Sale Order Type
This module adds a typology for the sales orders. In each different type, you can define: invoicing and refunding journal, a warehouse, a sequence, the shipping policy, the invoicing policy, a payment term, a pricelist and an incoterm.
You can see sale types as lines of business.
You are able to select a sales order type by partner so that when you add a partner to a sales order it will get the related info to it.
Rules can also be associated with sale order types.
Inside each rule, you can select any number of products and/or product categories.
In the sale order form you can find the matching order type by clicking on the button Find by rule placed near the Type field. If the rule does not match by product, product categories are checked.
The sale order types and the rules are inspected based on the value of their sequence field.
Table of contents
Configuration
To configure Sale Order Types you need to:
- Go to Sales > Configuration > Sales Orders Types
- Create a new sale order type with all the settings you want
Usage
- Go to Sales > Sales Orders and create a new sale order. Select the new type you have created before and all settings will be propagated.
- You can also define a type for a particular partner if you go to Sales & Purchases and set a sale order type.
- You can also find the matching order type by clicking on the button Find by rule placed near the Type field
Known issues / Roadmap
- Manage the order of sale.order.type.rule similar to product.pricelist.item (see field applied_on) instead of using sequence.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Grupo Vermon
- AvanzOSC
- Tecnativa
- Agile Business Group
- Niboo
Contributors
- Vermon
- Carlos Sánchez Cifuentes <[email protected]>
- AvanzOsc
- Oihane Crucelaegui <[email protected]>
- Ana Juaristi <[email protected]>
- Daniel Campos <[email protected]>
- Ainara Galdona <[email protected]>
- Agile Business Group
- Lorenzo Battistini <[email protected]>
- Simone Rubino <[email protected]>
- Niboo
- Samuel Lefever <[email protected]>
- Pierre Faniel <[email protected]>
- Tecnativa
- Pedro M. Baeza
- David Vidal
- Carlos Dauden
Do not contact contributors directly about support or help with technical issues.
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
Available languages
| Language | % translated | ||
|---|---|---|---|
| Croatian / hrvatski jezik |
74%
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| Slovenian / slovenščina |
69%
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| German / Deutsch |
69%
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| Italian / Italiano |
64%
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| Portuguese (BR) / Português (BR) |
43%
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| Croatian / hrvatski jezik |
38%
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| Dutch / Nederlands |
35%
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| Portuguese / Português |
33%
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| Spanish (EC) / Español (EC) |
33%
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| Swedish / Svenska |
33%
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| Indonesian / Bahasa Indonesia |
33%
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| Dutch (BE) / Nederlands (BE) |
33%
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| Hungarian / Magyar |
33%
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| Spanish (MX) / Español (MX) |
33%
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| Polish / Język polski |
33%
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| Bulgarian / български език |
33%
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| Mongolian / монгол |
33%
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| Thai / ภาษาไทย |
33%
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| Macedonian / македонски јазик |
33%
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| Arabic / الْعَرَبيّة |
33%
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| Bosnian / bosanski jezik |
33%
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| English (UK) |
33%
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| Estonian / Eesti keel |
33%
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| Chinese (Traditional) / 繁體中文 |
33%
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| Japanese / 日本語 |
33%
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| Finnish / Suomi |
30%
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| Romanian / română |
30%
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| Slovak / Slovenský jazyk |
30%
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| Portuguese / Português |
30%
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| Spanish (PE) / Español (PE) |
28%
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| Spanish (CL) / Español (CL) |
28%
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| Greek / Ελληνικά |
28%
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| Spanish (VE) / Español (VE) |
28%
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| Ukrainian / українська |
28%
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| Turkish / Türkçe |
28%
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| Spanish (CO) / Español (CO) |
28%
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| Turkish / Türkçe |
28%
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| Hebrew / עִבְרִי |
28%
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| Persian / فارس |
28%
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| Spanish (AR) / Español (AR) |
28%
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| Spanish (DO) / Español (DO) |
28%
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| Vietnamese / Tiếng Việt |
28%
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| Spanish (CR) / Español (CR) |
28%
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| Serbian (Latin) / srpski |
28%
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| Russian / русский язык |
25%
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| French (CA) / Français (CA) |
25%
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| Dutch / Nederlands |
25%
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| Latvian / latviešu valoda |
25%
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| Norwegian Bokmål / Norsk bokmål |
25%
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| Spanish (PY) / Español (PY) |
23%
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| French (CH) / Français (CH) |
23%
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| Chinese (Simplified) / 简体中文 |
23%
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| Spanish / Español |
17%
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| Spanish / Español |
17%
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| Vietnamese / Tiếng Việt |
17%
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| Lithuanian / Lietuvių kalba |
12%
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| Lithuanian / Lietuvių kalba |
12%
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| French / Français |
5%
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| French / Français |
5%
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| Catalan / Català |
2%
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| Slovak / Slovenský jazyk |
2%
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| Galician / Galego |
2%
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| Galician / Galego |
2%
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