无限期的订单的跟踪

In some industries, customers commonly place orders for a certain volume of products and ask for regular deliveries from an order up to the total amount on it. This principle, called open orders, is managed by the sale_delivery module in OpenERP.

OpenERP handles open orders easily. An open order is an order for a certain quantity of products but whose deliveries are planned for various dates over a period of time.

To do that, you should install the sale_delivery module (in extra-addons at the time of writing). A Sales Order is entered as a normal order, but you also set the total quantity that will be delivered on each order line.

Then you can use the new tab Deliveries on the order to plan the quantities sold and enter your delivery planning there.

Managing Open Orders, Planning Forecasts

In the order lines, OpenERP shows you the quantity planned in addition to the quantity sold. This way, you can verify whether the quantities sold equal the quantities to be delivered. On confirmation of the sales order, OpenERP no longer generates a single delivery order, but plans scheduled dispatches.

小技巧

Invoicing Mode

If you work with Open Orders, you should set Invoice Control to the mode Shipped Quantities. Then the storesperson will be able to re-plan and change the quantities of the forecast deliveries in the system.