Sale order from Invoice

v 18.0 Third Party 7

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Sales (sale_management) • Discuss (mail)
Technical Name	`erpgo_so_from_invoice`
License	See License tab
Website	https://www.erpgo.az

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Sales (sale_management) • Discuss (mail)
Technical Name	`erpgo_so_from_invoice`
License	See License tab
Website	https://www.erpgo.az

Description
License

Sale Order from Invoice

Create Sale Orders directly from Customer Invoices

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.

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
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