Sales Order Form With Custom Fields

The form below is the Sales Order form, enhanced with a custom field, "Sales Reference". This field allows users to input a reference specific to each sales order, streamlining the tracking and management of orders. In addition to the "Sales Reference" field, users have the flexibility to add custom fields dynamically anywhere in the form, ensuring that the form can be tailored to meet specific business needs. These custom fields can be positioned in various sections of the form, providing an adaptable and user-friendly experience that supports diverse operational workflows.

Effortless Field Creation

The "Custom Fields For Sales Order" module simplifies the process of adding custom fields to the Sales Order form. Users can create new fields effortlessly, without the need for coding or technical expertise. This allows businesses to easily capture any specific data points they require, adapting the Sales order to meet their unique needs. Whether it’s a text box for additional comments or a dropdown for status options, new fields can be added quickly and efficiently.

Wide Range of Field Types

The module supports a diverse array of field types, giving users the flexibility to collect the right kind of information. This includes text fields, numerical inputs, dropdown menus, checkboxes, date pickers, and more. By offering a wide variety of field types, the module ensures that users can capture data in the format that makes the most sense for their business processes.

Seamless Field Deletion

Just as easily as fields are created, they can be removed when no longer needed. This feature ensures that your Sales remains clean and organized by allowing you to delete outdated or irrelevant custom fields. The deletion process is straightforward and ensures that your data remains uncluttered, helping to maintain an efficient Sales Order environment.

Quick Field Editing

Custom fields can be modified swiftly to accommodate changes in data requirements. Whether it’s adjusting field labels, changing field types, or updating field options, users can make these changes rapidly without disrupting workflow.

Model Relationship Integration

With the ability to link custom fields to related models, this module enables deeper integration within the Odoo system. For example, you could link an Sales order field to a Customer, Product, or Purchase Order model. This enhances the depth of information and allows for better cross-referencing, ensuring that all your related data is easily accessible and connected within your Sales.

Flexible Field Positioning

The module provides complete control over the placement of custom fields within the Sales form. You can choose where each field appears, ensuring that the layout is intuitive and fits the natural workflow of your users. This level of customization not only enhances the user experience but also ensures that important fields are prominently displayed for easy access, making the form both functional and visually appealing.

Required Field Manager

The Required Field Manager feature allows you to easily designate custom fields as mandatory in the Sales module. This ensures essential information is always collected, with real-time validation prompting users to complete required fields before submission. The user-friendly interface simplifies managing these requirements, integrating seamlessly with existing forms to maintain data accuracy and completeness.

Field Visibility in Reports

This feature allows users to add custom fields to Purchase Order and Quotation Reports, ensuring that important information is included in the documents. Users can control which fields appear in the reports, making them more tailored to specific business needs. The process is seamless and requires no technical expertise, ensuring accessibility for all users.