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  1. APPS
  2. Sales
  3. Gestion des Documents, Clients v 16.0
  4. Sales Conditions FAQ

Gestion des Documents, Clients

by Elosys https://www.elosys.net/
Odoo

$ 31.37

v 16.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 12.0 13.0 14.0 15.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 105
Technical Name eloapps_customer_docs
LicenseLGPL-3
Websitehttps://www.elosys.net/
Versions 12.0 13.0 14.0 15.0 16.0 17.0
  • FR
  • EN

Documents obligatoires des Clients

  • Fonctionnalités
  • Gifs
  • Vidéo
  • Versions

Fonctionnalité


Conditionné la validation des devis clients par la présence de documents obligatoires.


  • Joindre les documents d'un client sur sa fiche contact.
  • Gérer les devis clients en fonction des documents notés comme obligatoires.

1-Ajout des types de documents:

2-Ajout des documents sur la fiche contact d'un client:

3-Gestion des documents obligatoirs à travers la validation des devis:

Regarder la vidéo tutorial
Cliquer ici

Versions


  • Version 16.0.1.0 Novembre 2022 | Version Initiale
  • Version 16.0.2.0 Novembre 2022 | Ajouter la fonctionnalité de vérifier si tout les type de documents obligatoire existent sur la fiche client

Autres produits suggérés

Nos Services

Dévéloppement & Implémentation
Odoo
Gestion des bases de données
Odoo
Administration Système
Odoo
Installation
Odoo
Personnalisation
Odoo
Maintenance
Odoo

Contactez nous

support@elosys.net
213 (0)45 422 335

Mandatory Client Documents

  • Features
  • Gifs
  • Video
  • Versions

Features


Add condition for the validation of customer quotes by the presence of mandatory documents.


  • Attach a client's documents to their contact form.
  • Manage customer quotes based on documents noted as mandatory.

1-Add document types :

2-Add documents to a customer's contact file:

3-Management of mandatory documents through the validation of quotes:

Watch tutorial video
Click here

Versions


  • Version 16.0.1.0 November 2022 | Initial Version
  • Version 16.0.2.0 November 2022 | Add the functionality to check if all the types of mandatory documents exist on the customer file

Other suggested products

Our Services

Developement & Implementation
Odoo
Database management
Odoo
System Administration
Odoo
Installation
Odoo
Personnalization
Odoo
Maintenance
Odoo

Contact Us

support@elosys.net
213 (0)45 422 335

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