Invoicing a Repair Order Using a Sales Order in Odoo 18 Enterprise
Introduction:
In Odoo 18 Enterprise, the Repair module integrates seamlessly with the Sales module, allowing businesses to invoice repair jobs through sales orders. This is especially useful when you want to charge customers not only for the repair service (operations) but also for replacement parts or products used during the repair process. By linking repair orders to sales orders, you streamline invoicing, improve accuracy, and maintain a clear record of both labor and materials used.
Purpose:
The main purpose of invoicing a repair order through a sales order in Odoo 18 is to:
Consolidate repair service charges and product costs in a single invoice. Maintain transparency for customers by itemizing operations (labor) and products (parts).
Ensure smooth integration between the Repair and Sales modules for better accounting and reporting.
Simplify the workflow by automating invoice creation from sales orders instead of manually billing each repair activity.
Step-by-Step Process:
Step 1: Enable the Repair Module
Go to Apps in Odoo.
Search for Repair and install the module if it is not already installed.
Step 2: Configure Products and Services
3. Navigate to Sales → Products → Products.
4. Create or edit products and services:
For parts: Set them as storable products.
For labor/operations: Set them as service type.
5. Ensure that each product has the correct sales price, taxes, and invoicing policy.
6. Enable the ‘Create Repair’ checkbox
Step 3: Create and Link a Repair Order
7. Go to Repairs → Repair Orders.
8. Click New and choose the product to repair and the customer.
9. Under the Parts tab, add replacement parts if needed.
10. Under the Miscellaneous tab, Operation type: My Company Repairs.
11. Save and confirm the repair order.
Step 4: Create a Sales Order for the Repair Job
12. Click "create quotation"; it will redirect to the sales quotation screen
13. Add both:
Products (replacement parts).
Operations (labor charges as service products).
14. Save and confirm the sales order.
Step 5: Invoice from the Sales Order
15. Return to the linked Sales Order.
16. Click Create Invoice.
17. Choose the invoicing method (e.g., Regular Invoice).
18. Validate the invoice to confirm it.
19. Send the invoice to the customer via email if required.
Conclusion
In Odoo 18 Enterprise, invoicing a repair order through a sales order creates a streamlined and transparent billing process for both service and product costs. By linking operations (labor) and products (parts) in the sales order, businesses can produce a single, consolidated invoice for the customer. This integration enhances operational efficiency, reduces administrative work, and ensures accurate revenue tracking for repair services.