Sales

Assumptions

Based on the business model “ManageYourStuff”, the following assumptions are made. The implementation of the customizing in the odoo module “Sales” is based on these assumptions. The document Assumptions and Realizations gives a more detailed analysis of the chosen parameters.

  1. For each customer, a separate account is set up.

  2. The settlement with the customers is based on the following 2 parameters:

    1. The number of services used:

      • Courier transports

      • Lendings

      • Disposals

      • Sells

      • …

    2. The used storage area of the customer in the warehouse

  3. The monthly billing with the customer is done automatically. See also Subscription for more details on the automated invoicing.


Realization

  1. Customer

Each customer has their own “customer” account in odoo. The setup and maintenance is done by the users themselves via the Website Dashboard or the Mobile App. The user data is stored exclusively in odoo. When setting up and processing the customer data, it checks against the rules stored in odoo.

  1. Billing with the customers

    1. Services

The billing of the services used takes place simultaneously with the stock moves. For each stock move, a sales order is automatically created in odoo at the same time. For each of the different stock moves, a corresponding price list is also stored in odoo. The PostgresSQL table product_pricelist stored the different pricelists (see Products).

Thus, the different stock movements have different prices, which are controlled by the price lists. Some price lists have the price = 0, for example price lists for the transfer stock moves.

  1. Warehouse Space

    The Calculation is based on the storage space used by the customer. From the data provided by the warehouse service provider, individual services are calculated and charged to the customers. Once a month, a “sale order” is automatically created for each customer on the basis of this service. The “sale order” uses a specially adapted product and a separate price list.

  2. Automatic billing

    Once a month, the invoices are automatically generated to the customer.

    Possible solution:

    • Installation Local Module „Recurring Documents“

    Possible settings:

    • Recurring Types

    • Recurring Documents

    • Installation Module „Sales Automatic Workflow“

    • Set up Cron Job to automatically generate bills

  1. Packages, discounts and more

    Still open, if that is needed. If so, consider how it is implemented in odoo.