Project 701 ~ Sales Module

Since the module to be developed involves the sales module, I will be dedicating a blog to exploring the various components that make up the module. For me to better understand what it is I am manipulating or changing I will go through the processes that the sales module provides; half the battle is understanding how it all comes together. One of the resources available to me is the Odoo training center, which contains various tutorials on the different modules, including one for sales.

Just looking at the sales application, there are 5 menu’s; orders, invoicing, catalog, reporting, and configuration. Each of the menu items have sub-items which I will cover individually to better understand what they are for. Under the orders menu there is; quotations, orders, and customers. The customers sub-item displays contact’s pulled from the contacts application. The orders sub-item is where a new sales order can be made. A sales order is comprised of a name (which in this case is automatically generated), an expiration date, payment terms, order lines, and other information. The order lines section contains; the product, description, ordered quantity, unit price, taxes, and sub-total. The other information section contains; salesperson, sales channel, customer reference, order date, fiscal position, and source document.

With developer mode active I can look at the components even further by hovering my mouse over. This gives me information like the field, object, type, modifiers, context, domain, relation and so on. This will be required for when I create the custom module to generate sales orders from XML files. One component that I know will be one of the models that I will be populating is the order lines section. I won’t go into the various models or fields, otherwise I will be re-writing my report.