Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
Lines of code | 449 |
Technical Name |
sh_bank_detail_with_so |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 14.0 15.0 16.0 17.0 18.0 |

Sale Order With Banking Details

This module makes it easy to send bank details along with the sale order in a PDF file. You just add the bank details, and configure the settings once, and the bank details will be automatically included when sending the quotation. You also can send bank details with the sales order in a pdf format.
Hot Features

Features

- You can send bank details in a pdf file from the sale order.
- Easy to send and manage records in chatter.
- Easy to set up bank details in a company.
- You can send bank details with a quotation by email.
Go to contacts configurations ==> click on Bank menu ==> Add bank details.

You can see bank account details inside the company Bank Accounts Details tab.

In the sale order, you can see the bank details button inside the print button.

Bank detail report in PDF view.

In the sales setting tick the Send Bank Details option for sending pdf by email.

In the sales quotation click on the Send By Email button.

In the wizard, select the bank account and the pdf with bank details attached and click on the send button.

Email sent with the attachments.
You can see the attached PDF file in the attachments tab of the email.

You can see the sent email attachments in the sale order chatter as PDF attachments.

Version 15.0.1 | Released on : 23rd February 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install additional libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.
Multi-Languages







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.
Please log in to comment on this module