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Help

Link Sales Order & Appointment

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sales.orderappointment
3 Replies
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Lotte Van Peteghem

Hi there, 


I'm using the Appointments App for booking services (trainings on communication, leadership) with my customers. Is there any way to link sales order (or items on that order) to the appointment? 


I know this is possible with the planning app, so wondering if it's possible with the Appointment app too...


Thanks!

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faOtools

Perhaps, this third-party app - https://apps.odoo.com/apps/modules/17.0/business_appointment - might be an alternative to reach your goals.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

While the Appointments app doesn’t natively support linking sales orders or items to appointments, you can achieve this by adding a custom many2one field to the appointment form. This field can link directly to the relevant sales order or sales order line.

class Appointment(models.Model): 

       _inherit = 'appointment.appointment' 

       sale_order_id = fields.Many2one('sale.order', string="Sales Order")

This setup would allow you to easily associate an appointment with a specific order or item, similar to how it works in the Planning app.


Hope it helps

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calmingconcepts@hotmail.com
Best Answer

Is there any update on this? I would like to know how to see if an appointment has been paid for from the online booking (whilst in the calendar) 

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Nicolas Mathieu
Best Answer

Following

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