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Sales Order for All Appointments

Always create an SO for Appointments even if the price is 0
85,91 € 85,91 € (Chưa gồm thuế)
US$ 100,00 (Chưa gồm thuế)

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Đảm bảo hoàn tiền trong 30 ngày
Giao hàng: 2-3 ngày làm việc

STORY BEHIND THE FEATURE

ODOO BEHAVIOUR

In Odoo's standard, an appointment booked online only generates a Sales Order (SO) if there's an upfront payment greater than 0. However, in many businesses (e.g., consultation, education, service centers), even zero-priced appointments need to be logged formally via SOs for tracking, reporting, or invoicing.





CLUEDOO BEHAVIOUR

✅ Always creates an SO even if the upfront payment = 0.

✅ Seamless integration with website appointment bookings.


COMPARISON: ODOO AND CLUEDOO

Odoo:

  • Creates SO only if the upfront payment > 0.

  • Skips SO creation when booking fee = 0.

CLuedoo:

  • Always creates SO, regardless of booking price.

  • Ensures full traceability of all appointments in the Sales module.






 

 

BUSINESS CASE

A dental clinic allows patients to book appointments online for free initial consultations. With the Odoo default, no SO is created for these bookings, causing confusion for the front desk and accounting teams.



OUR FEATURES AS SOLUTIONS

Always create an SO for Appointments even if the price is 0


HOW TO USE MODULE

  1. Go to Appointments > Create or choose an appointment > Fill in the information > Tick Up-front Payment
2. Access product template > Change the Sales Price to 0
3. Go to Website > Select date and time
4. Fill in your information > Confirm Appointment > Pay with Demo
5. A Sales Order will be created even if the price = 0