Mandatory Project Tagging
Sales orders cannot be confirmed without a project analytic account.
Project Supply & Inventory Operations
Sales-to-Invoice Control with Project Analytics, Site Deliveries & Stock Requests
Key Features
Auto-Tagged Deliveries
Outgoing stock moves inherit the order's analytic account automatically.
Site-Aware Logistics
Deliveries and purchase orders carry project, site address & contact.
One-Click Invoice Sync
Pull delivery numbers and customer PO refs onto invoices instantly.
In Details
Mandatory SO Analytic
Confirmation is blocked until a project analytic account is set.
Description to Invoice
Order description carries into the invoice automatically.
Auto Analytic on Moves
Every outgoing stock move is stamped with the project account.
Project-Aware Deliveries
Delivery notes show project name, site address & contact.
PO Site Address
Purchase orders capture a dedicated delivery address & description.
Analytic Stock Requests
Internal material requests tagged to the project for cost control.
Invoice DO & PO Sync
One click pulls delivery numbers and customer PO refs onto invoices.
Flexible Print Refs
Print PO # or Contract # on invoices with unit price control.
From first action to operational close.
Confirm & Tag
Sales confirms the order once a project analytic account is set.
Auto-Tag Moves
Outgoing stock moves auto-inherit the project analytic account.
Deliver On-Site
Delivery order shows project, site address and on-site contact.
Request Materials
Site teams raise stock requests tagged to the project.
Sync & Invoice
One click syncs DO numbers and PO refs before posting.
Workflow Controls
The operational detail stays connected.
Mandatory Analytic — Blocks SO confirmation without a project account.
Site Address — Delivery address & contact info on PO and picking.
DO/PO Sync — One-click invoice update button for DO and PO refs.
Print Reference — Choose PO # or Contract # on printed invoices.
Analytic Access — Financial figures restricted to the accounting role.
Illustrative operations view
A connected view of project supply work.
Demonstration data — not liveThe categories follow this page’s verified workflow; all small counts are fictional interface examples.
Tagged orders
4
Recorded
Site deliveries
3
Scheduled
Stock requests
2
Review needed
Invoices to sync
1
Prepared
Illustrative operations view
Project control records
| Record | Count |
|---|---|
| Sales orders | 2 |
| Deliveries | 2 |
| Stock requests | 1 |
| Total | 5 |
Illustrative operations view
Site operations
| Category | Recorded | To review |
|---|---|---|
| Analytic tags | 4 | 1 |
| Delivery moves | 3 | 1 |
| Invoice references | 2 | 1 |
Demonstration workflow record · no customer data
DEMO-PSO-001
Project supply record
Supply detail
- Analytic tag
- Recorded
- Site delivery
- Scheduled
- Stock request
- Prepared
Documents
- Delivery order
- Prepared
- Invoice reference
- Prepared
Review state
- Project review
- Recorded
- Invoice review
- Awaiting
The Odoo apps behind the workflow.
The solution connects these Odoo apps around the same operational records.
- Sales
- Purchase
- Inventory
- Accounting
- Analytic (Project Costing)
- Stock Request
- Contacts
- Reporting
What the connected process changes.
Protected Job Costing
No order slips through without a project analytic account.
Faster, Accurate Invoicing
DO numbers and PO references sync onto invoices in one click.
Full Site Visibility
Every delivery shows the project, site address and contact.
Tighter Material Control
Stock requests keep site consumption tied to project budgets.
Map your project supply and inventory workflow in Odoo.
Start with the process your team uses today.