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[IMP] sale_order_lot_selection: add lot wizard
Implement wizard for adding lots to sale orders with following features: - Select existing sale order or create new one - Add multiple lots with quantities - Validate available quantities - Restrict creation of new records Task: 4470
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‎sale_order_lot_selection/README.rst‎

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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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Sometimes companies need to create quotations with precise lot/serial number
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specifications before confirming orders, such as used equipment with unique serial
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numbers or specific inventory lots.
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This is particularly important in several business scenarios:
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* In industries where product traceability is critical and customers need specific
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serial numbers (electronics, automotive parts, medical devices)
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* When dealing with batches that vary in quality or characteristics, where
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customers require products from specific production runs
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* In regulated industries where lot traceability is mandatory for compliance
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purposes
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For example:
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* A machinery reseller needs to quote specific used equipment with known serial
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numbers
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* An electronics distributor must sell particular serial-numbered items for
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warranty tracking
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* A car parts supplier needs to specify exact serial numbers for rare components
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Configuration
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=============
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If you want to allow users to generate sales quotas directly from the stock.lots tree view:
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* Go to Inventory > Configuration > Settings
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* Under Operations section select the "Allow to generate sales quotations from stock lots" check box
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Usage
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=====
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- Create/edit a product and set traceability by 'By Lots' option.
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- Create a new lot number and assign product.
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- Update quantity for that product and assign lot number.
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- Go to Sales > Orders > Quotations.
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- Create a new quotation and add recently above configured product.
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- Select lot number and confirm it.
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- Delivery order will reserve the lot when available
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There are two ways to add Lots to a Sale Order:
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1. From Sale Order:
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- Create/edit a product and set traceability by 'By Lots' option
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- Create a new lot number and assign product
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- Update quantity for that product and assign lot number
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- Go to Sales > Orders > Quotations
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- Create a new quotation and add recently above configured product
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- Select lot number and confirm it
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- Delivery order will reserve the lot when available
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2. From Lots/Serial Numbers:
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- Go to "Sales > Products > Lots/Serial Numbers"
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- Select Serial Numbers you would like to add to quotation
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- Click action > Create quotation
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- In the action wizard:
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* To add to existing order: Select a Quotation/Sales order and click "Add"
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* To create new order: Click "New" to create quotation with selected lots
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Known issues / Roadmap
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======================
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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* François Honoré <francois.honore@acsone.eu>
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* Florian da Costa <florian.dacosta@akretion.com>
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* `Cetmix <https://cetmix.com>`_:
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* George Smirnov
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* Anatol Mikheev
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Maintainers
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~~~~~~~~~~~

‎sale_order_lot_selection/__init__.py‎

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# Copyright (C) 2025 Cetmix OÜ
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import models
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from . import wizards

‎sale_order_lot_selection/__manifest__.py‎

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# Copyright (C) 2025 Cetmix OÜ
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Sale Order Lot Selection",
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"version": "16.0.1.0.1",
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"website": "https://github.com/OCA/sale-workflow",
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"license": "AGPL-3",
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"depends": ["sale_stock", "stock_restrict_lot"],
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"data": ["view/sale_view.xml"],
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"data": [
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"security/ir.model.access.csv",
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"view/sale_view.xml",
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"view/lot_view.xml",
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"view/res_config_settings.xml",
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"wizards/stock_lot_add_to_sale_order.xml",
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],
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"demo": ["demo/sale_demo.xml"],
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"maintainers": ["bodedra"],
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"installable": True,

‎sale_order_lot_selection/models/__init__.py‎

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# Copyright (C) 2025 Cetmix OÜ
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import sale_order_line
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from . import res_config_settings
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from . import stock_lot

‎sale_order_lot_selection/models/res_config_settings.py‎

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# Copyright (C) 2025 Cetmix OÜ
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class ResConfigSettings(models.TransientModel):
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_inherit = "res.config.settings"
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allow_generate_so_from_lots = fields.Boolean(
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string="Allow Generate SO from Lots",
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config_parameter="sale_order_lot_selection.allow_generate_from_lots",
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default=False,
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)

