Turn the Source Document into a living link on every stock transfer
Clickable Source Document, a full transfer-chain diagram, partner reference sync, and an audit trail — all on the stock.picking form you already use, in one install.
The problem
The Source Document on a transfer is plain text. Warehouse, purchasing, and finance teams retype reference numbers into search, hop between menus, and lose the thread the moment one order fans out into several deliveries, receipts, or a return.
The solution
One module makes the Source Document a clickable link with a live preview, draws the full incoming/outgoing/return chain as a diagram, tracks a Partner Reference with sync back to the order, and logs every change — so the full story of a transfer is on the transfer itself.
Everything a transfer needs to tell its own story
Every capability below is implemented in the module.
Clickable Source Document
A smart button and a reference-widget link open the originating Sales Order, Purchase Order, or return directly from the transfer — no copy-pasting reference numbers into search.
Source Preview
Before you click through, see the partner, order total, status, and date of the source document in a dedicated Source & Chain tab.
Transfer Chain Diagram
A colour-coded chip diagram shows every related transfer in the chain — backorders, returns, and linked moves — with a state dot per picking.
Related Transfers Smart Button
A count badge and one click open every picking that shares this transfer's chain, ready to navigate as a list.
Partner Reference Field
Record the customer's or vendor's own shipment reference directly on the transfer, searchable and filterable.
Reference Sync
One click pushes the partner reference onto the originating order, or pulls the order's own reference in, keeping both records aligned.
Mismatch Warnings
A status badge flags when the partner reference differs from the order reference or from the posted invoice — before the discrepancy becomes a reconciliation headache.
Audit Trail
Every reference and link change is logged with who, when, old value, and new value, reviewable from a dedicated Reference Change Log.
Batch Navigation & Filters
Filter and group transfers by source type or reference status, add optional list columns, and jump straight to the source documents of a multi-row selection from the Actions menu.
How it works
Confirm the order
Confirm a Sales Order or Purchase Order as usual — Odoo generates the delivery or receipt transfer.
Open the transfer
The Source Document becomes a clickable link with a live preview and a Source & Chain tab showing the whole transfer chain.
Track the reference
Enter the partner's own shipment reference, sync it to the order or pull the order's reference in, and get warned on any mismatch.
Review the trail
Check the Reference Change Log for a full audit history, or use search filters and batch navigation to work across many transfers at once.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It upgrades the existing origin text into a clickable link and adds source-type detection, so nothing you already rely on changes — it becomes more useful.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Source Document & Transfer Chain on Stock Pickings
Turn a transfer's Source Document into a clickable link with preview, a transfer chain diagram and related-transfer navigation — plus reference sync, mismatch warnings and an audit trail.
Buy on Odoo App Store