Documents sale requisition
Automatically centralize all attached files within Blanket Orders into the workspace in the Documents app where users set up in Settings
Documents sale requisition
Automatically centralize all attached files within Blanket Orders into the workspace in the Documents app where users set up in Settings
STORY BEHIND THE FEATURE
ODOO BEHAVIOUR
Odoo's limitations in document synchronization related to sales agreement records.
CLUEDOO BEHAVIOUR
By implementing CLuedoo's Document Sync: Sales Agreement module, you can significantly improve its sale processes and enhance the efficiency of sales agreement management. The module's ability to synchronize documents directly from sales agreement records addresses the existing limitation in Odoo and provides a more streamlined and effective solution for document management.
MODULE +
CLUEDOO RECOMMENDATION
Install on 100% of the database as this feature
1. Go to Settings > Checked this box Document Centralization - Sales agreement
2. Go to Blanket Orders > Choose order which you want to sync doc > Add attachment
3. Go to Document > Check that attachment auto sync to Documents
