Note Template

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Environment: Enterprise


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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

Step 1


Go to Setting > Comment Template > Create new comment template