Odoo Apps Sales Template
| Lines of Code | 389 |
| Technical name | to_odoo_module_sale_template |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_odoo_module_sale_template |
| Read description for | v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) eCommerce (website_sale) Website (website) Sales (sale_management) |
| Included Dependencies | Odoo Apps Management Git Management Viindoo Base Odoo Versions Management SSH Keys Management Product Licenses - Sales Product Licenses Product Odoo Version Odoo Apps Sales Config Management Git Branch Odoo Version Token Expiration |
Quotation templates that load every app of a category
A sales template flagged Load Odoo Apps with an Odoo version and app categories fills the quotation with all published app versions of those categories.
Odoo Apps Sales Template (technical name to_odoo_module_sale_template) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales.
At a Glance
The facts of Odoo Apps Sales Template, version 0.1, in one place. Published by Viindoo.
How It Works
Create the template with version and categories; apply it on a quotation.
Template
Technical and Extra Tools.
Templates
The list.
Order
Lines with versions.
What You Get
Load Odoo Apps flag
Odoo version on the template
App categories to include
Lines generated on apply
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Publish them first.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Odoo Apps Sales Template?
Sales
A technical starter pack in one template.
Frequently Asked Questions
What does Odoo Apps Sales Template do?
A sales template flagged Load Odoo Apps with an Odoo version and app categories fills the quotation with all published app versions of those categories.
What does Odoo Apps Sales Template not do?
Only published app versions of the version are loaded. Publish them first.
Who is Odoo Apps Sales Template for?
Sales: A technical starter pack in one template.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: to_odoo_module_sale, sale_management. Odoo installs them with it.
How do I set it up?
Create the template with version and categories; apply it on a quotation.
What works well with it?
Apps Sale (to_odoo_module_sale): Required.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_odoo_module_sale_template; pre-sales questions go to sales@viindoo.com.
See Odoo Apps Sales Template in Action
Live demo: v17demo-int.viindoo.com/web#action=sale_management.sale_order_template_action
Need help with Odoo Apps Sales Template?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword to_odoo_module_sale_template.
- Press Install.
Instructions
Instruction video: Odoo Apps Sales Template
1. Create a module sales quotation template
Navigate to Sales > Configuration > Quotation Templates, and press Create to create a new template. On the quotation template details, add the following information:
- Quotation Template: Name of the template;
- Enable Load Odoo Apps;
- Odoo Version: Select the Odoo version applied to this quotation template;
- App Categories: Modules are categorized by specific groups of functions. Here you can select one or various app categories and the list of modules belonging to chosen categories will be displayed on the Lines tab.
Press Save to register the settings.
2. Apply a default quotation template on a sales quotation
Go to Sales > Orders > Sales Orders, press Create to create a new sales quotation. From here, select the quotation template chosen by the customer to have the modules list displayed on the Lines tab.
After verifying all the information, press Confirm and start to create a customer invoice then record customer's payment and finish the reconciliation process.
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.