Contract Management for Sales | Customer Contracts, Quotations from Contracts
by XFanis
module: $5.00 + deps
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Odoo modules
Contract Management for Sales | Customer Contracts, Quotations from Contracts for Odoo
Sales contracts with customers: create quotations and sale orders from a sales contract and its lines, pick a contract on a quotation, invoices carry the contract, contract optional or required on sale orders.
Using approved/validated contracts to control creation of customer invoices.
This is the sale-related submodule for the main Contract Approval Workflow module
Key Features:
- Validating contract with or without approval process
- Using teams to organize approval workflow for sale contracts
- Unlimited steps/levels of contract approval with email notifications
- Using contracts to create customer invoices more quickly
- Using contracts as template of sale orders or customer invoices
- Expiring/Closing contracts automatically depending on End Date or Last Payment Date
- Multi-Company and Multi-Currency features of Odoo System are supported
- Each user of the module can initiate contract adding
To see full description of the module please visit the main Contract Approval Workflow module page
Module Settings:
After installing the module, administrator can enable using contract for sale orders and approval workflow for contracts
Contract to Sale Order:
Each contract can help create sale orders more quickly just by clicking the "Create Sale Order" button:
Also you can apply contract throughout sale order (quotation) form:
Before:
After:
Thus you can use contracts as template for new sale orders.
If you want to implement dynamic multi-level approval process for your sale orders (quotations) please look that module: Dynamic Approval Workflow for Sale Orders
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