Logistics Shipment Sale Integration
by Viindoo
| Lines of Code | 2474 |
| Technical name | viin_logistics_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_logistics_sale |
| Read description for | v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) Inventory (stock) Sales (sale_management) |
| Included Dependencies | Logistics Shipment Tracking Location Route Extension Viindoo Unified Routing Framework Logistics Package Type Tracking Location Logistics Sales Team QR Code Mixin Viindoo Base Logistics Routes Integration API Request Logger |
| Extensions | Freight Sale Freight Booking & Purchase Integration |
Logistics Shipment Sale Integration
Sell a shipment the way you sell a product - one order, one shipment, zero re-keying
Bridge your sales desk and your logistics operations on a single sales order. Confirm a freight quotation and the matching logistics shipment is created for you - route, transport mode, loading legs, and freight lines pulled straight from the order. Quote from an existing shipment, jump between the commercial and operational sides in one click, and see revenue, cost, and margin on every shipment.
Powering Your Business Growth.
Extends viin_logistics - see its documentation.
Key Features
Auto-Generate Shipment on Sales Confirmation
Confirming a sales order containing freight or logistics products automatically creates (or syncs) the matching shipment with route, transport mode, loading legs, and freight lines pulled straight from the order - no manual re-entry.
Generate Quotation from Shipment
Generate a draft sales quotation directly from an existing shipment - the system matches (or auto-creates) a freight product for the shipment's legs and transport mode, so operations can hand a deal back to sales without re-keying route data.
Shipment Profitability Report
Analyze per-shipment profitability - revenue versus cost versus margin - generated by confirmed sales orders, sliced by customer, shipper, consignee, responsible, salesperson, shipment type, and delivery status.
Sales Insight While You Track
While tracking a shipment's location kanban, a side panel surfaces a live revenue, cost, and profit breakdown - and lets you jump straight to the sale order lines or bookings behind the numbers.
View Sales Orders from a Shipment
A smart button on the shipment form counts and opens every sales order linked to that shipment, giving operations one click back to the commercial side.
View Shipments from a Sales Order
A smart button on the sales order counts and opens the linked logistics shipment(s), letting sales follow up on fulfillment without leaving the order.
Benefits
One source of truth, no double entry. Route, legs, and freight lines flow automatically between the sales order and the shipment. Sales and operations work from the same data instead of retyping - and reconciling - each other's records.
Faster hand-offs between sales and operations. Whether a deal starts on a quotation or on the operations floor, one click turns it into the other. Quote-from-shipment and auto-generated shipments remove the manual back-and-forth that slows fulfillment.
Margin visibility on every shipment. With revenue and cost linked to the shipment, profitability is no longer a spreadsheet exercise. Managers see per-shipment margin - grouped any way they need - and catch thin deals before they ship.
Data stays in sync, automatically. The live sync banner and paired smart-button counts keep the order and shipment aligned, so missing or extra legs surface immediately instead of at invoicing.
Auto-Generate the Shipment When You Confirm the Order
The Logistics tab on the sales order: the Shipment field is auto-filled after confirmation and a green banner confirms the shipment is synchronized with the order.
Generate a Quotation Straight from a Shipment
The Create Quotation button on a shipment generates a ready-made draft sales order pre-filled with a freight line matching the shipment's route and transport mode.
Cross-Navigate Between Order and Shipment
Paired smart buttons - Shipments on the sales order and Sale Orders on the shipment - round-trip between the commercial and operational records in one click.
Shipment Profitability Report
A pivot of Price Subtotal, Cost, Profit, and Profit Margin per shipment, grouped by customer.
Need help with Logistics Shipment Sale Integration?
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apps.support@viindoo.comTechnical Requirement
- Odoo version: 17.0
- Editions: Community, Enterprise
- Required modules: viin_logistics_sales_team, sale_management, viin_logistics_route, sale_stock
- License: OPL-1
Who It's For
Freight forwarders and logistics providers
who sell shipping services on a sales order and need each deal to become an operational shipment automatically.
Sales teams
who quote freight and want to hand deals to operations - or pick up a shipment operations already started - without re-entering route data.
Logistics and operations managers
who need one-click visibility between orders and shipments and a clear profitability picture per shipment.
Business owners and controllers
who want revenue, cost, and margin tracked on every shipment they sell.
Connect Your Sales and Logistics Today
Stop re-keying route data between quotations and shipments. Install Logistics Shipment Sale Integration and let every confirmed order become a shipment - with margin you can see.
Talk to UsPowering Your Business Growth.
Logistics Shipment Sale Integration
Note
Extends viin_logistics - see its documentation.
