Module Functionality

Pricelist Enhancements

• Customer Field: Link pricelists directly to specific customers (res.partner relation).
• Description Field: A dedicated text field for pricelist descriptions, automatically displayed in quotations and invoices.
• Maximum Quantity: Specify maximum quantities for pricelist rules, complementing existing minimums.
• Creation Date: Track the creation date of each pricelist.
• "Request a New Pricelist" Button: Initiate a workflow to request new pricelists from authorized employees.
• Group by Customer: Easily group and view pricelists by customer.
• Notes Field: Add internal notes for each pricelist.
• Product Note: Include specific notes for products within pricelist rules.

Sale Order Enhancements

• Document Date & Number: New fields to record the document date and number of sale orders.
• Type of Quote Selection: Categorize quotes as Service, Repair, or Sale/Quote Proposal.
• Delivery Method: Select delivery methods (Customer, Workshop, Free Mode) with conditional stock location selection for Free Mode.
• Assigned Additional Technicians: Assign multiple employees involved in order delivery.
• Customer Project: Link sale orders to specific customer projects, useful for resellers.
• Tags: Organize sale orders with a flexible tagging system.
• Product/Price Inquiry Button: Trigger an inquiry process for product/price information, notifying relevant team members.
• Internal Pricelist Link: Quickly access related pricelists based on the current quote's pricelist group.

Invoice Enhancements

• Government Tax Portal Number: Manually enter numbers from government tax portals.
• Dynamic Tax Rate: Automatic tax rate calculation based on the selected company (e.g., IOT 18%, OK SERVICE 0%).
• Source Document Number: Display original source document numbers.
• Enhanced List Views: New columns in invoice list views for better visibility and navigation.

Customer Enhancements

• Credit Limit: Define and track credit limits for customers.
• Customer Project: A dedicated field for customer project details.
• Associated Pricelists View: Easily view all pricelists linked to a customer.

Access Rights & Security

• Pricelist Access Control: Granular control over who can view and manage pricelists.
• Button Access: Control access to specific buttons like "Request a New Pricelist" based on user roles.