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Stock Picking Backorder Policy

Beta License: AGPL-3 OCA/stock-logistics-workflow Translate me on Weblate Try me on Runboat

When a transfer is only partially done, Odoo decides whether to create a backorder for the remaining quantity based on the backorder policy of the operation type (Ask, Always or Never).

That default fits the warehouse, but the right answer is often driven by the document the transfer comes from: some customers always want the rest shipped later, others never do.

This module lets you optionally override that operation type default on the transfer itself:

  • Ask: the user is prompted (standard behaviour).

  • Always: a backorder is created automatically for the remaining quantity.

  • Never: the remaining quantity is cancelled and no backorder is created.

When left empty, the operation type’s own policy applies, exactly like standard Odoo.

The policy is carried by the operations, so it survives multi-step routes and make-to-order chains. Modules building on top of this one seed it from their own documents: sale_stock_picking_backorder_policy for deliveries generated from a sale order, purchase_stock_picking_backorder_policy for receipts generated from a purchase order.

Table of contents

Usage

On a transfer, set the Backorder Policy (Ask, Always or Never). The value set here takes precedence over the value set on the operation type; if left empty, the operation type’s value is used.

When the transfer is validated with a missing quantity:

  • Ask: the usual backorder prompt is shown.

  • Always: a backorder is created automatically.

  • Never: the remaining quantity is cancelled.

Returns and exchanges are never subject to the transfer’s backorder policy: they always follow the operation type’s own Create Backorder setting, since the policy of the original transfer is not relevant to goods coming back in.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Camptocamp

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

ivantodorovich

This module is part of the OCA/stock-logistics-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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