SO Group Stock User Read

Beta License: AGPL-3 sygel-technology/sy-sale-workflow

This module creates a new permission group that allows you to go from sales to stock picking and see the ‘Forecasted Quantity’ and the ‘Quantity on Hand’ of the stock of the products from the tree view.

Table of contents

Configuration

To configure this module:

  1. Go to Settings > Users & Companies > Users.
  2. Select the user who should have read access to stock information from Sales.
  3. Add the user to the Allows you to view the Delivery button from the sale and see the stock quantity group.

This group allows users to:

Please note that this module does not grant permissions to create, edit, or delete stock pickings. The appropriate Inventory permissions must be assigned separately for these operations.

Usage

To use this module:

  1. Log in with a user who belongs to the Allows you to view the Delivery button from the sale and see the stock quantity group.
  2. Go to Sales > Orders > Quotations and create a new quotation.
  3. Add a storable product and click Search More… in the product selector.
  4. Verify that the On Hand Quantity and Forecasted Quantity of the products are visible.
  5. Confirm the quotation.
  6. Verify that the Delivery button is visible on the sales order.
  7. Click the Delivery button and verify that you can access the related stock picking.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Sygel

Contributors

  • Sygel:
    • Ángel García de la Chica Herrera
    • Valentin Vinagre
    • Harald Panten

Maintainers

This module is part of the sygel-technology/sy-sale-workflow project on GitHub.

You are welcome to contribute.