Set user rights to enable this functionality.

Quotation (SO021) with one order line.

Quotation (SO020) with one order line.

Select Two or More Quotation and click Merge Sale Orders

In Merge Sale Orders wizard, Select customer and if you want to create new sale order then don't select sale order. if you want to merge in existing sale order then select sale order. and choose cancel, remove or do nothing options.if you choose cancel then other sale orders cancelled, if you choose remove then other sale orders deleted and if you choose do nothing then other sale orders stay as it is..

new and cancelled sale order shown in tree view.

New generated sale order looks like below.

Error Message gived if your select any sale order which are not in Quotation State.

Error Message gived if you select only one Quotation.

Our sale order/quotation in the "Quotation Sent" State.

Our other sale order/quotation in the "Quotation" State.

Now we merge sale order/quotation that state is the "Quotation" & "Quotation Sent" State.

In Merge Sale Orders wizard, Select customer and if you want to create new sale order then don't select sale order. if you want to merge in existing sale order then select sale order. and choose cancel, remove or do nothing options.if you choose cancel then other sale orders cancelled, if you choose remove then other sale orders deleted and if you choose do nothing then other sale orders stay as it is..

Merge sale order with selected option, list view of new and cancelled sale order.

New generated sale order looks like below.

It shows an alert if your selected sale order/quotation that state is not the "Quotation" & "Quotation Sent" State.

It shows an alert if you try to merge a single sale order/quotation.

Select the records from the list view and then archive/unarchive from "Action".

Now we archive record from the form view.

It generates a popup for that, click "Ok" to archive the record.

You can unarchive that archived record from the form view.

Tick the "Sales Cancel Feature" to cancel created sale orders.

When you want to cancel a sale order only then choose the "Cancel Only" option.

We confirm the quotation and create a sale order.

Press the "Cancel" button to cancel created sale order.

When you cancel a sale order then the sale order is cancelled and the state is changed to "cancelled".

When you want to cancel a sale order and reset to the draft state tick "Cancel and Reset to Draft".

If you want to cancel sale orders, delivery orders & invoice then you can choose both options "Cancel Delivery Order" & "Cancel Invoice and Payment".

Now we create sale order, delivery orders & invoice.

Our delivery order is in the done state.

Our invoice is paid.

Press the "Cancel" button to cancel created sale order.

After canceling the sale order it reset to the draft.

Our delivery order is also reset to the draft.

Our invoice is also reset to the draft.

When you want to cancel & delete a sale order then choose the "Cancel and Delete" option.

If you want to cancel sale orders, delivery orders & invoice then you can choose both options "Cancel Delivery Order" & "Cancel Invoice and Payment".

Now we create sale order, delivery orders & invoice.

Our delivery order is in the done state.

Our invoice is in the draft state.

Press the "Cancel" button to cancel created sale order.

After the "Cancel" the sale order our sale order will be deleted.

Now we cancel multiple sale orders from the tree view.

All selected sale orders are cancelled.

Now we "cancel & reset draft" multiple sale orders from the tree view.

All selected sale orders are cancelled and reset to the draft.

Now we "cancel & delete" multiple sale orders from the tree view, so all sale orders will be deleted after cancelled.

Set user rights to enable this functionality.

Go to configuration select "Sale Custom Checklist".

Write the name and description of the checklist.

Open timesheet, you can Complete, Cancel & Delete checklist.

In the quotation list view, you can see a checklist progress bar.

In the sale order list view, you can see a checklist progress bar.

In the sale order kanban view, you can see a checklist progress bar with a percentage.

You can filter the completed and uncompleted checklist.

Go to configuration select "Sale Custom Checklist" and tick "Load Default" to load that checklist by default in the order lines.

When you create new quotation/sale order it loads that default checklist in the order lines.

Go to the "Configuration" => Sale Custom Checklist Template.

Now we create a sale checklist template, checklist template form view looks like this.

Sale checklist template list view looks like this.

Now we fill the checklist by selecting the checklist template.

When we select checklist template, it adds a record by default.

Goto Report Template.

