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価格表: Price per year EUR do not use 価格表
価格表: Price per year EUR do not use 価格表

Propagate Payment Method from Contacts to SO/PO

In Cluedoo, the additional feature is that the Payment Method in a Sales Order and a Purchase Order is taken by default from the Payment Method set up on Contacts
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ODOO'S FUNCTION

In Odoo, a Payment Method can be set on Contacts, but this field is not included in SOs or POs, so no value is inherited from the Contact.

CLUEDOO'S FUNCTION

In CLuedoo, the Payment Method on a Sales Order or Purchase Order is automatically inherited from the default Payment Method configured on the Contact.

Go to Contacts > Access a particular partner > Set up a Payment Method in the Sales & Purchase tab

SALES ORDERS


Go to Sales > Create a new quotation > Select the configured parter > Payment Method Customer is automatically inherited from the contact form, with posibility to change.


Note: from v19, this function is removed as it is available in ODS

Confirm the order > Create Invoice > In the invoice, under the Other Info tab, you can see that the Payment Method has been inherited from the SO

PURCHASE ORDERS

Go to Purchase > Create a new RFQ > Select the configured parter > Payment Method Vendor is automatically inherited from the contact form, with posibility to change.

Confirm the order > Create Bill > In the bill, under the Other Info tab, you can see that the Payment Method has been inherited from the PO