Sales MOQ & Pack Rules

Odoo 15.0 · 15.0.1.0.0

Licence: Other proprietary · Revision: c20545182bbf

Sales MOQ & Pack Rules | Odoo 15.0

Corvus Nexus Technologies LTD
Odoo 15.0CommunityEnterprise

Sales MOQ & Pack Rules

Make minimums and pack quantities clear before order confirmation.

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The problem this app solves

Wholesale orders may need a minimum order quantity (MOQ), full cases or exact quantity multiples. A quantity that does not fit those rules creates a correction conversation between sales and fulfillment, especially when different units are involved.

Show the applicable quantity requirement and valid corrections on the quotation. Customers, products and sales contexts can follow different policies, while unresolved controlled lines require correction or a permitted manager override before confirmation.

Who it is for

Wholesale and distribution sales teams selling products with minimums, maximums or pack-size requirements.

Features that support your daily work

  • Complete quantity rules. Set minimum, maximum, exact multiple, case-pack, and default sale quantities.
  • Flexible scope. Target products, categories, customers, tags, pricelists, channels, units, priorities, and dates.
  • Safe unit arithmetic. Convert only across compatible units and combine multiple and case-pack rules without premature rounding.
  • Clear corrections. Show the requested quantity, requirement, nearest valid values, and proposed correction.
  • Confirmation guard. Block unresolved hard-block or round-up lines until corrected or covered by a reasoned manager override.
  • Simulator and reporting. Test a scenario before use, then review correction and override events in list, pivot, graph, and export views.

A practical example

Illustrative workflow — the available actions depend on your configuration.

A product is sold in cases of twelve and a salesperson requests fourteen units. The rule explains the mismatch and proposes valid quantities. The user explicitly corrects the line or obtains a permitted exception before confirming the order.

Test a quantity rule before using it on orders

Quantity Rule Managers configure Sales Quantity Rules and use the Quantity Rule Simulator to test a product, customer, pricelist, channel, unit and requested quantity. Choose Warning, Hard Block or Offer Round Up; a proposed correction remains an explicit user choice.

Quantity Rule Exceptions reporting shows corrections and overrides with the requested and resulting quantities, actor and reason. Managers can filter the list, pivot or graph and export visible rows through native Odoo export. This module does not add a PDF report.

How it works

Define rules: Set scope, action, and quantity requirements.

Add a line: Enter a product quantity on a quotation.

Review: See the rule state and valid corrections.

Correct: Apply the correction or record an override.

Confirm: Proceed only with a valid or approved quantity.

See the workflow in Odoo

Explore the screens in sequence, from configuration to daily work and reporting. Each image includes a caption explaining its place in the workflow.

Quantity rule simulatorSimulator showing the winning rule and correction. Blocked wholesale quotationHard-block message with guidance. Corrected wholesale quotationQuotation after explicit correction. Quotation with manager overrideConfirmed quotation with a reasoned override. Quantity exceptions pivot reportQuantity exception analysis.

Compatibility

Odoo: 15.0

Required native app: sale_management

Optional bridge: corvus_sale_quantity_rules_website with website_sale

Supported editions: Community and Enterprise where the dependencies are available.

Odoo Online: not supported. This release is a standard server-side Odoo module.

Installation prerequisites

Required Odoo addons: sale_management.

The product package also includes optional native-app integrations: corvus_sale_quantity_rules_website. Keep these companion folders alongside the main addon; their manifests determine when the relevant integration is installed.

Optional Odoo integrations

Install the matching integration addon when using these features with another Odoo application. Keep it alongside the main product at the same Odoo version; it can install automatically when all dependencies are present.

  • Website quantity integration: Apply sales quantity rules to website shopping and checkout. Required integration: corvus_sale_quantity_rules_website.

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Corvus Nexus Technologies LTD

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Need product help?

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Email: support@corvusnexus.com

WhatsApp: +44 740 4228172

Website: corvusnexus.com

Planning a wider Odoo project?

Corvus Nexus provides implementation, custom module development, upgrades, integrations, hosting guidance, performance work, and workflow optimisation. Services are scoped separately.

Corvus Nexus Technologies LTD

Office 16564, 182–184 High Street North, East Ham, London E6 2JA

License: Other proprietary. The included LICENSE contains the applicable terms.