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Auto Section In Sale Order

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Required Apps Sales (sale_management)
Discuss (mail)
Invoicing (account)
Technical Name eg_auto_section_sale_order
License OPL-1
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Technical Name eg_auto_section_sale_order
License OPL-1

Introduction

The Auto Section in Sale Order module empowers users of Odoo to automatically group sale order lines into defined product sections, removing the need for manual structuring of orders. By linking products to sections, the module ensures that your sales orders and invoices maintain a clean, logical layout. This automation enhances document readability, saves time, and ensures consistency across sales workflows. With this intelligent section assignment, businesses can optimize order clarity, improve customer experience, and reduce manual errors in order management.

Key Features

  • Define a section field on product records to map products to specific order sections

  • Automatically insert section headers into sale orders based on product section assignments

  • Move sale order lines into their appropriate sections upon saving the order

  • Ensure that invoices generated from orders maintain the same section structure

  • Eliminate manual creation of sections for each order

  • Seamless integration with sales, accounting, and mail (discussion) modules

Benefits

  • Saves time by automating section grouping in sales orders

  • Reduces manual errors in arranging order lines

  • Improves clarity and presentation of sales documents

  • Maintains consistent structure between orders and invoices

  • Enhances efficiency for sales teams and improves customer understanding

Compatibility & Technical Details

  • Technical name: eg_auto_section_sale_order

  • License: OPL-1

  • Dependencies: Sales (sale_management), Invoicing (account), Discuss / Mail (mail)

  • Installation steps:

    1. Place the module into your Odoo addons directory

    2. Update the module list

    3. Install the module Auto Section in Sale Order

  • Behavior: On saving a sale order, section headers are dynamically created based on product section configurations and sale order lines are grouped accordingly

  • Invoices originating from sales orders preserve the same section grouping logic

Auto Section In Sale Order

The Auto Section in Sale Order module allows users to define product sections and automatically assign sale order lines to these sections. This feature streamlines organizing and managing products within sales orders, ensuring that the invoice structure matches the sale order for a cohesive workflow.



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Highlight Auto Section In Sale Order

Automatically assigns sale order lines to predefined product sections

Products are grouped into sections for easy identification in sale orders

Invoice sections reflect the same organization as the sale order

Features

Section Management in Product and Sale Order Menus:

Users can define sections for products and create new sections directly from the sale order section menu.

Sectioned Sale Order Lines:

Products in a sale order will be grouped under the defined sections, improving organization.

Auto Section Creation:

Automatically creates sections in the sale order lines based on the defined sections in the product, eliminating manual setup.

Screenshot

1) Sale Order Section Menu:

Here, you can define new sections by providing a name for each section. This helps organize the products within your sales orders.

Navigation : Sales → Configuration → Sale Order Section >
Click to Play

2) Product View:


Users can create new sections or select from existing ones to assign products to specific sections in the sale order.


Click to Play

3) Product Variant View:

Products are grouped according to the defined section, making it easier to organize variants under their respective categories.


Click to Play

4) Creating and Saving the Sale Order:

When creating and saving a sale order, all sale order lines are automatically moved to their respective sections based on the product definitions.


Click to Play

5) Dynamically Created Sections:

After saving, the sale order displays dynamically created sections, with the sale order lines grouped accordingly.


Click to Play

6) Sale Invoice View:

Invoices automatically follow the same section structure as the sale order, ensuring consistency between the order and the invoice.


Click to Play

User Guide

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