Delivery and Invoice Status in CRM

by
Odoo

20.37

v 16.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Inventory (stock)
Lines of code 179
Technical Name acc_delivery_and_invoice_status_in_crm
LicenseOPL-1
Websitehttps://accurates.com.sa
Versions 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Inventory (stock)
Lines of code 179
Technical Name acc_delivery_and_invoice_status_in_crm
LicenseOPL-1
Websitehttps://accurates.com.sa
Versions 16.0
Community Enterprise Odoo.sh

DELIVERY AND INVOICE STATUS IN CRM

By Accurate IT Solutions

This module helps to know the delivery and invoice status in CRM.

Description with screenshots

Inside CRM module the pipline can group by using state, Then we can see that all the pipeline and it's Delivery & Invoice Status.

If pipeline is created with no quotation the state is in CRM.

If quotation is created state changes to Quotation and quotation is sent to customer state changes to Quotation Sent.

If quotation is confirmed as sale order, the state changes to Sale Order.

Inside delivery, If not delivered demanded quantity, The state changes to Partially Delivered.

If delivered demanded quantity, The state changes to Delivered.

If not invoiced delivered quantity, The state changes to Partially Invoiced.

If invoiced delivered quantity, The state changes to Invoiced.

If registered the payment, The state changes to Paid.

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