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Sale/Purchase order Line Description to Pickings(Shipment/Delivery)

7 min read
May 2, 2024
Odoo Apps

Sale/Purchase Order Line Description to Pickings is a powerful Odoo application that automatically transfers product descriptions from Sales Order Lines and Purchase Order Lines to Delivery Orders, Incoming Shipments, and Picking Operations. This helps warehouse staff, logistics teams, purchasing departments, and delivery personnel access complete product information directly from stock operations without opening the original sales or purchase documents.

In standard Odoo, product descriptions entered on sales orders or purchase orders are not transferred to stock pickings. As a result, warehouse users often need to switch between multiple documents to verify product specifications, customer instructions, packaging details, technical information, or vendor notes. This module eliminates that limitation by ensuring all important line descriptions are available throughout the inventory workflow.

The application automatically copies descriptions from sales and purchase order lines to the corresponding stock move lines when delivery orders, receipts, or internal stock operations are created. The same information can also be printed on shipment and receipt reports, improving communication between departments and reducing operational errors.

Also read: All in One Purchase Management | All in One Purchase Tools

Why Use This Module?

Many businesses include important information within product descriptions, such as:

  • Product specifications
  • Customer-specific requirements
  • Packaging instructions
  • Color, size, and variant details
  • Installation notes
  • Vendor references
  • Quality control instructions
  • Delivery remarks

Without these details on picking operations, warehouse personnel may process shipments incorrectly or need to spend additional time searching for information. This module ensures that critical product descriptions remain visible from order creation through product delivery or receipt.

Sale Order Product Description

We can put description of product in Sale Order

Sale Order Product Description

Sale Order Product Description

Product Description On Picking Report

Description in the picking from sale order display on report of delivery order or incoming shipment.

Product Description On Picking Report

Purchase Order Product Description

We can put description while placing order.

Purchase Order Product Description

Purchase Order Product Description

Product Description On Picking Report

Description in the picking from purchase order display on report of delivery order or incoming shipment.

Product Description On Picking Report

Key Features

1. Automatic Description Transfer from Sales Orders

When a delivery order is generated from a sales order, the product description entered on the sales order line is automatically copied to the corresponding picking operation.

Benefits:

  • Warehouse staff can view customer-specific instructions directly on delivery orders.
  • Reduces manual communication between sales and logistics teams.
  • Improves order fulfillment accuracy.
  • Eliminates the need to open the original sales order.

2. Automatic Description Transfer from Purchase Orders

When incoming shipments or receipts are generated from purchase orders, the product description is transferred automatically to the stock receipt.

Benefits:

  • Receiving teams can easily verify vendor-provided information.
  • Supports accurate product inspection during receipt.
  • Simplifies warehouse receiving processes.
  • Improves communication between purchasing and inventory departments.

3. Description Visibility on Picking Operations

Users can view product descriptions directly from:

  • Delivery Orders
  • Incoming Shipments
  • Receipts
  • Stock Pickings
  • Inventory Operations

This ensures operational teams always have access to complete product information during stock movements.

4. Print Product Descriptions on Picking Reports

The module extends standard Odoo picking reports and shipment documents by including product descriptions.

Descriptions can be printed on:

  • Delivery Slips
  • Shipment Reports
  • Goods Receipt Notes
  • Warehouse Picking Lists
  • Stock Operation Reports

Printed descriptions help warehouse personnel, delivery drivers, customers, and suppliers clearly understand the products being handled.

5. Improved Warehouse Productivity

By displaying product descriptions directly on stock operations, users can:

  • Reduce document switching
  • Minimize picking errors
  • Improve inventory accuracy
  • Speed up receiving and shipping processes
  • Enhance warehouse efficiency

6. Seamless Integration with Odoo Inventory

The module integrates smoothly with Odoo's Inventory, Sales, and Purchase applications without modifying existing workflows. Users can continue working with standard Odoo processes while benefiting from enhanced visibility of product information.

Business Benefits

Better Communication Between Departments

Sales, purchasing, inventory, and logistics teams can work with the same product information throughout the entire order lifecycle.

Reduced Operational Errors

Important product instructions remain visible during receiving and shipping activities, reducing mistakes and returns.

Faster Warehouse Operations

Warehouse staff can access all required information directly from picking documents, reducing time spent searching for order details.

Improved Customer Satisfaction

Accurate deliveries and better order handling contribute to a more professional customer experience.

Enhanced Document Traceability

Product descriptions are preserved from order creation to final delivery or receipt, improving operational transparency.

Workflow Overview

Sales Process

  1. Create a Sales Order.
  2. Enter product descriptions on order lines.
  3. Confirm the Sales Order.
  4. Odoo creates a Delivery Order.
  5. Product descriptions are automatically transferred to picking operations.
  6. Descriptions appear on delivery reports and shipment documents.

