„Special orders” for customers
This group has helped me a lot already and I hope that this time someone can push me in the right direction.
For context: we have mostly products with variants (created based on size as the variant-creating attribute which is set to Instantly). And we have a retail shop.
In our current system we’re able to add a „special order” for a product variant to the POS transaction. These products usually already exist in our DB, but they are for one reason or another temporary out of stock. We’re able to charge the customer up front for the product or the customer pays when they come to collect their order. Once the order is created, it comes up on a list of „special orders”.
When we create the PO for the supplier, we can add those „special orders”. Once the product arrives, we check it in the stock, and we immediately in the PO are able to see for whom this product is, we can contact the customer directly and mark the „special orders” as „customer contacted”.
When the customer comes to collect the order, we see the special order on their customer file and we can add it to the POS transaction and either use the store credit or accept a payment.
I think it’s one of the strengths of our current POS, but In odoo I don’t really see how we can implement this workflow using what is available to us out of the box and maybe some custom stuff created in Studio.
I’m not really hung up on the fact that it has to work exactly like this, there can be more steps and so on. But I’d like to ask in this group: do you see a solution? Or at least a partial solution we can start with and later on come up with some custom one?
I have been looking at MTO, or creating a SO instead, but I’m not sure how I can put this all together in something that makes sense and is not a total overkill when you need to place such a „special order” in front of a customer. Any tips are very welcome! Thank you in advance!