| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Inventory (stock) |
| Lines of code | 114 |
| Technical Name |
mass_update_sttl |
| License | LGPL-3 |
| Website | https://www.silvertouch.com |
| Versions | 17.0 13.0 14.0 16.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Inventory (stock) |
| Lines of code | 114 |
| Technical Name |
mass_update_sttl |
| License | LGPL-3 |
| Website | https://www.silvertouch.com |
| Versions | 17.0 13.0 14.0 16.0 15.0 |
Mass Update & Duplicate App
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DISCUSSION
Features
Mass Update feature
It enables users to perform mass updates and duplicate on multiple rows in a list view. This could involve duplicating and confirming, or even deleting records in bulk which is provided by Odoo by default.
Sales
In sales module we can take benefits of this feature by duplicating and confirming multiple Sales Orders. Similarly, in Purchase module we can create new RFQ by duplicating the selected Purchase Orders with same details, which eliminates our manual work.
Invoice
In Invoice we can use Duplicate feature and duplicate the selected Invoices, which will be in Draft mode. If there are multiple Draft you want to change their status, you can select those and select option Invoice Confirm to confirm selected at once.
Vendor Bills
Similarly in Vendor bills we can select multiple bills and Duplicate it, those will be in Draft mode, again we can select multiple Draft to change their status to Confirm bill mode.
CRM
In CRM these feature lets you duplicate multiple Leads at once, by selecting desired leads and click on option CRM Duplicate. And, in Project Module this feature will help you to duplicate multiple task at once.
Increased Efficiency
Instead of making individual changes to each record one by one, the mass update feature enables bulk updates, saving time and effort for users dealing with large datasets. This feature is especially useful in situations where you need to apply the same changes to numerous records simultaneously.
App Preview
Video Preview
This video preview shows the basic functionality of the module.
Accessing the Duplicate Feature in Sales Module
By choosing multiple Sales Orders > Action in the Sales Module, we may access the SO Duplicate feature.
For instance, S00004, S00006, and S00007 are chosen.
Duplicating the Sale Orders
After choosing the necessary SO, select Action > SO Duplicate. The SO will be duplicated with the same information with a new SO number, when you hit the SO Duplicate option.
Example: The creation of S00027, S00028, and S00029 will happen. "Quotation" will be their current state.
Accessing the Update Feature in Sales Module
Here is the procedure to follow if we need to update the status of multiple SOs. After choosing the necessary SO, select Action > SO Confirm.
For instance, we have selected SO > S00030, S00031, and S00032 to convert to Sale Order.
Confirming the Quotations
When you hit the SO Confirm option. Those SO will be confirmed and their states will be updated to "Sales Order" from "Quotation".
Accessing the Duplicate Feature in Purchase Module
In Purchase module by selecting multiple Purchase Orders > Action hit PO Duplicate option to duplicate the POs, now we have new RQF generated with same PO details.
For instance, P00009, P00010, P00011 and P00012 are selected and duplicated.
Confirming the Requests for Quotation
After selecting multiple RFQs, click on Action hit PO Confirm option to confirm the POs, now we have new Purchase Order generated with same PO details.
For instance, RFQs P00009, P00010, P00011 and P00012 are selected and confirmed.
Accessing the Duplicate Feature in Invoicing Module
In Invoice by selecting multiple Invoices, in Action > Invoice Duplicate to duplicate the Invoices.
Duplicating the Invoices
Now we have new Draft generated with same invoice details.
Confirming the Invoices
In Invoice by selecting multiple Drafts go to Action > Invoice Confirm to confirm the Invoices, now we have Invoice Posted with same invoice details.
Accessing the Duplicate Feature in CRM Module
In CRM by selecting multiple Leads go to Action hit option Action > CRM Duplicate to duplicate the leads with same details.
Duplicating the Leads
Now we have new Duplicated Lead with same details.
Accessing the Duplicate feature in Project Module
In Project Module we can duplicate task by hitting option Action > Task Duplicate.
Duplicating the Tasks
Now we have Task Duplicated with same details.
Other Apps By Silver Touch
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