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Opportunity Generate Sequence

by
Odoo
v 18.0 Third Party 20
Download for v 18.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Invoicing (account)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 280
Technical Name thoughtlogik_opportunity_crm_sequence
LicenseAGPL-3
Websitehttps://www.thoughtlogik.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Invoicing (account)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 280
Technical Name thoughtlogik_opportunity_crm_sequence
LicenseAGPL-3
Websitehttps://www.thoughtlogik.com

THOUGHTLOGIK TECHONOLOGY SOLUTIONS

Community
Enterprise
Odoo.sh

Opportunity Generate Sequence

FEATURES


This Module Creates Unique Sequence Number for every Sales and Quotation.


Key Features

  • Generate sequence number for CRM Lead/Opportunity.
  • Sequence Number in different views
  • Auto-generated unique ID for every quotation and sale order.
  • Customizable formats with prefixes like SO-2025-001.
  • Improves tracking and reporting accuracy.

    • DEMO VIDEO



    ScreenShorts

    App-->CRM

    In CRM Click->Configuration->Settings

    In CRM Settings Click->Sequence Generation->Enable the checkbox->Save

    In CRM Click->New->Create Opportunity->Save. (The Sequence Code will be generated)

    After Creating Opportunity, the Sequence Code Generated and Click->New Quotation

    Click-> New Quotation->Confirm

    In Quotation Click->Add Product->Save

    The Sequence Code of the Opportunity is displayed, Click->SM Project Smart Button

    Clicking the sequence number will navigate to the opportunity form view, The Quotation will be displayed in the Opportunity form view

    In Quotation, Click->Confirm Button

    After Confirming the Quotation, Click->Create Invoice

    Click->Create Invoice->Choose the method->Create Draft Invoice

    Click-> Confirm(confirm the customer invoice)

    The Sequence Code of the Opportunity is displayed, Click->SM Project Smart Button

    Clicking the sequence number will navigate to the opportunity form view, The Invoice will be displayed in the Opportunity form view

    • Generate sequence number for CRM Lead/Opportunity.
    • Sequence number visible on form, list, kanban, pivot, graph view.
    Version 17.0.1.0.0|Released on:20th January 2024

    Initial Commit for Unique Sequence Number In CRM Opportunity.

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    Got questions or need help? Get in touch.

    Email
    info@thoughtlogik.com
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