Sale Order Type

This module adds a typology for the sales orders. In each different type, you can define: invoicing and refunding journal, a warehouse, a sequence, the shipping policy, the invoicing policy, a payment term, a pricelist and an incoterm.

You can see sale types as lines of business.

You are able to select a sales order type by partner so that when you add a partner to a sales order it will get the related info to it.

Rules can also be associated with sale order types.

Inside each rule, you can select any number of products and/or product categories.

When editing a sale order that has no type, if a product matches the product of any rule then the sale order type bound to the rule is associated to the sale order. If the rule does not match by product, product categories are checked.

In the sale order form you can also find the matching order type by clicking on the button Find by rule placed near the Type field.

The sale order types and the rules are inspected based on the value of their sequence field.

Table of contents

Credits

Authors

• Grupo Vermon
• AvanzOSC
• Tecnativa
• Agile Business Group
• Niboo

Contributors

• Carlos Sánchez Cifuentes <[email protected]>
• Oihane Crucelaegui <[email protected]>
• Pedro M. Baeza <[email protected]>
• Ana Juaristi <[email protected]>
• Daniel Campos <[email protected]>
• Ainara Galdona <[email protected]>
• Lorenzo Battistini <[email protected]>
• Samuel Lefever <[email protected]>
• Pierre Faniel <[email protected]>
• Simone Rubino <[email protected]>

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.

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.