2
.. i18n: .. module:: sale
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.. i18n: :synopsis: Sales Management (Official, Quality Certified)
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:synopsis: Sales Management (Official, Quality Certified)
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.. i18n: .. raw:: html
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.. i18n: <link rel="stylesheet" href="../_static/hide_objects_in_sidebar.css" type="text/css" />
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<link rel="stylesheet" href="../_static/hide_objects_in_sidebar.css" type="text/css" />
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.. i18n: .. tip:: This module is part of the OpenERP software, the leading Open Source
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.. i18n: enterprise management system. If you want to discover OpenERP, check our
26
.. i18n: `screencasts <http://openerp.tv>`_ or download
27
.. i18n: `OpenERP <http://openerp.com>`_ directly.
30
.. tip:: This module is part of the OpenERP software, the leading Open Source
31
enterprise management system. If you want to discover OpenERP, check our
32
`screencasts <http://openerp.tv>`_ or download
33
`OpenERP <http://openerp.com>`_ directly.
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.. i18n: .. raw:: html
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.. i18n: <div class="js-kit-rating" title="" permalink="" standalone="yes" path="/sale"></div>
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.. i18n: <script src="http://js-kit.com/ratings.js"></script>
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<div class="js-kit-rating" title="" permalink="" standalone="yes" path="/sale"></div>
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<script src="http://js-kit.com/ratings.js"></script>
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.. i18n: Sales Management (*sale*)
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.. i18n: =========================
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.. i18n: :Module: sale
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.. i18n: :Name: Sales Management
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.. i18n: :Version: 5.0.1.0
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.. i18n: :Author: Tiny
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.. i18n: :Directory: sale
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.. i18n: :Web: http://www.openerp.com
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.. i18n: :Official module: yes
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.. i18n: :Quality certified: yes
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Sales Management (*sale*)
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=========================
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:Name: Sales Management
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:Web: http://www.openerp.com
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:Quality certified: yes
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.. i18n: The base module to manage quotations and sales orders.
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.. i18n: * Workflow with validation steps:
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.. i18n: - Quotation -> Sale order -> Invoice
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.. i18n: * Invoicing methods:
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.. i18n: - Invoice on order (before or after shipping)
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.. i18n: - Invoice on delivery
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.. i18n: - Invoice on timesheets
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.. i18n: - Advance invoice
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.. i18n: * Partners preferences (shipping, invoicing, incoterm, ...)
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.. i18n: * Products stocks and prices
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.. i18n: * Delivery methods:
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.. i18n: - all at once, multi-parcel
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.. i18n: - delivery costs
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The base module to manage quotations and sales orders.
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* Workflow with validation steps:
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- Quotation -> Sale order -> Invoice
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- Invoice on order (before or after shipping)
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- Invoice on delivery
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- Invoice on timesheets
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* Partners preferences (shipping, invoicing, incoterm, ...)
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* Products stocks and prices
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- all at once, multi-parcel
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.. i18n: Download links
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.. i18n: --------------
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.. i18n: You can download this module as a zip file in the following version:
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You can download this module as a zip file in the following version:
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.. i18n: * `4.2 <http://www.openerp.com/download/modules/4.2/sale.zip>`_
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.. i18n: * `5.0 <http://www.openerp.com/download/modules/5.0/sale.zip>`_
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.. i18n: * `trunk <http://www.openerp.com/download/modules/trunk/sale.zip>`_
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* `4.2 <http://www.openerp.com/download/modules/4.2/sale.zip>`_
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* `5.0 <http://www.openerp.com/download/modules/5.0/sale.zip>`_
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* `trunk <http://www.openerp.com/download/modules/trunk/sale.zip>`_
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.. i18n: Dependencies
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.. i18n: ------------
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.. i18n: * :mod:`product`
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.. i18n: * :mod:`stock`
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.. i18n: * :mod:`mrp`
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.. i18n: * :mod:`process`
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.. i18n: * Quotation / Order
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.. i18n: * Sales Management/Configuration
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.. i18n: * Sales Management
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.. i18n: * Sales Management/Configuration/Shop
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.. i18n: * Sales Management/Sales Orders
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.. i18n: * Sales Management/Sales Orders/My Sales Order
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.. i18n: * Sales Management/Sales Orders/All Sales Order
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.. i18n: * Sales Management/Sales Orders/New Quotation
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.. i18n: * Sales Management/Sales Orders/All Sales Order/Sales in Exception
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.. i18n: * Sales Management/Sales Orders/All Sales Order/Sales Order To Be Invoiced
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.. i18n: * Sales Management/Sales Orders/All Sales Order/Sales Order in Progress
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.. i18n: * Sales Management/Sales Orders/All Sales Order/All Quotations
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.. i18n: * Sales Management/Sales Orders/My Sales Order/My sales in shipping exception
