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- Merge Sales Orders
Illustrative previewA build-to-order Odoo module that consolidates multiple quotations and sales orders for the same customer into
one clean document, with configurable line-merge rules and full audit traceability.
ECOSIRE scopes, builds, installs, and supports it on your instance.
What is Merge Sales Orders?
A build-to-order Odoo module that consolidates multiple quotations and sales orders for the same customer into one clean document, with configurable line-merge rules and full audit traceability. ECOSIRE scopes, builds, installs, and supports it on your instance. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Odoo.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- Odoo Compatibility
- Odoo 17, Odoo 18, Odoo 19
- Editions
- Enterprise & Community
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- PostgreSQL 12+
About this Product
When one customer generates several quotations or confirmed sales orders across different reps, dates, or entry points, your team ends up manually re-keying lines into one document, chasing duplicate discounts, and reconciling deliveries and invoices that should have been a single transaction. Odoo core has no native "combine these orders into one" action: sale.order records are independent, quotations do not roll up, and the closest workarounds — copy-pasting order lines or leaning on blanket orders — lose the link back to the originals and quietly break your audit trail. This is exactly where standard Odoo runs out of road, and where a purpose-built merge capability pays for itself.
We build a made-to-order module that adds a controlled Merge action to the sale.order model. You select two or more source quotations or orders for the same customer, and the module creates one consolidated sale.order whose lines are copied — and optionally combined — from the sources, preserving product_id, product_uom, unit price, discount, taxes, and analytic distribution. A server-side layer (with @api.depends-driven computes where recalculation is needed) can deduplicate identical product lines by summing quantities, or keep them itemized per your rule, and it validates that currency, pricelist, company, and fiscal position are compatible before anything is written. Each merged document carries Many2one/Many2many back-references to its sources, so the merge is always traceable and, where your process requires it, reversible.
Technically, the capability is delivered as a proper Odoo addon: a clean __manifest__.py declaring dependencies (sale, sale_management), models extending sale.order and sale.order.line, a TransientModel wizard for the merge selection and options, and QWeb-inspired button placement in the form and list views (XML/OWL) so the action sits naturally in the interface your team already uses. Access is governed by ir.model.access.csv plus record rules so only authorized roles can merge, and multi-company record rules keep the action inside the right company boundary. We wire the merged order into the standard delivery and invoicing flow so a single consolidated document drives one picking and one invoice, and we can expose the merge over the XML-RPC/JSON-RPC API for upstream systems that need to trigger consolidation programmatically. The module is built and tested for Odoo 17.0, 18.0, and 19.0, on Community or Enterprise, with the differences (for example Enterprise-only studio or subscription touchpoints) handled explicitly during scoping.
Delivery is build-to-order: after a short scoping call we confirm the exact merge rules, roles, and edge cases, then build against a staging copy of your database, run UAT with your team, and deploy with a rollback plan. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, additional integrations (delivery/invoicing automation, external system triggers), localization depth, and data-migration volume increase the quoted scope. You receive a firm fixed quote after the scoping call — never a surprise.
What you get
- Installable, version-pinned Odoo addon source code for your target version(s)
- Installation and configuration on your staging and production instances
- Technical documentation: models, wizard, merge rules, security matrix, and API usage
- End-user guide plus a live training session for your sales team
- UAT on a staging copy of your database with an agreed rollback plan
- Post-go-live support window for defect fixes and questions
- Private Git repository handover with full commit history and tags
- Configuration record of merge rules and role permissions as deployed
Who this is for
Sales Operations Manager
Runs order desk workflows and needs repeat or multi-rep orders for the same customer consolidated cleanly, without manual re-keying or double discounts, and with a clear audit trail.
Wholesale / B2B Account Team
Handles high-volume accounts that raise many quotations across a period and wants them rolled into a single confirmed order that drives one delivery and one invoice.
Odoo Functional Administrator
Owns the internal Odoo instance and needs a maintainable, permission-controlled addon that respects multi-company rules and survives version upgrades rather than a fragile manual process.
