Sale Contract Management
(0)
15

Sale Contract Management

FREE

Available versions
Technical name
xf_partner_contract_sale
License
OPL-1
Secure dependencies
N/A
This version of the app is no longer available for downloading.

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

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Contact me for Support, Customization, Implementation:
Email: [email protected]
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
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This app does not use any external Python dependencies.
This app is not translated in any languages, it is only available in English.