Purchase Process

  1. Create a Purchase Order.
  2. Enter product descriptions on purchase order lines.
  3. Confirm the Purchase Order.
  4. Odoo creates an Incoming Shipment.
  5. Product descriptions are transferred automatically to stock receipts.
  6. Descriptions are available on receipt reports and warehouse documents.

Use Cases

This module is particularly useful for:

  • Manufacturing Companies
  • Wholesale Distributors
  • Trading Businesses
  • E-commerce Companies
  • Retail Organizations
  • Logistics Providers
  • Import & Export Businesses
  • Industrial Equipment Suppliers

Support Complex Product Catalogs

Organizations dealing with configurable, technical, or highly customized products frequently require detailed product descriptions to accompany every transaction.

Examples include:

  • Industrial machinery and equipment
  • Electronic components
  • Medical supplies
  • Automotive parts
  • Furniture products
  • Building materials
  • Customized manufactured products
  • Engineering components

For such businesses, displaying only the product name on stock pickings is often insufficient. The additional description helps ensure the correct products are received, stored, picked, and delivered.

Improve Receiving Accuracy

During incoming shipments, warehouse teams are responsible for validating delivered products against purchase orders. Having access to product descriptions directly on receipt documents enables staff to verify specifications more efficiently.

Benefits include:

  • Faster product verification
  • Reduced receiving errors
  • Improved quality control processes
  • Better inventory accuracy
  • Simplified supplier coordination

This is particularly valuable when suppliers provide similar products with slight specification differences.

Enhance Delivery Accuracy

Accurate deliveries are essential for maintaining customer satisfaction. Product descriptions displayed on delivery orders help warehouse personnel identify the correct items and verify any customer-specific requirements before shipment.

This additional visibility reduces:

  • Incorrect deliveries
  • Product returns
  • Customer complaints
  • Re-shipping costs
  • Order fulfillment errors

Better Support for Warehouse Teams

Warehouse employees are often focused on operational efficiency and may not have direct access to sales or purchasing teams during picking and receiving activities.

Providing complete product information within stock operations empowers warehouse users to make informed decisions independently, reducing interruptions and internal communication delays.

Simplified Audit and Compliance Processes

Many industries require detailed documentation of goods received and delivered. Product descriptions included on picking reports can support:

  • Internal audits
  • Regulatory compliance
  • Quality assurance procedures
  • Inventory traceability
  • Supplier verification
  • Customer order validation

Maintaining consistent information across all operational documents improves record accuracy and simplifies audit preparation.

Improved Reporting and Documentation

Organizations frequently generate printed delivery slips, shipment documents, and receipt reports for customers, suppliers, and internal teams.

By including product descriptions on these documents, businesses can provide more informative reports that clearly communicate:

  • Product specifications
  • Item details
  • Handling instructions
  • Customer requirements
  • Purchase references

This creates a more professional documentation process and reduces misunderstandings.

Seamless Integration with Existing Odoo Workflows

The module works alongside standard Odoo functionality and does not require users to change their existing processes.

It integrates naturally with:

  • Sales Management
  • Purchase Management
  • Inventory Management
  • Warehouse Operations
  • Stock Picking Processes
  • Delivery Management
  • Goods Receipt Workflows

Users can continue following familiar Odoo procedures while benefiting from enhanced visibility of product information.

Real-World Business Scenario

Imagine a company selling industrial pumps to multiple customers. Each pump may have unique requirements such as voltage ratings, pressure specifications, installation instructions, or customer-specific configurations.

A sales representative enters these details within the sales order line description. Once the delivery order is generated, the same description automatically appears on the picking operation and delivery report.

Warehouse staff can immediately verify the correct configuration before shipment, reducing mistakes and ensuring the customer receives exactly what was ordered.

Similarly, when purchasing specialized components from suppliers, receiving teams can validate incoming products against detailed purchase descriptions without needing to open the original purchase order.

Why Businesses Choose This Module

Businesses choose this module because it:

  • Increases operational visibility
  • Improves inventory accuracy
  • Reduces manual effort
  • Minimizes fulfillment errors
  • Enhances warehouse productivity
  • Supports detailed product documentation
  • Improves customer satisfaction
  • Streamlines receiving and delivery operations
  • Maintains data consistency across modules
  • Enhances overall supply chain efficiency

Conclusion

The Sale/Purchase Order Line Description to Pickings module enhances Odoo's inventory workflow by ensuring product descriptions remain visible throughout shipping and receiving operations. By automatically transferring descriptions from sales and purchase orders to stock pickings and reports, businesses can improve warehouse efficiency, reduce operational errors, and maintain better communication across departments.

This solution is ideal for organizations that rely on detailed product information during inventory movements and want to streamline their warehouse and logistics operations without changing their existing Odoo workflow.

Sale/Purchase order Line Description to Pickings(Shipment/Delivery)
Dhruv Parmar Jr. Odoo Developer

About the Author

I am an Jr. Odoo Developer with expertise in custom module development, ERP implementation, and workflow automation. My work focuses on delivering scalable and efficient solutions tailored to business needs.
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