Purchase Title from Sales MTO
adding a customizable title, enabling HTML-formatted product descriptions, and seamlessly transferring both to Purchase Orders for products with MTO and "Buy" routes
Purchase Title from Sales MTO
adding a customizable title, enabling HTML-formatted product descriptions, and seamlessly transferring both to Purchase Orders for products with MTO and "Buy" routes
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
In Odoo, there is no dedicated Sales Order Title field, which means users cannot set a title for their sales orders to organize or clarify the order purpose. Additionally, product descriptions on Sales Order lines are limited to plain text, with no option to use a detailed description in HTML format for better formatting or visual presentation.
CLUEDOO BEHAVIOR
Cluedoo introduces a Sales Order Title field, allowing users to set clear, customizable titles for their sales orders. It also enables the use of a Detailed Description in HTML format for products in Sales Order lines, offering improved readability and formatting. Additionally, when products with MTO and "Buy" routes generate a Purchase Order, Cluedoo ensures the Sales Order title and detailed description are seamlessly transferred to the Purchase Order, maintaining consistency across documents.
CLUEDOO RECOMMENDATION
Install on 100% of your database.
OUR FEATURES AS SOLUTIONS
SO to PO: Transfer title and customized detailed description
HOW TO USE THIS MODULE
1. Go to Settings > Purchase Title, you will have 2 options: Multiline Text and HTML Detailed Description |
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2. Products > Inventory > Make sure the product has Routes Buy and MTO |
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2. Go to Sales > Orders > Quotations > New > Add title and other necessary information, add product(s) and the Detailed Description > Confirm |
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HTML formatting allows for rich text features like bold, italics, bullet points, and links. |
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3. A Purchase Order will be created from the Sales Order > The Title and the Detailed Description have been transfer from the Sales Order |
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