POS Style Sale Order Management

Steersman’s Odoo feature: POS Style Multi-Delivery Sale Order Management offers flexibility in delivery methods and provides in-depth visibility to product availability and stock levels across all warehouses directly on the sales order. Steersman has combined the essentials from the POS directly onto the sales order, which makes for a powerful combination:

1. Charge a customer using a terminal directly onto the sales order and save payment tokens.
2. Group products together by the desired delivery method.
3. Automatically generate different types of delivery orders for each required method.
4. Automatically deliver products purchased and given directly to the customer.
5. Automatically generate invoices, charge cards, and apply payments if the customer does not have net terms.

Quick Overview and Highlights

Visible Product Availability and Interchangeability from the Sale Order Product Search

When searching for a product to add to the sales quote, you can view the product’s stock and availability at the sale order warehouse level or its overall availability across all warehouses.

Here we will also see the product’s OEM Part Numbers. This information on the product is meant to show you qualifying products that can substitute the original product. This information is helpful in cases where the original product is not immediately available.

Furthermore, when searching for the OEM Part Number, you will see a list of products where that OEM Part Number has been added as a substitute product.

Visible Product Availability from the Sale Order

Once the product has been added to the sale order, we will be able to see the product’s availability in a table format per product. This visual indicator will come in handy when determining which warehouse should fulfill the products for the specific order. If the warehouse is not specified on the group level, then Odoo will use the sale order’s warehouse to fulfill the order.

Visible Product Availability across all Warehouses just by Clicking the Sale Order Line

Clicking on the actual sale order line for a specific product provides an overview of its availability across all warehouses. This will come in handy when starting to group your products based on the delivery method and route.

Split and Group products based on the Warehouse, Delivery Method, and Route

We can also split the products into groups based on the delivery method, select specific routes, and choose which warehouse will be used to fulfill the product’s needs. In other words, we can tell Odoo where to source the products from, as well as how and where we will deliver the goods to the customer.

As the order grows in volume, you will also have the ability to drag and drop order lines into different groups as you begin organizing how to deliver the goods.

Register a Card Payment to a Sale Order

Steersman has also integrated the card payment process into the sales order confirmation workflow, enabling you to process card payments during the sales order confirmation process, directly on the sales order post confirmation, or even the invoice. Additionally, you can charge or credit a customer directly from their contact record and create and apply saved payment tokens.

Credit Limits

The final feature I will be covering is the implementation of credit limits. This can be configured on the contact and will essentially give you a visual indicator on the sales order when the customer has exceeded their defined credit limit. This will provide you with a layer of protection against increased unpaid orders placed by customers and establish an approval process for these specific cases.

Quick Access to the Generated Pickings and Invoices Directly on the Sale Order

In this example, I have a sales order that is defaulting order fulfillment to take place from my Chicago warehouse. However, I have split my products into three different groups:

1. Group 1: To be picked up from the counter at the store, so we will need to retrieve this good from stock first and deliver it to the customer at the counter.
2. Group 2: To be picked up from a showroom. In other words, the customer has the items on hand when the order is being entered.
3. Group 3: To be drop-shipped from the vendor to the customer’s delivery address via UPS.

Once I confirm my sale order, I will be able to process a down payment. Odoo will also generate the necessary pickings to allow me to deliver my goods accordingly. If we look at the smart buttons on the order, I have the following:

• 3 Pickings:
  • 2 of these are actually delivery orders for the goods
  • 1 is the picking to take the items from stock
• 1 Purchase Order: This is for the dropship and will start as an RFQ.
• 1 Drop ship: This is tied to the generated purchase order; however, this button will only appear once the PO is confirmed. This dropship record represents the items being delivered from the vendor to the customer.

The core of this behavior is at the Shipping Method level, where we can define specific stock rules for each delivery method to which the products were grouped. Depending on whether this is a direct pickup method, we can even tell Odoo to auto-validate the delivery order.

Check Out Our Other Features

• Steersman’s Odoo TaxJar integration for sales tax look up and filing automation
• Steersman Advanced Pricing Engine for Large Catalogs in Odoo