| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 2778 |
| Technical Name |
bi_all_in_sale_management |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 13.0 14.0 17.0 16.0 15.0 |
All In One Sales Management Odoo App
All in one Sales Tools Odoo Apps
All in one Sales Bundle Odoo Apps
All Sales Management Bundle Odoo Apps
All in one Sales Bundle odoo app helps users to send mass sales orders by email and filter sent sales orders and not sent sales orders, users can import sales orders from xls or csv file. Users can set customer credit limit and blocking limit when it exceeds an auto-generated email will be sent to administrator along with that sale order reference. Users also can check sales price history from the sales order view. Users can also add custom fields or tabs from UI to the sales order view. Users can also configure and create workflows to set automated flow for sales orders and merge sales orders with different options. Users can also select warehouses on each sale order line and delivery order created based on the warehouse selected on the sale order line. Users can also make an advance down payment using the advance payment button in sale order. Users also can create and set multiple tags for sale order and use tags as a filter and find records easily in tree view, also they can search tags from the search view. Users also can identify the product profitability and return rate with the filtration of Day, Week ,Month and Year. Users also can print sales order excel reports.
Features
Import Order Lines
Import sale order lines from the sale order.
CSV/XLS file Supported
You can import CSV or XLS file both as per as your convenience.
Send email of sale order
Users are allowed to send invoices through email, user can select multiple invoices.
User can see sent invoices of sale
User can see sent invoices of the customer through the filter option.
Set Credit Limit / Blocking Limit for customers.
You can set credit limit and blocking limit for any particular customer, or disable customer to place sale order.
Enable Customer Credit Limit
You can enable/disable credit limit for particular customer.
Auto-generated email
An auto-generated email will be sent to administrator along with that sale order reference on customer crossing credit limit.
Notification About Due Amount & Credit Limit/Blocking Limit
Show the notification in sale order about Due Amount and crossed Credit Limit.
Easily Check Sale Price History
You can easily check sale order product price history.
Can Generate Report Of Sale Price History
You can generate Price History/Revision/Cost-Down Report.
Create Custom Field.
You can add custom field on the Sale Order form run time from GUI.
Easy to Create.
To add this field you don't need any technical knowledge. It is a as easy as A B C even for a laymen.
Can be use in multi purpose.
This field can be put as domain/search option.
Place Field anywhere in form.
You can place a field at your liking place and fit it as per you comfort.
Auto Confirm and Validate
Auto confirm order and validate order on one click.
Auto Invoice Generation
User can choose option for automatic invoice generation.
Validate Invoice
User can choose option for validate invoice automatically.
Auto Register Payment
User can choose the option of register payment automatically.
Shipping/Invoice Policy
User can choose option to select the shipping and invoice policy for specific sale orders.
Sale/Payment Journal
User can choose option to select sale journal and payment journal for specific sale orders.
Merge Orders.
You can merge multiple orders in one selected orders or create new orders.
Merge order on existing selected order and cancel or delete others.
You have option to merge order with others and cancel or delete others.
Merge Orders with Different Customer
You can merge order on different customer.
Merge Draft Orders for Same Customer
Select customer and all the draft orders will be comes automatically on wizard then merge it for same customer.
Merge Sale Order Lines
User can merge sale order lines of same product and also merged product quantity.
Auto Merge Sale Order Lines
User can automatically merge sale order lines while creating or editing order.
Multi Warehouse for Sales Order
User can select multiple warehouse for sale orders.
Delivery Order Based on Warehouse
Delivery order will created based on warehouse selected on sale order line.
Change Warehouse on Sale Order
User can change or select different warehouse for sale order line.
Set warehouse for Products
User can set different warehouse for a different product and also this will appear on product variant.
Make an Advance Payment from Sale Order
User can make an advance payment from sale order with using advance payment button.
Advance Payments will be Listed in Payment Advance Tab
User can see all advance payments will be listed in payment advance tab under sale order.
Configuration for All Multi Tags
Under user configuration tick on 'Access to All Multi Tags' option for use tags in sale order.
Enable/Disable Tags in Tree View
User can easily enable/disable multi tags in tree view.
Display Tags in Kanban View
User can see multi tags in kanban view.
Search Tags from the Search View
User can search multi tags from the search view.
Use Tags as a Filter
Under filter user can use multi tags as a filter.
Choose Color for Particular Tags
User can choose any of the color for particular tags.
Product Profit value
Product profit value in amount.
Product Delivered Qty & Returned Qty
Here is total delivered & returned quantity of product.
Value of Goods
Total sales amount of product.
Product Profitability
Product profit value in percentage.
Product Return Ratio
Here is total return ratio of product.
Cost of Goods
Total cost amount of product.
Sale Quotation Excel Report
Print sale quotation in attractive excel report format.
Sale Order Excel Report
Print sale order in attractive excel report format.Mass Sale Order Send By Email
Import
Select Sale Order
Choose the sale orders you want to send a mass mail to customer.
Mass Mail Sale Order Wizard
Click on send button to send email to selected sale order's customers.
Email will be sent to Customers.
Here you can see attachments of sale order report.
No Customer Email Address Error
User can not send sale order to customer without email address.
