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Order Types in Sales Order

by
Odoo

$ 301.71

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 266
Technical Name fal_sale_order_type
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ord-0008-order-types-in-sales-order-6798
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 266
Technical Name fal_sale_order_type
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ord-0008-order-types-in-sales-order-6798

STORY BEHIND THE FEATURES

ODOO BEHAVIOR

In Odoo, you have to manually fill in information such as the journal, warehouse, and operation type in orders every time. If you want to sort and filter orders classified by these fields, there is no available method.

CLUEDOO BEHAVIOR

Combined with module fal_order_type, this module helps you that transfers the journal, warehouse, and operation type from the sales order type to a Sales Order and features the order type in the Quotation template.

CLUEDOO RECOMMENDATION

Installed in 100% of the database.

REQUIRED MODULES


To experience the complete package of the features, we recommend installing all the modules below. Here are the required modules and their corresponding purposes

MODULE PURPOSE

fal_order_type

This is the core module that helps you create an order type with important fields. In addition, our module also helps you quickly sort and fill in orders that have been classified by specific order types.

fal_sale_order_type

This is a Sales module that transfers the journal, warehouse, and operation type from the sales order type to a Sales Order and features the order type in the Quotation template.

fal_sale_agreement_order_type

This is a Sales module that transfers the journal, warehouse, and operation type from a Sales Agreement to a Sales Order.

OUR FEATURES AS SOLUTIONS

Inherit Order Type Information to SO


HOW TO USE THIS MODULE?


​ ​ ​

Steps

Example screenshot

1. Transfer the journal, warehouse, and operation type to a Sales Order

1

Create a new Quotation from Sales


Go to Other info → Order Type → Choose the order type you want → The Journal, Warehouse, and Operation Type fields will be auto-filled with the same contents that you set in the order type




Note that the list of Order types displayed is restricted by Company settings - each company can only see order types belonging to their own company.


2


Confirm this quotation to change status to Sales Order

→ The Warehouse and Operation Type fields will be inherited


3


Create Invoice and you will see the Journal field is also auto-filled

2. Transfer the journal, warehouse, and operation type from the Quotation template to a Sales Order

1

Go to Quotation template and choose the Order type you want


2

Create a new Quotation from Sales


Choose above Quotation Template


→ The Warehouse and Operation Type fields will be auto-filled with the same contents that you set in the order type


3

Confirm this quotation to change status to Sales Order

→ The Warehouse and Operation Type will be inherited


4


Create Invoice and you will see the Journal field is also auto-filled 




Odoo Proprietary License v1.0

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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
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LGPL, MIT, or proprietary licenses similar to this one).

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