The solutions we found are below:

Workaround 1: Sending the Delivery Note alongside the initial Sales Order

Workflow:

1. Product Configuration: Set the invoicing policy to "Based on delivered quantities."

2. Sales Order (SO): Generate the SO with all lines and quantities.

3. Dispatch: Print the delivery note and send it along with a copy of the Sales Order to the customer or carrier.

Advantages:

• Allows the customer or carrier to see exactly which products are included and in what quantity.

• Does not require immediate invoicing, maintaining control within the SO.

Limitations:

• The delivery note does not show unit or total values by default in Odoo.

• The link between the delivery note and the invoice exists only through the Sales Order, not directly.

📌 Workaround 2: Sending Delivery Note + Invoice (or Draft) at the time of dispatch

Workflow:

1. Validation: Validate the delivery note when the goods leave the warehouse.

2. Invoicing: Generate the invoice (or draft) associated with the delivery note’s Sales Order and send it alongside the delivery note.

Advantages:

• The customer receives both the delivery note and the invoiced value, avoiding doubts regarding quantities or prices.

• Maintains correct accounting traceability in Odoo through the Sales Order, as both PDFs contain the "Source Document" field.

Limitations:

• In cases of partial invoicing or certifications, it may be necessary to manually adjust the invoiced quantity vs. the delivered quantity.

• Requires tight coordination between the warehouse and the billing department to avoid duplicating processes.

📌 Workaround 3: Duplicating the "Quote / Order" PDF and renaming it as "Delivery Note" (CUSTOM ONLY!)

Workflow:

1. Validation: Once the goods leave the warehouse, the delivery note is validated in Odoo.

2. Invoice Generation: Create the invoice (or draft) associated with the Sales Order related to the delivery note. This ensures all movements remain linked to the SO.

3. PDF Customization: Duplicate the original Quote/Order PDF, rename it as "Delivery Note," and send it to the customer along with the invoice. The PDF retains the "Source Document" field, ensuring traceability.

Advantages:

• The customer receives the delivery note and the invoiced value in a single shipment.

• Accounting traceability remains intact thanks to the link with the SO.

• Services can be included alongside products in the PDF, showing a comprehensive delivery note that reflects everything billable.

Limitations:

• Partial Invoicing: If only some quantities are invoiced, the value must be manually adjusted to match what was delivered.

• Service Inclusion: All services associated with the order will appear on the PDF even if they have no physical movement. This may require explaining the difference between products and services to the customer.

• Internal Coordination: Precise synchronization is required between warehouse and billing to avoid errors.

⚠️ Special Consideration: Showing value to the carrier?

Risk: Giving the carrier visibility into the value of the goods can increase security risks (theft or handling errors). In some cases, the client does not want warehouse staff to see prices. Using these workarounds would grant them access regardless of their "Inventory" group permissions.