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59.69

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 234
Technical Name sale_product_line_history
LicenseLGPL-3
Websitehttps://www.bytesraw.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Lines of code 234
Technical Name sale_product_line_history
LicenseLGPL-3
Websitehttps://www.bytesraw.com
BytesRAW
Community
Enterprise
Odoo.sh

Overview

The Product Line History module enhances Odoo's sales workflow by providing quick access to critical product information directly from the sales order line. With simple keyboard shortcuts, users can instantly view stock quantities, purchase history, sales history, and customer-specific sales data without leaving the sales order.

This module streamlines the sales process by making important product-related information immediately accessible, helping sales representatives make informed decisions and provide accurate information to customers in real-time.

Key Features

  • Quick Information Access: View crucial product data with simple keyboard shortcuts
  • Stock Quantities Visibility: Check current inventory levels across all locations
  • Purchase History: Access detailed purchase records for cost reference
  • Sales History: Review previous sales pricing and volumes
  • Customer Sales History: See specific customer purchase patterns for the product
  • Seamless Integration: Works within the standard Odoo sales workflow
  • Productivity Enhancement: Reduces the need to navigate between different screens

Usage Guide

Accessing Product Information in Sales Orders

  1. Navigate to Sales → Orders → Quotations
  2. Create a new quotation or select an existing one
  3. Add products to the sales order
  4. Select the product line for which you need additional information
  5. Use the following keyboard shortcuts:

Shortcut Information Displayed

  1. Ctrl + S | Sales History

img.png
  1. Ctrl + P | Purchase History

img_3.png
  1. Ctrl + I | Inventory (Stock Quantities)

img_1.png
  1. Ctrl + M | Customer Sales History (Own)

img_3.png

Viewing Stock Quantities

  1. Select a product line in the sales order
  2. Press Ctrl + I
  3. A popup will display current stock quantities across all locations
  4. Review available quantities to ensure product availability

Checking Purchase History

  1. Select a product line in the sales order
  2. Press Ctrl + P
  3. A popup will display detailed purchase history including:
    - Purchase dates
    - Supplier information
    - Purchase prices
    - Quantities purchased

Reviewing Sales History

  1. Select a product line in the sales order
  2. Press Ctrl + S
  3. A popup will display sales history including:
    - Sale dates
    - Customer information
    - Sale prices
    - Quantities sold

Checking Customer-Specific Sales History

  1. Select a product line in the sales order
  2. Press Ctrl + M
  3. A popup will display the current customer's purchase history for this product

Technical Implementation

The module enhances the standard Odoo sales workflow through the following modifications:

  1. Adds keyboard shortcut handlers to the sale.order.line model
  2. Creates specialized view methods to retrieve and display product information
  3. Implements custom popup displays for various information types
  4. Optimizes queries for efficient data retrieval

Benefits
  • Faster Decision Making: Instant access to critical product information
  • Improved Customer Service: Sales representatives can provide accurate information without delay
  • Reduced Errors: Easy verification of stock levels before confirming sales
  • Price Consistency: Quick reference to previous sale prices helps maintain pricing consistency
  • Increased Productivity: Less time spent navigating between different Odoo screens
  • Enhanced Negotiation: Access to purchase costs helps maintain margins during price negotiations
  • Streamlined Workflow: All necessary information available within the sales order interface

Support

For issues, feature requests, or questions, please contact:

  • Email: codeforme@bytesraw.com

Bytesraw

Researching Tomorrow's Bytes Today

Who We Are

We are a team of experienced Odoo freelancers dedicated to helping businesses customize, integrate, and optimize Odoo for their unique needs. Our initiative brings together experts in ERP solutions, development, and automation to deliver high-quality, cost-effective Odoo services.

Our Expertise

  • Odoo Development (v11-v18)
  • Functional Training (v11-v18)
  • Community Upgradation's(v11-v18)
  • Python & PostgreSQL
  • Hosting, Automation & Security
  • API & 3P Integrations
  • E-commerce & POS Solutions

A Coffee with Us

Let's discuss your Odoo needs over a virtual or in-person coffee!

BytesRaw

codeforme@bytesraw.com www.bytesraw.com

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We build it, you love it, then you pay. Simple! If it doesn't work because of us, we'll take the hit as a learning experience (don't worry, we don't cry). And don't worry—we won't vanish after the job is done... but if you disappear, we might just shed a tear or two!

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