Sales Additional Info
Add attachment and allow to archive quotation on Sale Order
Sales Additional Info
Add attachment and allow to archive quotation on Sale Order
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
A sales order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.
CLUEDOO BEHAVIOUR
To ensure good communication with customer, the added the following information
MODULE+
Strongly improve the management of your quotation and sales order.
CLUEDOO RECOMMENDATION
We install this module on 100% of our database. Very useful to improve communication with customer and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, which attachment to add,...). This module allows you to improve the management of your quotation and sales order
OUR FEATURES AS SOLUTION
Add title, attachment, contact and allow to archive the quotation
on Sale Order
HOW TO USE THIS MODULE ?
TITLE
Your Quotation / Order summary, it will make easier to search the Order.
CONTACT PERSON
Your customer contact, whom this order address to.
ARCHIVE
Hide done or unused order
REFERENCE ATTACHMENT
Scan your customer commitment (Purchase Order) and put it on the sales order.
GROUP BY PARENT COMPANY
You can also Group By the Sales Order by the parent company
SEND E-MAIL WITH TITLE
When sending an Email, in the email subject, it will add the Sales Order Title.
MULTI-CONFIRM SALES ORDER
We can confirm multiple quotations by checking the SO on list view and clicking Action → Multi Confirm Sale Order
