Use Cases / Context

This module was created to make sure that the cost on a sale order line is zero when delivering from customer deposits. This is needed because the purchase price already accounts for the customer deposit in the sale order. Without this module, the cost would be counted twice in the accounting.

Usage

To use this module, you need to:

Create Customer deposits:

1. Go to Sales > Quotations.
2. Create new quotation to the desired customer.
3. Activate customer deposit in quotation.
4. Add storable product in order lines.
5. Add quantity you will keep as a deposit.
6. Confirm quotation.
7. Sale is now ready for invoicing.
8. A picking will be created. This picking is an operation Customer Deposit and it's internal operation.
9. Click on smart button with delivery.
10. Set quantity done in operations or click on Set Quantities.
11. Update location destination if it's necessary in operations detailed.
12. Click on Validate.

Deliver customer deposits:

1. Go to Sales > Quotation.
2. Create a new quotation.
3. Select a customer who has a deposit in your warehouse.
4. In page Other Info choose warehouse where deposit is located. (Only if multi-warehouse is activated)
5. Smart button Deposits with deposits is displayed if the customer has deposits in the chosen warehouse.
6. Add line with product in deposit.
7. Purchase price is set to zero.
8. As a product in deposit, a button Customer deposit will appear. If you do not have enough in deposit, button will be grey. If you click on the button Customer deposit, you can view the deposits for that product.
9. You will only be able to confirm the order if you use less quantity than you have in the deposit.
10. If you try to confirm the order with more quantity than you have in deposit, a validation error will show.

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

Maintainers

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.

Current maintainers:

This module is part of the OCA/stock-logistics-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.