STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
In standard Odoo, sales order templates are only available when creating quotations from the website or portal. They are not directly integrated into the back-end sales order creation process, limiting usability for internal sales teams.
CLUEDOO BEHAVIOUR
Cluedoo brings sales order templates into the Sales backend. Users can apply predefined templates when creating sales orders in the back office, allowing quick insertion of common product sets, pricing, and conditions. This improves efficiency and standardization in order processing.
MODULE +
In Odoo, sales order templates are mostly limited to website use and not available in the backend. Cluedoo brings template selection into the Sales backend, making it easier and faster to create standardized orders internally.
CLUEDOO RECOMMENDATION
To be 100% installed on database.
Want to get Clued into Cluedoo?
HOW TO USE THIS MODULE?
1
Create a quotation, we have Save As Template button to save the current quotation to be a template
2
It will be saved in Quotation Templates
