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Change Customer In Validated Sale Order
The Change Customer in Validated Sale Order app for Odoo allows users to update the customer in confirmed or validated sales orders effortlessly. When a customer is changed, all related records including deliveries, invoices, payments, and journal items are automatically updated to maintain data consistency. Access rights can be configured so only authorized users can perform this action. The app ensures seamless synchronization across all related documents, enhancing flexibility and accuracy in sales operations. It's an essential tool for businesses that need to correct or adjust customer information without recreating entire sales flows.
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Features
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Support
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Features
Controlled Customer Change Access
Only authorized users with specific rights can change the customer in a sale order. This ensures data integrity and prevents unauthorized modifications. Admins can enable or disable this permission as needed.
Automatic Data Update Across Documents
When a customer is changed, all related records delivery orders, invoices, and payments are automatically updated. This keeps all documents synchronized with the new customer. No manual corrections are required after the change.
Activity Log and Audit Tracking
Every customer change is recorded in the system chatter for full transparency. It shows who made the change and when it occurred. This supports better tracking and accountability in the sales process.
Simplified Change Interface
A dedicated "Change Customer" button allows quick and easy updates. The confirmation popup ensures accuracy before applying changes. This intuitive design enhances the user experience and reduces errors.
Screenshot
1.) User Access Rights
administrators can grant permission to specific users to change customers in validated sale orders. Enable the "Change Customer in Sale Order" option under the user's access rights to allow this functionality.
Navigation : Settings → Users & Companies → Users
2.) Validated Sale Order View
Open a validated sale order to review the current customer information, related deliveries, and invoices. The "Change Customer" button becomes available, allowing authorized users to modify the customer on this confirmed order.
Navigation : Sales → Orders → Sale Orders
3.) Change Customer Wizard
When the "Change Customer" button is clicked, a popup window appears to select a new customer. Choose the desired customer from the dropdown and click Confirm to proceed with updating the sale order.
Navigation : Sales → Sale Orders → Change Customer
4.) Customer Successfully Changed
After confirming the new customer selection, the Sales Order (S00024) now reflects the updated customer details. The new customer information Ready Mat, Kim Snyder is displayed under the Customer section, replacing the previous customer details.
Navigation : Sales → Orders → Sale Orders
5.) Delivery Order Updated with New Customer Information
After changing the customer on the Sales Order (S00024), the related Delivery Order (WH/OUT/00011) automatically reflects the updated Delivery Address as Ready Mat, Kim Snyder.
Navigation : Sales → Sale Orders → Delivery
6.) Customer Updated in Invoice
After changing the customer in the Sales Order, the linked invoice automatically reflects the updated customer details. The new customer name and address appear in the invoice record, ensuring consistency across related documents.
Navigation : Sales → Sale Orders → Invoices
7.) Customer Updated in Payment
After changing the customer in the Sales Order, the related payment record is automatically updated to reflect the new customer information. This ensures all financial records stay synchronized with the updated sales data.
Navigation : Sales → Sale Orders → Invoices → Payments
8.) Customer Updated in Journal Entries
When the customer in the Sales Order is changed, the corresponding journal entries in the accounting module are automatically updated to reflect the new customer name. This ensures financial consistency across invoices and payments.
Navigation : Sales → Sale Orders → Invoices → Payments → Journal Items
User Guide
