Sale Order Planner
OPL-1
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Hibou’s Sale Order Planner module allows you to plan expected delivery dates to a customer's address based on product availability in warehouses, your preferred fulfillment method for products/categories of products, and appropriate shipping methods.
Sale Order Planner provides:
- Calendars per warehouse to indicate availability of the warehouse or warehouse staff working hours (for example, if they stop shipping at 3pm then any orders that come in after 3pm must be expected/planned to not ship until the following work day)
- Additionally provides overrides per warehouse to indicate if a warehouse is only able to plan/ship via one or more specific shipping providers
- Calendars per shipping method to estimate delivery based on the specific method's characteristics. (e.g. Do they deliver on Saturday?)
- Order Planner Policy overrides per category and/or product that allow you to specify if certain products should only be planned from a specific warehouse (if the product is only carried in one of multiple warehouses) or to a specific carrier/shipping method
With all of this functionality in place, it becomes as simple as adding items to an order and clicking Plan ! Your users will be presented with a list of shipping methods, expected cost, and expected delivery dates (all coming directly from the carrier!). They will even see it broken down by which warehouses will deliver specific products with their own planning dates per warehouse, if appropriate.
Once a plan is selected, this information is stored on the sale order and the order is split across warehouses, if needed, with each transfer having the products that must be delivered from that warehouse along with the selected shipping method.
This Module Requires Hibou Odoo Shipping Connector Modules!
The following modules - only the ones for the carriers you intend to use - are required to facilitate the rating process. Note that each comes with its own unique additions of functionality beyond Sale Order Planning, so you get more bang for your buck!
- Hibou FedEx: This module adds functionality to Odoo's Enterprise FedEx shipping connector, including:
- The ability to rate during Sale Order Planning
- Insurance and Signature Required features
- Per-warehouse FedEx accounts
- Hibou UPS: This module adds functionality to Odoo's Enterprise UPS shipping connector, including:
- The ability to rate during Sale Order Planning
- Insurance and Signature Required features
- Per-warehouse UPS accounts
- Stamps.com: Hibou's implementation of stamps.com for USPS shipping! This does not need combined with any Odoo Enterprise shipping connectors and includes:
- The ability to rate during Sale Order Planning
- Insurance and Signature Required features
- Domestic, International, and Global Post shipping methods
- Supports customs documentation for international shipments
- Golden State Overnight (GSO): Hibou's implementation of this west-coast exclusive carrier does not need combined with any Odoo Enterprise shipping connectors and includes:
- The ability to rate during Sale Order Planning
- Insurance and Signature Required features
- Overnight, Saturday, Ground, and AM/PM/Evening Select shipping methods
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