Advanced SO/PO search
Advanced SO/PO search
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
In Odoo, searching for a sales order is restricted to the order reference (e.g., "SO001"). This limitation makes it difficult to find orders based on other relevant details such as the customer reference, quotation number, or order title, requiring users to manually browse records to locate the correct order.
CLUEDOO BEHAVIOR
Cluedoo expands the search functionality in Sales Orders, allowing users to search not only by order reference but also by title, quotation number, and customer/vendor reference. This enhancement significantly improves efficiency, making it easier to locate orders using various identifiers without needing exact references.
CLUEDOO RECOMMENDATION
Install on 100% of your database.
OUR FEATURES AS SOLUTIONS
search SO/PO by multiple fields (order reference, title, quotation number, and customer/vendor reference)
HOW TO USE THIS MODULE
1. Create a Sales Order/Purchase Order and fill in Title and Customer Reference > Confirm |
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2. Type in the search bar any of the information that you have in the Sales Order/Purchase Order, and it will show the SO/PO that you are looking for |
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Note that To be able to search by Title and Quotation Number, you need to install fal_purchase_title, fal_sale_title, fal_purchase_sequence, and fal_sale_sequence before installing this module |
