Document Centralization - Purchase
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-doc-0004-document-centralization-purchase-5509$ 100.57
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Documents (documents)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 183 |
| Technical Name |
fal_documents_purchase |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0004-document-centralization-purchase-5509 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Documents (documents)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 183 |
| Technical Name |
fal_documents_purchase |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-doc-0004-document-centralization-purchase-5509 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
Odoo's Documents app can centralize files from various applications like Fleet, HR, and Accounting. However, this native functionality does not cover documents attached to Purchase Orders, leaving important procurement-related files disconnected from the central management system.
CLUEDOO'S FUNCTION
Cluedoo enhances document management for the procurement process by introducing:
1️⃣ Direct synchronization of all attachments from Purchase Orders to the central Documents app.
2️⃣ Automatic and structured filing of these procurement documents for easy management.
This allows users to fully manage all their purchasing documents in one place, ensuring better traceability and accessibility for the entire procurement team.
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1. Go to Settings > Enable Purchase Centralization > fill in Workspace and Default Tags |
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2. Go to Purchase > Choose or create a purchase order > Fill in information and attach a file
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3. Go to Documents > You can see your file in your selected location . |
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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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