Reconcile each customer’s remaining obligation with the goods already delivered, invoiced and allocated before importing open orders. Preserve source references and distinguish the remaining quantity from the original order quantity. Finance and operations should approve the same cutover position, including supplier purchases that exist specifically to satisfy those outstanding customer lines.
Understand the decision
An old order contains an early shipment, a later credit and a remainder promised for next month. Importing the original order as new would overstate demand. A separate spreadsheet may also contain a purchase commitment, so both sides of the unfinished transaction need a common cutover reference.
Work through the requirements
- Calculate the genuine remaining customer quantity
- Match linked purchases and existing allocations
- Reconcile customer statements and warehouse commitments
| Record or decision | Why it matters |
|---|---|
| Open-line register | Records remaining rather than original demand |
| Source order mapping | Keeps historical references searchable |
| Cutover reconciliation | Connects deliveries invoices and balances |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Matching the total value of open orders is insufficient when individual quantities are wrong. Equal and opposite errors can leave finance totals looking correct while buyers receive duplicate goods or genuine backorders disappear from operations.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Wholesale distribution in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Units of measure ↗Import vendor pricelists ↗Packaging ↗