| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 568 |
| Technical Name |
cml_sale_order_merge |
| License | LGPL-3 |
| Website | https://kaypi.pe |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 568 |
| Technical Name |
cml_sale_order_merge |
| License | LGPL-3 |
| Website | https://kaypi.pe |
| Versions | 17.0 18.0 |
CML Sale Order Merge is designed for sales teams that need to combine several draft quotations into a single customer-ready order. Create a new merged quotation or add more source quotations to an existing merged order, consolidate matching lines, and preserve traceability so every operation stays easy to audit and reverse.
- ✅ Merge several quotations into one final order
- ✅ Add more orders later to an existing merged quotation
- ✅ Optionally group identical lines by product, UoM, price, taxes and discount
- ✅ Preserve source order traceability directly from the merged document
- ✅ Validate company and currency consistency before merging
- ✅ Handle different customers safely by selecting the final customer
- ✅ Unmerge all source orders and restore them to draft
- ✅ Unlink one source quotation without rebuilding the entire order
- ✅ Use filters and grouped views to identify merged records quickly
- ✅ Work fully inside the Sales app with a native Odoo workflow
- ✔ Community
-
✔
Enterprise
On-premises - ✔ Odoo.sh
- ✘ Online
Main screenshot
1. Select the quotations to merge
Open the Sales Orders list view and select the quotations that should be consolidated into a single final document. This module works with quotations in Draft and Quotation Sent status.
- Select at least two quotations to create a new merged order.
- Use quotations from the same company only.
- Use quotations with the same currency only.
- Orders already involved in another merge cannot be selected again as source orders.
2. Configure the merge wizard
Launch the Merge Orders action and define how the selected quotations should be consolidated. You can either create a new merged order or add the selected quotations to an existing merged quotation.
- Enable line grouping to merge identical product lines automatically.
- Select the final customer if the source quotations belong to different customers.
- Choose an existing merged quotation when you want to add more source orders later.
- Confirm the wizard to generate the final consolidated quotation.
3. Review the merged quotation
After the merge, the new quotation contains the consolidated order lines and keeps a clear relation to the source quotations. This helps your team review the final result without losing origin details.
- Open the smart button to view all source quotations linked to the merged order.
- Use the Merged Orders tab to inspect each original document.
- Review line traceability whenever lines come from a single identifiable source.
- Use built-in search filters and group by options to find merged records faster.
4. Unmerge or restore source quotations
If the merged quotation must be corrected, the module provides rollback actions so the operation remains safe. You can restore all source quotations or unlink only one source order from the merged document.
- Use Unmerge All to cancel the merged quotation and restore all source quotations to draft.
- Use Unlink to remove one source quotation from the merged order.
- Traceable lines are removed or adjusted automatically when a source order is detached.
- Chatter messages record merge and restore operations for audit purposes.
Installation & Setup
The module installs like any standard custom Odoo module and becomes available directly in the Sales Orders list view.
Before installing
- Make sure the Sales application is already installed.
- Add the module to a valid custom addons path.
- Restart the Odoo service if your deployment requires it.
Install steps
- Update the Apps list.
- Search for CML Sale Order Merge.
- Click Install.
- Open the Sales Orders list view to start merging quotations.
Support
If you need help with installation, configuration or customization, contact us and include a short description of your requirement.
✉ Contact Us
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