THE DIRECT ANSWER

Release the order only after each line has a defined fulfilment route, quantity commitment and responsible owner. Separate available stock from supplier-dependent items and record the customer’s choice about partial delivery. The acceptance test should prove that a revised promise reaches purchasing, warehouse staff and invoicing without creating a second interpretation.

Understand the decision

A trade customer orders cases for two delivery dates while one product is awaiting replenishment. Sales wants to confirm the available portion immediately, but operations needs to preserve the outstanding commitment. Use this situation to discover where dates, pack conversions and approval decisions currently become informal messages.

Work through the requirements

  1. Agree the customer’s split-delivery instruction
  2. Assign replenishment ownership for the shortage
  3. Trace the confirmed promise into dispatch
Information to bring to the review
Record or decisionWhy it matters
Customer quotationPreserves agreed quantities and prices
Availability decisionExplains the outstanding supply requirement
Delivery instructionCarries the approved shipment split
TRY THIS WITH YOUR TEAM

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.

0 of 3 marked

Watch for this failure

Do not let an available-to-promise figure substitute for an approved fulfilment decision. A quantity may be physically present but committed elsewhere, and a salesperson’s delivery date may depend on an unconfirmed supplier arrival.

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 guide
FROM REQUIREMENTS TO A REAL SCOPE

Bring 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 ↗