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​Integrating a referral feature within Odoo's Sales module can enhance your ability to track and manage sales influenced by referrals. Here's how to address the absence of the referral option in quotations and sales orders:​

1. Verify Module Installation:

• Check Module Compatibility:
  • Ensure that the reseller or referral module you've installed is compatible with your specific version of Odoo. Incompatibilities can lead to features not displaying correctly.​
• Confirm Installation Status:
  • Navigate to Apps in Odoo and verify that the module is installed and not just downloaded. An installed module will have a green checkmark or an "Installed" label.​

2. Activate the Referral Field:

• Enable Developer Mode:
  • Go to Settings and activate Developer Mode to access advanced configurations.​
• Check for Referral Field:
  • Navigate to Sales → Configuration → Sales Orders.
  • Open any existing quotation or create a new one.​
  • In the form view, click on the "⋮" (three dots) or "View Fields" option.​
  • Search for a field labeled "Referrer," "Referral," or similar.​
  • If found, ensure it's set to be visible in the form view.​

3. Customize the Sales Order Form:

• Add the Referral Field Manually:
  • If the referral field isn't present:​
    • In Developer Mode, navigate to Sales → Orders → Quotations.
    • Open a quotation and select "Edit Form View".
    • Add a new field with the appropriate label (e.g., "Referrer") and define its attributes.
    • Save the changes to update the form view.

4. Review User Access Rights:

• Ensure Proper Permissions:
  • Confirm that your user role has the necessary permissions to view and edit the referral field.​
  • Navigate to Settings → Users & Companies → Users, select your user profile, and review the assigned access rights.​

5. Seek Community Support:

• Engage with the Odoo Community:
  • If the above steps don't resolve the issue, consider reaching out to the Odoo community forums or consulting with Odoo experts for insights specific to your setup.​

At Wan Buffer Services, we specialize in customizing Odoo modules to align with your business processes. If you require assistance in integrating and configuring referral features within your Sales module.​