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Sale Order Timeline
The Sale Order Timeline module enhances Odoo’s sales workflow by providing a clear, chronological view of each sales order’s lifecycle. It presents key stages such as quotation creation, sending, confirmation, transfer creation, and delivery in an organized timeline format.
Features
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Features
Comprehensive Sales Order Timeline
This feature introduces a structured timeline that captures every important stage of a sales order from creation to delivery. Users can quickly understand where an order stands without navigating multiple menus or records.
Real-Time Status Tracking Across Stages
The module dynamically updates each stage of the sales order, including quotation sent, confirmation, and delivery progress. This real-time visibility ensures that all stakeholders have access to the most current information.
Integrated Delivery Status Stamp
A dedicated “Delivery Status Stamp” tab within delivery orders provides a direct view of the complete sales timeline. This integration bridges the gap between sales and inventory operations.
Screenshot
1.) Sales Order Quotation Created
A new quotation is generated and recorded as the starting point of the sales journey.
2.) Quotation Sent to Customer
The quotation progresses to the next stage where it is shared with the customer.
3.) Quotation Confirmed
Once approved, the quotation transitions into a confirmed sales order.
4.) Delivery Order Validation
The delivery process is validated, marking the execution phase of the order.
5.) Delivery Status Stamp in Delivery Order
A dedicated tab within the delivery order provides a consolidated timeline view. Users can easily follow the entire journey of the order from quotation to delivery within a single interface, ensuring full visibility and traceability.
User Guide
