Overview
With the auto-lock setting on, Odoo locks a sales order right after confirmation, even though goods are still to be delivered, which blocks needed corrections. This module changes the timing so the order stays editable until a delivery is actually validated. It extends Sales and Inventory, logs the lock in the chatter and works for warehouse users who have no sales access. Sales staff can fix an order until goods leave the warehouse, and the order is frozen afterwards.
Usage steps
- 1
Keep the order unlocked after confirmation
The standard rule that decides whether an order should be locked is overridden. If the order has any delivery that is not cancelled, it is not locked at confirmation. The salesperson can still correct lines and terms.
- Applies to confirmed sales orders
- Depends on non-cancelled pickings
- No new menu or field
- 2
Validate the delivery
The warehouse user validates the delivery picking as usual. When the picking is done the module looks at moves that go to or come from a customer location. Only actual customer deliveries or returns trigger the lock.
- Standard Validate button
- Checks customer-location moves
- Ignores internal transfers
- 3
Find the related sales orders
The system collects the sale orders from the picking, its references and its move lines. Only orders in the confirmed sale state that are not yet locked are kept. This handles deliveries that cover several orders.
- Sale order from picking and moves
- State must be sale
- Skips locked orders
- 4
Lock and log
Each selected order is locked with the standard lock action and a message is posted in its chatter naming the delivery. The lock runs with elevated rights so a warehouse user without sales access can validate without an error. Only the affected orders are touched.
- Chatter: order locked after delivery
- Runs for warehouse users
- Only affected orders
Screens
Illustrative mockups with placeholder data.
Roles
| Role |
|---|
| Salesperson |
| Warehouse user |
| Sales manager |
Dependencies
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