Sale Order Filter
You can use "Order Sent" filter to show sale order which are sent via mass mail to customers.
Sale Order Not Sent
It will show sale order which are not sent via mass mail to customers.
Import Bulk Sale Order Lines from Excel/CSV
Import Sale Order Lines
Data File Sample.
You have 3 different options to import sale order line.
If you want to import product with "Take Details From The Product" option then follow given XLS format.
If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character
Import with Code.
Import with Barcode.
Import with Name.
If you want to import product with "Take Details From The XLS File" option then follow given XLS format.
If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character
Import with Code.
Import with Barcode.
Import with Name.
- PRODUCT
- -Product name for sale order line.
- QUANTITY
- - Quantity for above product.
- UOM
- - UOM for above product.
- DESCRIPTION
- - Description of product
- PRICE
- - Price for above product.
- TAX
- -Tax for product
If there is need of adding "Tax" you can add it but if there is no need of adding "Tax" you have to leave it blank.
1. When code is selected in Import option, please select file that contains code of products.
2. When barcode is selected in Import option, please select file that contains barcode of products.
3. When Name is selected in Import option, please select file that contains name of products.
Import Sale Order Lines Menu.
Menu for importing data of Sale Order Lines.
Import Sale Order Lines Wizard.
1. Product Details Option :
If you select "Take Details From The Product" option then product and product quantity will be taken from selected XLS file, Other product details(UOM, Price) will be taken from already created products.
If you select "Take Details From The XLS File" option then all details will be taken from selected XLS file.
If you select "Take Details With Adapted Pricelist" option then all details will be taken from product applied Pricelist.
2. Import Product By :
You have also option to import products by it's Name/ Barcode or Code(Internal Reference).
If you want to create product while importing sale order line then you have to select import with "Name".
User can enable "Download Sample Files" option and select "File Type" for file and download sample file to import sale order line.
Import Sale Order Line View.
After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.
If you select "Take Details From The XLS File" option then you can see the imported product details is taken from XLS file.
If you select "Take Details With Adapted Pricelist" option then you can see the imported product details is taken with adapted pricelist.
Warning/Validation.
1. It will generate error if you import wrong UOM.
2. It will generate error if you import wrong Tax.
Customer/Partner Credit Limit Assign/Hold/Blocking
Set Credit Limit
In Customer, Invoicing tab you can set Credit limit and blocking limit, even put that customer on hold. Customer will be unable to place any order if put on hold.
Enable or Disable customer credit limit.
While creating any sale order, customer can see its credit limit, also total amount that is receivable till now. Customer can place sale order even if total receivable is more than credit limit.
You can also view notification about customer's due amount.
Credit Limit Wizard
If customer's credit limit exceeded while creating sale order, when customer confirms order. At that time a pop-up is provided that will show a warning to customer that credit limit has been exceeded along with exceeding amount and other details. On clicking confirm button, customer can confirm that sale order.
Auto Generated Email
When customer's credit limit is exceeded, on confirming sale order, an auto-generated email will be sent to administration department. Mentioning, sale order name, customer name, amount exceeded and a link to review that particular sale order. also you can view sale order by clicking on given link.
Customer Blocking Limit
Customer blocking limit is crossed then it will be show the warning about crossed customer blocking limit.
If customer exceeds blocking limit amount then it shows warning pop-up about blocking limit exceeds and customer will be unable to place any sale order.
If any customer exceeds its credit limit by a lot margin or it happens often times, you can put that customer on hold by selecting this option. Once customer is put on hold that customer will be unable to place any sale order.
While any customer is put on hold, if that customer tries to make any sale. After confirming order, a pop-up will be displayed to customer to contact administration department. Also that sale order will not be placed.
Sales Product Price History with Quotation Cost-Down Report
History Tab.
After Installing This Module You Can See History Tab In Sale Order.
Views
When You Create Sale Order Lines.
After Changing Product Unit Price In Sale Order Lines.
Select History Tab To View Changes In Sale Price History.
QUATATION COST DOWN Report.
You Can Generate Report Of Sale Price History By Clicking On QUATATION COST DOWN.
After Clicking On QUOTATION COST DOWN You Will Get This Report.
Add Custom/Customized Fields to Sale Order View
Allow User to Add custom field, Select option given below in the image.
In Sale Order you can see Add custom field button
Fill up wizard data as given below.
- Field Name : Name you want to give to new field by which it will be stored in database.
- Field Label : Label you want to put on the new field which you will see on details form.
- Field Help : Description about the field that user will be able to see for reference.
- Field Type : Type of field you want to create. for example:: integer, float, etc.
- Where To Add : the place where you want to add the field. like , after or before referenced field.
- Field : Mention the field you want to add your field after or before.
You can see newly added custom field on Sale Order view.
Automated Sale Order Processing Workflow
Auto Sale Workflow configuration
Create Auto Sale Workflow
Workflow setup from Customer side
Set auto workflow in Sales order
Process Sale Order with the click of button Auto process
After clicking picking and invoice will get generated
Auto Processed Picking
Auto Processed Invoicing
Merge Multiple Sales Order
Merge Sale Orders
Merge Sale Orders Wizard
Here you can select orders which you want to merge, In merge order wizard you can see type for merging order.
