| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 66 |
| Technical Name |
eg_sale_category |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 66 |
| Technical Name |
eg_sale_category |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
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Sale Category
Sale Category is an Odoo module designed to enhance the sales workflow by allowing businesses to create and manage custom sale categories for their products and quotations. With this module, users can organize sales data more effectively and assign categories directly within sales quotations, improving clarity and reporting.
Features
Screenshots
Support
Service
Features
Create and Manage Sale Categories
This module allows users to create dedicated sale categories within the sales environment. Categories can be configured directly from the products section, giving teams the flexibility to define different sales classifications according to business needs.
Assign Sale Categories in Sales Quotations
Users can select a sale category while preparing a sales quotation, enabling better classification and tracking of deals. This ensures that each quotation carries meaningful context related to the type of sale or business segment it belongs to.
Category Visibility in Quotation Lists and Kanban Views
The module extends the visibility of sale categories across different quotation views, including list and kanban formats. This allows users to quickly identify and sort quotations based on their assigned categories without opening each record individually.
Screenshot
1.) Sale Category Configuration
A dedicated section within the Products area allows users to create and organize sale categories. Categories can be defined according to business requirements, and color selection adds a visual layer that helps differentiate them easily while managing records.
Navigation : Sale → Products → Sale Category
2.) Quotation with Sale Category Selection
While preparing a sales quotation, the option to choose a sale category becomes available, making it easier to classify deals during the quotation stage. This addition helps sales teams maintain consistency in how quotations are categorized and improves overall tracking of sales opportunities
3.) Quotation List and Kanban Overview
Quotations include visible sale category information in both list and kanban layouts, making it easier to review and manage multiple quotations at once. With categories clearly associated with each quotation, users can quickly identify and organize sales records according to their defined categories.
User Guide
Teams
team@inkerp.com
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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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