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Sales split transfer based on Schedule Date

This module enables assigning distinct scheduled delivery dates to individual products within the same sales order.
128,87 € 128,87 € (Chưa gồm thuế)
US$ 150,00 (Chưa gồm thuế)

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Đảm bảo hoàn tiền trong 30 ngày
Giao hàng: 2-3 ngày làm việc


ODOO'S FUNCTION

Normally in Odoo, an entire sales order shares a single delivery date. If a customer buys multiple products that need to be delivered on different days, it is difficult and inflexible to schedule them separately within the same order. 


CLUEDOO'S FUNCTION

Cluedoo makes it easy to set different delivery dates for each product within the same sales order.

  • How it works: You can choose a specific delivery date for each item directly on the sales screen.

  • Smart Automation: When you confirm the order, the system automatically splits the shipment. It creates separate delivery tickets for the warehouse based on the dates you selected. (This works perfectly even if your warehouse uses advanced 2-step or 3-step packing processes).

  • The Benefit: Your sales team can flexibly promise different delivery dates to the customer, and the warehouse team knows exactly what to ship and when—all managed from a single order!

Transfers splitted based on date


1. Create a Sales Order

We can assign different Schedule Date(s) for each product > Confirm Order.


2. Click on the Delivery smart button

Result: 2 separate deliveries have been created

Updated change in SO's Schedule Date

Action: Changed the Scheduled Date on the SO Line.

  • Go to Sales> Create new Sales Orders > Fill Schedule Date field > Confirm SO > Delivery created.
  • Change Schedule Date in Sales Orders' lines to another date then Saved.

Result:  

  • - The Scheduled Date in the Transfer Header was updated automatically.
  • - The Date Scheduled in the Operations Tab was updated accordingly.

2. For Sales Orders with at least 2 products with the same Schedule Date >  Sales Orders only create 1 delivery

If user change the Schedule Date of only one product 

Result:

  • The Schedule Date of this product will be changed as well in Stock move lines
  • The Schedule Date of other products will not be affected (stayed the same)
  • The Schedule Date in the Transfer will auto follow  the earliest date among all move lines and no further transfers created.

Change in transfer if quantity changes
1.For order with 1 product only
  • If user change the quantity in SO to a positive quantity > The new quantity will be auto updated in the transfer

  • If change quantity from a positive number to 0 > The transfer will be cancelled.

  • Then if user change quantity from 0 to a positive number > A new transfer will be created. 


2. For order with more than one product

  • If user change quantiy of these products to positive number > These changes will be auto-updated in Transfer

  • if user change quantity of one product to 0 
    > The transfer auto-update the quantity of this product only, did not cancel transfer 

  • Then if user change quantity from 0 back to a positive quantity 
    >  The quantity will be updated in the transfer