How to Manage Ship Later in Odoo 17 POS | Odoo 17 Point of Sale (POS) Tutorials | Odoo 17 POS Videos
2The "Allow Ship Later" functionality in Odoo 17 POS allows you to process sales orders where the customer receives the products at a later date, separate from the initial payment. This caters to scenarios where:
Products are out of stock: The POS order can be confirmed and payment collected even if the items are unavailable for immediate pickup.
Backorders are needed: Customers can order products on backorder and receive them when they become available.
Delivery schedule is required: Customers can choose a preferred delivery date and time during the checkout process.
How it Works:
During Order Creation:
The salesperson adds products to the POS order as usual.
At checkout, they can enable the "Allow Ship Later" option (if available in your Odoo configuration).
Payment and Order Processing:
The customer completes the payment for the order.
The POS system creates a sales order instead of a point-of-sale order (receipt). The sales order reflects the items and payment details.
Inventory levels are not immediately impacted, as the products haven't been delivered yet.
Delivery Scheduling (Optional):
If your Odoo configuration allows, the POS might offer options for the customer to schedule a delivery date and time during checkout.
Fulfillment:
The warehouse or fulfilment staff processes the sales order based on the chosen delivery date.
Products are picked from the inventory and packed for delivery.
A delivery order is created within Odoo to track the shipment.
Configuration Considerations:
The "Allow Ship Later" functionality might require specific module installations or configuration settings within your Odoo instance. Consult your system administrator or Odoo documentation for details.
You might need to configure delivery methods and shipping costs for later deliveries within the POS settings.
Benefits of Allow Ship Later:
Improved Sales Opportunities: Close sales even when products are unavailable immediately.
Enhanced Customer Satisfaction: Offer delivery scheduling options for customer convenience.
Better Inventory Management: Maintain accurate inventory levels by delaying stock reduction until actual delivery.
Things to Consider:
Order Fulfillment Processes: Ensure your warehouse or fulfilment team has procedures for processing and shipping later deliveries efficiently.
Inventory Accuracy: Maintain accurate inventory data to avoid overselling or promising delivery times that cannot be met.
Communication: Keep customers informed about the status of their orders and estimated delivery timelines.
By effectively utilizing the "Allow Ship Later" functionality in your Odoo 17 POS, you can cater to a wider range of sales scenarios, improve customer satisfaction, and streamline your order fulfilment process.
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