| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 927 |
| Technical Name |
zehntech_custom_fields_for_sales_order |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 927 |
| Technical Name |
zehntech_custom_fields_for_sales_order |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 |
Personalize Sales Orders for Your Workflow
Our app is designed to help you personalize Odoo Sales Orders by adding custom fields that match your processes. It solves the limitation of fixed data fields, making the Sales module more flexible and business-friendly.
Custom Fields For Sales Order
The "Custom Fields for Sales Order" app enables users to enhance the Sales module by adding, managing, or removing custom fields in the Sales Order form. With its user-friendly, no-code interface, businesses can adapt sales records to capture the exact data they need. This improves flexibility, accuracy, and alignment with specific sales workflows.
Key Features
-
Effortless Field Creation
-
Wide Range of Field Types
-
Seamless Field Deletion
-
Quick Field Editing
-
Model Relationship Integration
-
Flexible Field Positioning
-
Field Visibility in Reports
Key Features
Sales Order Form With Custom Fields
The form below is the Sales Order form, enhanced with a custom field, "Sales Person". This field allows users to input the sales person responsible for sales order, streamlining the tracking and management of orders. In addition to the "Sales Person" field, users have the flexibility to add custom fields dynamically anywhere in the form, ensuring that the form can be tailored to meet specific business needs. These custom fields can be positioned in various sections of the form, providing an adaptable and user-friendly experience that supports diverse operational workflows.
Effortless Field Creation
The "Custom Fields For Sales Order" module simplifies the process of adding custom fields to the Sales Order form. Users can create new fields effortlessly, without the need for coding or technical expertise. This allows businesses to easily capture any specific data points they require, adapting the Sales order to meet their unique needs. Whether it is a text box for additional comments or a dropdown for status options, new fields can be added quickly and efficiently.
Wide Range of Field Types
The module supports a diverse array of field types, giving users the flexibility to collect the right kind of information. This includes text fields, numerical inputs, dropdown menus, checkboxes, date pickers, and more. By offering a wide variety of field types, the module ensures that users can capture data in the format that makes the most sense for their business processes.
Seamless Field Deletion
Just as easily as fields are created, they can be removed when no longer needed. This feature ensures that your Sales remains clean and organized by allowing you to delete outdated or irrelevant custom fields. The deletion process is straightforward and ensures that your data remains uncluttered, helping to maintain an efficient Sales Order environment.
Quick Field Editing
Custom fields can be modified swiftly to accommodate changes in data requirements. Whether it is adjusting field labels, changing field types, or updating field options, users can make these changes rapidly without disrupting workflow.
Model Relationship Integration
With the ability to link custom fields to related models, this module enables deeper integration within the Odoo system. For example, you could link an Sales order field to a Customer, Product, or Purchase Order model. This enhances the depth of information and allows for better cross-referencing, ensuring that all your related data is easily accessible and connected within your Sales.
Flexible Field Positioning
The module provides complete control over the placement of custom fields within the Sales form. You can choose where each field appears, ensuring that the layout is intuitive and fits the natural workflow of your users. This level of customization not only enhances the user experience but also ensures that important fields are prominently displayed for easy access, making the form both functional and visually appealing.
Required Field Manager
The Required Field Manager feature allows you to easily designate custom fields as mandatory in the Sales module. This ensures essential information is always collected, with real-time validation prompting users to complete required fields before submission. The user-friendly interface simplifies managing these requirements, integrating seamlessly with existing forms to maintain data accuracy and completeness.
Field Visibility in Reports
This feature allows users to add custom fields to Purchase Order and Quotation Reports, ensuring that important information is included in the documents. Users can control which fields appear in the reports, making them more tailored to specific business needs. The process is seamless and requires no technical expertise, ensuring accessibility for all users.
About Zehntech
Zehntech is a leading Odoo custom development company, empowering businesses across industries with tailored ERP solutions. With a strong team of 50+ skilled Odoo professionals, ranging from 2 to over 10+ years of experience, we bring deep expertise and innovation to every project. Over the years, we have successfully developed 50+ Odoo apps and themes, helping clients streamline operations, enhance productivity, and achieve digital transformation. Our Odoo services include Custom Odoo Development, Implementation, Customization, Support and maintenance.
115+
Happy Customer
120+
Expert Professionals
30%
Time Saved
12+
Countries We Serve
FAQs
Add powerful, no-code custom fields to Sales Orders to match your business workflow with ease.
Our Services
Odoo Customization
Odoo Migration Services
Odoo Implementation
Odoo Support & Maintenance
Odoo Website Development
Odoo Theme Development
Odoo Mobile App Development
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
Custom Fields For Sales Order
The "Custom Fields for Sales Order" app is an app that provides users with the flexibility to add custom fields to the Sales order form. This module allows users to create, manage, edit, and delete custom fields based on their requirements.
Table of contents
Key Features
- Effortless Field Creation: Easily adds the custom fields to the Sales Order form.
- Wide Range of Field Types: There are multiple field types available users can select the type of their need like, text, character, integer, float, dropdown, date etc.
- Seamless Field Deletion: Simply deletes the field from the form view by clicking a button.
- Quick Field Editing: Ability to edit custom fields, users can easily adjust field labels, change field types, and updating field options, without disrupting workflow.
- Model Relationship Integration: Ability to link custom fields to related models, this module enables deeper integration within the Odoo system.
- Flexible Field Positioning: The module provides complete control over the placement of custom fields within the Sales Order form.
Summary
This Custom fields for Sale Order Odoo app empowers users to effortlessly customize Odoo's Sales Order forms by adding, modifying, and deleting custom fields. Enhance data collection, streamline workflows, and gain deeper insights with flexible and personalized Sales Order management.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to the Custom Fields For Sales Order app in your Odoo dashboard.
- Create custom fields: Go to Sales section, a new section will be available custom fields click on "Create" button to create custom fields.
- View in sales order form: The newly created field will be available in the sales order form.
- Delete the field: Click on the Delete button from the tree view to delete the field.
- Edit: Click on the Edit button to open the edit form and fill in the details to edit the field.
Support
Zehntech Technologies
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 any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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