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Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 157
Technical Name bd_merge_sale_orders
LicenseLGPL-3
Websitehttps://www.beyondatagroup.com/
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 157
Technical Name bd_merge_sale_orders
LicenseLGPL-3
Websitehttps://www.beyondatagroup.com/
Versions 16.0 17.0 18.0

Merge Sale Orders

ADD A PERSONAL TOUCH AND AID IN NAVIGATION AND ORGANIZATION

This customization not only adds a personal touch to the interface but also aids in efficient navigation and organization within the Odoo system.

CONTACT US DEMO VIDEO

Supported Editions

Merge Sale Orders



Community

Enterprise

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KEY HIGHLIGHTS

Merge Sale Orders




Merge Quotations with the Same Customer

Combine two or more quotations for the same customer, even if the quotation dates differ.

Customizable and Flexible Merge Options

Choose from multiple merge options to suit your specific sales process requirements.

Cancel Selected Quotations

Generate a new sales order with the same customer while automatically canceling all selected quotations.

Delete Selected Quotations

Generate a new sales order with the same customer and delete all selected quotations.

Validation for Quotation Selection

Require at least two quotations for merging show an error if only one is selected.

Validation for Customer Match

Ensure the customers in selected sales quotations match show an error if they don’t.

Merge Quotations into Existing Sales Order and Cancel Others

Select an existing sales order, add other quotations to it, and automatically cancel the other selected quotations after merging.

Merge Quotations into Existing Sales Order and Delete Others

Select an existing sales order, add other quotations to it, and automatically delete the other selected quotations after merging.

Overview

Merge Sale Orders

    Individual sales quotations can be set to automatically delete or cancel once a merged quotation is created. Key fields, such as payment terms and scheduled dates, can also be modified in the new merged quotation.
    You have the flexibility to create a new quotation entirely or merge additional quotations into an existing one. The original sales quotations can be configured to be automatically removed or canceled after the merge.



Screenshots

Merge Sale Orders

Validation/Warnings:

Customers from the selected Sale Order should be the same otherwise you will get a warning window displayed on your screen ‘Customers must be the same in both Sale Orders’.


You must select at least two sale orders to merge, otherwise you will get a warning window displayed on your screen ‘You must select at least two sale orders to merge.’

Configurations:


To Merge Sale orders, select multiple orders in the Quotation or Quotation Sent stage, then go to the 'Action' tab and choose the Merge Purchase Order option.


When you click on the 'Merge Sale Orders' you will be asked to choose from four different options before merging the orders.
1. Create new order
2. Create a new order and delete the selected orders.
3. Merge order on existing selected order and delete others.
4. Create a new order and cancel the selected orders.
5. Merge order on existing selected order and cancel others.


1. Create New Order
If you select the first option, 'Create a new order by merging orders,' clicking the Merge button will create a new order without affecting the selected orders.


2. Create a new order and delete the selected orders.
If you select the second option, 'Create a new order and delete the selected orders', clicking on the Merge button will create a new order while deleting the selected orders.


3. Merge order on existing selected order and delete others.
If you select the third option, 'Merge order on existing selected order and delete others', You can select an existing order to which you want to add the other selected orders. After clicking the Merge button, the selected orders will be merged with the existing order, and the remaining selected orders will be deleted.


4. Create a new order and cancel the selected orders.
If you select the fourth option, ' Create a new order and cancel the selected orders,' clicking the Merge button will create a new order while canceling the selected orders.


5. Merge order on existing selected order and cancel others.
If you select the fifth option, 'Merge order on existing selected order and cancel others', You can select an existing order to which you want to add the other selected orders. After clicking the Merge button, the selected orders will be merged with the existing order, and the remaining selected orders will be canceled.

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