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Warehouse is configured with a 2-Step Delivery Process (Pick + Delivery)

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salesworkflowdeliverypickingcancelOdoo19.0
3 Besvarelser
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Avatar
RAGESH KUMAR G

Scenario

Warehouse is configured with a 2-Step Delivery Process (Pick + Delivery).

A Sales Order is created and confirmed.

Odoo creates:


Pick Operation: WH/Stock → WH/Output

Delivery Operation: WH/Output → Customer

The Pick Operation is validated and marked as Done.

The Delivery Operation remains in Ready state.

The Sales Order is then cancelled.

Observed Behavior

Odoo automatically cancels the second Delivery Operation (WH/Output → Customer).

The first Pick Operation (WH/Stock → WH/Output) remains in Done state.

We understand that the stock has already been moved from WH/Stock to WH/Output and therefore Odoo may not automatically cancel completed stock moves. Please confirm whether this is the expected standard behavior.


Additional Scenario

After cancelling the Sales Order:


We reset the Sales Order back to Quotation.

Added an additional product to the Sales Order.

Confirmed the Sales Order again.

In this case, Odoo creates delivery orders only for the newly added product. The products that were part of the original Sales Order are not included in the newly generated delivery orders.


Note: The products added first time still in WH/Output location and not moved to customer location which makes more confusion on the workflow


Could you please clarify:


Whether the behavior described above is standard Odoo functionality.

What is the recommended process if a user wants to:


Cancel a Sales Order after the Pick Operation has been completed but before the final Delivery Operation is validated.

Modify the Sales Order and reconfirm it.

Is it necessary to create a Return Transfer from WH/Output back to WH/Stock before reconfirming the Sales Order?

If a Return Transfer is created, are there any additional steps required to regenerate delivery orders for the original products?

What is the recommended standard workflow for this business scenario?

We would appreciate your guidance on the correct process and any configuration considerations we may have missed.

Thanks in advance

0
Avatar
Kassér
Codesphere Tech

Hello
I will test this scenario in my local db and let you know.

Avatar
Codesphere Tech
Bedste svar

→ I have thoroughly tested this exact scenario in a standard Odoo environment to verify the behavior.
→ Upon resetting the canceled Sales Order to a Quotation, adding a new product, and reconfirming it, Odoo successfully generated new delivery operations containing both the original products and the newly added product. The system completely refreshed the unfulfilled demand as expected.
Let me review your route and rule setups so I can help you
Thanks

0
Avatar
Kassér
Avatar
Zehntech Technologies Inc.
Bedste svar

Hello, 

Yes, the behavior you described is standard Odoo functionality.

In a 2-Step Delivery process, once the Pick operation (WH/Stock → WH/Output) is validated and marked as Done, Odoo considers that stock movement completed and does not automatically reverse it when the Sales Order is cancelled. Therefore:

  • The pending Delivery operation is cancelled automatically.
  • The completed Pick operation remains in Done status.
  • Stock stays in WH/Output until another inventory action moves it.

For your second scenario, when the Sales Order is reset and reconfirmed, Odoo typically generates delivery orders only for newly required quantities because the original stock moves are already linked to completed operations and are considered fulfilled from a stock movement perspective.

Recommended standard process:

  1. Cancel the Sales Order.
  2. Create a Return Transfer from WH/Output → WH/Stock for products already picked.
  3. Reset/modify the Sales Order as required.
  4. Reconfirm the Sales Order.

This ensures stock availability and move chains are properly restored before creating new delivery documents.

Generally, no additional configuration is required; this is more of a process flow consideration to maintain inventory consistency.

Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion.

Regards,

Zehntech Technologies Inc.

santosh.sekwadia@zehntech.com

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Kassér
RAGESH KUMAR G
Forfatter

Thanks for your thoughts

Avatar
Sandeep Paulraj R
Bedste svar

Yes, this is standard Odoo behavior.

When the Pick operation (WH/Stock → WH/Output) is validated, the stock move is completed and inventory is physically considered to be in the WH/Output location. Odoo does not automatically reverse completed stock moves when a Sales Order is cancelled.

Therefore:

  • The completed Pick remains in Done state.

  • The pending Delivery (WH/Output → Customer) is cancelled.

  • Stock remains in WH/Output.

This explains why, after resetting the Sales Order to Quotation and confirming it again, Odoo only generates delivery operations for newly added products. From Odoo's perspective, the original products have already been reserved and moved as part of a completed logistics flow, so those stock moves are not recreated automatically.

If the intention is to cancel the shipment entirely and return the products to normal warehouse stock, the recommended workflow is:

  1. Cancel the Sales Order.

  2. Create a Return Transfer for the completed Pick operation.

    • Source: WH/Output

    • Destination: WH/Stock

  3. Validate the return transfer.

This restores inventory to the stock location and creates the appropriate reverse stock moves.

If the Sales Order must then be modified and reconfirmed, the standard approach is usually:

  • Return the products to stock first.

  • Update the Sales Order.

  • Confirm again.

This allows Odoo to generate a fresh procurement and delivery flow based on the updated order quantities and products.

In general, once a stock move is in Done state, Odoo expects corrections to be handled through return transfers rather than by cancelling and regenerating completed logistics operations. This preserves inventory traceability and stock valuation consistency.

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Avatar
Kassér
RAGESH KUMAR G
Forfatter

Thanks for your Inputs

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