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We have a small bakery with a growing number of distribution partners. We are looking at using Odoo fo help manage our growing business.

Our distribution partners typically order the same items every day sometimes varying quantities. In some cases, they order new items. We also have one-off distribution customers who may at some point become repeat customers.

We would like to be able to automate the daily order generation and modification process. For each customer we would like to have an order template (i.e. the "standard" order they place) which we modify as needed before entering it. We would like to be able to customize pricing and product name by customer.

We would also like to have a reporting function to view current and historical order statistics including margins and profitability by customer and overall.

Could Odoo be used to perform the above tasks?

Thanks in advance for any feedback and suggestions.

Thanks,

Alex Donnini

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Thanks Jaideep. I appreciate your response.
Thanks,
Alex

Jaideep wrote:
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最佳答案

Hi Alex,

You could consider using the Quotation template functionality that lets you define order templates (products, Qty, price etc). 

You can enable this option from settings > Sales > Quotation Templates

Post that you will be able to define individual templates in the sales app > configuration > quotation templates

While creating a new sale order you can choose the required template.

I believe you might require to configure scheduled actions and custom develop module to be able to auto create these orders as per a schedule.

Hope this helps!

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Did you find a solution?

 Im looking for the same thing

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