How do we set Orders back to draft, and will this put back items into stock?

Last updated: 25 September 2023 at 16:43:21 UTC by Junari Assistant

Full Question

How do we set back to draft, and will this put back items into stock??

When we create a new sales order, the system will not allow us to remove an order line when it is confirmed.

In the old system, we used to set back to draft if there was an error on the order, and then change it before confirming again.


Junari's Answer

The behaviour of odoo SOs is slightly different to the old CRM+ system, so this is something to be aware of:

 - Once a Sales Order is Confirmed, you currently cannot set it back to Draft, this is because at this point a Delivery Order has been created

 - Confirmed Sales Orders can be edited

   - when you add a new line, it is also added the corresponding delivery as long as it hasn't been processed

   - You cannot remove lines from sales orders, but you can set the quantity to Zero

      but you must remember to update the corresponding delivery order manually

 - Stock is updated purely via the associated Delivery Order, so until the corresponding Delivery Order has been marked as "Done" then the quantities on it can be changed.

    

We've raised a backlog task, which will make the system automatically update the delivery order, which we can work on if needed:

T14252: Automatically reduce quantity on Delivery when SO Quantity reduced