| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 396 |
| Technical Name |
rcs_sale_backdate_and_postdate |
| License | AGPL-3 |
| Website | https://www.reliution.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 396 |
| Technical Name |
rcs_sale_backdate_and_postdate |
| License | AGPL-3 |
| Website | https://www.reliution.com |
| Versions | 17.0 18.0 |
Sales Backdate and Postdate in Odoo | Accurate SO & Custom Order Tracking
Tired of being locked into today's date for every sale entry? The Sales Backdate and Postdate in Odoo
module gives
you full control over your sales timeline. By default, Odoo restricts the Quotation Date to the day of
creation, leading to inaccuracies in reporting, especially when dealing with a late entry or pre-orders.
This app unlocks that limitation, allowing you to set any past or future date for your sales orders.
This powerful tool ensures your sales entry data is perfectly aligned with your actual business
operations. Whether you need to correct an order from last week or schedule one for next month, you can
now maintain a precise order recording system. With added features to sync delivery and invoice dates,
and enforce mandatory remarks, this module is essential for any business that values accurate date
tracking and compliant audit trails.
GET INSTANT PERSONALIZED DEMO
Copy Link : https://www.reliution.com/contact-us-odoo-development/
OR
Hot Features
Flexible Order Dating
Set any past or future date on your sales orders, breaking free from Odoo's default restrictions.
Synchronised Document Dates
Automatically align the Delivery Date and Invoice Date with your new Order Date for perfect consistency across your workflow.
Mandatory Remarks for Audits
Enforce custom notes on backdated orders to maintain a clear and compliant order recording history.
Bulk Backdate Utility
Select multiple quotations from the list view and assign a new backdate to all of them in a single action, saving valuable time.
Centralised Configuration
Easily enable and configure all features from a single, intuitive menu within the Sales settings.
Detailed Features
- Set Invoice Date Same as Order Date: Ensures that when you create an invoice from the backdated SO, its date automatically matches the Order Date.
- Set Delivery Date Same as Order Date: Automatically updates the scheduled date on the delivery order to match the backdated Order Date.
Set Up
Install the Sales Back Date and Postdate in Odoo app from the Odoo App Store
Navigate to the Sales module, then go to
Configuration >> Settings.
Scroll down to the Sale Order Backdate section.
Enable the primary feature by checking the Sale Order Backdate Feature box.
Once enabled, the following options will appear. Configure them to fit your workflow:
- Add Custom Remarks to Sale Orders
- Set Invoice Date Same as Order Date
- Set Delivery Date Same as Order Date
- Add Custom Remarks to Sale Orders
- Set Invoice Date Same as Order Date
- Set Delivery Date Same as Order Date
When enable Add Custom Remarks to Sale Orders, then the Mandatory Remarks on Sale Order field will appear.
For Bulk Updates: To allow a user to backdate multiple orders,
navigate to
Settings >> Users & Companies >> Users.
Select the user, and under theTechnical access rights, check the box for
Multiple Assign Sale Backdate.
Work Flow
To Backdate a Single Sales Order:
Navigate to the Sales module and open or create a quotation.
Click the Quotation Date field and select your desired past or future date from the calendar.
Fill in the Remarks field if it appears and has been made mandatory in the settings.
Click Confirm. The date you chose is now the official Order Date.
Use the smart buttons to check the corresponding Delivery and Invoice.
The Scheduled Date and Invoice Date will now match the new Order Date
(if you have enabled this in the settings).
To Backdate Multiple Sales Orders at Once:
Go to the main quotation list view by navigating to
Sales >> Orders >> Quotations.
Select the checkboxes next to all the quotations you wish to update.
Click the Action button at the top of the list.
Choose the Multiple assign backdate option from the menu.
In the pop-up window that appears, set the new date and add any remarks.
if you want to Update invoice
dates or Delivery dates, then Tick the corresponding boxes, After Click confirm to apply these changes
to all selected orders.
Frequently Asked Questions (FAQs)
A: Navigate to Sales >> Configuration >> Settings, and check the box for "Sales Order Backdate Feature".
Yes. In the settings, enable "Add Custom Remarks to Sale Orders" and then check the "Mandatory Remarks on Sale Order" box.
A user with "Multiple Assign Sale Backdate" permissions can do this from the quotation list view. Select all 50 orders, click the "Action" menu, and choose "Multiple assign backdate".
It's optional. You must enable the "Set Invoice Date Same as Order Date" and "Set Delivery Date Same as Order Date" options in the sales settings for this to happen automatically.
Check Out Our Apps
Our Most Popular Apps
Please log in to comment on this module