Stock Report Partner Ref
This module extends stock picking reports to display the customer reference (partner.ref).
It enhances both delivery and operational reports to improve traceability and customer identification in logistics documents.
The reference is resolved using the following priority:
- Picking partner reference (partner_id.ref)
- Commercial partner reference (partner_id.commercial_partner_id.ref)
The implementation keeps the logic simple and aligned with standard Odoo report behavior, avoiding unnecessary complexity.
auto_awesome What this module does
AI-generated from the code · Odoo 17.0Adds the customer reference to stock picking reports, so delivery and operational documents show the customer's own reference next to the address.
This module changes the printed stock documents so that the customer's reference appears on them. It does not add any new screen or menu; the change is visible only on the PDF reports.
Where it appears: - On the delivery document report (the one usually sent to the customer with the goods). - On the operational picking report (the internal document used in the warehouse).
In both reports, a small block labelled "Customer Reference" is added inside the address area, and it only shows when a reference actually exists.
How the reference is chosen: - It first looks at the reference stored on the picking's contact. - If that is empty, it uses the reference of that contact's parent company (the commercial partner). - If the picking has no contact, it falls back to the contact of the related sales order, applying the same rule.
Business effect: warehouse staff and customers can match a delivery to the customer's own order or file number directly from the printed document, without opening Odoo. No checks, restrictions, emails or scheduled actions are added; the module only extends the report templates of stock.report_delivery_document and stock.report_picking.
Depends on
Text generated by AI (DeepSeek) from reading the Odoo 17.0 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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/stock-logistics-reporting.
terminal Installation and usage
OCA documentation · Odoo 17.0Usage
Source · Odoo 17.0To use this module:
- Install the module.
- Go to Inventory and open any stock picking.
- Print a Delivery Slip or Picking Operations report.
If a customer reference exists, it will be displayed in the report.
The module extends the following reports:
stock.report_delivery_document(Delivery Slip)stock.report_picking(Picking Operations)
The reference is resolved automatically based on the picking partner. If no direct reference is found, the system falls back to the commercial partner reference.
No verified information in OCA: Installation, Configuration.
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.