======================
Stock Customer Deposit
======================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
:target: https://odoo-community.org/page/development-status
:alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: https://github.com/OCA/stock-logistics-workflow/tree/16.0/stock_customer_deposit
:alt: OCA/stock-logistics-workflow
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:alt: Translate me on Weblate
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This module extends the functionality of the consignment stock to
support customer deposits and allows the management of customer deposits
in warehouses.
Lines that consume customer deposits will have a 100% discount.
Otherwise, they will use the discount rules provided by Odoo.
It is possible to activate the use of customer deposits per warehouse.
This will allow the use of an operation type and a route to create
customer deposits in the warehouse.
.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
Use Cases / Context
===================
This module was developed because Odoo does not have a customer deposit
management behaviour.
It will be useful for you if customers place orders and the orders are
to be invoiced, but you store the stock in your warehouses for delivery
to the customer at a later date.
Configuration
=============
To configure this module, you need to:
1. Go to Inventory > Configuration > Settings.
2. Enable Consignment.
3. Enable Multi-Step Routes.
4. Go to Inventory > Configuration > Warehouses.
5. Select the warehouse where you want to manage customer deposits.
6. Activate use customer deposits.
Usage
=====
To use this module, you need to:
Create Customer deposits:
1. Go to Sales > Quotations.
2. Create new quotation to the desired customer.
3. Activate **customer deposit** in quotation.
4. Add storable product in order lines.
5. Add quantity you will keep as a deposit.
6. Discount will be applied following Odoo rules.
7. *Confirm* quotation.
8. Sale is now ready for invoicing.
9. A picking will be created. This picking is an operation Customer
Deposit and it's **internal** operation.
10. Click on smart button with delivery.
11. Set quantity done in operations or click on **Set Quantities**.
12. Update location destination if it's necessary in operations
detailed.
13. Click on **Validate**.
View Customer deposits:
1. Go to Inventory > Reporting > Locations.
2. Filter the owner by the customer you created the order.
3. Go to Sales > Customers.
4. A smart button with deposits is shown if customer has deposits in
some warehouse.
Deliver customer deposits:
1. Go to Sales > Quotation.
2. Create a new quotation.
3. Select customer who has a deposit in your warehouse.
4. In page Other Info choose warehouse where deposit is located. (Only
if multi-warehouse is activated)
5. Smart button **Deposits** with deposits is displayed if the customer
has deposits in the chosen warehouse.
6. Add line with product in deposit.
7. As a product in deposit, a button **Customer deposit** will appear.
If you do not have enough in deposit, button will be grey. If you
click on the button **Customer deposit**, you can view the deposits
for that product.
8. You will only be able to confirm the order if you use less quantity
than you have in the deposit.
9. If you try to confirm the order with more quantity than you have in
deposit, a validation error will show.
10. Check the deposit line has 100% discount.
Known issues / Roadmap
======================
- The 'qty_at_date_widget' widget that displays the stock on the order
line should display a different stock depending on whether the Use
warehouse check is active or not.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/stock-logistics-workflow/issues/new?body=module:%20stock_customer_deposit%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Moduon
Contributors
------------
- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- Gelo Joga (`Moduon <https://www.moduon.team/>`__)
- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
:target: https://github.com/EmilioPascual
:alt: EmilioPascual
.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
:target: https://github.com/Shide
:alt: Shide
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-rafaelbn| |maintainer-EmilioPascual| |maintainer-Shide|
This module is part of the `OCA/stock-logistics-workflow <https://github.com/OCA/stock-logistics-workflow/tree/16.0/stock_customer_deposit>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "======================\nStock Customer Deposit\n======================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:42869a3071dd2fe95bd01470aeb75ba4bb71a659962d253b3f845affd61fdb58\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png\n :target: https://odoo-community.org/page/development-status\n :alt: Alpha\n.