‎sale_order_lot_selection/models/stock_lot.py‎

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# Copyright (C) 2025 Cetmix OÜ
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import _, models
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from odoo.exceptions import AccessError
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class StockLot(models.Model):
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_inherit = "stock.lot"
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def action_add_to_sale_order(self):
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"""Open the wizard to add lots to a sale order."""
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self.ensure_one()
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return self.action_generate_sale_order()
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def action_generate_sale_order(self):
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"""Open wizard to generate sale order from lots."""
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if (
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not self.env["ir.config_parameter"]
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.sudo()
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.get_param("sale_order_lot_selection.allow_generate_from_lots")
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):
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raise AccessError(_("You are not allowed to generate Sale Order from Lot."))
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wizard = self.env["stock.lot.sale.order.wizard"].create(
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{
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"line_ids": [
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(
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0,
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0,
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{
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"lot_id": lot.id,
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"quantity": lot.product_qty,
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},
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)
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for lot in self
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]
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}
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)
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return {
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"name": _("Add Lot to Sale Order"),
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"type": "ir.actions.act_window",
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"res_model": "stock.lot.sale.order.wizard",
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"view_mode": "form",
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"res_id": wizard.id,
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"target": "new",
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}

‎sale_order_lot_selection/readme/CONFIGURE.rst‎

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If you want to allow users to generate sales quotas directly from the stock.lots tree view:
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* Go to Inventory > Configuration > Settings
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* Under Operations section select the "Allow to generate sales quotations from stock lots" check box

‎sale_order_lot_selection/readme/CONTEXT.rst‎

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Sometimes companies need to create quotations with precise lot/serial number
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specifications before confirming orders, such as used equipment with unique serial
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numbers or specific inventory lots.
4+
5+
This is particularly important in several business scenarios:
6+
7+
* In industries where product traceability is critical and customers need specific
8+
serial numbers (electronics, automotive parts, medical devices)
9+
* When dealing with batches that vary in quality or characteristics, where
10+
customers require products from specific production runs
11+
* In regulated industries where lot traceability is mandatory for compliance
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purposes
13+
14+
For example:
15+
16+
* A machinery reseller needs to quote specific used equipment with known serial
17+
numbers
18+
* An electronics distributor must sell particular serial-numbered items for
19+
warranty tracking
20+
* A car parts supplier needs to specify exact serial numbers for rare components

‎sale_order_lot_selection/readme/CONTRIBUTORS.rst‎

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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* François Honoré <francois.honore@acsone.eu>
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* Florian da Costa <florian.dacosta@akretion.com>
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* `Cetmix <https://cetmix.com>`_:
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* George Smirnov
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* Anatol Mikheev

‎sale_order_lot_selection/readme/USAGE.rst‎

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1-
- Create/edit a product and set traceability by 'By Lots' option.
2-
- Create a new lot number and assign product.
3-
- Update quantity for that product and assign lot number.
4-
- Go to Sales > Orders > Quotations.
5-
- Create a new quotation and add recently above configured product.
6-
- Select lot number and confirm it.
7-
- Delivery order will reserve the lot when available
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There are two ways to add Lots to a Sale Order:
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1. From Sale Order:
4+
5+
- Create/edit a product and set traceability by 'By Lots' option
6+
- Create a new lot number and assign product
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- Update quantity for that product and assign lot number
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- Go to Sales > Orders > Quotations
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- Create a new quotation and add recently above configured product
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- Select lot number and confirm it
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- Delivery order will reserve the lot when available
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2. From Lots/Serial Numbers:
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- Go to "Sales > Products > Lots/Serial Numbers"
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- Select Serial Numbers you would like to add to quotation
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- Click action > Create quotation
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- In the action wizard:
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* To add to existing order: Select a Quotation/Sales order and click "Add"
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* To create new order: Click "New" to create quotation with selected lots

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