Tools Apps 3397 Apps found. category: Tools × version: 15.0 ×

Auto Merge Contact With Related Transaction, The Contact Merge module aims to automatically identify and merge sales orders and other data related to duplicate contacts within Odoo that are not properly associated with the same contact. This module will be responsible for relating all orders that may be linked to different contact records but belong to the same customer, ensuring unified management and a complete view of all transactions for a customer. 1. Key Functionalities of the Module 1.1. Identification of Duplicate Contacts The module will automatically analyze contacts within Odoo for possible duplicates, based on several criteria: Key fields: Name, email, phone, address, NIF, etc. The algorithm will identify contacts with similar or identical data and mark them as candidates for merging. 1.2. Display of Unrelated Orders Correctly For each duplicate contact, the module will identify sales orders that are not associated with the same contact record, but with different duplicate records. A table of the orders that have been registered to each duplicate contact will be displayed, making it easy to see the transactions associated with each. 1.3. Automatic Merger of Orders The module will allow you to merge all the orders that are associated with different duplicate contacts. A primary contact will be retained, and all orders from duplicate contacts will be reassigned to this primary contact. Duplicate contacts can be automatically removed or archived to avoid future confusion. 1.4. Merger of Payment History and Other Data In addition to commands, the module will also allow merging: Payments associated with different contacts. Invoices or receipts that have been linked to duplicate contacts. Other relevant data such as interactions with customer service or incidents. Duplicate Contact Detection, Automatic Contact Merging ,Automatic Archiving, Configurable Merge Parameters, Scheduled Chron Job, Seamless Data Management, Based on customized factors like phone number, email, name, and address, the "Auto Merge Contacts With Related Transactions" application helps find and combine duplicate contacts in your system. To find duplicates, you can select one or more criteria, based on your requirements, For example, the system will automatically combine contacts that have the same phone number if the "Duplicate by Phone" option is chosen. The primary contact will be the oldest contact, meaning it was formed first, and will be given priority over all duplicates which have been generated afterwards, Furthermore, a scheduled Chron Job—which can also be manually started if necessary—makes sure that the duplicate-checking and merging procedure occurs automatically at scheduled times and intervals,auto merge customer,auto merge partner,merge sale orders,merge purchase order,auto merge invoice,merge payments,auto merge transaction.

1. Configure the system to automatically generate monthly invoices based on predefined criteria.. 2. Allow users to set up recurring billing schedules for customers.. 3. Provide filter options on the user interface to allow users to select different invoice categories. 4. Include options such as "All Invoices," "Invoices Without Payment," and "Invoices With Payment.".

Auto Password Expired 设置用户的账号自动过期，需要重置密码才能继续使用

Web Client Auto Refresh

Auto reload Calendar View without any setting on the backend. Individual user can select the timer reload from Calendar view.

Auto reload view without any setting on the backend. Individual user can select the timer reload from List & Kanban view.

The Form View will be saved automatically at a particular time, avoid losing your data.

Geminate comes with the feature of automatic screenshot capturing tool. It helps companies to monitor the work of employees, their activity and their promptness.

Auto Session Expired 设置客户一定时间内无操作则会话自动过期退出

This module extends the the sale.order model in Odoo to manage Terms and Conditions (T&C) associated with sales orders. It dynamically assigns T&C based on the selected customer, ensures default T&C are applied when no specific T&C exist, and allows users to manually select their desired T&C. Auto Set Dynamic Terms & Conditions in Sale Orders, Purchase Orders, & Invoicing, Auto Set Dynamic Terms & Conditions in Sale Orders, Purchase Orders, & Invoicing in odoo, Default Set Terms & Conditions, Default Set Terms & Conditions in odoo, Auto Translate Terms & Conditions, Auto Translate Terms & Conditions in odoo, Automatically Configure Dynamic T&Cs for Sales, Purchases, & Invoices , Automatically Configure Dynamic T&Cs for Sales, Purchases, & Invoices in odoo, Auto Assign Dynamic T&Cs for Sales, Purchases, & Invoices, Auto Assign Dynamic T&Cs for Sales, Purchases, & Invoices in odoo, Terms & Conditions in Odoo, Default Terms & Conditions in Odoo, Dynamic Terms & Conditions in Odoo, Translated Terms & Conditions in Odoo, Customer-wise Terms & Conditions in Odoo, SO Terms & Conditions in Odoo, PO Terms & Conditions in Odoo, Invoicing Terms & Conditions in Odoo,

Auto import remote spreadsheet

Auto-creation "first Activity" by "Tag" and "Stage" in "Oportunity"

Auto upgrade modules via changing version in manifest file

Auto Bank Synchronization with Plaid Integration Online Bank Account Synchronization With Plaid Automatic Integration Bank Synchronization Via Plaid Bank Sync Connector Automatic Plaid Synchronization with Bank Sync from Plaid Sync Bank Statements Via Plaid

Create New Rates for Each Active Currency

Auto Generate Lot Number in Purchase | By automatically creating and maintaining serial and lot numbers for purchases, the 'Automatic Lot Number in Purchase' app for odoo simplifies inventory management in Bangladesh India Pakistan Dubai Nepal Sri Lanka KSA

Automatically prepend country code to phone numbers based on configuration

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