All in One Sales Management Bundle App

All in one Advance Sales Bundle with Reports Odoo App helps users to send mass sales orders by email and filter sent sales orders and not sent sales orders. Users can import sales orders from xls or csv files. Users can set customer credit limit and blocking limit when it exceeds an auto-generated email will be sent to administrator along with that sale order reference. Users also can check sales price history from the sales order view. Users can also add custom fields or tabs from UI to the sales order view. Users can also configure and create workflows to set automated flow for sales orders and merge sales orders with different options. Users can also select warehouses on each sale order line and delivery order created based on the warehouse selected on the sale order line. Users can also make an advance down payment using the advance payment button in sale order. Users also can create and set multiple tags for sale order and use tags as a filter and find records easily in tree view, also they can search tags from the search view. Users also can identify the product profitability and return rate with the filtration of Day, Week ,Month and Year. Users also print sales day wise reports, payment report for customer invoice/sales, product sales summary reports, user wise sales details report, highest sales products report, top customer product report, sales day book report with particular date range for particular company in XLS and PDF format. Users can also print category wise sales order pdf reports and sale order excel reports for single or multiple sale orders.


1) Import Order Lines

Import sale order lines from the sale order.

2) CSV/XLS file Supported

You can import CSV or XLS file both as per as your convenience.

3) Send email of sale order

Users are allowed to send invoices through email, user can select multiple invoices.

4) User can see sent invoices of sale

User can see sent invoices of the customer through the filter option.

5) Set Credit Limit / Blocking Limit for customers.

You can set credit limit and blocking limit for any particular customer, or disable customer to place sale order.

6) Enable Customer Credit Limit

You can enable/disable credit limit for particular customer.

7) Auto-generated email

An auto-generated email will be sent to administrator along with that sale order reference on customer crossing credit limit.

8) Notification About Due Amount & Credit Limit/Blocking Limit

Show the notification in sale order about Due Amount and crossed Credit Limit.

9) Easily Check Sale Price History

You can easily check sale order product price history.

10) Can Generate Report Of Sale Price History

You can generate Price History/Revision/Cost-Down Report.

11) Create Custom Field.

You can add custom field on the Sale Order form run time from GUI.

12) Easy to Create.

To add this field you don't need any technical knowledge. It is a as easy as A B C even for a laymen.

13) Can be use in multi purpose.

This field can be put as domain/search option.

14) Place Field anywhere in form.

You can place a field at your liking place and fit it as per you comfort.

15) Auto Confirm and Validate

Auto confirm order and validate order on one click.

16) Auto Invoice Generation

User can choose option for automatic invoice generation.

17) Validate Invoice

User can choose option for validate invoice automatically.

18) Auto Register Payment

User can choose the option of register payment automatically.

19) Shipping/Invoice Policy

User can choose option to select the shipping and invoice policy for specific sale orders.

20) Sale/Payment Journal

User can choose option to select sale journal and payment journal for specific sale orders.

21) Merge Orders.

You can merge multiple orders in one selected orders or create new orders.

22) Merge order on existing selected order and cancel or delete others.

You have option to merge order with others and cancel or delete others.

23) Merge Orders with Different Customer

You can merge order on different customer.

24) Merge Draft Orders for Same Customer

Select customer and all the draft orders will be comes automatically on wizard then merge it for same customer.

25) Merge Sale Order Lines

User can merge sale order lines of same product and also merged product quantity.

26) Auto Merge Sale Order Lines

User can automatically merge sale order lines while creating or editing order.

27) Multi Warehouse for Sales Order

User can select multiple warehouse for sale orders.

28) Delivery Order Based on Warehouse

Delivery order will created based on warehouse selected on sale order line.

29) Change Warehouse on Sale Order

User can change or select different warehouse for sale order line.

30) Set warehouse for Products

User can set different warehouse for a different product and also this will appear on product variant.

31) Make an Advance Payment from Sale Order

User can make an advance payment from sale order with using advance payment button.

32) Advance Payments will be Listed in Payment Advance Tab

User can see all advance payments will be listed in payment advance tab under sale order.

33) Configuration for All Multi Tags

Under user configuration tick on 'Access to All Multi Tags' option for use tags in sale order.

