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Sale Contract Management
The Sale Contract Management and Approval (Sale Submodule) helps you manage sales contracts easily in Odoo. It ensures that only approved contracts can be used to create quotations, sale orders, and customer invoices. You can set up single or multi-step approvals with email notifications and use contracts as templates to save time. Approved contracts can also generate invoices directly, while expired ones close automatically. The module supports multiple companies and currencies, making it suitable for any business. This way, your sales process becomes faster, more accurate, and well-controlled.
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Features
Contract Approval Workflow
Create single or multi-step approval processes for sales contracts. Send email notifications to teams for quick review and validation. Ensure only approved agreements move forward in the sales cycle.
Contract to Sale Orders & Invoices
Generate sale orders or invoices directly from approved contracts. Reuse contracts as templates to speed up quotation creation. Reduce manual entry and prevent common mistakes.
Automatic Contract Management
Close or expire contracts automatically by end date or payment date. Always keep sales teams working with valid, up-to-date agreements. Avoid delays, errors, or disputes with expired contracts.
Multi-Company and Multi-Currency Support
Manage contracts across different companies in one system. Work smoothly with multiple currencies in global operations. Support both local businesses and international enterprises.
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1.) Contract for Sale Orders Setting Options
The "Use Contract for Sale Orders" setting controls how contracts are linked to sales. When set to Required, every sale order must have a contract. With Optional, sale orders can be created with or without a contract. If set to No, contracts are not used in sale orders at all, and the Create Sale Order button will not appear in the contract form. In this case, all sales must be created manually from the Sales module without linking them to contracts.
Navigation : Settings → General Settings
2.) Sale Order Creation from Contract
Easily create a Sale Order directly from an approved contract. The contract form displays customer details, reference, type, dates, products, and terms. By clicking "Create Sale Order", the system instantly generates a linked sale order, ensuring accuracy and faster sales processing.
Navigation : Contract Management → Contract
3.) Smart Button to View Sale Orders
When users click the "Create Sale Order" button from the contract form, a new Sale Order is automatically generated with customer details, contract reference, product lines, quantities, and prices prefilled from the approved contract, ensuring speed and accuracy. At the same time, the Sale Orders smart button provides quick access to all related sale orders, making it easy to track progress, review details, and maintain full traceability between contracts and sales operations directly from the contract dashboard.
Navigation : Contract Management → Contract → Sale Order
4.) Normal Quotation Creation with Contract Option
Users can manually create a new quotation by entering customer details, product lines, and pricing in the Sales module. The form also includes the "Apply Contract" button, which allows selecting an approved contract. Once applied, the contract automatically fills in details like products, quantities, and terms, reducing manual effort while ensuring accuracy and consistency in quotations.
Navigation : Sales → Orders → Quotations
5.) Apply Contract to Quotation
In a newly created quotation, users can select and link a contract directly through the "Contract" field. By clicking the "Apply Contract" button, all related information such as customer details, product lines, quantities, and agreed prices is automatically imported from the contract into the quotation. This ensures consistency between contracts and sales while eliminating manual data entry errors.
6.) Quotation Prefilled from Contract
After clicking "Apply Contract", the quotation is automatically updated with the customers details, contract reference, and all relevant product lines including quantities, unit prices, and totals. The system instantly recalculates the order value and confirms the creation of the sale order in the chatter below.
User Guide