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png\n :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html\n :alt: License: LGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fstock--logistics--workflow-lightgray.png?logo=github\n :target: https://github.com/OCA/stock-logistics-workflow/tree/16.0/stock_customer_deposit\n :alt: OCA/stock-logistics-workflow\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/stock-logistics-workflow-16-0/stock-logistics-workflow-16-0-stock_customer_deposit\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/stock-logistics-workflow&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of the consignment stock to\nsupport customer deposits and allows the management of customer deposits\nin warehouses.\n\nLines that consume customer deposits will have a 100% discount.\nOtherwise, they will use the discount rules provided by Odoo.\n\nIt is possible to activate the use of customer deposits per warehouse.\nThis will allow the use of an operation type and a route to create\ncustomer deposits in the warehouse.\n\n.. IMPORTANT::\n This is an alpha version, the data model and design can change at any time without warning.\n Only for development or testing purpose, do not use in production.\n `More details on development status <https://odoo-community.org/page/development-status>`_\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUse Cases / Context\n===================\n\nThis module was developed because Odoo does not have a customer deposit\nmanagement behaviour.\n\nIt will be useful for you if customers place orders and the orders are\nto be invoiced, but you store the stock in your warehouses for delivery\nto the customer at a later date.\n\nConfiguration\n=============\n\nTo configure this module, you need to:\n\n1. Go to Inventory > Configuration > Settings.\n2. Enable Consignment.\n3. Enable Multi-Step Routes.\n4. Go to Inventory > Configuration > Warehouses.\n5. Select the warehouse where you want to manage customer deposits.\n6. Activate use customer deposits.\n\nUsage\n=====\n\nTo use this module, you need to:\n\nCreate Customer deposits:\n\n1. Go to Sales > Quotations.\n2. Create new quotation to the desired customer.\n3. Activate **customer deposit** in quotation.\n4. Add storable product in order lines.\n5. Add quantity you will keep as a deposit.\n6. Discount will be applied following Odoo rules.\n7. *Confirm* quotation.\n8. Sale is now ready for invoicing.\n9. A picking will be created. This picking is an operation Customer\n Deposit and it's **internal** operation.\n10. Click on smart button with delivery.\n11. Set quantity done in operations or click on **Set Quantities**.\n12. Update location destination if it's necessary in operations\n detailed.\n13. Click on **Validate**.\n\nView Customer deposits:\n\n1. Go to Inventory > Reporting > Locations.\n2. Filter the owner by the customer you created the order.\n3. Go to Sales > Customers.\n4. A smart button with deposits is shown if customer has deposits in\n some warehouse.\n\nDeliver customer deposits:\n\n1. Go to Sales > Quotation.\n2. Create a new quotation.\n3. Select customer who has a deposit in your warehouse.\n4. In page Other Info choose warehouse where deposit is located. (Only\n if multi-warehouse is activated)\n5. Smart button **Deposits** with deposits is displayed if the customer\n has deposits in the chosen warehouse.\n6. Add line with product in deposit.\n7. As a product in deposit, a button **Customer deposit** will appear.\n If you do not have enough in deposit, button will be grey. If you\n click on the button **Customer deposit**, you can view the deposits\n for that product.\n8. You will only be able to confirm the order if you use less quantity\n than you have in the deposit.\n9. If you try to confirm the order with more quantity than you have in\n deposit, a validation error will show.\n10. Check the deposit line has 100% discount.\n\nKnown issues / Roadmap\n======================\n\n- The 'qty_at_date_widget' widget that displays the stock on the order\n line should display a different stock depending on whether the Use\n warehouse check is active or not.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-workflow/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/stock-logistics-workflow/issues/new?body=module:%20stock_customer_deposit%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Moduon\n\nContributors\n------------\n\n- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)\n- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)\n- Gelo Joga (`Moduon <https://www.moduon.team/>`__)\n- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px\n :target: https://github.com/rafaelbn\n :alt: rafaelbn\n.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px\n :target: https://github.com/EmilioPascual\n :alt: EmilioPascual\n.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px\n :target: https://github.com/Shide\n :alt: Shide\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-rafaelbn| |maintainer-EmilioPascual| |maintainer-Shide| \n\nThis module is part of the `OCA/stock-logistics-workflow <https://github.com/OCA/stock-logistics-workflow/tree/16.0/stock_customer_deposit>`_ project on GitHub.\n\nYou are welcome to contribute. 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