The Automate Packaging & Handling and Shipping Charge on Sales Order feature enhances Odoo’s sales workflow by automatically calculating and applying Packaging & Handling charges, similar to shipping charges. The system uses Sales Pricelist rules to determine percentage-based fees, ensuring accurate and consistent application of charges.
In addition, this module offers price control features for sales orders and real-time stock visibility for linked products, helping businesses streamline operations and improve decision-making during order entry.
Key Features
- Automated Packaging & Handling Charges
- Uses Sales Pricelist percentage rules based on the order’s untaxed total.
- Automatically adds and updates a Packaging & Handling line in the sales order.
- Alerts the user if no matching rule is found.
- Marks these lines distinctly from standard sales lines.
- Sales Price Control
- Company setting to restrict manual unit price changes in sales orders.
- Special access rights required for editing prices when restriction is active.
- Product-level flag to block price changes for specific items.
- Product Stock Visibility
- Link products to a designated storable product for stock tracking.
- Show real-time stock levels in the sales order line and at the product level.
- Helps sales teams make informed promises during order creation.
Example Use Case
A wholesale distributor wants to automatically add packaging & handling charges based on order value and restrict price editing for certain products to avoid margin loss. Sales reps can also see live stock quantities for linked storable products while creating the order, ensuring accurate commitments to customers.
Conclusion
The Automate Packaging & Handling and Shipping Charge on Sales Order feature simplifies charge calculation, safeguards pricing policies, and improves stock transparency, creating a more efficient and reliable sales process.
Automate Packaging & Handling and Shipping Charge on Sales Order