Partner Documents Management | Customer Documents | Vendor Documents | Accounting Documents | Sales Documents | Purchase Documents
by Binary Bridge Technology Services https://bbtech.ae$ 84.99
Relevant Documents Management
Upload, preview, track and securely protect supporting documents across Sales, Purchase and Accounting transactions.
Built For
Designed for teams that need supporting documents attached to the right business transaction
Sales Teams
Attach customer purchase orders, approvals, quotations, licences and supporting sales documents.
Purchase Teams
Maintain vendor quotations, compliance files, supplier documents and procurement evidence.
Accounting Teams
Store supporting files directly on customer invoices, credit notes, vendor bills and refunds.
Compliance and Audit Teams
Maintain complete document metadata, uploader details, expiry dates and permanent approval protection.
Relevant Documents Directly Inside Business Transactions
A dedicated Relevant Documents tab gives users one structured location for every supporting file without leaving the quotation, purchase order, invoice or vendor bill.
Relevant Documents tab on a sales quotation with smart button count, expiry status badges and chatter audit messages
One Document Experience Across Four Business Areas
The same structured document workflow is available wherever supporting files are needed
Sales Documents
- Quotations
- Sales orders
- Multiple document uploads
- Document issue and expiry dates
- Uploaded-by audit
- Permanent confirmation lock
Purchase Documents
- RFQs
- Purchase orders
- Vendor supporting files
- Multiple uploads
- File preview
- Lock at approval or confirmation
Customer Accounting Documents
- Customer invoices
- Customer credit notes
- Supporting accounting files
- Document metadata
- Secure preview
- Permanent lock after posting
Vendor Accounting Documents
- Vendor bills
- Vendor refunds
- Vendor invoices and compliance documents
- Employee uploader tracking
- Expiry status
- Permanent lock after posting
💰 Sales Quotation and Sales Order
Manage supporting sales documents from the Relevant Documents tab with issue dates, expiry status and uploader audit details
Multiple relevant documents maintained directly from the sales quotation
📦 RFQ and Purchase Order
Keep vendor quotations, compliance files and procurement evidence attached to the RFQ or purchase order
Relevant Documents tab and Documents smart button on a request for quotation
📄 Customer Invoice and Credit Note
Store supporting files on customer invoices and credit notes with expiry tracking and secure viewing
Relevant Documents tab on a posted customer invoice with Expired status badge
💳 Vendor Bill and Vendor Refund
Attach vendor invoices, compliance documents and supporting evidence directly to vendor bills and refunds
Relevant Documents tab on a posted vendor bill with Expiring Soon status
Multiple Documents per Transaction
Each transaction can contain multiple independent document lines with complete metadata, file details and audit information.
Document form with name, issue date, expiry date, description, file details and uploader audit fields
Document Information
- Document Name
- Document Issue Date
- Document Expiry Date
- Description
- Expiry Status
File Information
- Uploaded File
- Original Filename
- File Type
- MIME Type
- File Size
- View Document
- Download Document
Audit Information
- Uploaded by Employee
- Uploaded by User
- Uploaded Date and Time
- Locked status
View Documents Without Leaving the Transaction
Open supporting files inside Odoo with authenticated preview and download actions. Preview works for PDF, images and supported text formats.
Secure PDF preview modal with Download and Close actions from the sales quotation
Office files can be securely stored and downloaded. Native inline viewing requires a compatible office document viewer.
Recognizable File-Type Icons
Uploaded files display clear format icons so users can identify document types at a glance
Documents Lock Permanently After Confirmation or Posting
Once a transaction is confirmed, approved or posted, related documents become permanently locked. Resetting the parent to draft does not unlock them.
Document detail view with Locked checked after the customer invoice is posted
Sales
Editable in draft or sent quotation. Locked after sales order confirmation.
Purchase
Editable on RFQ. Locked when the RFQ enters approval or becomes a purchase order.
