Monitoring Sales Order

Question

Hello all,

i'm using Odoo saas 17.4 enterprise edition. I have problem with our teams for monitoring sales order.
Our company is tradding company, so if any sales order from customer, our purchasing will order the items to supplier.

my question is :
How i can check that sales order has been process by our purchase team and open PO to supplier. Any custom filter that sales order has been process PO to supplier or not.
Becuase in Menu SALES > ORDER only status Delivery Status and Invoice Status,

Jaideep · Accepted Answer

Here is a possible way to track
1 With what you describe I would assume that the Purchase users have access to sales orders.
2. For those purchase users who would be creating POs, enable the option 'Lock confirmed sales'. These additional technical options are on the user access form visible only while on developer mode
image [1]
3. This would now enable the lock button for these users on the sales order
image [2]
4. Once the PO is created for a sales order, instruct the users to 'lock' the sale

Related Posts	Odpovědi	Zobrazení
Set status from Sales "in progress" to "done" after creating invoice status salesorder	1 zář 15	6580
What causes a sales order to change status from “Sales Order” to “Done”? sales status	0 bře 15	6996
Odoo 8 : Why Paid Amount in pay invoice not showing automatically ??HELP (SalesOrder) sales invoice payment status salesorder	0 zář 16	5172
How to make sales orders disappear when it's Fully Invoiced Vyřešeno sales salesorder technical	1 říj 23	3570
Import Sales Order/ Quotation having Sales Order Status - V10 Vyřešeno sales import salesorder	2 pro 22	6495

This question has been flagged

Enjoying the discussion? Don't just read, join in!