<h1 class="title">Sale Blanket Orders</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/11.0/sale_blanket_order"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/sale-workflow-11-0/sale-workflow-11-0-sale_blanket_order"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/167/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>A blanket order is a pre-agreement to sell a certain number of quantities of products at a specific price. From a confirmed blanket order, the users can create new sale orders at such price, until the blanket order expires, either due to reaching the validity date or exhausting all the quantities of products.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>A new menu in the Sales area is created, allowing users to create new blanket orders.</p> <p>To create a new Sale Blanket Order go to the sale menu in the Sales section:</p> <img alt="Blanket Orders menu" src="https://raw.githubusercontent.com/sale_blanket_order/static/description/BO_menu.png" /> <p>Hitting the button create will open the form view in which we can introduce the following information:</p> <ul class="simple"> <li>Vendor</li> <li>Salesperson</li> <li>Payment Terms</li> <li>Validity date</li> <li><dl class="first docutils"> <dt>Order lines:</dt> <dd><ul class="first last"> <li>Product</li> <li>Accorded price</li> <li>Original, Ordered, Invoiced, Received and Remaining quantities</li> </ul> </dd> </dl> </li> <li>Terms and Conditions of the Blanket Order</li> </ul> <img alt="Blanket Orders form" src="https://raw.githubusercontent.com/sale_blanket_order/static/description/BO_form.png" /> <p>From the form, once the Blanket Order has been confirmed and its state is open, the user can create a Sale Order, check the Sale Orders associated to the Blanket Order and/or see the Blanket Order lines associated to the BO.</p> <img alt="Actions that can be done from Blanket Order" src="https://raw.githubusercontent.com/sale_blanket_order/static/description/BO_actions.png" /> <p>Hitting the button Create Sale Order will open a wizard that will ask for the amount of each product in the BO lines for which the Sale Order will be created.</p> <img alt="Create Sale Order from Blanket Order" src="https://raw.githubusercontent.com/sale_blanket_order/static/description/PO_from_BO.png" /> <p>Installing this module will add an additional menu which will show all the blanket order lines currently defined in the system. From this list the user can create customized Sale Orders selecting the lines for which the PO (or POs if the customers are different) is (are) created.</p> <img alt="Blanket Order lines and actions" src="https://raw.githubusercontent.com/sale_blanket_order/static/description/BO_lines.png" /> <p>In the Sale Order form one field is added in the PO lines, the Blanket Order line field. This field keeps track to which Blanket Order line the PO line is associated. Upon adding a new product in a newly created Sale Order a blanket order line will be suggested depending on the following factors:</p> <ul class="simple"> <li>Closer Validity date</li> <li>Remaining quantity &gt; Quantity introduced in the Sale Order line</li> </ul> <img alt="New field added in Sale Order Line" src="https://raw.githubusercontent.com/sale_blanket_order/static/description/PO_BOLine.png" /> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_blanket_order%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>Acsone SA/NV</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>André Pereira &lt;<a class="reference external" href="mailto:github&#64;andreparames.com">github&#64;andreparames.com</a>&gt; (<a class="reference external" href="https://www.acsone.eu/">https://www.acsone.eu/</a>)</li> <li>Adrià Gil Sorribes &lt;<a class="reference external" href="mailto:adria.gil&#64;eficent.com">adria.gil&#64;eficent.com</a>&gt; (<a class="reference external" href="https://www.eficent.com/">https://www.eficent.com/</a>)</li> <li>Jordi Ballester Alomar &lt;<a class="reference external" href="mailto:jordi.ballester&#64;eficent.com">jordi.ballester&#64;eficent.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/11.0/sale_blanket_order">OCA/sale-workflow</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>