Customer Accounting
Editable in draft. Locked after posting invoices and credit notes.
Vendor Accounting
Editable in draft. Locked after posting vendor bills and refunds.
Locked documents cannot be edited, deleted, replaced, relinked, or modified through imports, RPC or automated actions.
Issue Date and Expiry Status Management
Track document validity with issue dates, expiry dates and clear status badges. Expiry cannot be earlier than the issue date.
No expiry date provided
Expiry more than 30 days away
Expiry within the next 30 days
Expiry date has already passed
Know Who Uploaded Every Document
Every upload records the Odoo user, linked employee when available, upload timestamp, original filename and a chatter note on the parent transaction.
Odoo User
Uploaded by user is captured automatically and remains unchanged.
Linked Employee
Employee is detected from the logged-in user when a linked HR record exists.
Upload Timestamp
Exact date and time of upload is stored for every document.
Chatter Audit
Upload and permanent lock events are posted on the parent transaction.
Users without a linked employee can still upload documents. The Odoo user remains recorded.
Access Follows the Business Transaction
Document visibility and actions respect parent transaction access, application groups and multi-company isolation.
Application Security
- Sales document security
- Purchase document security
- Accounting document security
- Parent transaction access respected
Preview and Download
- Authenticated preview routes
- Authenticated download routes
- No public attachment exposure
- Portal access not enabled
Enforcement
- Multi-company isolation
- Server-side lock enforcement
- UI and API protection
- Original filename preserved
Complete Feature List
💰 Sales Integration
- Quotations
- Sales orders
- Multiple document lines
- Supporting sales files
- Confirmation locking
- Secure file preview
📦 Purchase Integration
- RFQs
- Purchase orders
- Vendor supporting documents
- Approval-stage locking
- File metadata
- Secure download
💳 Accounting Integration
- Customer invoices
- Credit notes
- Vendor bills
- Vendor refunds
- Posting-stage locking
- Transaction-specific documents
📄 Document Metadata
- Document name
- Issue date
- Expiry date
- Description
- Filename
- File size
- MIME type
- Expiry status
🔒 Security and Audit
- Employee uploader
- Odoo user uploader
- Upload timestamp
- Permanent lock
- Server-side enforcement
- Multi-company isolation
- Secure preview
- Secure download
📁 File Management
- Multiple uploads
- Binary attachment storage
- File-type icons
- PDF preview
- Image preview
- Text preview
- Office file storage
- Original filename preservation
How It Works
Why Use This Module
Keep documents with the transaction
Supporting files stay attached to the correct sales, purchase or accounting record.
Reduce document searching
Find the right file from the transaction form instead of searching shared folders.
Improve audit readiness
Uploader details, timestamps and chatter notes create a clear audit trail.
Prevent changes after approval
Permanent locking protects documents once the transaction is confirmed or posted.
Track document validity
Issue dates, expiry dates and status badges help teams monitor document freshness.
Identify the uploader
Know which user and employee uploaded each file and when it happened.
Improve collaboration
Sales, purchase and accounting share one consistent document process.
Keep a consistent process
The same Relevant Documents experience is available across eight transaction types.
Technical Specifications
| Specification | Details |
|---|---|
| Module Type | Business document management extension |
| Integrated Models | Sales Order, Purchase Order and Account Move |
| Document Storage | Native attachment-backed binary storage |
| Preview | Secure PDF, image and supported text preview |
| Security | Parent access checks and server-side document locking |
| Audit | User, employee and upload timestamp tracking |
| Multi-Company | Company-aware document isolation |
| Deployment | Odoo.sh and On-Premises |
| Editions | Community and Enterprise |
| External Services | No mandatory external service |
| Office Preview | Requires a compatible external viewer when not natively supported |
Binary Bridge Technology Services
Expert business application development, customization and implementation services for organizations worldwide.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 1837 |
| Technical Name |
bb_partner_docs |
| License | OPL-1 |
| Website | https://bbtech.ae |
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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