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Merge Sales Orders — A build-to-order Odoo module that consolidates multiple quotations and sales orders for the same custome — 1/1उदाहरणात्मक पूर्वावलोकन

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.

Merge Sales Orders क्या है?

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.

प्रमुख सुविधाएँ

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
`Many2one`/`Many2many` back-references linking every merged order to its source documents for full traceability
Preserves per-line taxes, discounts, unit of measure, and analytic distribution during consolidation
Optional automatic cancellation or status-flagging of source orders once merged, so nothing is double-fulfilled
Access control via `ir.model.access.csv` plus record rules restricting the merge action to authorized roles only
Multi-company record rules keep consolidation inside the correct company and fiscal boundary
Merged document flows into standard Odoo delivery and invoicing so one order drives one picking and one invoice
XML-RPC/JSON-RPC endpoint so external systems can trigger a merge programmatically
chatter/audit logging of who merged which orders and when, on both source and target records
QWeb report support so the consolidated order prints as a single clean PDF for the customer
Built and tested across Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise

ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार

स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।

  1. 1

    आप ऑर्डर करते हैं

    एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।

  2. 2

    हम बनाते और इंस्टॉल करते हैं

    ECOSIRE इसे आपके Odoo पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।

  3. 3

    लाइव + समर्थन

    आप लगभग एक कार्य सप्ताह में लाइव हो जाते हैं, गो-लाइव के बाद दो सप्ताह के समर्थन के साथ। हमारे द्वारा दिए गए कोड की खामियाँ निःशुल्क ठीक की जाती हैं।

तकनीकी विनिर्देश

Odoo संगतता
Odoo 17, Odoo 18, Odoo 19
संस्करण
Enterprise और Community
लाइसेंस
लाइसेंस की पुष्टि आवश्यक है
Python आवश्यकता
Python 3.10+
डेटाबेस
PostgreSQL 12+

इस उत्पाद के बारे में

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

CriterionECOSIRECustom BuildCompetitorOdoo नेटिव
Merge multiple orders into onePurpose-built Merge action with configurable line rulesPossible but you design and maintain it yourselfBasic merge, fixed behavior you cannot changeNo native combine action at all
Line deduplication and validationSum-or-itemize plus pre-merge currency/company/pricelist checksOnly what your developer builds and testsLimited, often no compatibility validationManual copy-paste, no validation
Source traceability / auditBack-references and chatter logs on source and targetDepends on your implementation effortUsually minimal or noneLink to originals is lost
Multi-company & securityRecord rules and `ir.model.access.csv` scoped to your rolesYou author and maintain the security matrixGeneric access, rarely multi-company awareStandard access only, no merge concept
Odoo version fit (17/18/19)Built and tested for your exact version and editionWhatever you target and retest each upgradeVersion support varies, may lag releasesN/A — feature does not exist
Fit to your workflowScoped to your merge rules and delivery/invoice flowFully bespoke but on your time and budgetTake-it-as-is, adapt your process to the appNone
Support & handoverSupport window plus Git repo and docs handoverInternal only, no external backupVendor support quality variesNo dedicated support for this need
Total cost predictabilityIndicative from-price, firm fixed quote after scopingOpen-ended dev time, hard to capLow upfront but rigid and hard to extendFree, 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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कोटेशन का अनुरोध करें

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

कोटेशन का अनुरोध करें

हमें Merge Sales Orders के लिए अपनी ज़रूरतें बताएं और हम आपको कीमत, लाइसेंस विकल्प और एक अनुकूलित प्रस्ताव भेजेंगे — आमतौर पर एक कार्यदिवस के भीतर।

अभी कोई भुगतान नहीं। यह हमारी टीम को एक कोटेशन अनुरोध भेजता है — हम कीमत और अगले चरणों के साथ ईमेल द्वारा संपर्क करेंगे।