Sale Order from Invoice
When the invoice exists but the sale order doesn't
Sometimes we send invoices to customers before you've created a sale order in your system. Instead of manually recreating all the invoice details in a new SO, this module lets you generate the sale order directly from the invoice with one click.
What this module does for you
Create SO via "Create SO" button in the invoice form header.
Automatic linking between invoice and created SO
Why you'll love this
Saves time
Maintains traceability
Handles invoice-first workflows
Fewer errors instead of manual entry
How it works
Step 1: Click Create SO button to start the process
Step 2: Confirm creation if all looks good
Step 3: View created sale order via smart button
Step 4: Navigate between linked documents
What gets transferred to the Sale Order
- Customer an company details
- Product lines with quantity, unit price and UoM (Unit of Measure)
- Customer taxes (mapped through fiscal position if applicable)
- Partner's default payment term
- Invoice date (or current date if not set)
Note: Only invoice lines with a product are
converted to sale order lines. Review the created sale order
before confirming it, especially if your workflow requires
approvals or specific validation steps.
Access & permissions
- Who can use it: Only users with Sales access rights can use the "Create SO" button.
- When it appears: The button only shows on customer invoices that do not have sale orders linked yet.
- Customer required: You must select a customer on the invoice before creating an SO.
Technical requirements
- Version: 18.0.1.8.0
- License: LGPL-3
- Depends on: account, sale_management
- Odoo version: 18.0
Support
Built by ERPGO
erpgo.az ·
contact@erpgo.az
Questions about setup or need custom changes? Get in touch.
Please log in to comment on this module