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Documents - Sale
by Viindoo
| Technical name | viin_document_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_document_sale |
| Read description for | v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Viindoo Base Documents Management Multilingual Tracking Token Expiration |
Demo video: Documents - Sale
What it does
This bridge module between Document Management System and Sale.
Key Features
Create data and demo data for workspace, team, tag, action, auto generate rule.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_sale.
- Press Install.
Instruction
Concept
Document Generation Rule: this rule allows linking the Documents application and other applications in the system. With this rule, the attachments from the other applications in the system will be carried over to the Documents application for centralized management.
Usage
After installing the module, you go to Documentation > Configuration > Document Generation Rule and you'll see a document generation rule for Sales documents.
Then, go to module Sales > Quotations > create a new quote and attach documents.
To view the documents attached to the sales order, go to Documents > Documents > select the Sales folder. The attached documents will be here.
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.