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.. i18n: * Sales Management/Sales Orders/My Sales Order/My sales order waiting Invoice
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.. i18n: * Sales Management/Sales Orders/My Sales Order/My sales order in progress
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.. i18n: * Sales Management/Sales Orders/My Sales Order/My Quotations
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.. i18n: * Sales Management/Sales Order Lines
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.. i18n: * Sales Management/Sales Order Lines/Uninvoiced Lines
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.. i18n: * Sales Management/Sales Order Lines/Uninvoiced Lines/Uninvoiced and Delivered Lines
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* Sales Management/Configuration
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* Sales Management/Configuration/Shop
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* Sales Management/Sales Orders
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* Sales Management/Sales Orders/My Sales Order
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* Sales Management/Sales Orders/All Sales Order
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* Sales Management/Sales Orders/New Quotation
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* Sales Management/Sales Orders/All Sales Order/Sales in Exception
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* Sales Management/Sales Orders/All Sales Order/Sales Order To Be Invoiced
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* Sales Management/Sales Orders/All Sales Order/Sales Order in Progress
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* Sales Management/Sales Orders/All Sales Order/All Quotations
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* Sales Management/Sales Orders/My Sales Order/My sales in shipping exception
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* Sales Management/Sales Orders/My Sales Order/My sales order waiting Invoice
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* Sales Management/Sales Orders/My Sales Order/My sales order in progress
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* Sales Management/Sales Orders/My Sales Order/My Quotations
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* Sales Management/Sales Order Lines
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* Sales Management/Sales Order Lines/Uninvoiced Lines
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* Sales Management/Sales Order Lines/Uninvoiced Lines/Uninvoiced and Delivered Lines
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.. i18n: * sale.shop (form)
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.. i18n: * sale.shop (tree)
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.. i18n: * sale.order.calendar (calendar)
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.. i18n: * sale.order.graph (graph)
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.. i18n: * sale.order.tree (tree)
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.. i18n: * sale.order.form (form)
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.. i18n: * sale.order.line.graph (graph)
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.. i18n: * sale.order.line.tree (tree)
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.. i18n: * sale.order.line.form2 (form)
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.. i18n: * Configure Picking Policy for Sale Order (form)
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.. i18n: * \* INHERIT stock.picking.form (form)
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* sale.order.calendar (calendar)
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* sale.order.graph (graph)
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* sale.order.tree (tree)
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* sale.order.form (form)
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* sale.order.line.graph (graph)
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* sale.order.line.tree (tree)
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* sale.order.line.form2 (form)
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* Configure Picking Policy for Sale Order (form)
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* \* INHERIT stock.picking.form (form)
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.. i18n: Object: Sale Shop (sale.shop)
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.. i18n: #############################
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Object: Sale Shop (sale.shop)
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#############################
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.. i18n: :payment_account_id: Payment Accounts, many2many
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:payment_account_id: Payment Accounts, many2many
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.. i18n: :name: Shop Name, char, required
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:name: Shop Name, char, required
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.. i18n: :warehouse_id: Warehouse, many2one
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:warehouse_id: Warehouse, many2one
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.. i18n: :pricelist_id: Pricelist, many2one
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:pricelist_id: Pricelist, many2one
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.. i18n: :project_id: Analytic Account, many2one
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:project_id: Analytic Account, many2one
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.. i18n: :payment_default_id: Default Payment Term, many2one, required
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:payment_default_id: Default Payment Term, many2one, required
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.. i18n: Object: Sale Order (sale.order)
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.. i18n: ###############################
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Object: Sale Order (sale.order)
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###############################
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.. i18n: :origin: Origin, char
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:origin: Origin, char
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.. i18n: :order_line: Order Lines, one2many, readonly
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:order_line: Order Lines, one2many, readonly
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.. i18n: :picking_policy: Packing Policy, selection, required
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:picking_policy: Packing Policy, selection, required
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.. i18n: *If you don't have enough stock available to deliver all at once, do you accept partial shipments or not?*
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*If you don't have enough stock available to deliver all at once, do you accept partial shipments or not?*
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.. i18n: :order_policy: Shipping Policy, selection, required, readonly
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:order_policy: Shipping Policy, selection, required, readonly
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.. i18n: *The Shipping Policy is used to synchronise invoice and delivery operations.
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.. i18n: - The 'Pay before delivery' choice will first generate the invoice and then generate the packing order after the payment of this invoice.
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.. i18n: - The 'Shipping & Manual Invoice' will create the packing order directly and wait for the user to manually click on the 'Invoice' button to generate the draft invoice.
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.. i18n: - The 'Invoice on Order After Delivery' choice will generate the draft invoice based on sale order after all packing lists have been finished.
