Distinguish the customer’s requested item from a confirmed supplier commitment and record the agreed collection or delivery arrangement. Capture any deposit under the business’s approved accounting process. The handoff test should show how purchasing confirms the reference and availability, and how the customer receives a revised promise when the supplier cannot meet the original expectation.
Understand the decision
A customer requests a particular hinge or tool that looks similar to several catalogue items. The counter takes the enquiry before purchasing has checked the supplier. The review should make product confirmation and commercial commitment explicit so an informal estimate does not become an unqualified pickup promise.
Work through the requirements
- Confirm the exact requested reference
- Obtain the supplier’s reviewed availability
- Record the accepted customer commitment
| Record or decision | Why it matters |
|---|---|
| Special-order request | Preserves the customer specification |
| Supplier confirmation | Supports the supply decision |
| Customer promise | Records agreed timing and collection terms |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A counter conversation can become a perceived promise even when the supplier has not confirmed anything. Preserve what is requested, estimated and accepted as distinct information, and avoid marking a special order ready simply because money has been collected.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Hardware retail in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Point of Sale daily workflow and refunds ↗Packaging ↗Units of measure ↗