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Required Apps Inventory (stock)
Sales (sale_management)
Invoicing (account)
Discuss (mail)
Technical Name sample_bag
License OPL-1
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Technical Name sample_bag
License OPL-1

Introduction

The Sample Bag Management module is built for businesses that provide product samples as part of their sales or marketing processes. It enables you to assign, track, and manage sample products through “sample bags” distributed by sales staff. You can monitor transfers from warehouse to salesperson, return or reassign samples, convert samples into sales orders, scrap defective items, and maintain buffer thresholds. This module gives you full control of your sampling operations, helps reduce misuse, and brings clarity and accountability to your sample distribution workflows.

Key Features

  • Create and assign sample bags to salespersons with specific products

  • Transfer sample items from warehouse to salesperson locations

  • Return unused or defective samples back to warehouse or scrap

  • Partial or full transfer between sample bags

  • Reassign sample bags to different salespersons

  • Auto-generate quotations or sales orders from sample usage

  • Define buffer stock levels for sample items

  • Log every action and maintain audit history

  • Export sample bag data in Excel for reporting

  • Support direct hand delivery or warehouse fulfillment

Benefits

  • Enables precise tracking of sample product inventory

  • Prevents loss or misuse of samples through controlled distribution

  • Improves accountability for sales staff managing samples

  • Streamlines conversion from sample to order without redundant input

  • Maintains buffer levels to avoid stockouts in sampling

  • Offers visibility and transparency into sampling operations

Compatibility & Technical Details

  • Required modules: Inventory (stock), Sales (sale_management), Invoicing (account), Discuss (mail)

  • Technical module name: sample_bag

  • License: OPL-1

  • Installation steps:
     1. Add the module into your Odoo addons folder
     2. Restart the Odoo server and update the apps list
     3. Install “Sample Bag Management” via the Apps interface
     4. Create internal locations and operation types for sample transfers
     5. Assign sample bags to salespersons and configure buffer levels
     6. Use the transfer wizard to move products, mark as sample bag, and manage returns
     7. Create sales orders / quotations directly from sample usage when needed

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.