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Sale Order Split Strategy

sale_order_split_strategy folder_open OCA/sale-workflow open_in_new
Sales Management License: AGPL-3

This module provides the possibility to define split strategies to be applied on sales order for splitting.

This is useful (but not only) when a sales order from external sources (webshop, edi) includes products that need to be shipped by different standards (temperature/environment) and so with different carriers.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Define split strategies that let you move selected lines of a draft sales order into a new sales order, based on a saved line filter. Choose how split errors are reported at company level.

This module adds a way to split a draft sales order into two orders using a reusable strategy.

  • Configure strategies under Sales > Configuration > Split Strategies. Each strategy has a name, a line filter (a saved filter on sales order lines) that decides which lines are moved, and options to copy sections, remove empty sections after the split, and copy notes.
  • On a draft sales order, pick a Split Strategy in the salesperson section. A Split button appears next to the Draft button when the order is in draft state and a strategy is set.
  • When you click Split, the matching lines are moved to a new sales order. The new order keeps the customer reference, reference and commitment date. Messages are posted on both orders linking them and naming the strategy used.
  • If no lines match the filter, or if all lines would be moved (leaving the original empty), the behaviour depends on the company setting 'How split errors are to be reported': raise an error, post a message, or do nothing. This setting is in Sales settings.
  • Delivery lines are never moved by the split.

The module touches sale.order, sale.order.line, res.company, res.config.settings and adds the new sale.order.split.strategy model.

Depends on

sale

Menus it adds

Split Strategies
Models and fields (4)
  • sale.order · extends an existing modelsplit_strategy_id
  • res.company · extends an existing modelsale_order_split_strategy_errors
  • res.config.settings · extends an existing modelsale_order_split_strategy_errors
  • sale.order.split.strategy · new modelname, sequence, copy_notes, copy_sections, line_filter_id, remove_empty_sections_after_split

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0

To use this module you first need to create splitting strategies to apply on sales order.

Sales -> Configuration -> Split Startegies

The splitting is based on an ir.filter applied on sale.order.line.

Then on sales order, the Split Strategy field allows to select the corresponding strategy. After which a button Split is available on the form to split an order.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.