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sale_ux
<a class="reference external image-reference" href="https://www.gnu.org/licenses/agpl"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a>
<a name="sale-ux"></a>
<h2>Sale UX</h2>
<p>Several Improvements to sales:</p>
<ol class="arabic simple">
<li>Make sale quotations menu not visible.</li>
<li>Hide sale invoicing menu (you can already filter on sales orders menu)</li>
<li>Add filters in the sale order view</li>
<li>Make sale orders menu show all sale records (quotations, and confirmed ones).</li>
<li>Make that, by default, links to sale orders shows "sale" data and not only "quotation" data.</li>
<li>Add option in settings to show "Customer Reference" field on Sale Order tree view and in the main section of the form view.</li>
<li>Add a menu item on Orders for "Sale Order Lines" and improve views with more fields.</li>
<li>Make button "Send by email" also available on sale orders with "locked" state.</li>
<li>Make the "Cancel" button also visible sale orders with done state so that if "Lock confirmed Orders" setting is enabled, sale users can still cancel a sale order that has not been delivered or invoiced yet without having to unlock it.</li>
<li>Fix in button "Create invoice" in sale orders, to create a refund invoice if the sale order amount it's zero and the line's quantities are negative (because of a return).</li>
<li>Block cancellation of a sale order if there is a related invoice in a state different from "draft" or "cancel".</li>
<li>Customer Preview" button in sale orders, opens the online quotation in a new tab.</li>
<li>Add a wizard on sales orders that allow you to define global discounts to sale orders by percentage.</li>
<li>Makes included/excluded taxes optional on total OV/invoice lines and not related to b2b/b2c taxes.</li>
<li>Add option in Sales settings to update prices automatically.</li>
<li>Add selection field to force "Invoiced" status of a sale order, available only for admin with tec features.</li>
<li>Add options in settings to allow any user as salesman (portal or internal)</li>
<li>Add filter to be able to select an analytic account on sale orders with the same partner/commercial partner as the sale order.</li>
<li>Add tracking to payment terms on sale orders.</li>
<li>Add the field "Internal Notes" in the sales order form and the setting to allow propagating the "Internal Notes" to invoices.</li>
</ol>
<a name="installation"></a>
<h3>Installation</h3>
<p>To install this module, you need to:</p>
<ol class="arabic simple">
<li>Only need to install the module</li>
</ol>
<a name="configuration"></a>
<h3>Configuration</h3>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>Nothing to configure</li>
</ol>
<a name="usage"></a>
<h3>Usage</h3>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>To view Sale Orders Lines, go to: Sales/Sales/Sale Lines</li>
</ol>
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<a name="bug-tracker"></a>
<h3>Bug Tracker</h3>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/ingadhoc/sale/issues">GitHub Issues</a>. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomed feedback.</p>
<a name="credits"></a>
<h3>Credits</h3>
<a name="images"></a>
<h4>Images</h4>
<ul class="simple">
<li>ADHOC SA <img alt="icon" src="https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-icon.png" /></li>
</ul>
<a name="contributors"></a>
<h4>Contributors</h4>
<a name="maintainer"></a>
<h4>Maintainer</h4>
<p><a class="reference external" href="https://www.adhoc.com.ar"><img alt="ADHOC SA" src="https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-logo.png" /></a></p>
<p>This module is maintained by the ADHOC SA.</p>
<p>To contribute to this module, please visit <a class="reference external" href="https://www.adhoc.com.ar">https://www.adhoc.com.ar</a>.</p>