Sales (sale_management) - Odoo Module Metadata

account_invoice_pricelist, account_invoice_production_lot, agreement_sale, event_sale, fieldservice_sale, l10n_ro_account_edit_currency_rate, pos_sale, product_pricelist_revision, product_warranty, repair, sale_blanket_order, sale_channel, sale_expense, sale_last_price_info, sale_margin, sale_order_invoicing_grouping_criteria, sale_order_line_input, sale_order_line_sequence, sale_order_note_template, sale_order_product_recommendation, sale_order_revision, sale_order_tag, sale_order_type, sale_pdf_quote_builder, sale_product_set, sale_project, sale_require_po_doc, sale_service, sale_substate, sale_validity_auto_cancel, shopify_connector, subscription_oca, test_sale_product_configurators, tms_sale

Description

Manage sales quotations and orders
==================================

This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.

It handles the full sales workflow:

* **Quotation** -> **Sales order** -> **Invoice**

Preferences (only with Warehouse Management installed)
------------------------------------------------------

If you also installed the Warehouse Management, you can deal with the following preferences:

* Shipping: Choice of delivery at once or partial delivery
* Invoicing: choose how invoices will be paid
* Incoterms: International Commercial terms


With this module you can personnalize the sales order and invoice report with
categories, subtotals or page-breaks.

The Dashboard for the Sales Manager will include
------------------------------------------------
* My Quotations
* Monthly Turnover (Graph)

Code Analysis ⓘ

Views touched (8)

XML ID	Name	Model	Type	Status
`digest_digest_view_form`	digest.digest.view.form.inherit.sale_management	digest.digest	form	Inherits digest.digest_digest_view_form
`res_config_settings_view_form`	res.config.settings.view.form.inherit.sale.management	res.config.settings	form	Inherits sale.res_config_settings_view_form
`sale_order_form_quote`	sale.order.form.inherit.sale_management	sale.order	form	Inherits sale.view_order_form
`sale_order_portal_content_inherit_sale_management`	Order Options	ir.ui.view	qweb	Inherits sale.sale_order_portal_content
`sale_order_portal_optional_product_quantity`	Order Quantity	ir.ui.view	qweb	New
`sale_order_template_view_form`	sale.order.template.form	sale.order.template	form	New
`sale_order_template_view_search`	sale.order.template.search	sale.order.template	search	New
`sale_order_template_view_tree`	sale.order.template.list	sale.order.template	list	New

HTTP endpoints (1)

Route(s)	Handler	Auth	Type	Methods	Flags
`/my/orders/<int:order_id>/update_line_dict`	`CustomerPortal.portal_quote_option_update`	public	jsonrpc	ALL	sudo website

Models touched (7)

New fields (2)

kpi_all_sale_total Boolean
args: 'All Sales'
kpi_all_sale_total_value Monetary
compute='_compute_kpi_sale_total_value'

Public methods (0)

No public methods.

New fields (1)

sale_order_template_id Many2one → sale.order.template
check_company=True domain="['|', ('company_id', '=', False), ('company_id', '=', id)]" string='Default Sale Template' args: 'sale.order.template'

Public methods (0)

No public methods.

New fields (2)

company_so_template_id Many2one
domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]" readonly=False related='company_id.sale_order_template_id' string='Default Template'
group_sale_order_template Boolean
implied_group='sale_management.group_sale_order_template' args: 'Quotation Templates'

Public methods (1)

set_values(self)

New fields (1)

sale_order_template_id Many2one → sale.order.template
check_company=True comodel_name='sale.order.template' compute='_compute_sale_order_template_id' domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]" precompute=True readonly=False store=True string='Quotation Template'

Public methods (1)

action_confirm(self)

New fields (1)

is_optional Boolean
copy=True default=False string='Optional Line'

Public methods (0)

No public methods.

New fields (12)

active Boolean
default=True help='If unchecked, it will allow you to hide the quotation template without removing it.'
company_id Many2one → res.company
comodel_name='res.company' default=<expr>
journal_id Many2one → account.journal
check_company=True company_dependent=True domain=[('type', '=', 'sale')] help='If set, SO with this template will invoice in this journal; otherwise the sales journal with the lowest sequence is used.' string='Invoicing Journal' args: 'account.journal'
mail_template_id Many2one → mail.template
comodel_name='mail.template' domain=[('model', '=', 'sale.order')] help='This e-mail template will be sent on confirmation. Leave empty to send nothing.' string='Confirmation Mail'
name Char
required=True string='Quotation Template'
note Html
string='Terms and conditions' translate=True
number_of_days Integer
help='Number of days for the validity date computation of the quotation' string='Quotation Duration'
prepayment_percent Float
compute='_compute_prepayment_percent' help='The percentage of the amount needed to be paid to confirm quotations.' readonly=False store=True string='Prepayment percentage'
require_payment Boolean
compute='_compute_require_payment' help='Request an online payment to the customer in order to confirm orders automatically.' readonly=False store=True string='Online Payment'
require_signature Boolean
compute='_compute_require_signature' help='Request a online signature to the customer in order to confirm orders automatically.' readonly=False store=True string='Online Signature'
sale_order_template_line_ids One2many → sale.order.template.line
comodel_name='sale.order.template.line' copy=True inverse_name='sale_order_template_id' string='Lines'
sequence Integer
default=10

Public methods (2)

create(self, vals_list)
@api.model_create_multi
write(self, vals)

New fields (11)

allowed_uom_ids Many2many → uom.uom
compute='_compute_allowed_uom_ids' args: 'uom.uom'
company_id Many2one
index=True related='sale_order_template_id.company_id' store=True
display_type Selection
default=False args: [('line_section', 'Section'), ('line_subsection', 'Subsection'), ('line_note', 'Note')]
is_optional Boolean
copy=True default=False string='Optional Line'
name Text
string='Description' translate=True
parent_id Many2one → sale.order.template.line
comodel_name='sale.order.template.line' compute='_compute_parent_id' string='Parent Section Line'
product_id Many2one → product.product
check_company=True comodel_name='product.product' domain=<expr>
product_uom_id Many2one → uom.uom
comodel_name='uom.uom' compute='_compute_product_uom_id' domain="[('id', 'in', allowed_uom_ids)]" precompute=True readonly=False store=True string='Unit'
product_uom_qty Float
default=1 digits='Product Unit' required=True string='Quantity'
sale_order_template_id Many2one → sale.order.template
comodel_name='sale.order.template' index=True ondelete='cascade' required=True string='Quotation Template Reference'
sequence Integer
default=10 help='Gives the sequence order when displaying a list of sale quote lines.' string='Sequence'

Public methods (2)

create(self, vals_list)
@api.model_create_multi
write(self, vals)

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Code Analysis ⓘ

Views touched (8)

HTTP endpoints (1)

Models touched (7)

digest.digest Extends Model 2 fields 0 methods DigestDigest · inherits digest.digest

res.company Extends Model 1 field 0 methods ResCompany · inherits res.company

res.config.settings Extends TransientModel 2 fields 1 method ResConfigSettings · inherits res.config.settings

sale.order Extends Model 1 field 1 method SaleOrder · inherits sale.order

sale.order.line Extends Model 1 field 0 methods SaleOrderLine · inherits sale.order.line · Sales Order Line

sale.order.template New model Model 12 fields 2 methods SaleOrderTemplate · Quotation Template

sale.order.template.line New model Model 11 fields 2 methods SaleOrderTemplateLine · Quotation Template Line