Odoo Community Association

Sale Elaboration

Production/Stable License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module extends the functionality of sales orders to allow to set an elaboration on lines that will add an extra order line with an elaboration product linked to it when the delivery order is validated.

An elaboration is a process that needs to be done over the product, usually on picking/handling phase. It doesn’t modify too much the product for needing an specific product, but it adds a surcharge on the final price.

If the elaboration has a defined route, selecting the elaboration, it is set on the order line, which will result in the generation of multiple delivery notes depending on the established route.

Table of contents

Use Cases / Context

This module was created to meet the need of providing the customer with products that are not transformed into something new, but rather require a simple preparation process. Example: Scaling a fish

Configuration

To configure this module you need to:

  1. Go to Sale > Configuration > Elaborations > Sale Elaboration.
  2. Create a new record.
  3. Set a product linked to the elaboration.
  4. If you use Multi-Step Routes, you can also select a route to procure this elaboration.
  5. Go to Settings > Inventory > Traceability and select Display Elaboration notes on Delivery Slips if you want to show elaborations on Delivery Slips or Display Elaboration notes on Picking Operations if you want to show elaborations on Picking Operations.

You can define elaboration profiles to limit the elaborations that can be selected for each product.

  1. Go to Sale > Configuration > Elaborations > Sale Elaboration Profile.
  2. Create a new record.
  3. Select the elaborations included to the profile.
  4. Set the elaboration to the related products.

Usage

  1. Go to Sale > Quotations.
  2. Create a sales order.
  3. Add a new line.
  4. Select an elaboration in the line. If the product has an elaboration profile selected, you will just be able to select the elaborations set on the profile.
  5. Confirm the sales order.
  6. Go to the picking created by this sales order and validate it.
  7. Print Delivery Slip and Picking Operations.
  8. Go back to the sales order. A new line is created with the product linked to the elaboration.

Bug Tracker

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.

Credits

Authors

  • Tecnativa

Contributors

  • Tecnativa:
    • Sergio Teruel
    • Pedro M. Baeza
    • Carlos Roca
    • Ernesto Tejeda
  • Eduardo de Miguel (Moduon)
  • Jairo Llopis (Moduon)

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainers:

CarlosRoca13 rafaelbn sergio-teruel yajo

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.