About Module
Currently, in odoo, there is no option for customers notes in Quotation, Sale Order & Invoices, Sometimes it's required to add notes for a customer. You can do that thing using this module. You need to just define internal notes in the customer. So when you select that customer in Quotation/ Sale Order & Invoice that note will be added, if you do not define internal notes then it takes the default customer note in the Quotation/ Sale Order & Invoice.
Videos
Features
- 1) You can add customers notes in Quotation, Sale Order & Invoices.
- 2) When you select that customer note will be added by default.
- 3) It takes the default customer note if you do not define internal notes.
- 4) It will help to reduce your repeat work.
Versions
- v14.0
- v13.0
- v12.0
- v11.0
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_customer_sales_note’.
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_customer_sales_note’.
7) Click on ‘Install’ to install it.
Workflow
When you add internal notes in the customer that note will be fetched by default in quotation/ sale order & invoice and if you do not define internal notes then it takes the default customer note.
Now, we select that customer that internal notes define and that note will be fetched by default in quotation/ sale order.
Now, we select that customer that internal notes define and that note will be fetched by default in the invoice.
When you do not add internal notes in the customer and select that customer so it takes the default customer note in the Quotation/ Sale Order & Invoice.
