Sales Additional Info
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-ssc-0004-sales-additional-info-5102$ 301.72
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 652 |
| Technical Name |
fal_sale_additional_info |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-ssc-0004-sales-additional-info-5102 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 652 |
| Technical Name |
fal_sale_additional_info |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-ssc-0004-sales-additional-info-5102 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
Odoo standard Sales Orders may lack the context customers need, making quotations and orders harder to understand.
CLUEDOO'S FUNCTION
To ensure good communication with customer, the added the following information
1️⃣ Contact Person: Define the customer’s contact (not just the company).
2️⃣ Reference Attachment: Upload signed quotations or customer POs directly on the Sales Order.
3️⃣ Archive: Hide quotations/sales orders to keep views clean.
4️⃣ Group by Parent Company: Easily organize Sales Orders by parent company.
5️⃣ Multi-confirm Sales Order: Confirm multiple quotations from list view with one action.
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Go to the Sales Module. |
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Click on the 'New' button to create a New Quotation. |
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CONTACT PERSON
The Sales Order form now includes a
Contact Person
field for specifying the individual associated with the customer or order.
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REFERENCE ATTACHMENT
You can add a
reference attachment
(such as the customer’s purchase order) to the Sales Order under the
Other Info
tab. This will automatically create a
Documents
smart button, allowing you to easily access the attached reference.
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ARCHIVE
In the Quotations list view, you can archive multiple quotations/sales orders simultaneously to keep the display organized and clutter-free.
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MULTI-CONFIRM SALES ORDERS
You can also confirm multiple Quotations/Sales Orders at once, streamlining the order management process.
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GROUP BY PARENT COMPANY
You can also group Quotations and Sales Orders by Parent Company for better visibility and organization.
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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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