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Sales Management (sale)

Module:sale Name:Sales Management Version:5.0.1.0 Author:Tiny Directory:sale Web:http://www.openerp.com Official module:  yes Quality certified:  yes

Description

The base module to manage quotations and sales orders.

    * Workflow with validation steps:
        - Quotation -> Sale order -> Invoice
    * Invoicing methods:
        - Invoice on order (before or after shipping)
        - Invoice on delivery
        - Invoice on timesheets
        - Advance invoice
    * Partners preferences (shipping, invoicing, incoterm, ...)
    * Products stocks and prices
    * Delivery methods:
        - all at once, multi-parcel
        - delivery costs

Download links

You can download this module as a zip file in the following version:

• 4.2
• 5.0
• trunk

Dependencies

• product
• stock
• mrp
• process

Reports

• Quotation / Order

Menus

• Sales Management/Configuration
• Sales Management
• Sales Management/Configuration/Shop
• Sales Management/Sales Orders
• Sales Management/Sales Orders/My Sales Order
• Sales Management/Sales Orders/All Sales Order
• Sales Management/Sales Orders/New Quotation
• Sales Management/Sales Orders/All Sales Order/Sales in Exception
• Sales Management/Sales Orders/All Sales Order/Sales Order To Be Invoiced
• Sales Management/Sales Orders/All Sales Order/Sales Order in Progress
• Sales Management/Sales Orders/All Sales Order/All Quotations
• Sales Management/Sales Orders/My Sales Order/My sales in shipping exception
• Sales Management/Sales Orders/My Sales Order/My sales order waiting Invoice
• Sales Management/Sales Orders/My Sales Order/My sales order in progress
• Sales Management/Sales Orders/My Sales Order/My Quotations
• Sales Management/Sales Order Lines
• Sales Management/Sales Order Lines/Uninvoiced Lines
• Sales Management/Sales Order Lines/Uninvoiced Lines/Uninvoiced and Delivered Lines

Views

• sale.shop (form)
• sale.shop (tree)
• sale.order.calendar (calendar)
• sale.order.graph (graph)
• sale.order.tree (tree)
• sale.order.form (form)
• sale.order.line.graph (graph)
• sale.order.line.tree (tree)
• sale.order.line.form2 (form)
• Configure Picking Policy for Sale Order (form)
• * INHERIT stock.picking.form (form)

Objects

Object: Sale Shop (sale.shop)

payment_account_id:  Payment Accounts, many2many name:Shop Name, char, required warehouse_id:Warehouse, many2one pricelist_id:Pricelist, many2one project_id:Analytic Account, many2one payment_default_id:  Default Payment Term, many2one, required

Object: Sale Order (sale.order)

origin:

Origin, char

order_line:

Order Lines, one2many, readonly

picking_policy:

Packing Policy, selection, required

If you don’t have enough stock available to deliver all at once, do you accept partial shipments or not?

order_policy:

Shipping Policy, selection, required, readonly

The Shipping Policy is used to synchronise invoice and delivery operations. - The ‘Pay before delivery’ choice will first generate the invoice and then generate the packing order after the payment of this invoice. - The ‘Shipping & Manual Invoice’ will create the packing order directly and wait for the user to manually click on the ‘Invoice’ button to generate the draft invoice. - The ‘Invoice on Order After Delivery’ choice will generate the draft invoice based on sale order after all packing lists have been finished. - The ‘Invoice from the packing’ choice is used to create an invoice during the packing process.

invoice_ids:

Invoices, many2many

This is the list of invoices that have been generated for this sale order. The same sale order may have been invoiced in several times (by line for example).

shop_id:

Shop, many2one, required, readonly

client_order_ref:  

Customer Ref, char

date_order:

Date Ordered, date, required, readonly

partner_id:

Customer, many2one, required, readonly

invoiced:

Paid, boolean, readonly

amount_tax:

Taxes, float, readonly

fiscal_position:  

Fiscal Position, many2one

amount_untaxed:

Untaxed Amount, float, readonly

payment_term:

Payment Term, many2one

note:

Notes, text

state:

Order State, selection, readonly

Gives the state of the quotation or sale order. The exception state is automatically set when a cancel operation occurs in the invoice validation (Invoice Exception) or in the packing list process (Shipping Exception). The ‘Waiting Schedule’ state is set when the invoice is confirmed but waiting for the scheduler to run on the date ‘Date Ordered’.

invoiced_rate:

Invoiced, float, readonly

pricelist_id:

Pricelist, many2one, required, readonly

project_id:

Analytic Account, many2one, readonly

incoterm:

Incoterm, selection

partner_order_id:  

Ordering Contact, many2one, required, readonly

The name and address of the contact that requested the order or quotation.

picked_rate:

Picked, float, readonly

partner_invoice_id:  

Invoice Address, many2one, required, readonly

user_id:

Salesman, many2one

picking_ids:

Related Packing, one2many, readonly

This is the list of picking list that have been generated for this invoice

amount_total:

Total, float, readonly

name:

Order Reference, char, required

partner_shipping_id:  

Shipping Address, many2one, required, readonly

shipped:

Picked, boolean, readonly

invoice_quantity:  

Invoice on, selection, required

The sale order will automatically create the invoice proposition (draft invoice). Ordered and delivered quantities may not be the same. You have to choose if you invoice based on ordered or shipped quantities. If the product is a service, shipped quantities means hours spent on the associated tasks.

Object: Sale Order line (sale.order.line)

property_ids:

Properties, many2many, readonly

product_uos_qty:  

Quantity (UoS), float, readonly

product_uom:

Product UoM, many2one, required, readonly

sequence:

Sequence, integer

price_unit:

Unit Price, float, required, readonly

product_uom_qty:  

Quantity (UoM), float, required, readonly

price_subtotal:

Subtotal, float, readonly

product_uos:

Product UoS, many2one

number_packages:  

Number Packages, integer, readonly

invoiced:

Invoiced, boolean, readonly

move_ids:

Inventory Moves, one2many, readonly

delay:

Delivery Lead Time, float, required, readonly

Number of days between the order confirmation the the shipping of the products to the customer

state:

Status, selection, required, readonly

order_partner_id:  

Customer, many2one

product_packaging:  

Packaging, many2one

tax_id:

Taxes, many2many, readonly

type:

Procure Method, selection, required, readonly

procurement_id:

Procurement, many2one

order_id:

Order Ref, many2one, required, readonly

discount:

Discount (%), float, readonly

price_net:

Net Price, float, readonly

product_id:

Product, many2one

name:

Description, char, required, readonly

invoice_lines:

Invoice Lines, many2many, readonly

notes:

Notes, text

th_weight:

Weight, float, readonly

address_allotment_id:  

Allotment Partner, many2one

Object: sale.config.picking_policy (sale.config.picking_policy)

picking_policy:

Packing Default Policy, selection, required

order_policy:

Shipping Default Policy, selection, required

step:

Steps To Deliver a Sale Order, selection, required

By default, OpenERP is able to manage complex routing and paths of products in your warehouse and partner locations. This will configure the most common and simple methods to deliver products to the customer in one or two operations by the worker.

name:

Name, char