| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Inventory (stock) |
| Lines of code | 2863 |
| Technical Name |
fal_sale_requisition |
| License | OPL-1 |
| Website | https://cluedoo.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Inventory (stock) |
| Lines of code | 2863 |
| Technical Name |
fal_sale_requisition |
| License | OPL-1 |
| Website | https://cluedoo.com |
STORY BEHIND THE FEATURE
ODOO'S FUNCTIONS
ODOO offers clients the option to create blanket orders for purchases but overlooks providing the same functionality for sales.
CLUEDOO'S FUNCTIONS
Cluedoo introduces a feature enabling users to create fixed-price sales contracts with customers for set periods. This simplifies the management of recurring sales agreements and allows for the convenient generation of new quotations or sales orders directly from the established blanket agreement, streamlining workflow processes.
CLUEDOO RECOMMENDATION
Install this template in 100% of your databases as a useful tool for convenient sales agreement management.
OUR FEATURES AS SOLUTIONS
Blanket Order: Create fixed priced sales contract
HOW TO USE THIS MODULE
1.
Go to Sales -> Orders -> Blanket order, create a new blanket order by selecting "New".
2.
Fill in the required fields and confirm the blanket order.
After confirmation, the blanket order status will be changed to ongoing.
From this, users can choose:
- New quotation: create a new quotation based on the blanket order. All information of new quotation will be automatically inherited from the blanket order.
- Close: choose to close the blanket order. After this, the status will be moved to "Closed".
- Lock: lock blanket order and prevent any other users from changing any information in blanket order. The status will be moved to "Locked".
- Cancel: after cancelation, users can still choose to reactivate blanket order by "Set to draft" > " Confirm".
Configuration of blanket order rules
1.
In agreement type field, click on the arrow to go to internal link configuration of Blanket orders.
2.
There are 3 rules that users need to set for blanket order based on the nature of sales contract or management preferences.
- Agreement Selection Type:
-
- Select only on Order (Exclusive): For each blanket order, users can only create one Quotation/ Sales order.
- Select multiple Order (non-exclusive) : users can create multiple Quotations/Sales orders from one particular blanket order.
- Lines
-
- User lines of agreement: Values in Order line will be set exactly as blanket order.
- Do not create order lines automatically: Order line of new Quotation will be left blank.
- Quantities:
-
- Use quantities of agreement : when a new Quotation/Sales order is created, the ordered quantity will be inherited from Blanket order.
- Set quantities manually : the quantity in new order line will be set back to 0.
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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