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Community Enterprise Odoo.sh

Customer Sales Default Note

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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.

Features

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  • You can add customers notes in Quotation, Sale Order & Invoices.
  • When you select that customer note will be added by default.
  • It takes the default customer note if you do not define internal notes.
  • It will help to reduce your repeat work.

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.


Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).
CRM Dashboard v16

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