ODOO'S FUNCTION
Odoo's limitations in document synchronization related to sales agreement records.
CLUEDOO'S FUNCTION
By implementing CLuedoo's Document Sync: Sales Agreement module, you can significantly improve its sale processes and enhance the efficiency of sales agreement management. The module's ability to synchronize documents directly from sales agreement records addresses the existing limitation in Odoo and provides a more streamlined and effective solution for document management.
1. Go to Settings > Document Centralization Check box Sale Agreement Configure the location that you want the uploaded file to be saved. Default Tags can also be set up for better management |  |
2. Go to Sales > Blanket Order You can create a new Blanket Order or choose an available one In a Blanket Order, you have 3 ways to upload a file
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3. Once the file is uploaded, we can see that it is automatically centralized in the workspace in the Documents app that we set up in Settings. |  |