Creyox

Review Products Directly from the Sale Order List View in Odoo

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Checking on a Sale Order with several line items usually means opening each line individually just to confirm what's been ordered, delivered, or invoiced a slow habit when your sales team is managing dozens of quotations and orders at once. The Review the Product from List View in SO module for Odoo removes that extra clicking by displaying key product details directly inside the Sale Order and Quotation list view. Instead of drilling into every line, sales and order management teams can instantly see ordered quantity, delivered quantity, and invoiced quantity from a single screen. It's a simple change that saves real time across every sale order your team processes.


Why You Need This

Standard Odoo Sale Orders require opening individual lines to check details like ordered quantity, delivered quantity, or invoiced quantity fine for a quotation with one or two products, but a real bottleneck for sales teams managing orders with many line items across multiple customers. All that back-and-forth clicking adds up fast, especially for businesses processing high volumes of sale orders and quotations daily. This module removes that friction by surfacing exactly the information sales and order management teams need most, directly in the list view itself.


Who Should Use This Module?

This module is ideal for sales teams, order management staff, and finance teams who regularly review Sale Orders or Quotations with multiple line items. It's especially useful for businesses with high order volumes, frequent partial deliveries, or staggered invoicing, where quickly comparing ordered, delivered, and invoiced quantities is essential to keeping sales operations accurate and on track.


Features

  • Goal is to Set Pricelist For Multiple Customers.
  • Easily Set Pricelist For Multiple Customers from list view itself.


Set Pricelist For Customers

  • Navigate to Sales >> Orders >> Customers.
  • Here user will see all customers let's change view to List view from side bar.
  • Select multiple customer through check-box as below.

  • Navigate to Action menu under it find Set Pricelist option.

  • On clicking on it wizard with Pricelist field where user can set pricelist from drop-down & buttons Set Pricelist & Cancel.

  • On clicking on Set Pricelist button the pricelist selected from wizard will be set to Pricelist field under Sales/Purchase page of Customer.



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