$ 112.44
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 1181 |
| Technical Name |
basic_contracts_management_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 1181 |
| Technical Name |
basic_contracts_management_odoo |
| License | See License tab |
| Website | http://www.probuse.com |
Customer Contracts Management
Simplify and Manage Customer Contracts in Odoo
Manage Flexible Contrcts Effortlessly
Streamlining Coantract Agreements and Renewals
This platform allows users to efficiently manage contracts, send automated email notifications, generate invoices for active contracts, and seamlessly renew contracts by linking them to parent contracts. It also provides flexibility to configure contract plans, types, tags, and stages, along with the ability to generate detailed PDF reports. For additional guidance, please watch the video and refer to the screenshots below.
Main Features:
- Enable the contract user to create and manage contracts within the platform.
- Enable the contract user to click **Send by Email** within the contract to send an email notification to the customer.
- Enable the contract user to create an invoice directly from the contract when it is in the active stage.
- Contracts nearing their expiration date will have their status updated to **Expired Soon**. Additionally, the cron job will update the contract stage to **Expired Soon**.
- Contracts that have surpassed their expiration date will have their status updated to **Expired**. Additionally, the cron job will update the contract stage to **Expired**.
- Enable the contract user to renew the contract by creating a new contract and linking it to the original as the parent contract, ensuring seamless continuity and effective management of contract records.
- Enable the contract manager to configure contract plans, types, tags, and stages for contracts.
- Allow the contract user to generate and print a PDF report of the contract, providing a comprehensive summary of contract details.
- For more detailed information, watch the accompanying video tutorial and refer to the screenshots below for a step-by-step visual guide to help you better understand the process.
Key Notes:
- Create a Contract: Allow the contract user to generate and manage a contract within the platform.
- Email Notification via **Send by Email**: Allow the contract user to click on **Send by Email** within the contract interface to send an email notification to the customer directly.
- Invoice Creation for Active Contracts: Allow the contract user to create an invoice from the contract when it is in the active stage, ensuring proper billing.
- Expired Soon Status for Nearing Expiration: Contracts nearing their expiration date will have their status updated to **Expired Soon**.
- Expired Contract Status: Contracts that have passed their expiration date will have their status updated to **Expired**.
- Contract Renewal Process: Allow the contract user to renew the contract by creating a new contract and setting it as the parent contract.
- Contract Plans, Types, Tags and Stage Configuration: Allow the contract user to configure the contract plan, types, tags and stages offering flexibility in contract management.
- PDF Report Generation: Allow the contract user to print a PDF report of the contract details.
- Additional Information: For more details, watch the video and refer to the screenshots below for visual guidance.
Menus Available:
- Sales
- Contracts
- Contracts
- Configuration
- Contracts
- Stages
- Plans
- Types
- Tags
Edition Compatibility:
Enterprise Odoo.sh Community
Contracts Menu
Contracts Workflow Kanban Board
Contract in Draft Stage
Contract Confirmation Stage
Active Contract Stage
Access the Created Customer Invoice [Odoo Standard] from Contract by Clicking **Create Invoice** on the Contract Form
Initiate the Email Notification by Selecting **Send by Email** on the Contract
Contract Plan Details
Contract Internal Note
Contract in Expired Soon Stage
Contract nearing their expiration date will have their status updated to **Expired Soon**.
Email Notification for Contract in the **Expired Soon** Stage
Contract in Expired Stage
Contract that have passed their expiration date will have their status updated to **Expired**.
Renew Contract: Click to Initiate Renewal Process
Click **Renew** to Launch the Contract Renewal Wizard
Renew the Contract by Creating a New Contract and Linking to the Parent Contract
Is Contract Field Available on the Product Form View in Odoo Standard
If the product type is **Service**, it will be displayed as **Is Contract** option on the product.
Visualize Your Contracts: Kanban View for Streamlined Management
Comprehensive Contract Overview: List View for Efficient Management
Contract Timeline: Calendar View for Key Dates and Deadlines
Contract Insights: Pivot View for Data Analysis and Comparison
Contract Overview: Bar Chart View for Visual Data Analysis
Contract Trends: Line Chart View for Tracking Progress Over Time
Contract Distribution: Pie Chart View for Visual Breakdown
Contract Activities: Detailed View for Tracking Actions and Milestones
Contract Settings: Configuration Menu for Customization and Management
Contract Stages Overview: List View for Tracking Progress and Status
Contract Stage Details: Form View for In-Depth Management and Updates
Contract Plans Overview: List View for Efficient Plan Management
Contract Plan Details: Form View for Comprehensive Management and Configuration
Contract Types Overview: List View for Easy Classification and Management
Contract Tags Overview: List View for Efficient Tagging and Organization
Contract Officer and Contract Manager Roles: User Group Management for Effective Contract Oversight
Contract PDF Report: Comprehensive View for Download and Print
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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