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Company Wise Default Email Template For Invoice/SO/PO

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Required Apps Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Technical Name generic_default_email_template_app
License OPL-1
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Technical Name generic_default_email_template_app
License OPL-1

Module Description

Introduction

The Company Wise Default Email Template module for Odoo enables businesses to set default email templates for key models such as Sales Orders, Purchase Orders, and Invoices. By configuring default templates, companies can ensure that the appropriate email content is automatically selected when sending communications, reducing manual effort and maintaining consistency in messaging. This module is particularly beneficial for organizations with multiple companies or departments, as it allows for tailored email templates per company, streamlining communication processes and enhancing professionalism.

Key Features

  • Default Email Template Assignment: Assign specific email templates to Sales Orders, Purchase Orders, and Invoices.

  • Company-Specific Templates: Set different default templates for each company within the Odoo instance.

  • Automatic Template Selection: Automatically select the appropriate email template when sending emails from the respective models.

  • User-Friendly Interface: Configure default templates through the Odoo Settings interface without the need for technical expertise.

  • Multi-Company Support: Manage default email templates across multiple companies seamlessly.

  • Template Customization: Customize email templates to align with company branding and communication standards.

  • Enhanced Communication Efficiency: Reduce manual selection of email templates, saving time and effort.

  • Consistency in Messaging: Ensure uniformity in email content across different departments and companies.

  • Integration with Odoo Modules: Works seamlessly with Odoo's Sales, Purchase, and Invoicing modules.

  • Support for Custom Templates: Utilize custom email templates tailored to specific business needs.

Benefits

  • Improved Efficiency: Automate the selection of appropriate email templates, streamlining communication processes.

  • Enhanced Professionalism: Maintain consistent and professional messaging across all communications.

  • Time Savings: Reduce the time spent manually selecting email templates for each communication.

  • Customization Flexibility: Tailor email templates to reflect company branding and specific requirements.

  • Scalability: Easily manage email templates as your organization grows and adds more companies.

  • User-Friendly Configuration: Set up default email templates without the need for technical expertise.

  • Consistency Across Departments: Ensure uniformity in email communications across different departments and teams.

  • Enhanced Customer Experience: Provide customers with consistent and professional communications, improving their experience.

  • Reduced Errors: Minimize the risk of sending incorrect or outdated email templates.

  • Compliance Assurance: Ensure that all communications adhere to company policies and standards.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Purchase (purchase), Sales (sale_management), Discuss (mail)

  • License: OPL-1

  • Technical Name: generic_default_email_template_app

  • Installation Steps: Install via Odoo Apps interface or through command line using -u generic_default_email_template_app

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.