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.. i18n: - The 'Invoice from the packing' choice is used to create an invoice during the packing process.*
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*The Shipping Policy is used to synchronise invoice and delivery operations.
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- The 'Pay before delivery' choice will first generate the invoice and then generate the packing order after the payment of this invoice.
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- The 'Shipping & Manual Invoice' will create the packing order directly and wait for the user to manually click on the 'Invoice' button to generate the draft invoice.
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- The 'Invoice on Order After Delivery' choice will generate the draft invoice based on sale order after all packing lists have been finished.
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- The 'Invoice from the packing' choice is used to create an invoice during the packing process.*
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.. i18n: :invoice_ids: Invoices, many2many
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:invoice_ids: Invoices, many2many
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.. i18n: *This is the list of invoices that have been generated for this sale order. The same sale order may have been invoiced in several times (by line for example).*
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*This is the list of invoices that have been generated for this sale order. The same sale order may have been invoiced in several times (by line for example).*
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.. i18n: :shop_id: Shop, many2one, required, readonly
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:shop_id: Shop, many2one, required, readonly
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.. i18n: :client_order_ref: Customer Ref, char
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:client_order_ref: Customer Ref, char
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.. i18n: :date_order: Date Ordered, date, required, readonly
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:date_order: Date Ordered, date, required, readonly
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.. i18n: :partner_id: Customer, many2one, required, readonly
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:partner_id: Customer, many2one, required, readonly
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.. i18n: :invoiced: Paid, boolean, readonly
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:invoiced: Paid, boolean, readonly
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.. i18n: :amount_tax: Taxes, float, readonly
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:amount_tax: Taxes, float, readonly
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.. i18n: :fiscal_position: Fiscal Position, many2one
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:fiscal_position: Fiscal Position, many2one
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.. i18n: :amount_untaxed: Untaxed Amount, float, readonly
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:amount_untaxed: Untaxed Amount, float, readonly
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.. i18n: :payment_term: Payment Term, many2one
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:payment_term: Payment Term, many2one
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.. i18n: :note: Notes, text
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.. i18n: :state: Order State, selection, readonly
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:state: Order State, selection, readonly
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.. i18n: *Gives the state of the quotation or sale order. The exception state is automatically set when a cancel operation occurs in the invoice validation (Invoice Exception) or in the packing list process (Shipping Exception). The 'Waiting Schedule' state is set when the invoice is confirmed but waiting for the scheduler to run on the date 'Date Ordered'.*
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*Gives the state of the quotation or sale order. The exception state is automatically set when a cancel operation occurs in the invoice validation (Invoice Exception) or in the packing list process (Shipping Exception). The 'Waiting Schedule' state is set when the invoice is confirmed but waiting for the scheduler to run on the date 'Date Ordered'.*
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.. i18n: :invoiced_rate: Invoiced, float, readonly
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:invoiced_rate: Invoiced, float, readonly
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.. i18n: :pricelist_id: Pricelist, many2one, required, readonly
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:pricelist_id: Pricelist, many2one, required, readonly
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.. i18n: :project_id: Analytic Account, many2one, readonly
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:project_id: Analytic Account, many2one, readonly
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.. i18n: :incoterm: Incoterm, selection
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:incoterm: Incoterm, selection
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.. i18n: :partner_order_id: Ordering Contact, many2one, required, readonly
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:partner_order_id: Ordering Contact, many2one, required, readonly
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.. i18n: *The name and address of the contact that requested the order or quotation.*
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*The name and address of the contact that requested the order or quotation.*
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.. i18n: :picked_rate: Picked, float, readonly
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:picked_rate: Picked, float, readonly
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.. i18n: :partner_invoice_id: Invoice Address, many2one, required, readonly
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:partner_invoice_id: Invoice Address, many2one, required, readonly
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.. i18n: :user_id: Salesman, many2one
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:user_id: Salesman, many2one
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.. i18n: :picking_ids: Related Packing, one2many, readonly
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:picking_ids: Related Packing, one2many, readonly
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.. i18n: *This is the list of picking list that have been generated for this invoice*
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*This is the list of picking list that have been generated for this invoice*
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.. i18n: :amount_total: Total, float, readonly
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:amount_total: Total, float, readonly
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.. i18n: :name: Order Reference, char, required
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:name: Order Reference, char, required
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.. i18n: :partner_shipping_id: Shipping Address, many2one, required, readonly
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:partner_shipping_id: Shipping Address, many2one, required, readonly
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.. i18n: :shipped: Picked, boolean, readonly
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:shipped: Picked, boolean, readonly
