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187 lines
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ReStructuredText
187 lines
7 KiB
ReStructuredText
======================
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Stock Customer Deposit
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======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:6fd871663c7fc136c892bf5a9f0a809009e664edae9dfaca3997ad357dfbdbec
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fstock--logistics--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/stock-logistics-workflow/tree/16.0/stock_customer_deposit
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:alt: OCA/stock-logistics-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/stock-logistics-workflow-16-0/stock-logistics-workflow-16-0-stock_customer_deposit
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/stock-logistics-workflow&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of the consignment stock to
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support customer deposits and allows the management of customer deposits
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in warehouses.
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Lines that consume customer deposits will have a 100% discount.
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Otherwise, they will use the discount rules provided by Odoo.
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It is possible to activate the use of customer deposits per warehouse.
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This will allow the use of an operation type and a route to create
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customer deposits in the warehouse.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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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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This module was developed because Odoo does not have a customer deposit
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management behaviour.
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It will be useful for you if customers place orders and the orders are
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to be invoiced, but you store the stock in your warehouses for delivery
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to the customer at a later date.
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Configuration
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=============
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To configure this module, you need to:
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1. Go to Inventory > Configuration > Settings.
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2. Enable Consignment.
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3. Enable Multi-Step Routes.
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4. Go to Inventory > Configuration > Warehouses.
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5. Select the warehouse where you want to manage customer deposits.
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6. Activate use customer deposits.
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Usage
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=====
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To use this module, you need to:
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Create Customer deposits:
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1. Go to Sales > Quotations.
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2. Create new quotation to the desired customer.
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3. Activate **customer deposit** in quotation.
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4. Add storable product in order lines.
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5. Add quantity you will keep as a deposit.
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6. Discount will be applied following Odoo rules.
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7. *Confirm* quotation.
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8. Sale is now ready for invoicing.
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9. A picking will be created. This picking is an operation Customer
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Deposit and it's **internal** operation.
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10. Click on smart button with delivery.
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11. Set quantity done in operations or click on **Set Quantities**.
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12. Update location destination if it's necessary in operations
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detailed.
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13. Click on **Validate**.
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View Customer deposits:
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1. Go to Inventory > Reporting > Locations.
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2. Filter the owner by the customer you created the order.
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3. Go to Sales > Customers.
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4. A smart button with deposits is shown if customer has deposits in
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some warehouse.
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Deliver customer deposits:
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1. Go to Sales > Quotation.
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2. Create a new quotation.
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3. Select customer who has a deposit in your warehouse.
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4. In page Other Info choose warehouse where deposit is located. (Only
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if multi-warehouse is activated)
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5. Smart button **Deposits** with deposits is displayed if the customer
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has deposits in the chosen warehouse.
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6. Add line with product in deposit.
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7. As a product in deposit, a button **Customer deposit** will appear.
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If you do not have enough in deposit, button will be grey. If you
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click on the button **Customer deposit**, you can view the deposits
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for that product.
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8. You will only be able to confirm the order if you use less quantity
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than you have in the deposit.
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9. If you try to confirm the order with more quantity than you have in
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deposit, a validation error will show.
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10. Check the deposit line has 100% discount.
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Known issues / Roadmap
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======================
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- The 'qty_at_date_widget' widget that displays the stock on the order
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line should display a different stock depending on whether the Use
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warehouse check is active or not.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/stock-logistics-workflow/issues/new?body=module:%20stock_customer_deposit%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Moduon
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Contributors
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------------
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- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
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- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
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- Gelo Joga (`Moduon <https://www.moduon.team/>`__)
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- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
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:target: https://github.com/rafaelbn
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:alt: rafaelbn
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.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
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:target: https://github.com/EmilioPascual
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:alt: EmilioPascual
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.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
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:target: https://github.com/Shide
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:alt: Shide
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-rafaelbn| |maintainer-EmilioPascual| |maintainer-Shide|
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This module is part of the `OCA/stock-logistics-workflow <https://github.com/OCA/stock-logistics-workflow/tree/16.0/stock_customer_deposit>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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