The Auto-Fill Delivery Contact Phone feature helps eliminate shipping bottlenecks caused by missing phone numbers on delivery contacts. It automatically fills in the delivery contact’s phone using the parent company or contact’s phone number, ensuring compliance with carrier requirements while reducing manual work.
Key Features
- Automatic Population: If the delivery contact’s phone is empty, it is auto-filled using the parent contact’s phone number during shipping validation or order confirmation.
- Phone Format Validation: Ensures the number being copied is correctly formatted.
- Fail safe Mechanism: If neither contact has a phone, a warning is logged and shown to the user.
- Smart Context Awareness: Applies to orders with a delivery address different from the invoice address or company contact.
- User Alerts: Tool tips and system messages notify users when phone numbers are auto-filled or require attention.
User Benefits
- Streamlined fulfillment process — no delays from missing delivery contact phone numbers.
- Improved data completeness across contacts.
- Faster order-to-ship cycle for Sales and eCommerce.
- Reduces return rates and carrier errors due to missing contact data.
User Steps
- Sales Order Creation:
- Sales rep selects a delivery address that lacks a phone number.
- System automatically checks the parent contact for a valid phone number.
- During Confirmation or Carrier Assignment:
- If the delivery contact's phone is empty, the system auto-fills it from the parent.
- If the phone is invalid or not available, a warning is shown.
- Notification:
- A tooltip or info banner informs the user of the auto-fill action.
- If no valid number is available, the system logs the issue and prompts manual input.
Developer Notes
- Field affected: partner_shipping_id.phone
- Source: partner_id.phone
- Triggered during: Sales Order confirmation, carrier selection, or delivery validation
- Validation: Use regex or standard Odoo format check to ensure correct number formatting
- Compatible with: Custom delivery modules, website eCommerce flows, and third-party integrations
Compliance
- GDPR-Compliant: Only internal data from existing partner relationships is used.
- Audit Trail: Optionally log autofill actions for compliance reviews.
Compatibility
- Modules: Sales, Website, Delivery, Contacts
- Versions: Odoo 17, Odoo 18
- Compatible with other SME contact and shipping enhancements.
This feature removes friction from the shipping process by ensuring that valid phone numbers are always available on delivery contacts — all while minimizing user intervention and maintaining data integrity.