Sales Additional Info

Add attachment and allow to archive quotation on Sale Order

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    STORY BEHIND THE FEATURES

        ODOO BEHAVIOUR

        A sales order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.

        CLUEDOO BEHAVIOUR

        To ensure good communication with customer, the added the following information

        Title : to ensure an explicit communication with your customer and not a communication based on document number that the customer does not know (and does not care about)
        Attachment : to track all the signed quotation and/or customer purchase order and ensure that you have a contractual document for all the sales order your are working on.
        Contact : to split the notion of contact vs company. In practice, with Odoo standard, people take the habit to only give the company and never the contact because you have the choice and end-user is not sure about which partner to give (company or contact). By splitting in 2 fields, salesperson will give the two names.
        Archive : to keep clean the list view and hide all the closed sales order.


        MODULE+

        Strongly improve the management of your quotation and sales order.

        CLUEDOO RECOMMENDATION

        We install this module on 100% of our database. Very useful to improve communication with customer and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, which attachment to add,...). This module allows you to improve the management of your quotation and sales order

        OUR FEATURES AS SOLUTION

        Add title, attachment, contact and allow to archive the quotation
        on Sale Order

        HOW TO USE THIS MODULE ?

        TITLE

        Your Quotation / Order summary, it will make easier to search the Order.


        CONTACT PERSON
        Your customer contact, whom this order address to.


        ARCHIVE

        Hide done or unused order



        REFERENCE ATTACHMENT

        Scan your customer commitment (Purchase Order) and put it on the sales order.



        GROUP BY PARENT COMPANY

        You can also Group By the Sales Order by the parent company




        SEND E-MAIL WITH TITLE

        When sending an Email, in the email subject, it will add the Sales Order Title.




        MULTI-CONFIRM SALES ORDER

        We can confirm multiple quotations by checking the SO on list view and clicking Action → Multi Confirm Sale Order