocking sales due to |
| 94 | + lack of stock |
| 95 | +2. Fill *Field to compare against the quantity demanded*: This field |
| 96 | + will be used to check if the quantity demanded is less than or equal |
| 97 | + to the value marked in this field. Set it to |
| 98 | + *virtual_available_at_date* for this test. |
| 99 | +3. Fill *Groups allowed to bypass the block*: These groups will allow |
| 100 | + the blocking to be bypassed if the quantity demanded exceeds the |
| 101 | + quantity we want to check. Leave it blank to not allow any group to |
| 102 | + bypass that restriction. |
| 103 | +4. Create a Product and set it to be storable. |
| 104 | +5. Create a Purchase Order for the product and confirm it. Set the |
| 105 | + Picking Schedule Date on 3 days. |
| 106 | +6. Create a Sale Order with the product and set the Commitment Date on 2 |
| 107 | + days. Confirm it and check the wizard. |
| 108 | +7. Click on *Ajust UoM Quantity* and see the order has been modified to |
| 109 | + match forecasted quantity. |
| 110 | + |
| 111 | +Bug Tracker |
| 112 | +=========== |
| 113 | + |
| 114 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_. |
| 115 | +In case of trouble, please check there if your issue has already been reported. |
| 116 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 117 | +`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_block_no_stock%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 118 | + |
| 119 | +Do not contact contributors directly about support or help with technical issues. |
| 120 | + |
| 121 | +Credits |
| 122 | +======= |
| 123 | + |
| 124 | +Authors |
| 125 | +------- |
| 126 | + |
| 127 | +* Moduon |
| 128 | + |
| 129 | +Contributors |
| 130 | +------------ |
| 131 | + |
| 132 | +- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__) |
| 133 | +- Rafael Blasco (`Moduon <https://www.moduon.team/>`__) |
| 134 | + |
| 135 | +Other credits |
| 136 | +------------- |
| 137 | + |
| 138 | +The development of this module has been financially supported by: |
| 139 | + |
| 140 | +- Ulzama |
| 141 | + |
| 142 | +Maintainers |
| 143 | +----------- |
| 144 | + |
| 145 | +This module is maintained by the OCA. |
| 146 | + |
| 147 | +.. image:: https://odoo-community.org/logo.png |
| 148 | + :alt: Odoo Community Association |
| 149 | + :target: https://odoo-community.org |
| 150 | + |
| 151 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 152 | +mission is to support the collaborative development of Odoo features and |
| 153 | +promote its widespread use. |
| 154 | + |
| 155 | +.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px |
| 156 | + :target: https://github.com/Shide |
| 157 | + :alt: Shide |
| 158 | + |
| 159 | +Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
| 160 | + |
| 161 | +|maintainer-Shide| |
| 162 | + |
| 163 | +This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/17.0/sale_block_no_stock>`_ project on GitHub. |
| 164 | + |
| 165 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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