Note Template

Create templates for sales order line comment and sales comment

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    Odoo proposes note on sales order and in sales order line but does not propose an engine to manage pre-can comment. You can have a general default, a default by quotation template but not an engine to select the comment you need.

    CLUEDOO BEHAVIOR

    The notion of comment template gives you the possibility to address a special comment with a condition on the product and/or the customer.

    MODULE +

    by crossing the notion of product and customer, you can really make Tailor-made communication with the customer by using the same product and same catalog with all the customers.

    BUSINESS CASE

    A customer requires that you write his own internal reference on your quotation for a product which is a catalog product on your side.

    CLUEDOO RECOMMENDATION
    • Installation: 20% of the database.

    • Recommendation: upon request, usually when the sales admin is speaking about this recurring issue.

    OUR FEATURES AS SOLUTION

    Add Comment Template in Setting

    HOW TO USE THIS MODULE

    1

    Go to Setting → Comment Template → Create new comment template