Delivery Management System – How It Works

Visão Geral

The delivery module was developed to manage the complete flow of product shipping, allowing for step-by-step control, tracking, and real-time monitoring.

The solution is integrated into the Odoo ecosystem, using centralized data from customers, products, users, and carriers.

Operational Flow

1. Registro da Entrega

The process begins with the creation of a new delivery in the system.

The main data is provided:

• Delivery reference
• Customer (integrated with the contacts module)
• Product (integrated with the products module)
• Carrier
• Person responsible for the operation

Additionally, it is possible to include the tracking code for logistical monitoring.

2. Controle por Etapas (Workflow)

The system uses a step-based flow, representing the entire delivery cycle.

Examples of configured steps:

• In preparation
• Separated
• In transit
• At the distribution center
• Separated for delivery
• On the way
• Arriving
• Delivered
• Canceled

These steps are fully configurable and organized by execution order.

3. Gestão Visual com Kanban

Deliveries are organized in a Kanban view, where each column represents a step in the process.

This allows for:

• Quick visualization of delivery status
• Movement between steps by drag and drop
• Real-time operational control

Each card presents:

• Reference
• Customer
• Product
• Carrier
• Responsible

4. Acompanhamento e Histórico

Each delivery has a complete history of movements, automatically recording:

• Status changes
• Process updates
• Actions taken by users

This record ensures total traceability of the operation.

5. Controle de Transportadoras

The module has a dedicated structure for registering carriers.

This allows for:

• Linking deliveries to different carriers
• Organizing logistics operations
• Facilitating future integrations

6. Visualização Interna (Backoffice)

In the internal Odoo environment, it is possible to view all deliveries with their respective data:

• Customer
• Product
• Tracking
• Carrier
• Responsible
• Status

This view facilitates control and decision-making.

7. Interface para o Cliente (Website)

The module has been integrated into the website, allowing the customer to track their deliveries.

In the “My Deliveries” interface, the user can view:

• Reference
• Product
• Tracking code
• Carrier
• Responsible
• Delivery status

The statuses are visually displayed with colors, making it easier to read:

• Delivered (green)
• Cancelled (red)

8. Integração com o Ecossistema Odoo

The module follows the best practices of the platform, using:

• res.partner → customers
• product.template → products
• res.users → responsible parties
• Custom model → carriers
• Custom model → delivery stages

This ensures consistency, data reuse, and scalability.

9. Escalabilidade

The structure allows for evolution to more advanced features, such as:

• Integration with tracking APIs
• Automatic notifications to the customer
• Logistics dashboards
• Integration with inventory and shipping

Value for the Business

This module provides:

• Complete control of the delivery flow
• Real-time operational visibility
• Reduction of failures in the logistics process
• Traceability of operations
• Better experience for the customer

Technical Highlights

• Development in Python and XML (Odoo)
• Implementation of step-based workflow
• Use of group_expand for Kanban structure
• Integration with multiple system models
• Automatic history logging (chatter)
• Integrated web interface for clients