Document Centralization - Sales
Centralize files attached to Sales Order
Document Centralization - Sales
Centralize files attached to Sales Order
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo allows you to centralize documents attached to the Product, Project, HR, and Accounting apps.
CLUEDOO'S FUNCTIONS
Cluedoo extends this feature and let you centralize and synchronize all of your documents in the Calendar, Sales, Purchase, and Document apps.
By this extension, you can fully manage your documents in one place.
HOW TO USE THIS MODULE
1
On the Documents app, click on a document. We can create a sales order from that document.
2.
A sales order will automatically be created. The document will also be attached to the sales order.
3. In Document Setting, we can choose which Workspace to centralize our documents if it's attached in Sales order. And also add the default tags.