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Define Report Name and Edit Report Template Border.

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Write the Report Section Data Using Text.

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Customize the Report Section Data Using HTML.

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Print Report In Three Different Types of Format.

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Print Report Without company name and address "Report Template Basic".

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Print Report With company name "Report Template Internal".

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Print Report With company name and address "Report Template".

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For example like Terms and condition report.

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For example Offer letter.

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Tick the "Access Sale Order Document" group.

Now go to the sale order/quotation and attach the document.

You can see the document without download using the document smart button.

After press on the document smart button, it opens the document kanban view.

In the document form view tick, the "Expiry Date Notify?" to get expiry date email notification.

You can see the document without download that document.

You can send email notifications to multiple employees using the "Notify Email" option.

You can send the notification manually by modifying scheduled actions.

Manually sends email notifications without scheduled actions.

The email notification form view looks like this, you can see the document from here.

You can send multiple employee emails manually also.

Tick the "Notify Customer" to send document expiry notification to the customer only.

Email notification list view.

Email notification form view, you can also see the document from here.

You have to tick "Expiry Date Notify?" to get an email notification on the expiry date.

Tick/untick "On Expiry Date Notification" to enable/disable email notification on the expiry date.

It sends email notifications based on the configuration.

The email notification form view looks like this.

The email notification kanban view looks like this.

"Sale Order Merge Excel Report" menu, select order from list view which you want to merge or download excel report.

After that, download excel file wizard screen opens. Press the "Download Xls" to download.

Now this popup opens, press the "Sale Order Merge Excel Report" button.

The excel report file with different sales order sheet wise.

Set user rights to enable this functionality.

In settings, Select product fields and attributes that you want to search

You can select product template and product fields as you want.

'Select Products Advance' button in Quotation/Sale Order Form View.

When you click 'Select Products Advance' button, wizard will open that looks like below. Wizard contains all the fields and attribute that you selected in settings, related comparison operators and Filter button, Reset button.

When you click 'Select List' or 'Select Specific' button in wizard, All the products and it's qty automatic add in sale order line from List or Specific tab of wizard.

Set User rights to allow add custom field inside sale order.

Click on "Add Custom Field" to add the new field inside the sale order form.

Assign Field Id, Label, Type,Position Field Name, Position,Field Help,Set Required or not,field copy or not, and Set Field Access Rights group wise into Pop Up and click on "Create Field" button.

The Boolean field created.

Boolean field added to the sale order.

Char field with widget "email" and required set to "True".

Field added to the sale order,must enter email to save.

Many to many field with select appropriate model and "Tags" widget.

Select value from the model.

Many to many field when widget set to "checkboxes".

Many to one field with select model and widget set to "selection".

Many to one field set on sale order.

From custom field menu on Delete action custom field can be deleted.

Custom field created for sale order.

Many to many: Binary widget added (Binary widget useful to give more than 1 one attachements).

Float: Float time widget added to track time (hours:minutes).

Text: Html widget added which will be useful to get html interface on text field.

Priority: This feature added to add priority view.

Domain Many to many: This feature added for many2many fields. this will help you to filter records of selected model. lets say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.

After you click "Add filter" button, it will show you as like below,Add Domain as shown below.

Many to many field output look like below.

Domain Many to one: This feature added for many2one fields. this will help you to show records of selected model. lets say you have selected contacts model and you want to show only contact of management department. so you can easily do using this feature.

After you click "Add filter" button, it will show you as like below,Add Domain as shown below.

Many to one field output look like below.

Tracking: This feature added for all the fields. It will be useful to track values on chatter. if any value change than you can get it very easily

Checkboxes: This feature added to select multiple values from model. in this you wil see all options with tickbox. you can tick multiple items.

'Add Custom Tab' Button in Sales Order form view.

After click that button one wizard will popup. where you can set tab name, label, groups, tab, and position and click 'Create Tab'.

'OTHER' Tab is created.

For adding the field in custom tab click 'Add custom field' and add field name, label, type, tab(OTHER) and click 'Create field'.

