Sale Order Line Internal Note
Track deal terms, warehouse instructions, and negotiation context per line — not buried in the chatter. A lightweight field that lives on each order line, stays 100% invisible on customer and supplier PDFs, and can be toggled on or off in the list view with a single click.
- ✗ Odoo's built-in "Note" line type gets printed on the customer PDF — useless for internal memos.
- ✗ Chatter messages lose context — you can't tell which line the note is about without scrolling back.
- ✗ Sales teams maintain a separate spreadsheet for deal notes — always out of sync with the actual order.
- ✗ No per-line context for warehouse staff, accounting, or procurement — everyone works in the dark.
- ✓ Per-line Internal Note field on Sale Order and Purchase Order lines — inline editing, no popup.
- ✓ 100% hidden from PDFs — never printed on quotations, orders, or any customer/supplier report.
- ✓ Toggleable column — show or hide with the ⇌ button in the list header. Screen space stays clean.
- ✓ Zero configuration — install and start writing notes immediately. No settings page needed.
Key Features
sale_management and purchase. No paid tier, no expiry.
Setup & Usage
1) Place the nx_sale_order_line_note folder in your custom addons directory and restart Odoo.
2) Enable Developer Mode — go to Settings → Activate Developer Mode, then Apps → Update Apps List.
3) Search for "Sale Order Line Internal Note" in Apps and click Install.
4) Open any Sale Order. The Internal Note column appears immediately in the Order Lines list — type notes directly on each line.
Sale Order lines — "Internal Note" column visible with real deal context per line
5) Click the ⇌ toggle icon at the top-right of the order lines table to show or hide the Internal Note column.
Column options — "Internal Note" is checked and visible; uncheck to hide it
6) Click Preview to confirm the customer portal / PDF contains no internal notes — only Products, Quantity, Unit Price, and Amount.
Customer-facing quotation preview — zero internal notes visible to the customer
7) The same Internal Note column is available on Purchase Orders — track quality checks, price agreements, or procurement notes per line.
Purchase Order lines — Internal Note column with procurement-specific notes per item
Frequently Asked Questions
No. The internal_note field is simply not included in any Odoo report template. It is stored in the database but never rendered in quotation, order confirmation, invoice, or purchase order PDFs — by design, not by access control.
Yes. The internal_note field is a stored Text field, so you can filter and search on it from the Filters/Search bar on the order line level. For order-level filtering, a custom filter via Settings → Technical is needed (LGPL-3 compatible).
No. The module only adds the internal_note column to sale.order.line and purchase.order.line. No existing data is modified. Uninstalling removes the column cleanly.
The module declares both sale_management and purchase as dependencies and installs both automatically. If your environment does not use Purchase at all, the purchase order form view extension is simply never displayed — no functional impact.
Yes. The column is marked optional="show" — click the ⇌ icon at the top-right corner of the order lines table and uncheck "Internal Note". The preference is saved per user.
Support
- Email support: nextstep.vina@gmail.com
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Response time: We aim to respond within 1–2 business days. Please include your Odoo version and a description of the issue.
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Source code: LGPL-3 — free to use, modify, and redistribute. Available on GitHub: github.com/RandyNguyenN/nx_sale_order_line_note
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