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Default packaging for sales

Alpha License: LGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module simplifies and emphasizes the usage of packaging in sales orders.

  • Packaging fields in sale order lines appear before product quantity fields.
  • When selecting a product to sell, its default packaging is added automatically.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Use Cases / Context

Some companies, like food distributors, need to emphasize the usage of product packaging in the sale process.

Product packaging in Odoo is designed to be computed automatically when you choose the final amount of products to sell. For example, if you sell 12 kgs of apples and those can be packaged by bags of 4kg, you'll get automatically suggested to sell 3 bags.

Although you can still do that, with this module the natural usage is inverted: it's easier for you to select the packaging and quantity first, and then the final amount of products is computed automatically. Following the same example, you'll choose bags, then 3, and then the 12kg will be computed automatically.

Configuration

To configure this module, you need to:

  1. Go to Sales > Configuration > Settings.
  2. Under Product Catalog, enable Product Packagings.

Usage

To use this module, you need to configure a product with packaging:

  1. Go to Sales > Products > Products and select or create a product.
  2. In the Inventory tab, add some packaging(s).
  3. Enable Sales and in one packaging.
  4. Sort the packaging options at will. The first one enabled for Sales will be considered the default one.

Then you have to sell it:

  1. Go to Sales > Orders > Quotations and create a new quotation.
  2. Select any customer.
  3. Select that product.

You will notice that:

  • The product is added with the default sale packaging.
  • The packaging quantity is set to 1 packaging unit.
  • The product UoM quantity is set to the amount of units contained in 1 packaging.
  • When changing to another product, instead of keeping the amount of UoM units, we now keep the packaging qty, and the UoM qty is recomputed accordingly.

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

  • Moduon

Contributors

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 maintainer:

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.