The custom field 'NO' is created.

'Partner Custom Field' Menu in Configuration where you can see the list of the custom Fields.

'Partner Custom Tab' menu in the configuration. where you can see the list of custom Tab.

Tick "Enable Sale Order History" group.

Only Confirmed last 5 Sale Order Line's Product List of selected Customer.

On "Reorder" button click, that order placed on Order Line.

On "All Lines Reorder" button click, all selected lines from order history placed on Order Line on single click.

Selected line from order history again placed in new Order.

You can display the last confirmed order display limit.

Tick "Enable Sale Price History" group.

Inside sales settings set Item limit given as number of record display inside product "Sales Price History".On based on select "Order Confirm" to show record only from confirm sales order, select "Done (Locked)" to show record only from locked sales order, if both option selected shows record only from confirm sales order and locked sales order."

Inside Products in new tab "Sales Price History" sales order history of that product available as per item limit and record selection given.

Inside Product Variant in new tab "Sales Price History" show only record of that variant only.

Set user rights to enable this functionality.

Goto Quotation => Select Reprot.

Quotation Report with terms and conditions and product brochure.

Set user rights to enable this functionality.

Create Template and choose your product and set price, description, order quantity, unit price,discount and UoM as per requirement.

Product Template that are set Active, available in Sales.

Choose from Active Product Template.

Products from selected Active Template are added in sales order line.

Set user rights to enable this functionality.

You can filter the sale Order/quotation with tags.

Sale Order/Quotation kanban view with tags.

You can search tags from the search view in the quotation.

The search tags result in the quotation.

You can enable/disable tags fields in the quotation tree view.

You can search tags from the search view in the sale order.

The search tags result in the sale order.

You can enable/disable tags fields in the sale order tree view.

Update mass tags access rights.

Select tags from the list view and click "Update Mass Tag".

After that one wizard opens, select update method and tags then press the "Done" button to update tags.

In "User", enable below options.

Whatsapp message description with the configuration setting.

This is the output shown in the WhatsApp messenger.

Set the signature in the message,
1) Go to Preferences.

2) Add Signature.

The user has one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu. This menu will be visible when the user has the SWQ group enable.

This page will open by clicking the WhatsApp Number menu and fill the detail and click send.

After clicking the send button you will see this WhatsApp confirmation page.

This is the output shown in the WhatsApp messenger.

Click Send By WhatsApp Button in Sale Quotation.

Recipient and Edit Message as your required and click send.

After click send you will see this WhatsApp confirmation page and click send.

This is the output after the click sends button.

If you send quotation direct customers without edit message. Click 'Send By Whatsapp Direct'.

After click Send By WhatsApp Direct you will see a WhatsApp confirmation page and click send.

This is the output after the click send button.

In Sale order Chatter you can see the message which is sent.

Tick the "Send Report URL in message" tickbox to send the sales report URL in WhatsApp.

Select the recipient and edit Message and click send.

This is the output after the click sends a button.

After clicking on the URL, you can see or download that document.

Here we set the language for this customer.

Click Send By WhatsApp Button in Sale Quotation.

Recipient, subject and edit message as your required and click send by whatsapp.

You can attach multiple attachments and then press send by whatsapp button.

This is the output after the click sends button.

The multiple attachments are sent by URLs.

Whatsapp Message Description with the configuration setting.

Recipient, subject and edit message as your required and click send.

This is the output shown in the WhatsApp messenger.

Go to the settings => Templates.

You can edit the template as per choice, If you do changes in the template then you have to translate that changes in the selected language so press the "EN" button.

After that one popup opens, You can edit the template from there as well you have to translate that changes in the particular language from the google translation and save it.

Now click the "Send By WhatsApp" button.

After clicking the "Send By WhatsApp" button this wizard will appear you can edit the message also and then press "Send By WhatsApp".

The output looks like this.

Tick "Enable Sale Receipt Report".

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Quotation/Order receipt menu.

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Quotation/Order receipt report.

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Long product description in the sale order line with ellips.

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You can see full content in edit mode also.

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