Hello and welcome 🎉

If you don’t need inventory tracking, the easiest way is to use a service product (e.g. “Delivery Trip”) in the Sales module. The driver can validate the delivery, and you can invoice directly from the Sales Order.

If you want a dedicated workflow, a small custom “Delivery Note” model or the Field Service app could also work.

Feel free to contact me directly at +91 91069 97061  or mail at khushi.p.erpharbor@gmail.com for further assistance.

Hello Fabien, welcome to the Odoo community!

Here’s a streamlined approach to manage delivery notes and trip costs in Odoo 16, tailored for your logistics company without inventory management:

  Create a Custom Delivery Note Model:
    Develop a new model (e.g., delivery.note) to store delivery-specific information like customer details, delivery address, and trip cost. This keeps your data organized.

  Add Relevant Fields:
    Include fields for customer (Many2one to res.partner), delivery address (Text or related fields), trip cost (Monetary), and a status field to track validation.

  Mobile App Integration:
    Use Odoo's API to allow delivery drivers to update the delivery note status upon customer receipt via a mobile app. This ensures real-time updates.

  Link to Billing:
    Create a function to generate invoices from validated delivery notes, pulling necessary information from the delivery.note model. This streamlines billing.

  Consider Using Sales Orders:
    Even without inventory, sales orders can manage customer details and link to delivery notes for a comprehensive view.

For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

HI,

For your logistics project in Odoo 16, since you don’t require inventory management, it’s better to focus on a custom delivery note model rather than relying heavily on Sales and Inventory modules. This model can record essential trip details such as customer, delivery address, delivery date, driver, and trip cost, serving as the central document for your workflow.

You can implement a simple workflow (Draft → Delivered → Validated) so the delivery driver can update the record via the mobile app and have the customer digitally acknowledge receipt. Once validated, the delivery note can be linked to the Accounting module or a Sales Order for invoicing.

While it’s possible to adapt Sales Orders and Delivery Orders by stripping down unnecessary fields, this approach may add unnecessary complexity. The recommended best practice is either to create a dedicated custom delivery note model tied to invoicing or lightly adapt existing Sales/Delivery workflows, avoiding unneeded inventory functionality.

Hope it helps