Muhammed AliOct. 26, 2019
We know that Sales and Purchase management modules are the important modules in Odoo. These modules allows to control the sales and purchase department very easily and we can manage our sales and purchase objectives easily from quotations to products delivery and invoicing. The new version of odoo brings many new features in addition to Odoo 12 that can extend the functionality of any business industry. Here the blog explains about the features of sales and purchase module in Odoo 12 and Odoo 13.
To install the sales module goto Apps, select Sales and click install. By selecting ‘ Sales ’ from the menus we will get a screen of sales quotations list view. The configuration panel and menu bar of sale management module in both versions are same. From the configuration panel we can configure the company data, quotation layout and payment method. In Odoo 13, there is a button add in order to export datas. By clicking this button we will get an excel sheet of the sales quotations list view. The activity icon and view is also changed in Odoo 13.
In Odoo 13, we can also customize the font and colors of the quotation layout.
The new calculator widget in Odoo 13 helps to perform the arithmetic operations for order lines in the sales order and purchase order.
For Example; the field- ‘Unit Price ’ would represent the total cost by summing up the individual inputs of the user.
Smart buttons position is changed to the top of the from view in Odoo 13 .
The smart button named ‘Customer Preview ’ shows a preview of the customer portal.
We can see a new tab in sale order named Customer Signature. This is a new feature in sale module.
Here we can add the customer signature.
In Odoo 13, we can add and remove some fields from the order lines. Here we can see the description field in order lines by disabling description from the menu which can be seen by clicking the ellipsis icon near to the subtotal field.
Then in the settings, enable the product configurator to select product attributes and optional products from the sales order. If we do any changes in settings, we can see a label as Unsaved changes.
After enabling product configurator, create a sale order and select a product. Now we can see a popup to select attributes of the product such as legs, color etc. Also we can add the quantity from here.
After selecting attributes click add button. Now we can see another popup. From here we can select and add the available optional products.
In Odoo 12, the sales coupons and promotions module is in enterprise edition. But in odoo 13 this module moved from enterprise to community edition. So promoting and providing discounts on the store is now easier with the new feature.
To get this feature enable the Coupons and Promotions from the settings:
Now we can see Promotion programs and Coupon programs menus under the products menu.
By clicking promotion programs and coupon programs we can add promotions and coupons.
From here we can generate coupon by clicking ‘Generate Coupon ’ button.
Select Coupon Generation type and add number of coupons here. Then click generate button:
Now we can see the number of generated coupons. By clicking the smart button we can see the generated coupons.
We can also see two buttons in the sale order to add promotion and coupons. Click the coupon button to add coupon for the sale order and click promotions button for promotions.
Enter the code from the generated coupon.
Click Apply button to apply the coupon.
Now we can see the discount lines in the sale order line, and the discount amount is reduced from the total amount.
Invoicing a sales order is now easier: better wording, option to deduct down payments only appears if needed.
The paid invoices are now shows with a ribbon.
To install the purchase module goto Apps, select Purchase and click install. By selecting ‘Purchase’ from the menus we will get a screen of quotations list view.
In Odoo 13, the Purchase menu is changed to Orders and Control menu is removed. Products menu and Product variants menu is removed from the Purchase menu and added a new menu as Products.
The menu Vendor price list is moved from purchase menu to configuration menu.
The new feature in the purchase module is that we can add several variants to the purchase order from a grid. To get this feature enable ‘Variant Grid Entry ’ from configurations.
After enabling variant grid entry, create a purchase order and select a product. Then we can see a popup with the product variants. From here we can add the variant quantities.
After adding the quantity click Confirm button. Then the products will be add on to the purchase order line.
The new functionalities and new features of sale and purchase management modules in Odoo 13 will help for better design and customization options for users and developers.