Sales Agreement - Blanket Order
allows creating fixed-price sales contracts for set periods
Sales Agreement - Blanket Order
allows creating fixed-price sales contracts for set periods
STORY BEHIND THE FEATURE
ODOO'S FUNCTIONS
ODOO offers clients the option to create blanket orders for purchases but overlooks providing the same functionality for sales.
CLUEDOO'S FUNCTIONS
Cluedoo introduces a feature enabling users to create fixed-price sales contracts with customers for set periods. This simplifies the management of recurring sales agreements and allows for the convenient generation of new quotations or sales orders directly from the established blanket agreement, streamlining workflow processes.
CLUEDOO RECOMMENDATION
Install this template in 100% of your databases as a useful tool for convenient sales agreement management.
OUR FEATURES AS SOLUTIONS
Blanket Order: Create fixed priced sales contract
HOW TO USE THIS MODULE
1.
Go to Sales -> Orders -> Blanket order, create a new blanket order by selecting "New".
2.
Fill in the required fields and confirm the blanket order.
After confirmation, the blanket order status will be changed to ongoing.
From this, users can choose:
- New quotation: create a new quotation based on the blanket order. All information of new quotation will be automatically inherited from the blanket order.
- Close: choose to close the blanket order. After this, the status will be moved to "Closed".
- Lock: lock blanket order and prevent any other users from changing any information in blanket order. The status will be moved to "Locked".
- Cancel: after cancelation, users can still choose to reactivate blanket order by "Set to draft" > " Confirm".
Configuration of blanket order rules
1.
In agreement type field, click on the arrow to go to internal link configuration of Blanket orders.
2.
There are 3 rules that users need to set for blanket order based on the nature of sales contract or management preferences.
- Agreement Selection Type:
- Select only on Order (Exclusive): For each blanket order, users can only create one Quotation/ Sales order.
- Select multiple Order (non-exclusive): users can create multiple Quotations/Sales orders from one particular blanket order.
- Lines
- User lines of agreement: Values in Order line will be set exactly as blanket order.
- Do not create order lines automatically: Order line of new Quotation will be left blank.
- Quantities:
- Use quantities of agreement: when a new Quotation/Sales order is created, the ordered quantity will be inherited from Blanket order.
- Set quantities manually: the quantity in new order line will be set back to 0.