34) Enable/Disable Tags in Tree View

User can easily enable/disable multi tags in tree view.

35) Display Tags in Kanban View

User can see multi tags in kanban view.

36) Search Tags from the Search View

User can search multi tags from the search view.

37) Use Tags as a Filter

Under filter user can use multi tags as a filter.

38) Choose Color for Particular Tags

User can choose any of the color for particular tags.

39) Product Profit value

Product profit value in amount.

40) Product Delivered Qty & Returned Qty

Here is total delivered & returned quantity of product.

41) Value of Goods

Total sales amount of product.

42) Product Profitability

Product profit value in percentage.

43) Product Return Ratio

Here is total return ratio of product.

44) Cost of Goods

Total cost amount of product.

45) Sale Quotation Excel Report

Print sale quotation in attractive excel report format.

46) Sale Order Excel Report

Print sale order in attractive excel report format.

Mass Sale Order Send By Email

Select Sale Order

Choose the sale orders you want to send a mass mail to customer.

Mass Mail Sale Order Wizard

Click on send button to send email to selected sale order's customers.

Email Sent

Email will be sent to Customers.

Import Sale Order Lines Menu.

Menu for importing data of Sale Order Lines.

Import Sale Order Lines Wizard.

Import Sale Order Line View.

After importing CSV/XLS with "Take Details From The Product" option then you can see the imported product details is taken from already created product.

Customer/Partner Credit Limit Assign/Hold/Blocking

Set Credit Limit

In Customer, Invoicing tab you can set Credit limit and blocking limit, even put that customer on hold. Customer will be unable to place any order if put on hold.

Enable or Disable customer credit limit.

While creating any sale order, customer can see its credit limit, also total amount that is receivable till now. Customer can place sale order even if total receivable is more than credit limit.

You can also view notification about customer's due amount.

Customer Blocking Limit

Customer blocking limit is crossed then it will be show the warning about crossed customer blocking limit.

If any customer exceeds its credit limit by a lot margin or it happens often times, you can put that customer on hold by selecting this option. Once customer is put on hold that customer will be unable to place any sale order.

Sales Product Price History with Quotation Cost-Down Report

After Installing This Module You Can See History Tab In Sale Order.


You Can Generate Report Of Sale Price History By Clicking On QUOTATION COST DOWN.

After Clicking On QUOTATION COST DOWN You Will Get This Report.

In Sale Order you can see Add custom field button

You can see newly added custom field on Sale Order view.

Create Auto Sale Workflow

Process Sale Order with the click of button Auto process

After clicking picking and invoice will get generated

Merge Multiple Sales Order

Merge Sale Orders Wizard

Here you can select orders which you want to merge, In merge order wizard you can see type for merging order.

New order and cancel selected

If you selected first option 'New order and cancel selected'.After click on Merge button, You can see a new order will be created and other selected order will be cancelled.

Merge Order Lines Menu

Under sale order in Action menu user can see "Merge Order Lines" menu.

Merged Sale Order Lines

You can see all same product line on sales order will merged with ordered quantity.

Multi Warehouse on Sale Order

When user selects a products, related warehouse set on product will automatically set on sale order line, User can also change warehouse on sale order line.

Delivery Order Based on Warehouse

On confirming sale order user can see created delivery order for based on warehouse selected on sales order.

User can see all created transfer based on warehouse in tree view.

Advance Payment in Sale Order

User can click on advance payment button in sale order.

Advance Payment Wizard

When click on advance payment button, Advance payment wizard open and select payment journal with payable amount and click on make payment button.

Payment Advance Tab

Under payment advance tab you can see advance payment line in sale order.

Select or Create Sale Order Tags

User can select or create sale order tags in form view of sale order/quotation.

Sales Product Profitability Analysis Report

Product Profitability Menu

You can find Product Profitability Menu under Sales > Reporting

Print Sale Quotation/Order Report

Under sale quotation/order form view user can print excel report by clicking "Quotation/Order Excel Report" menu under "Action" menu.

Sale Quotation/Order Excel Report

User can see generated excel report for sale quotation/order.

Vrajesh Soni May 17, 2024
Share this post
Our blogs

All in One Order Line Views- List, Form, Pivot, Kanban, Graph View etc