Merge Sale Orders & Invoices | Merge Sale Orders | Merge Invoices | Merge Quotation | Merge Bills

by
Odoo

33.24

v 14.0 Third Party 3
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 290
Technical Name sh_sale_invoice_merge
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 15.0 v 13.0
You bought this module and need support? Click here!
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 290
Technical Name sh_sale_invoice_merge
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 15.0 v 13.0
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Community Enterprise Odoo.sh

Merge Sale Orders & Invoices

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This module useful to Merge Sale Orders & Invoices. Some times required to make a single quote from the multi quotation or merge two different invoices/credit note/debit note/vendor bills. This module helps the user to merge quotation/sale order/invoices/credit note/debit note/vendor bills with many more options. When two invoices are merged then a new invoice is created and that invoice will be linked with related sale orders.

Hot Features

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Merge Quotation
Merge Sale Order
Merge Different Invoices
Merge Different Bills
Merge Different Credit Notes
Merge Different Debit Notes

Features

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  • Easy to merge quotation or sale orders.
  • Various options provided in merge order popup.

    1) customer (customer option useful if multi customers quotation selected than you can choose in the popup. we have not restricted similar customers in this module. you can select any multi quotations and merge for any single customer.)

    2) sale order (sale order option useful if you want to merge selected quotation in any specific quotation than you can choose that sale order also in the wizard. so this feature is very useful if you want to merge multi quotations in any existing quotation. if you leave blank then it will consider as a new quotation).

    3) merge type (merge type option useful to give action for selected quotation whether you want to cancel, remove or keep as it is).

Workflow

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Quotation (SO021) with one order line.


Quotation (SO020) with one order line.


Select Two or More Quotation and click Merge Sale Orders


In Merge Sale Orders wizard, Select customer and if you want to create new sale order then don't select sale order. if you want to merge in existing sale order then select sale order. and choose cancel, remove or do nothing options.if you choose cancel then other sale orders cancelled, if you choose remove then other sale orders deleted and if you choose do nothing then other sale orders stay as it is..


New and cancelled sale order shown in tree view.


New generated sale order looks like below.


Error Message gived if your select any sale order which are not in Quotation State.


Error Message gived if you select only one Quotation.


Our sale order/quotation in the "Quotation Sent" State.


Our other sale order/quotation in the "Quotation" State.


Now we merge sale order/quotation that state is the "Quotation" & "Quotation Sent" State.


In Merge Sale Orders wizard, Select customer and if you want to create new sale order then don't select sale order. if you want to merge in existing sale order then select sale order. and choose cancel, remove or do nothing options.if you choose cancel then other sale orders cancelled, if you choose remove then other sale orders deleted and if you choose do nothing then other sale orders stay as it is..


Merge sale order with selected option, list view of new and cancelled sale order.


New generated sale order looks like below.


It shows an alert if your selected sale order/quotation that state is not the "Quotation" & "Quotation Sent" State.


It shows an alert if you try to merge a single sale order/quotation.


Features

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  • You can merge invoices/bills/credit notes/debit notes with section-wise & notes.
  • Easy to merge two invoices/vendor bills/credit note/debit notes.
  • Only draft stage invoices will merge.
  • Easy to merge two different customer invoices/vendor bills/credit note/debit notes in one other customer.
  • Easy to remove or cancel other invoices when you merge the invoice.
  • Customer : Customer: customer option useful when multi customers invoice selected, then you can choose customer in the popup. we have not restricted similar customers in this module. you can select any different customer's invoices and merge invoices for any single customer.
  • Invoice: Invoice option useful when you want to merge selected invoices in any specific invoice. This feature is very useful when you want to merge multi invoices in any single existing invoice. If you leave it blank, so it will be considered as a new invoice.
  • There are 3 different merge type
    1) Do Nothing: No changes in other invoices after invoices are merged.
    2) Cancel Other Invoices: Cancel other invoices after invoices are merged.
    3) Remove Other Invoice: Delete other invoices after invoices are merged.

Workflow

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Draft Invoice 1 with one invoice line.


Draft Invoice 2 with one invoice line.


Select Two or More Invoices and click Merge Invoices.


In Merge Invoice wizard, Select customer and if you want to create a new invoice then don't select invoice. if you want to merge in the existing invoice then select the invoice, choose merge type cancel, remove or do nothing options. if you choose to cancel then other invoices canceled, if you choose to remove then other invoices deleted and if you choose to do nothing then other invoices stay as it is.


New and cancelled invoices shown in tree view.


New generated invoice looks like below.


This error message will show when you select any invoice which is not in draft state.


This error message will show when you select only one invoice.


Version 14.0.2 | Released on : 31st January 2022

Fixed Minor Bug Fixed.

Version 14.0.1 | Released on : 30th December 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

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