New order and cancel selected
If you selected first option 'New order and cancel selected'.After click on Merge button, You can see a new order will be created and other selected order will be cancelled.
New order and Delete all selected order
If we goes with second type option.After click on Merge button,with second option You can see a new order will be created and other selected order will be deleted.
Merge order on existing selected order and cancel others
If we goes with third type option.You can see a 'Merge With' field, In this you can select a existing order in which you want to added another selected orders.After click on Merge button, You can see a another orders merge with selected existing order.And rest of all selected orders will be cancelled.
Merge order on existing selected order and delete others
If we goes with the fourth type option. You can see a 'Merge With' field, In this, you can select an existing order in which you want to add another selected order. After clicking on the Merge button, You can see another orders merge with a selected existing order. And rest of all selected orders will be deleted.
Merge with Different Customer
If we ticked 'Merge with Different Customer' checkbox. You can see a 'Customer' field, In this you can select an another customer in which you want to added another selected orders.After click on Merge button, You can see a another orders merge with new order.And rest of all selected orders will be cancelled.
Done and Processed order Error
We can not merge already done orders and also those orders which are in confirm sale. It will be raise Error.
Same Partner Error
We can not merge different partners orders, You should same partner's orders.Otherwise it will be raise Error.
Merge Sale for Same Customer
Merge Sale for Same Customer Menu
Sales -> Orders -> Merge Sale for Same Customer menu.
Merge Sale Orders Wizard
Here you can select orders which you want to merge, In merge sale orders wizard you can see type for merging order.
New Order and Cancel Selected
If you selected first option 'New order and cancel selected'.You can see a 'Customer' field, based on selected customer all the draft sale orders will be comes automatically. After click on Merge button, You can see a new order will be created and other selected order will be cancelled.
Merge Order Lines
Merge Order Lines Menu
Under sale order in Action menu user can see "Merge Order Lines" menu.
Merge Order Lines Wizard
When you click on 'Merge Order Lines' menu new wizard will be open for confirm merge operation.
Merged Sale Order Lines
You can see all same product line on sales order will merged with ordered quantity.
Configuration for Auto Merge Sale Order Lines
Under Sales > Configuration > Settings menu enable "Auto Merge Sale Orderlines".
When you create a new order or edit an existing order all same product and quantity will be merged automatically.
Sale Order Multi Warehouse
Multi Warehouse Configuration
Under Sales > Configurations > Settings menu user need to enable "Allow Warehouse in Sale Order Line".
Warehouse on Products
User have to select "Sale Warehouse" on product, Selected warehouse will also displayed on product variants.
Multi Warehouse on Sale Order
When user selects a products, related warehouse set on product will automatically set on sale order line, User can also change warehouse on sale order line.
Delivery Order Based on Warehouse
On confirming sale order user can see created delivery order for based on warehouse selected on sales order.
User can see all created transfer based on warehouse in tree view.
User can see created delivery order in form view for different warehouse.
Sales Order Advance Payment
Advance Payment in Sale Order
User can click on advance payment button in sale order.
Advance Payment Wizard
When click on advance payment button, Advance payment wizard open and select payment journal with payable amount and click on make payment button.
Payment Advance Tab
Under payment advance tab you can see advance payment line in sale order.
Under customer invoice you can see advance payment transfer in outstanding credits balance and click on add button for make payment.
Advance Payment of Sale Order
Tags in Sales Orders
Configuration for Access to All Multi Tags
Settings -> Users & Companies -> Users in that tick 'Access to All Multi Tags' option for use tags in sale order.
Sale Order Tags Flow
Sale Tags Menu
Go to Sales -> Configuration -> Sale Tags menu in that user can create custom tags with selection of color index.
Select or Create Sale Order Tags
User can select or create sale order tags in form view of sale order/quotation.
Select Color in Sale Order Tags
When click on sale order tag, user can choose any of the color for particular tag.
Enable/Disable Sale Order Tags
User can easily enable/disable sale order tags field in tree view of sale order/quotation.
Filter Sale Order/Quotation with Tags
User can filter the sale order/quotation with using sale order tags.
Sale Order Tags in Kanban View
User can see sale order tags in kanban view of sale order/quotation.
Search Sale Order Tags from Search View
User can search sale order tags from the search view in the sale order/quotation.
User can see search sale order tags result in the sale order/quotation.
Sales Product Profitability Analysis Report
Product Profitability Menu
You can find Product Profitability Menu under Sales > Reporting
Product Profitability : Product wise
Daily Product Profitability
Weekly Product Profitability
Monthly Product Profitability
Sales Order XLS Report
Report Color Configuration
Under Settings > Users & Companies > Users menu user can select different multiple color or enter color code for sale report.
Selected colors for sale report will company specific, Also can set different color for different company.
Sale Quotation/Order Excel Report
Print Sale Quotation/Order Report
Under sale quotation/order form view user can print excel report by clicking "Quotation/Order Excel Report" menu under "Action" menu.
Sale Quotation/Order Excel Report
User can see generated excel report for sale quotation/order.
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