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Pricelist: FWA-FR_Public Pricelist EUR Pricelist

Merge Sales Orders

Merging several quotations from the same partner only, specifying the merge type, and creating a new sale order while canceling the previous ones.
85.91 € 85.91 € (Tax excluded)
US$ 100.00 (Tax excluded)

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ODOO'S FUNCTION

Odoo allows managing multiple sales orders per customer, providing flexibility for handling separate transactions. However, it does not offer a built-in way to merge multiple sales orders into one, which can lead to duplication or inefficiencies in processing.

CLUEDOO'S FUNCTION

CLuedoo adds the ability to merge multiple sales orders into a single one for the same customer. This helps streamline order management, reduce redundancy, and simplify invoicing or delivery processes.

Go to the Sales Module.

Start by creating several quotations you’d like to merge into one.

There are several options available to merge your quotations:

  1. Cancel and create new: Cancel the selected quotations and create a new order containing the merged products from those quotations.
  2. Delete and create new: Delete the selected quotations and create a new order containing the merged products from those quotations.
  3. Merge into existing (cancel others): Merge the quotations using one of the existing quotation numbers and cancel the other selected quotations.
  4. Merge into existing (delete others): Merge the quotations using one of the existing quotation numbers and delete the other selected quotations.
If you choose to merge with an existing order, you will need to select which quotation number you would like the orders to be merged into.

When you choose to merge and cancel the selected orders, the cancelled orders will remain visible for reference.

When you select the option to merge and delete the selected orders, the deleted orders will no longer be visible.
Note: If you try to merge two quotations that have different customers, the system will not allow you to proceed.
However, if you want to merge two quotations from different customers into a new customer, you can do so by checking the “Merge with Different Customer” field and entering the new customer’s name.
The new quotation will be created using the customer name you entered.