Hibou Odoo Suite: Sale Order Planner

Purpose
The purpose of this documentation is to outline the use case and processes associated with Hibou's Sale Order Planner module. The Sale Order Planner module plans order dates based on available warehouses. This is made possible through the addition of a shipping calendar to a warehouse to plan delivery orders based on the availability of the warehouse or warehouse staff. It also adds a shipping calendar to individual shipping methods to estimate delivery based on the specific method's characteristics, like its shipping schedule.

Getting Started 
First things first, we want to install the module! Navigate to the Apps application, remove the 'Apps' filter, and search for 'Sale Order Planner'. When ready, hit the install button.

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Good to Know! 

The Sale Order Planner module requires the Dates on Sales Order, Sale Sourced by Line, Partners Geolocation, Delivery Costs, and Resource modules. However, if you do not already have these modules installed Odoo will install them for you during this modules installation.

Processes 
To get started, navigate to the Inventory application.

Odoo - Sample 1 for three columns


Adding a Shipping Calendar to a Warehouse

Once there, navigate to CONFIGURATION > WAREHOUSES. Select the warehouse that you want to add a shipping calendar to from the list of warehouses.
Hit the EDIT button and select your desired Shipping Calendar from the dropdown menu or select CREATE AND EDIT... from the bottom of the menu to make a new one.
When finished, hit the SAVE button on the warehouse.

Odoo CMS - a big picture

Adding a Delivery Calendar to a Delivery Method

From within the Inventory Application, navigate to CONFIGURATION > DELIVERY METHODS. Select a delivery method from the list or make a new one by hitting the CREATE button.
Hit the EDIT button on the Delivery Method and select a Delivery Calendar from the dropdown menu or select CREATE AND EDIT... from the bottom of the menu to make a new one.
When you have the needed Delivery Calendar selected, hit the Save button on the Delivery Method. 

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Planning a Sales Order

Navigate to the Sales application. 

Odoo - Sample 1 for three columns


Once there, select an existing sales order or make a new one by hitting the CREATE button.

When ready, hit the PLAN button on the Sale Order.

The Plan Sale Order modal window will appear. Click the Select button next to the desired option.

Odoo CMS - a big picture

Technical

The Sale Order Planner module plans sales order dates based on available warehouses and shipping methods. It adds a shipping calendar field to warehouses in order to plan delivery orders based upon the availability of the warehouse or the warehouse stage. It also adds a shipping calendar field to individual shipping methods to estimate the delivery based on the specific method's characteristics.

There is also a new transient model (Wizard) `sale.order.planning.option` and views with the following fields:

  • `plan_id` Many2one field for the Plan

  • `warehouse_id` Many2one field for the Warehouse

  • `date_planned` Datetime field for the Planned Date

  • `requested_date` Datetime field for the Requested Date

  • `carrier_id` Many2one field for the Delivery Carrier

  • `transit_days` Integer field for the number of Transit Days

  • `shipping_price` Float field for the Shipping Price

  • `sub_options` Text field for the Sub Options JSON

  • `sub_options_text` computed Text field.