This app connects the Sales workflow with the Shipment Management app. Once it is installed, confirming a sales order that sells a freight service can automatically create the matching shipment, and operations can turn an existing shipment into a quotation with one click - so the commercial side and the operational side never drift apart.
Installation
- Go to Apps.
- Make sure the Shipment Management app is already installed - it provides the shipments that this app connects to Sales (see its own documentation for how to configure routes, shipment types and freight products).
- Make sure the Sales app is installed.
- Remove the "Apps" filter, search for Logistics Shipment Sale Integration and click Install. Odoo automatically installs the small supporting components (Logistics Routes Integration and Logistics Sales Team) that this app depends on.
Configuration
No additional setup screen is required - the app works as soon as it is installed, provided the following is already in place:
- At least one freight product exists (a product whose Product Type is Freight), configured with its route and transport mode. This is set up from the Shipment Management app - see its documentation.
- Under Settings ‣ Users & Companies ‣ Users, in the
Industry: Logistics access section:
- Salespeople who should see the linked shipment on their own orders need at least User: Own Shipments access.
- Users who need to open the Shipment Profitability report need Administrator access in that same section.
- Users who generate a quotation from a shipment, or who need the Sale Orders button on a shipment, need the standard Sales app access (Salesperson).
Usage
Sell a Shipment on a Sales Order
When a quotation contains a freight product and gets confirmed, the app creates the matching shipment automatically - no manual re-entry of the route or the transport legs.
Open Sales ‣ Orders ‣ Quotations and click New.
Set the Customer, then add the freight product as an order line (for example a trucking or a sea-freight service) and set its quantity and price.
Click Confirm.
Once confirmed, a Shipments button appears in the order's button box, and a new Logistics tab shows a green Shipment Sync Message telling you the newly created shipment is synchronized with this sales order - the route, transport mode and legs were copied from the order automatically.
Generate a Quotation from an Existing Shipment
If operations already created a shipment before any quotation exists, a salesperson does not need to re-type the route and legs into a new order - generate the quotation directly from the shipment instead.
- Open the Shipment Management app and go to Operations ‣ All Shipments, then open the shipment you want to sell. The shipment must already have a customer, at least one leg and a shipment type, and must not be linked to any order yet.
- Click Create Quotation in the header.
A new draft quotation opens automatically, pre-filled with a freight order line that matches the shipment's route and transport mode (the app reuses a matching product from your catalog, or creates one for you if none matches yet). Review the line, adjust the price if needed, then confirm the quotation as usual.
Navigate Between a Sales Order and Its Shipment
Once a sales order and a shipment are linked, you can jump between the commercial record and the operational record in a single click, in either direction.
From a confirmed sales order, click the Shipments button in the button box to open the linked shipment directly.
From that shipment, click the Sale Orders button to return to the sales order.
Analyze Shipment Profitability
The Shipment Profitability report shows, per shipment, how much revenue the linked sales orders brought in versus the associated cost - so you can see which shipments and which customers are actually profitable.
Open the Shipment Management app and go to Report ‣ Shipment Profitability.
Use the search panel to filter (for example This Month) and group the results (for example by Customer, Shipper, Consignee, Responsible, Sale Person, Shipment Type or Delivery Status).
Switch to the table view (the icon next to the graph icon, top right) to see the exact Revenue (Untaxed), Cost and Profit amounts per group.
Troubleshooting
The Logistics tab does not show up on a quotation. The tab only appears once the quotation contains at least one freight product line. Add a freight line to the order first.
Can I manually pick an existing shipment on a quotation before confirming it? The Shipment field on the Logistics tab is informational - it shows which shipment is linked once one exists, but it is not a selector you can fill in yourself from the sales order screen. If you already have a draft shipment for this business, generate the quotation from that shipment instead (see Generate a Quotation from an Existing Shipment above); if you start from a fresh quotation, confirming it always creates its own new shipment.
Confirming an order raised "Each sales order can only serve one logistics shipment". A sales order can only be linked to a single shipment. If you need to ship a second, unrelated shipment for the same customer, create a separate sales order for it.
The shipment sync message shows a warning instead of a green confirmation. This means the order's freight lines no longer match the shipment's legs exactly (for example a line was added, removed or changed after the shipment was created). The message lists the missing or extra legs so you know what to reconcile.
FAQ
Does confirming a non-freight order create a shipment? No. Only order lines whose product is a freight product trigger the shipment creation and synchronization described in this guide.
Can a shipment be linked to more than one sales order? Yes, from the shipment side - the Sale Orders button shows every sales order linked to that shipment. From the sales order side, however, each order can only be linked to one shipment.
Where do I configure freight products, routes and shipment types? These are set up in the Shipment Management app - see its documentation.
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