Fix SO delivered quantity - Transit location (Intercompany)
Increase delivered quantity on Sales Order once product was delivered to transit location
ODOO BEHAVIOUR
Odoo has great features called Transit Location and Inter-Company Transactions. Companies could utilize these features to set up multi-company sale/purchase flow.
However on sales delivery part, there is a minor bug that does not increase delivered quantity on Sales Order, even when product was already delivered out to transit location.
For this reason, user cannot create invoice for SO (product invoice policy: on delivered quantity).
CLUEDOO BEHAVIOUR
Cluedoo fix the bug to increase delivered quantity on Sales Order once product was delivered out to transit location.
USE CASE
Company A has 2 subsidiaries: Company San Francisco and Company Chicago.
Company San Francisco buys product from Company Chicago.
How to set up sales/purchase and delivery workflow between these 2 companies?
How to use module
CONFIGURATION
1. Inter-Company Transactions Setting
On both companies' Setting, search for Inter-Company Transactions feature:
- Enable Synchronize Sales and Purchase Order
- Choose a default warehouse
2. Create a transit location
On Inventory/Configuration/Warehouse Management/Locations, create a new location:
- (ODS) Parent location: Virtual Locations
- (ODS) Location type: Transit Location
- (ODS) Company: Leave Blank
- (Cluedoo) Location: Inter Company
Note: If user leave Location field blank, module will not work.
3. Contact setup
From Company San Francisco (buyer):
- Go to Contacts, open contact My Company (Chicago)
- On Sales & Purchase tab/ Inventory section, change Vendor Location to the transit location created above.
From Company Chicago (supplier):
- Go to Contacts, open contact My Company (San Francisco)
- On Sales & Purchase tab/ Inventory section, change Customer Location to the transit location created above.
OPERATION:
From Company San Francisco (buyer):
- Create a Purchase Order.
From Company Chicago (supplier):
A corresponding Sales Order was generated from Company San Francisco's PO. (ODS)
Once product transfer from Company Chicago to the transit location is validated, the Delivered quantity on Sales Order will be increased accordingly. (Cluedoo).
SO is ready for invoice creation.
From Company San Francisco, user can receive product from transit location and create bill (ODS).