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Sales Order Template

Zura Tsiklauri
on 5/6/14, 8:45 AM 3,127 views

Where Can I Template Sales Orders and sell multiple times from this order? Or when I make a new sales order save it as a template?

shashank verma
On 5/6/14, 10:58 AM


Are you talking about Sale order E-mail template? Or Do u want to sale order form view in a template form ?

Hi, Thanks for question. Not an Email Template, When I create a sale order I want to save it as a template somewhere in templates so that again when I want to sell same products to same client I will not make a new sales order

Zura Tsiklauri
on 5/7/14, 11:23 AM

I dont know how OpenERP can convert any record as a template BUT according to your requirement i would suggest to use "Duplicate " functionality.

Example- When u duplicate a order "SO001" then separate copy is created "SO002" with same values of SO001. So order SO002 can be used for later purpose.

shashank verma
on 5/7/14, 11:46 AM

Yes it is a solution, but I am synchronizing OpenERP with Online State Tax Accounting System, in which I have to do templates. Thanks for the answer. I found a Community Module: Quotation Templates. I might get some use from it.

Zura Tsiklauri
on 5/7/14, 12:35 PM

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Asked: 5/6/14, 8:45 AM
Seen: 3127 times
Last updated: 3/16/15, 8:10 AM