Sales Document Management

About Module


This module is very useful to manage important documents of the sale order(sale order, quotation). It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple employees at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!





Features


  • 1) Easy to manage sale order(sale order, quotation) documents.
  • 2) You can send an email notification to the customer for document expiration.
  • 3) You can send multiple employee email notifications at a time.
  • 4) You can send notifications before/after expire the document.
  • 5) You can send notifications at the expiry date of that document.
  • 6) You can see the document without download that document.
  • 7) Easy to send the notification using scheduled action or manually.
  • 8) This module saves your time.

Versions


  • v14.0
  • v13.0
  • v12.0

Installations


1) You will receive the link to download the zip file of the module please download it.

2) Extract the zip file, you will see a folder named ‘sh_sale_document’.

3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

4) Now, open the odoo as Developer Mode.

5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

6) In the search bar, search ‘sh_sale_document’.

7) Click on ‘Install’ to install it.