Stock Picking Partner Note
Allow to record a message for the person in charge of order preparation at the level of the customer, then have it as a note on the picking transfer. This reuses the existing note field on the picking and will make it read-only.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Store preparation notes on customer contacts and automatically show them on the transfer note when the matching operation type is used. Managers can also define note types and protect notes shared by several contacts.
This module lets you keep customer-specific preparation instructions and have them appear automatically on warehouse transfers.
- On a contact form, a new "Picking Notes" section lets you add notes, each linked to a note type.
- Note types are managed by stock managers under Inventory > Configuration > Picking Notes > Note Types.
- On each operation type (for example delivery orders), you can choose which note types are relevant; only notes of those types are copied to the transfer.
- When a transfer is created for a customer, its note field is filled automatically with the active notes of the selected types, one per line. The note is computed from the customer, so it is not edited by hand on the transfer.
- In Inventory settings, a manager can enable "Check picking note already in use". When enabled, a note linked to more than one contact cannot be updated or deleted, and Odoo shows an error listing the contacts concerned.
The module touches contacts, operation types, transfers and inventory settings. It depends on sale and stock, so it works with sales-driven deliveries.
Depends on
Menus it adds
Models and fields (7)
- res.company · extends an existing modelcheck_note_already_in_use (Check picking note already in use)
- res.partner · extends an existing modelstock_picking_note_ids (Picking Notes)
- stock.picking · extends an existing modelnote
- stock.picking.note · new modelname, active, sequence, note_type_id
- stock.picking.type · extends an existing modelpartner_note_type_ids
- res.config.settings · extends an existing modelcheck_note_already_in_use
- stock.picking.note.type · new modelname, sequence
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: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/stock-logistics-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0- Create partner note types in Inventory \> Configuration \> Note Types.
- In shipping operation types set field Partner Note Type. Only these types will be shown in picking operations notes.
- On contacts add picking notes.
You can prevent users from updating or deleting notes already in use by multiple customers by activating setting Prevent update or delete of notes in use by multiple customers in Inventory \> Configuration \> Settings.
No verified information in OCA: Installation, Usage.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.