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Version: V12
Environment: Enterprise

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Story behind the features

ODoo behavior

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 BEHAVIOR
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 a solution

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

    How to use this module ?


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

    Contact Person

    Your customer contact, whom this order address to.

    Customer PO Attachment

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


    Hide your Done Order.