Finance / Controller
Wants consolidated billing and reliable traceability from merged orders back to their sources so revenue, taxes, and analytic distribution reconcile without guesswork.
How Merge Sales Orders Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Merge multiple orders into one | Purpose-built Merge action with configurable line rules | Possible but you design and maintain it yourself | Basic merge, fixed behavior you cannot change | No native combine action at all |
| Line deduplication and validation | Sum-or-itemize plus pre-merge currency/company/pricelist checks | Only what your developer builds and tests | Limited, often no compatibility validation | Manual copy-paste, no validation |
| Source traceability / audit | Back-references and chatter logs on source and target | Depends on your implementation effort | Usually minimal or none | Link to originals is lost |
| Multi-company & security | Record rules and `ir.model.access.csv` scoped to your roles | You author and maintain the security matrix | Generic access, rarely multi-company aware | Standard access only, no merge concept |
| Odoo version fit (17/18/19) | Built and tested for your exact version and edition | Whatever you target and retest each upgrade | Version support varies, may lag releases | N/A — feature does not exist |
| Fit to your workflow | Scoped to your merge rules and delivery/invoice flow | Fully bespoke but on your time and budget | Take-it-as-is, adapt your process to the app | None |
| Support & handover | Support window plus Git repo and docs handover | Internal only, no external backup | Vendor support quality varies | No dedicated support for this need |
| Total cost predictability | Indicative from-price, firm fixed quote after scoping | Open-ended dev time, hard to cap | Low upfront but rigid and hard to extend | Free, but manual effort and errors persist |
Frequently Asked Questions about Merge Sales Orders
Is this an app I can download and install right now?
No. This is a build-to-order module. We scope your exact merge rules, build the addon against a staging copy of your database, run UAT, and deploy it. It is not an existing off-the-shelf download.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After the scoping call we agree the rules and edge cases, build and test on staging, then deploy with a rollback plan. Complex multi-company or integration work can extend the timeline, which we confirm in the quote.
How does pricing and scoping work?
Pricing starts from $999 as an indicative single-company base-scope figure. Drivers like multi-company consolidation, external integrations, localization depth, and data-migration volume affect the final number. After a short scoping call you receive a firm fixed quote — no open-ended billing.
What about support and Odoo version updates?
Every build includes a post-go-live support window for defect fixes. We build and test for Odoo 17.0, 18.0, and 19.0; when you upgrade Odoo we can provide a paid compatibility update. You also receive the Git repository so your own team can maintain it.
Does it work with multi-company and different currencies or pricelists?
Yes. The module validates that customer, currency, pricelist, company, and fiscal position are compatible before merging, and multi-company record rules keep consolidation inside the correct boundary. Cross-company or cross-currency handling is scoped explicitly to match your policy.
Will merging break my delivery and invoicing?
No. The merged order is a standard `sale.order` that flows through Odoo's normal delivery and invoicing pipeline, so one consolidated document drives one picking and one invoice. Source orders can be auto-cancelled or flagged so nothing is fulfilled twice.
Can external systems trigger a merge?
Yes. We can expose the merge over Odoo's XML-RPC/JSON-RPC API so an upstream system (a portal, marketplace connector, or middleware) can trigger consolidation programmatically, subject to the same access and validation rules as the UI.
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Merge Sales Orders
A build-to-order Odoo module that consolidates multiple quotations and sales orders for the same customer into one clean document, with configurable line-merge rules and full audit traceability. ECOSIRE scopes, builds, installs, and supports it on your instance.
- Adds a guarded Merge action on `sale.order` that consolidates 2+ selected quotations or orders into one new document
- `TransientModel` wizard to pick sources and choose merge options (dedupe vs. itemize, keep or reset discounts, target company/pricelist)
- Configurable line-merge engine: sum quantities for identical `product_id`+`product_uom`+price, or preserve each source line verbatim
- Pre-merge compatibility validation of customer, currency, pricelist, fiscal position, and company before any write