Sales Title

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Add title on Sales Quotation

9.52 € 9.523809523809524 EUR 9.52 € VAT Excluded

US$ 10.00 VAT Excluded

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v16 Rev Matt

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STORY BEHIND THE FEATURES

      ODOO BEHAVIOUR

      A sales order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.

      CLUEDOO BEHAVIOUR

      To ensure good communication with customer, the added the following information

      Title : to ensure an explicit communication with your customer and not a communication based on document number that the customer does not know (and does not care about)
      Attachment : to track all the signed quotation and/or customer purchase order and ensure that you have a contractual document for all the sales order your are working on.
      Contact : to split the notion of contact vs company. In practice, with Odoo standard, people take the habit to only give the company and never the contact because you have the choice and end-user is not sure about which partner to give (company or contact). By splitting in 2 fields, salesperson will give the two names.
      Archive : to keep clean the list view and hide all the closed sales order.


      MODULE+

      Strongly improve the management of your quotation and sales order.

      CLUEDOO RECOMMENDATION

      We install this module on 100% of our database. Very useful to improve communication with customer and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, which attachment to add,...). This module allows you to improve the management of your quotation and sales order

      OUR FEATURES AS SOLUTION

      Add title, attachment, contact and allow to archive the quotation
      on Sale Order

      HOW TO USE THIS MODULE ?

      TITLE

      Your Quotation / Order summary, it will make easier to search the Order.


      CONTACT PERSON
      Your customer contact, whom this order address to.


      ARCHIVE

      Hide done or unused order



      REFERENCE ATTACHMENT

      Scan your customer commitment (Purchase Order) and put it on the sales order.



      GROUP BY PARENT COMPANY

      You can also Group By the Sales Order by the parent company




      SEND E-MAIL WITH TITLE

      When sending an Email, in the email subject, it will add the Sales Order Title.




      MULTI-CONFIRM SALES ORDER

      We can confirm multiple quotations by checking the SO on list view and clicking Action → Multi Confirm Sale Order