Odoo Apps Sales Template
| Technical name | to_odoo_module_sale_template |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_odoo_module_sale_template |
| Read description for | v 13.0 v 11.0 v 12.0 v 14.0 v 16.0 |
| Required Apps | Discuss (mail) Invoicing (account) Sales (sale_management) Website (website) |
| Included Dependencies | Odoo Apps Management Git Management Viindoo Base Odoo Versions Management SSH Keys Management Product Licenses - Sales Product Licenses Config Management Odoo Apps Sales Git Branch Odoo Version Product Odoo Version Token Expiration |
What it does
When creating a sales quotation, you can select a specific version and an app category, which then are added to the sales quotation instead of having to manually select one by one.
This module allows you to create a sales quotation template for each app category that helps reduce sales quotation creation time in the Sales app.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_odoo_module_sale_template.
- Press Install.
Instructions
Instruction video: Odoo Apps Sales Template
1. Create a module sales quotation template
Navigate to Sales > Configuration > Quotation Templates, and press Create to create a new template. On the quotation template details, add the following information:
- Quotation Template: Name of the template;
- Enable Load Odoo Apps;
- Odoo Version: Select the Odoo version applied to this quotation template;
- App Categories: Modules are categorized by specific groups of functions. Here you can select one or various app categories and the list of modules belonging to chosen categories will be displayed on the Lines tab.
Press Save to register the settings.
2. Apply a default quotation template on a sales quotation
Go to Sales > Orders > Sales Orders, press Create to create a new sales quotation. From here, select the quotation template chosen by the customer to have the modules list displayed on the Lines tab.
After verifying all the information, press Confirm and start to create a customer invoice then record customer's payment and finish the reconciliation process.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.