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Smart Entry

by
Odoo

$ 114.15

v 19.0 Third Party
Versions 16.0 17.0 18.0 19.0
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Versions 16.0 17.0 18.0 19.0
EVOZARD Logo
Supports:
Community
Enterprise
Availability:
Odoo.sh
On Premise
Self-Hosted

Smart Entry Wizard: Create Opportunities & Sale Orders

Odoo 19 • Choose Flow Mode • Modern OWL UI

Select a transaction flow, onboarding a new or existing customer, manage their billing/shipping addresses and contacts, and create a CRM Opportunity or Sale Order quotation instantly in one screen.

Odoo v19 Community & Enterprise Modern Owl UI Fully Responsive
Contact Support Request Customization

Accelerate Lead & Quotation Drafting

Choose either opportunity-driven or sale order-driven pipelines at the entry gate. Wizard automatically loads partner tags, states, and stages, and walks you through details in a single reactive page.

Key Highlights

Choose Transaction Flow

Select between creating a CRM Opportunity or Sale Order/Quotation flow at the initial gate depending on your business target.

New or Existing Customer

Onboard a brand new customer or search and select from your existing database. The wizard automatically pulls in related contacts and addresses.

Manage Contacts & Addresses

Add multiple contact persons with job titles and custom avatars. Set up separate billing (invoice) and shipping (delivery) addresses inside the flow.

CRM Opportunity Pipeline

Create CRM opportunities with expected Closing Dates, Sales Teams, expected & recurring revenues, campaign parameters, priorities, and stages.

Live Sale Order Builder

Interactive quotation editor. Search and add products, customize quantities, pricing, discounts, and taxes with live order total calculations.

Modern Owl Architecture

Built using Odoo's native Owl Web Library for a highly responsive, reactive, and fluid customer onboarding workspace.

1. Common Onboarding Steps (Shared by both flows)

Step 0: Choose Transaction Flow

Select whether this transaction flow should finish on the CRM Opportunity step or open quotation creation right after Addresses.
Choose Transaction Flow Screen

Gate Screen - Select between Opportunity (CRM) or Sale Order flow

Step 1: Customer Mode Selection

Choose whether to register a brand new customer profile or load one from your existing database.
Select Customer Mode Screen

Customer Mode - New customer setup vs. existing lookup

Step 1a: Search Existing Database

If using an existing customer, search by name, email, or phone number and select the contact with one click.
Search Existing Database Screen

Existing Database - Live search and customer selection grid

Step 2: Customer Basic Info

Upload customer logo, specify Person/Company type, enter basic metadata, main billing address, and partner tags.
Basic Customer Info Screen

Customer Registration - Logo upload, basic contact details, tags and main address

Step 3: Related Contacts Manager

Add and manage multiple related contact persons under this company with job titles, emails, phones, notes, and avatars.
Contact Persons Manager Screen

Contacts Manager - Multi-tab layout for additional contact person profiles

Step 4: Invoice & Shipping Addresses

Set up separate delivery and invoice addresses. Use quick sync toggle if delivery matches billing address.
Addresses Management Screen

Addresses Manager - Separate Billing and Shipping addresses with delivery sync toggle

2. Workflow A: CRM Opportunity Creation Pipeline

Step 5: CRM Opportunity Details

Define expected and recurring revenue, closing deadlines, assign salesperson/team, stage, priority, and CRM tags.
CRM Opportunity Details Screen

CRM Opportunity - Pipeline data input form (expected revenues, stages, tags)

Step 6: Opportunity Finalized & Created

Saving the wizard completes the CRM flow and creates the partner, contacts, addresses, and opportunities in Odoo.
Opportunity Creation Success Screen

Final Stage - Success confirmation with created opportunity record references

3. Workflow B: Sales Order & Quotation Builder Pipeline

Step 5: Sales Order Meta Details

Configure key sales parameters: select salesperson, sales team, payment terms, order/validity dates, reference, and internal notes.
Sales Order Meta Information Screen

Sale Order Parameters - Quotation date, expiration, reference number, origin, and payment terms

Step 6: Interactive Sale Order Grid Editor

Browse products by category, autocomplete search, adjust quantities, discount rates, and select taxes with real-time autocalculation.
Interactive Sale Order Grid Editor Screen

Interactive Editor - Live order lines builder table with dynamic subtotals and tax calculations

Step 7: Sales Order Confirmed & Saved

Save Quotation or click Confirm Order to validate order lines, create the invoice/delivery records, and confirm the sales order in Odoo.
Sales Order Creation Success Screen

Final Stage - Success confirmation view with confirmed quotation or sales order record references

Our Features

01

Smart Transaction Mode Selector

02

New & Existing Customer Toggle

03

Integrated Related Contacts Manager

04

Invoice & Delivery Address Splitter

05

CRM Opportunity Details Form

06

Live Product Search & Grid Builder

07

Autocalculated Prices, Discounts & Taxes

08

Inline Avatar & Logo Image Uploads

09

Native Odoo OWL Library Integration

Frequent Questions

The wizard provides two distinct paths: **Create Opportunity** (for CRM-focused pipelines which ends at Step 5 with opportunity details) and **Create Sale Order** (for sales-focused pipelines which ends at Step 6 with an interactive quotation builder).

