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v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 215
Technical Name fal_sale_title
LicenseOPL-1
Websitehttps://cluedoo.com/shop/lic-clu-set-ssc-0013-sales-title-5732
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 215
Technical Name fal_sale_title
LicenseOPL-1
Websitehttps://cluedoo.com/shop/lic-clu-set-ssc-0013-sales-title-5732

STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

A sales order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.

CLUEDOO BEHAVIOUR

To ensure good communication with customer, the added the following information

Title : to ensure an explicit communication with your customer and not a communication based on document number that the customer does not know (and does not care about)
Attachment : to track all the signed quotation and/or customer purchase order and ensure that you have a contractual document for all the sales order your are working on.
Contact : to split the notion of contact vs company. In practice, with Odoo standard, people take the habit to only give the company and never the contact because you have the choice and end-user is not sure about which partner to give (company or contact). By splitting in 2 fields, salesperson will give the two names.
Archive : to keep clean the list view and hide all the closed sales order.


MODULE+

Strongly improve the management of your quotation and sales order .

CLUEDOO RECOMMENDATION

We install this module on 100% of our database. Very useful to improve communication with customer and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, which attachment to add,...). This module allows you to improve the management of your quotation and sales order

OUR FEATURES AS SOLUTION

Add title, attachment, contact and allow to archive the quotation
on Sale Order

HOW TO USE THIS MODULE ?

TITLE

Your Quotation / Order summary, it will make easier to search the Order.


CONTACT PERSON
Your customer contact, whom this order address to.


ARCHIVE

Hide done or unused order



REFERENCE ATTACHMENT

Scan your customer commitment (Purchase Order) and put it on the sales order.



GROUP BY PARENT COMPANY

You can also Group By the Sales Order by the parent company




SEND E-MAIL WITH TITLE

When sending an Email, in the email subject, it will add the Sales Order Title.




MULTI-CONFIRM SALES ORDER

We can confirm multiple quotations by checking the SO on list view and clicking Action → Multi Confirm Sale Order




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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