| Availability |
Odoo Online
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On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1139 |
| Technical Name |
eg_sale_contract_management |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Sale Contract Management
The Sale Contract Management and Approval (Sale Submodule) helps you manage sales contracts easily in Odoo. It ensures that only approved contracts can be used to create quotations, sale orders, and customer invoices. You can set up single or multi-step approvals with email notifications and use contracts as templates to save time. Approved contracts can also generate invoices directly, while expired ones close automatically. The module supports multiple companies and currencies, making it suitable for any business. This way, your sales process becomes faster, more accurate, and well-controlled.
Features
Screenshots
Support
Service
Features
Contract Approval Workflow
Create single or multi-step approval processes for sales contracts. Send email notifications to teams for quick review and validation. Ensure only approved agreements move forward in the sales cycle.
Contract to Sale Orders & Invoices
Generate sale orders or invoices directly from approved contracts. Reuse contracts as templates to speed up quotation creation. Reduce manual entry and prevent common mistakes.
Automatic Contract Management
Close or expire contracts automatically by end date or payment date. Always keep sales teams working with valid, up-to-date agreements. Avoid delays, errors, or disputes with expired contracts.
Multi-Company and Multi-Currency Support
Manage contracts across different companies in one system. Work smoothly with multiple currencies in global operations. Support both local businesses and international enterprises.
Screenshot
1.) Contract for Sale Orders Setting Options
The "Use Contract for Sale Orders" setting controls how contracts are linked to sales. When set to Required, every sale order must have a contract. With Optional, sale orders can be created with or without a contract. If set to No, contracts are not used in sale orders at all, and the Create Sale Order button will not appear in the contract form. In this case, all sales must be created manually from the Sales module without linking them to contracts.
Navigation : Settings → General Settings
2.) Sale Order Creation from Contract
Easily create a Sale Order directly from an approved contract. The contract form displays customer details, reference, type, dates, products, and terms. By clicking âCreate Sale Orderâ, the system instantly generates a linked sale order, ensuring accuracy and faster sales processing.
Navigation : Contract Management → Contract
3.) Smart Button to View Sale Orders
When users click the âCreate Sale Orderâ button from the contract form, a new Sale Order is automatically generated with customer details, contract reference, product lines, quantities, and prices prefilled from the approved contract, ensuring speed and accuracy. At the same time, the Sale Orders smart button provides quick access to all related sale orders, making it easy to track progress, review details, and maintain full traceability between contracts and sales operations directly from the contract dashboard.
Navigation : Contract Management → Contract → Sale Order
4.) Normal Quotation Creation with Contract Option
Users can manually create a new quotation by entering customer details, product lines, and pricing in the Sales module. The form also includes the âApply Contractâ button, which allows selecting an approved contract. Once applied, the contract automatically fills in details like products, quantities, and terms, reducing manual effort while ensuring accuracy and consistency in quotations.
Navigation : Sales → Orders → Quotations
5.) Apply Contract to Quotation
In a newly created quotation, users can select and link a contract directly through the âContractâ field. By clicking the âApply Contractâ button, all related information such as customer details, product lines, quantities, and agreed prices is automatically imported from the contract into the quotation. This ensures consistency between contracts and sales while eliminating manual data entry errors.
6.) Quotation Prefilled from Contract
After clicking âApply Contractâ, the quotation is automatically updated with the customerâs details, contract reference, and all relevant product lines including quantities, unit prices, and totals. The system instantly recalculates the order value and confirms the creation of the sale order in the chatter below.
User Guide
Teams
team@inkerp.com
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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.
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