Yes. In the customer intake step, choose "Existing Customer" and search by name, email, phone, or tax ID. Selecting a partner imports their details, related contacts, and addresses, allowing you to skip straight to creating the Opportunity or Sale Order.

During customer intake, you can add multiple contact cards (with individual roles and phone numbers) and multiple billing/shipping addresses. If delivery matches billing, a simple toggle lets you sync them automatically.

Please contact us on Google Chat email: evozard@gmail.com

Overview

This module simplifies customer onboarding, related contact setup, shipping address split, CRM opportunity creation, and quotation drafting inside a unified, step-by-step OWL client action wizard. Sales teams can select the target transaction flow (Create Opportunity or Create Sale Order), record all relevant customer data, and create records without navigating between separate Odoo modules.

Best for: Sales teams, customer support agents, retail/wholesale distributors, CRM managers, and anyone looking to speed up transaction drafting and customer registrations in Odoo.

Why Use This Module?

→Select either Opportunity or Sale Order pipeline at the gate
→Save time by onboarding customers and drafting quotes together
→Avoid Odoo menu switching and context loss
→Real-time order line price and tax estimation
→Add multiple contacts and addresses inside the wizard
→Search and import any existing customer profile on the fly

This Application is Suitable For

Sales Representatives Drafting sales quotations during active client calls or walk-in orders on a single screen.
CRM & Sales Ops Managers Creating new leads and sales pipelines directly from a unified customer intake workspace.
Customer Service Desks Fast customer onboarding including shipping/billing locations and contacts.
Odoo Implementation Partners A highly modular and reusable client action component built with native Odoo OWL code.
Wholesalers & Distributors Quickly logging customer order requests and delivery details on the fly.
Busy Admin Personnel Reducing window switching and database lookup clicks when registering client interactions.

Accessing the Wizard

The Smart Entry app runs out-of-the-box. Access it directly from your Odoo main dashboard menu:

<!-- Client Action Menu Item Definition -->
<menuitem
    id="menu_smart_entry_root"
    name="Smart Entry"
    sequence="53"
    action="action_smart_entry"
    groups="base.group_user"/>

Installation Steps:

  1. Download the module and place it in your Odoo addons folder
  2. Verify dependencies: base, contacts, web, crm, sale_management, sale_crm
  3. Update App list (Settings → Apps → Update App List)
  4. Install Smart Entry
  5. Access the workspace from the Odoo menu item sidebar **Smart Entry**

Developer Friendly:

  1. Ready-to-use client action view out-of-the-box
  2. Built using Odoo OWL (Odoo Web Library) client-side framework
  3. No complex backend model overrides needed
  4. Clean, modular code structure with dedicated assets
  5. Fully integrated with standard Odoo contacts, leads, and orders

Technical Specifications

Odoo Version: 19.0
Edition: Community & Enterprise
Framework: OWL (Odoo Web Library)
Integration Modules: base, contacts, web, crm, sale_management, sale_crm
Field Types: Partner, Opportunity, Sale Order, Order Lines
Browser Support: Chrome, Firefox, Safari, Edge (Latest)
Mobile Responsive: Fully Responsive
Custom UI Styling: Yes

Security & Data Integrity

Secure Local Data: All wizard operations and drafts reside in the user's browser.
Validation checks: Validates emails, URLs, and tax IDs before saving.
Native Model Schema Integration: Interacts cleanly with Odoo database via standard ORM.
Permissions Respect: Integrates directly with standard contact access rules.

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Contact Us

+91 8000168707, +91 9426376468
evozard@gmail.com
Connect on Google Chat

Support & Contact

Need help? Our team is ready to assist you.

  • Website: https://www.evozard.com
  • Email: evozard@gmail.com
  • Documentation: Included in the module
Support Request Customization

Compatible: Odoo 19 • Community & Enterprise • Odoo.sh

© 2026 EVOZARD • All Rights Reserved

Smart Entry Wizard: Create Opportunities & Sale Orders

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Sales (sale_management)
• Calendar (calendar)
• Discuss (mail)
• Invoicing (account)
Lines of code 5385
Technical Name evo_smart_entry
LicenseOPL-1
Websitehttps://evozard.com/ 
Odoo Proprietary License v1.0

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