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Operating Unit in Sales Stock

sale_stock_operating_unit folder_open OCA/operating-unit open_in_new
Sales Management License: LGPL-3

This module was written to extend the Sales and the Stock capabilities of Odoo. This module introduces some new operating unit (OU) capabilities in order to enhance the performance of already existing OU features for Sales and Stock.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Keeps sales orders and their deliveries aligned with the correct operating unit by automatically choosing a matching warehouse and blocking mismatched combinations.

This module links operating units (organisational sub-units of a company) to sales and stock flows.

  • When a sales order is created or its operating unit changes, Odoo automatically looks for a warehouse belonging to the same operating unit and sets it on the order. If no such warehouse exists, the warehouse is left unchanged.
  • A validation rule prevents saving a sales order whose operating unit differs from the operating unit of its warehouse. Users see the message "Configuration error! The Operating Unit in the Sales Order and in the Warehouse must be the same."
  • A second validation rule on warehouses blocks changing a warehouse's operating unit if sales orders already exist for that warehouse with a different operating unit. Users see "Sales Order records already exist(s) for this warehouse and operating unit."
  • When a delivery (picking) is generated from a sales order line, the operating unit is copied onto the picking, taken from the sales order line or from the stock move itself.

It touches sale.order, stock.move and stock.warehouse. No new menus or screens are added; the changes appear directly in the existing sales order and warehouse forms.

Models and fields (3)
  • sale.order · extends an existing model
  • stock.move · extends an existing model
  • stock.warehouse · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 6 confirmed, 3 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 18.0

Follow these steps:

  • Use a created Operating Unit (OU) or create one in Settings -\> Users&Companies -\> Operating Units.
  • Use a created Sales Team or create a new one in Sales -\> Configuration -\> Sales Team and assign an OU
  • Create a new Warehouse with the previous OU (or use a Warehouse with an assigned OU)
  • Check the Location has the same OU as the Warehouse in Inventory -\> Configuration Locations (make sure you have Storage Locations checkbox activated)
  • Create a new Sale Order with the Sales Team, Operating Unit and Warehouse used/created before.
  • OU, Picking Type and Location are propagated to the Picking.

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.