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138 changes: 138 additions & 0 deletions sale_margin_delivered/README.rst
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=====================
Sale Margin Delivered
=====================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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|badge1| |badge2| |badge3| |badge4| |badge5|

Computes sale order lines margins for the delivered items.

This module takes in consideration Outgoing and Returns.

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

This module has been developed to be able to show delivered margins on
sale order lines.

If you need this module for those reasons, these might interest you too:

- sale_margin_delivered_dropshipping
- sale_report_delivered

Configuration
=============

To grant Sales Margin view privileges to a user, go to *Settings > Users
& Companies > Users*, select the user and set *Show Sale Margin* on.

Usage
=====

1. Go to *Sales > Orders > Quotations*.
2. Create a new *Sales Order* and add a line with an stockable product.
Set a quantity higher than one.
3. Confirm the *Sales Order* and deliver just a partial amount of
product in the picking.
4. Go to *Sales > Reporting > Sales* and unfold the *Order Reference*
dimension and the *Margin* and *Margin Delivered* to compare them.

For example:

In an order line with a product at a cost of 10 and a sell price of 25
we deliver 2 of 3 units. Then, the reported margins would be:

\`margin\`: 45 (3 \* 15) \`margin_delivered\`: 30 (2 \* 15)

Additionally, you can check the margin and the margin percent in the
sales order line.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/margin-analysis/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/margin-analysis/issues/new?body=module:%20sale_margin_delivered%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Sergio Teruel
- David Vidal
- Carlos Roca
- Pilar Vargas

- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- `Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>`__

- Bhavesh Heliconia

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
:target: https://github.com/sergio-teruel
:alt: sergio-teruel
.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
:target: https://github.com/Shide
:alt: Shide

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sergio-teruel| |maintainer-Shide|

This module is part of the `OCA/margin-analysis <https://github.com/OCA/margin-analysis/tree/18.0/sale_margin_delivered>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions sale_margin_delivered/__init__.py
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from . import models
from . import reports
15 changes: 15 additions & 0 deletions sale_margin_delivered/__manifest__.py
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# Copyright 2018 Tecnativa - Sergio Teruel
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Sale Margin Delivered",
"version": "18.0.1.0.0",
"author": "Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/margin-analysis",
"category": "Sales",
"license": "AGPL-3",
"depends": ["sale_stock", "sale_margin"],
"data": ["views/sale_margin_delivered_view.xml"],
"installable": True,
"development_status": "Production/Stable",
"maintainers": ["sergio-teruel", "Shide"],
}
129 changes: 129 additions & 0 deletions sale_margin_delivered/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_margin_delivered
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-06-19 07:32+0000\n"
"PO-Revision-Date: 2024-06-19 09:33+0200\n"
"Last-Translator: \n"
"Language-Team: \n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
"X-Generator: Poedit 3.4.4\n"

#. module: sale_margin_delivered
#: model:ir.model.fields,help:sale_margin_delivered.field_sale_order_line__purchase_price_delivery
msgid ""
"Average Unit Cost of delivered products.\n"
"\n"
"Formula: Value Delivered / Quantity Delivered\n"
"\n"
"When using the FIFO method, the value of this field may not match the actual "
"cost of the product delivered.\n"
"There may also be differences with the costing of the Sales from Deliveries "
"report, because when the sales order is created, it is not known exactly "
"which units will actually be delivered to calculate their cost.\n"
"This is because when the sales order is created, it is not known which units "
"will actually be delivered to calculate their actual cost. You do not have "
"this information until you validate the corresponding delivery note."
msgstr ""
"Promedio del Coste Unitario de los productos entregados.\n"
"\n"
"Fórmula: Valor entregado / Cantidad Entregada\n"
"\n"
"Cuando se usa el método FIFO el valor de este campo puede no coincidir con "
"el coste real del producto entregado.\n"
"Puede haber también diferencias con el cálculo del coste del informe "
"\"Ventas desde albaranes\".\n"
"El motivo es que al hacer el pedido de venta no se sabe todavía qué unidades "
"serán las realmente entregadas para calcular su coste real. No se tendrá "
"este dato hasta validar el albarán de entrega correspondiente."

#. module: sale_margin_delivered
#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
msgid "Cost Price dlvd."
msgstr "Coste entr."

#. module: sale_margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_report__margin_delivered
msgid "Margin Delivered"
msgstr "Margen entr."

#. module: sale_margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered_percent
msgid "Margin Delivered Percent"
msgstr "Margen entr. (%)"

#. module: sale_margin_delivered
#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
msgid "Margin dlvd."
msgstr "Margen entr."

#. module: sale_margin_delivered
#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
msgid "Margin dlvd. (%)"
msgstr "Margen entr. (%)"

#. module: sale_margin_delivered
#: model:ir.model.fields,help:sale_margin_delivered.field_sale_order_line__margin_delivered_percent
msgid ""
"Margin percent between the Unit Price with discounts and Delivered Unit "
"Cost.\n"
"\n"
"Formula: ((Unit Price with Discounts - Average Unit Cost of delivered "
"products) / Unit Price with Discounts)"
msgstr ""

#. module: sale_margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__purchase_price_delivery
msgid "Purchase Price Delivery"
msgstr "Coste entr."

#. module: sale_margin_delivered
#: model:ir.model,name:sale_margin_delivered.model_sale_report
msgid "Sales Analysis Report"
msgstr "Informe de análisis de ventas"

#. module: sale_margin_delivered
#: model:ir.model,name:sale_margin_delivered.model_sale_order_line
msgid "Sales Order Line"
msgstr "Línea de pedido de venta"

#. module: sale_margin_delivered
#: model:ir.model.fields,help:sale_margin_delivered.field_sale_order_line__margin_delivered
msgid ""
"Total Margin of all delivered products.\n"
"\n"
"Formula: Delivered Quantities * (Unit Price with Discounts - Average Unit "
"Cost of Delivered Products)\n"
"\n"
"Value may differ from Cost Price because Stock Valuation Layers are used "
"instead of Cost on line."
msgstr ""
"Margen Total de todos los productos entregados.\n"
"\n"
"Fórmula: Cantidades Entregadas * (Precio Unitario con Descuentos - Promedio "
"del Coste Unitario de los productos entregados)\n"
"\n"
"El valor del Coste puede cambiar porque se utiliza la Valoración de Stock en "
"vez del Coste de la línea."

#~ msgid ""
#~ "Margin percent between the Unit Price with discounts and Delivered Unit "
#~ "Cost.\n"
#~ "\n"
#~ "Formula: ((Unit Price with Discounts - Average Unit Cost of delivered "
#~ "products) / Unit Price with Discounts) * 100.0"
#~ msgstr ""
#~ "Margen porcentual entre el Precio Unitario con Descuentos y el Coste "
#~ "Unitario entregado.\n"
#~ "\n"
#~ "Fórmula: ((Precio Unitario con descuentos - Promedio del coste unitario "
#~ "de los productos entregados) / Precio Unitario con descuentos) * 100.0"
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