| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Inventory (stock) |
| Lines of code | 64 |
| Technical Name |
eg_sale_source_document_in_clickable |
| License | OPL-1 |
| Website | https://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) • Inventory (stock) |
| Lines of code | 64 |
| Technical Name |
eg_sale_source_document_in_clickable |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Clickable Source Document in Sale
The Clickable Source Document in Sale module enhances the connection between sales and delivery operations by introducing a clear, accessible source document link across sale orders and delivery orders. It allows users to navigate seamlessly between related documents with a single click, streamlining workflow efficiency and reducing time spent searching for references.
Features
Add Source Document to Sale Orders
This feature introduces a dedicated option within the quotation and sale order form where users can input or reference a source document. It strengthens document traceability by keeping the origin of each order easily accessible.
Auto-Populate Source Document in Delivery Orders
Once a sale order is confirmed, the linked sale order number automatically appears in the delivery order as the designated source document. This eliminates manual entry, prevents data-entry errors, and ensures that warehouse users always have the correct reference at hand.
Source Document Printed on Delivery Slip
The source document information automatically carried from the sale order appears on the delivery slip as well. This addition supports transparency for both internal teams and customers by providing a clear reference for each shipment.
Screenshot
1.) Quotation View - Add Source Document
The quotation form includes a dedicated field where the user can enter or select the source document tied to the sale order.
2.) Delivery Order View - Source Document from Sale Order
After the sale order is confirmed, the delivery order reflects the sale order number as its source document.
Navigation : Sale → Quotation → Delivery
3.) Delivery Slip - Auto-Linked Source Document
The printed delivery slip includes the same source document reference, ensuring complete transparency for logistics staff and customers.
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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