Transfer title from Blanket Order to Sales quotation
custom Title set in the Blanket Order is automatically transferred to the Sales Quotation when created
Transfer title from Blanket Order to Sales quotation
custom Title set in the Blanket Order is automatically transferred to the Sales Quotation when created
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo does not natively support Blanket Orders for sales.
CLUEDOO BEHAVIOR
Cluedoo introduces a Blanket Order enhancement for sales, where a custom Title set in the Blanket Order is automatically transferred to the Sales Quotation when created. This ensures consistent information flow between the blanket order and the sales process, saving time and improving clarity for both sales teams and customers.
MODULE +
Cluedoo’s feature streamlines the sales process by eliminating repetitive data entry and ensuring important information like titles or descriptions remains consistent throughout the sales cycle.
CLUEDOO RECOMMENDATION
HOW TO USE THIS MODULE
1. Go to Sales > Orders > Blanket Orders > New > Add title and other necessary information > Confirm |
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2. Click New Quotation > Confirm |
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The title from the blanket order has been transferred to the new sales quotation. |
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