Sale Contract Managementby XFanis https://xfanis.dev/odoo.html
• Invoicing (account)
|Lines of code||2018|
|Also available in version||v 14.0 v 13.0|
Sale Contract Management and Approval
Dynamic, Customizable and Flexible approval system for contracts.
Using approved/validated contracts to control creation of customer invoices.
This is the sale-related submodule for the main Contract Management module
- Validating contract with or without approval process
- Using teams to organize approval workflow for sale contracts
- Unlimited steps/levels of contract approval with email notifications
- Using contracts to create customer invoices more quickly
- Using contracts as template of sale orders or customer invoices
- Expiring/Closing contracts automatically depending on End Date or Last Payment Date
- Multi-Company and Multi-Currency features of Odoo System are supported
- Each user of the module can initiate contract adding
To see full description of the module please visit the main Contract Management and Approval module page
After installing the module, administrator can enable using contract for sale orders and approval workflow for contracts
Contract to Sale Order:
Each contract can help create sale orders more quickly just by clicking the "Create Sale Order" button:
Also you can apply contract throughout sale order (quotation) form:
Thus you can use contracts as template for new sale orders.
If you want to implement dynamic multi-level approval process for your sale orders (quotations) please look that module: Dynamic Approval Workflow for Sale Orders
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