Gestion des Documents, Clients

by
Odoo

$ 29.24

v 17.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 105
Technical Name eloapps_customer_docs
LicenseLGPL-3
Websitehttps://www.elosys.net/
Versions 14.0 16.0 17.0 15.0 13.0 12.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 105
Technical Name eloapps_customer_docs
LicenseLGPL-3
Websitehttps://www.elosys.net/
Versions 14.0 16.0 17.0 15.0 13.0 12.0
  • FR
  • EN

Documents obligatoires des Clients

Fonctionnalité

Conditionné la validation des devis clients par la présence de documents obligatoires.


  • Joindre les documents d'un client sur sa fiche contact.
  • Gérer les devis clients en fonction des documents notés comme obligatoires.

1-Ajout des types de documents:

2-Ajout des documents sur la fiche contact d'un client:

3-Gestion des documents obligatoirs à travers la validation des devis:

Regarder la vidéo tutorial
Cliquer ici

Versions
  • Version 17.0.1.0 Décembre 2023 | Version Initiale

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Contactez nous
support@elosys.net
213 (0)45 422 335

Mandatory Client Documents

Features

Add condition for the validation of customer quotes by the presence of mandatory documents.


  • Attach a client's documents to their contact form.
  • Manage customer quotes based on documents noted as mandatory.

1-Add document types :

2-Add documents to a customer's contact file:

3-Management of mandatory documents through the validation of quotes:

Watch tutorial video
Click here

Versions
  • Version 16.0.1.0 November 2022 | Initial Version
  • Version 16.0.2.0 November 2022 | Add the functionality to check if all the types of mandatory documents exist on the customer file

Other suggested products

Our Services
Developement & Implementation
Odoo
Database management
Odoo
System Administration
Odoo
Installation
Odoo
Personnalization
Odoo
Maintenance
Odoo

Contact Us
support@elosys.net
213 (0)45 422 335

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