Document Transfer Centralisation
Centralize all attached files within Transfers into the location in the Documents app where users set up in Settings
Document Transfer Centralisation
Centralize all attached files within Transfers into the location in the Documents app where users set up in Settings
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
Odoo allows you to centralize documents attached to the Product / Project / HR / Accounting apps.
MODULE +
Cluedoo extends this feature and lets you centralize and synchronize all your documents in Transfer/ Calendar/ Sales /Purchase/ Document apps.
With this extension, you can fully manage your document in one place.
CLUEDOO RECOMMENDATION
Install on 100% of your database.
HOW TO USE THIS MODULE
STEP 1: Setup in Setting- Go to Setting - Choose Document on navigation panel tab in the left side - Scroll down to File Centralisation - Click on Transfer - Choose Operation type - Save |
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STEP 2: Upload attachments in transfer- Go to a Delivery, upload an attachment in its lognote |
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STEP 3: Attachment is synchronized to Document. File remove is also synchronized. |
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