Sale Contract Management

by
Odoo

37.38

v 13.0 Third Party 32
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 2009
Technical Name xf_partner_contract_sale
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 17.0 15.0 16.0 14.0 13.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 2009
Technical Name xf_partner_contract_sale
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 17.0 15.0 16.0 14.0 13.0

Sale Contract Management and Approval

Improve your sale contract management and approval process!

Dynamic, Customizable and Flexible approval system for contracts.

Using approved/validated contracts to control creation of customer invoices.

This is the sale-related submodule for the main Contract Management 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 Management and Approval module page

Module Settings:

After installing the module, administrator can enable using contract for sale orders and approval workflow for contracts

Sale Contract Management Module Settings


Contract to Sale Order:

Each contract can help create sale orders more quickly just by clicking the "Create Sale Order" button:

Contract to Sale Order

Also you can apply contract throughout sale order (quotation) form:

Before:

Sale quotations before applying contract

After:

Sale order after applying contract

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

Logo
Contact me for Support, Customization, Implementation:
Email: xfanis.dev@gmail.com
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.