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.. i18n: :invoice_quantity: Invoice on, selection, required
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:invoice_quantity: Invoice on, selection, required
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.. i18n: *The sale order will automatically create the invoice proposition (draft invoice). Ordered and delivered quantities may not be the same. You have to choose if you invoice based on ordered or shipped quantities. If the product is a service, shipped quantities means hours spent on the associated tasks.*
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*The sale order will automatically create the invoice proposition (draft invoice). Ordered and delivered quantities may not be the same. You have to choose if you invoice based on ordered or shipped quantities. If the product is a service, shipped quantities means hours spent on the associated tasks.*
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.. i18n: Object: Sale Order line (sale.order.line)
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.. i18n: #########################################
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Object: Sale Order line (sale.order.line)
489
#########################################
491
.. i18n: :property_ids: Properties, many2many, readonly
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:property_ids: Properties, many2many, readonly
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.. i18n: :product_uos_qty: Quantity (UoS), float, readonly
499
:product_uos_qty: Quantity (UoS), float, readonly
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.. i18n: :product_uom: Product UoM, many2one, required, readonly
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:product_uom: Product UoM, many2one, required, readonly
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.. i18n: :sequence: Sequence, integer
509
:sequence: Sequence, integer
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.. i18n: :price_unit: Unit Price, float, required, readonly
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:price_unit: Unit Price, float, required, readonly
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.. i18n: :product_uom_qty: Quantity (UoM), float, required, readonly
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:product_uom_qty: Quantity (UoM), float, required, readonly
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.. i18n: :price_subtotal: Subtotal, float, readonly
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:price_subtotal: Subtotal, float, readonly
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.. i18n: :product_uos: Product UoS, many2one
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:product_uos: Product UoS, many2one
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.. i18n: :number_packages: Number Packages, integer, readonly
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:number_packages: Number Packages, integer, readonly
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.. i18n: :invoiced: Invoiced, boolean, readonly
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:invoiced: Invoiced, boolean, readonly
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.. i18n: :move_ids: Inventory Moves, one2many, readonly
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:move_ids: Inventory Moves, one2many, readonly
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.. i18n: :delay: Delivery Lead Time, float, required, readonly
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:delay: Delivery Lead Time, float, required, readonly
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.. i18n: *Number of days between the order confirmation the the shipping of the products to the customer*
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*Number of days between the order confirmation the the shipping of the products to the customer*
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.. i18n: :state: Status, selection, required, readonly
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:state: Status, selection, required, readonly
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.. i18n: :order_partner_id: Customer, many2one
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:order_partner_id: Customer, many2one
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.. i18n: :product_packaging: Packaging, many2one
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:product_packaging: Packaging, many2one
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.. i18n: :tax_id: Taxes, many2many, readonly
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:tax_id: Taxes, many2many, readonly
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.. i18n: :type: Procure Method, selection, required, readonly
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:type: Procure Method, selection, required, readonly
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.. i18n: :procurement_id: Procurement, many2one
584
:procurement_id: Procurement, many2one
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.. i18n: :order_id: Order Ref, many2one, required, readonly
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:order_id: Order Ref, many2one, required, readonly
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.. i18n: :discount: Discount (%), float, readonly
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:discount: Discount (%), float, readonly
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.. i18n: :price_net: Net Price, float, readonly
599
:price_net: Net Price, float, readonly
601
.. i18n: :product_id: Product, many2one
604
:product_id: Product, many2one
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.. i18n: :name: Description, char, required, readonly
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:name: Description, char, required, readonly
611
.. i18n: :invoice_lines: Invoice Lines, many2many, readonly
614
:invoice_lines: Invoice Lines, many2many, readonly
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.. i18n: :notes: Notes, text
621
.. i18n: :th_weight: Weight, float, readonly
624
:th_weight: Weight, float, readonly
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.. i18n: :address_allotment_id: Allotment Partner, many2one
629
:address_allotment_id: Allotment Partner, many2one
631
.. i18n: Object: sale.config.picking_policy (sale.config.picking_policy)
632
.. i18n: ###############################################################
635
Object: sale.config.picking_policy (sale.config.picking_policy)
636
###############################################################
638
.. i18n: :picking_policy: Packing Default Policy, selection, required
641
:picking_policy: Packing Default Policy, selection, required
643
.. i18n: :order_policy: Shipping Default Policy, selection, required
646
:order_policy: Shipping Default Policy, selection, required
648
.. i18n: :step: Steps To Deliver a Sale Order, selection, required
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:step: Steps To Deliver a Sale Order, selection, required
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.. i18n: *By default, OpenERP is able to manage complex routing and paths of products in your warehouse and partner locations. This will configure the most common and simple methods to deliver products to the customer in one or two operations by the worker.*
656
*By default, OpenERP is able to manage complex routing and paths of products in your warehouse and partner locations. This will configure the most common and simple methods to deliver products to the customer in one or two operations by the worker.*
658
.. i18n: :name: Name, char