$ 10.69
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
eg_auto_section_sale_order
|
| License | OPL-1 |
| 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:
Place the module into your Odoo addons directory
Update the module list
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.
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 >
2) Product View:
Users can create new sections or select from existing ones to assign products to specific sections in the sale order.
3) Product Variant View:
Products are grouped according to the defined section, making it easier to organize variants under their respective categories.
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.
5) Dynamically Created Sections:
After saving, the sale order displays dynamically created sections, with the sale order lines grouped accordingly.
6) Sale Invoice View:
Invoices automatically follow the same section structure as the sale order, ensuring consistency between the order and the invoice.
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.