Create Purchase Order From Sales Order
Streamline the ordering process
The Create Purchase Order From Sales Order module developed by Blue Stingray allows you to manually generate a
purchase order from a sales order.
This module has the following dependencies that will be added to your cart whenever you purchase this specific module:
- Link Sales Orders To Purchase Orders
- Link Purchase Order To Customer
Generate Purchase Orders Directly From Sales
Off-the-shelf Odoo allows you to have Make To Order products, but this feature is all or nothing. The Create Purchase Order From Sales Order module allows the user to manually create a purchase order from a sales order of their choice. This is useful for split ordering process where a purchase order is not always created.
Tracking Per Order
There are multiple places to track information per order on both sales orders and purchase orders:
- Purchase Qty on Sales Orders
- Purchasing Tab on Sales Orders
- Sales Order References on Purchase Order
- Sales Order Tab on Purchase Order
- Sales Order Details on Purchase Order Lines
- Requested Dates
- Ordered Quantities
- Sale Order Number
Per Instance Configurations
The module can be configured to display different pieces of information, allowing you to display only what you need. This is done under Sales > Settings as per the figure below.
Technical and Functional Support
Free bug fixes and email support for 30 days after purchase.
Blue Stingray will do whatever it can to help you successfully implement and utilize its modules. This includes 30 days of free bug fixes and email support after the purchase. For more information please fill out the contact form on our website or simply email us at firstname.lastname@example.org.
Installation and Configuration
1. Copy the files to your addons folder.
This step will depend on how your installation is configured, but essentially, once the new module is downloaded, you will need to move it into an addons folder on your server. If you are unsure which folder is reserved for addons, you can find that information on your Odoo configuration file.
The files can be placed on your server in multiple ways. We recommend using either SCP/SSH or FTP.
2. Restart your Odoo instance.
After moving the files to your Odoo server, you need to restart Odoo. If your system is in production, we recommend you do the restart in a mainenance window. There is always a possibility of modules conflicting, so take precautions to reduce the amount of time your system in unavailable to your users.
The same method you normally use to restart Odoo is what you use here. Typical commands we have encountered are:
# Using a service script on Linux
sudo service odoo-server restart
# Using Docker and Docker-Compose
3. Install The Module.
Once you have restarted your instance, navigate to the Apps screen within your Odoo instance and install the Create Purchase Order From Sales Order module. This will open up all of the features for you to access.
That's it! You can now start using the new features!
Contact Blue Stingray
Reach out for Odoo implementation services.
Blue Stingray helps you improve your processes with better software solutions. We offer full implementation lifecycle services for both Community and Enterprise editions. This include services such as system installation/configuration (on-site or cloud hosted), system maintenance, business analysis/requirements gathering, custom module development, support/training, data migration, and system cutover.