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Opportunity Generate Sequence

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Odoo
v 18.0 Third Party 29
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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.

    Our Services

    Our Industries

    Help and Support

    Need Help?

    Got questions or need help? Get in touch.

    Email
    info@thoughtlogik.com
    Contact Us

    Contact Us through our website!

    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

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