Sales Orders

Manage customer orders directly from your Android device: create orders on the fly, add products with the scanner, apply discounts and print the quotation PDF — without ever opening a computer.

Overview

The Sales Orders module allows you to manage the entire sales cycle on Odoo directly from the app, without needing a computer. You can search for existing orders, create new ones, add products via scanner or text search, modify quantities and prices, and take an order from initial draft through confirmation and delivery.

To open the module, from the SiltaFlow main screen go to Warehouse → Outbound → Sales Orders. When you confirm an order, Odoo automatically creates the shipment: from that point you can follow the delivery from the Picking module. The already-delivered quantity is always visible in real time on each order line.

Using this module requires an active connection to the Odoo server. All operations — creation, modification, confirmation, printing — require real-time connection.

What you can do

The Orders List

When you open the module, you see all sales orders accessible to your account. Each order is shown as a card with main information: order number and date, customer name, total and current status.

Search and filters

Use the search bar at the top to find an order by number, customer name or reference. Results update as you type. To filter by status, use the buttons in the bar:

The list updates automatically in the background every 90 seconds. If other users or the system have modified orders, an alert appears at the top of the list with the number of changed orders. Press "Update" to reload and see the latest changes.

Creating a new order

To create a new order press the + button in the top right. A dialog opens where you can set the customer and pricelist. No need to open the browser or the system.

  1. Type the first letters of the customer name in the search field. The app queries Odoo and shows matching customers.
  2. Select the customer from the list. The pricelist associated with the customer is selected automatically.
  3. If necessary, change the pricelist from the dropdown menu in the dialog.
  4. Press "Create Order". The order is created on Odoo in Draft status and the detail screen opens automatically.

Order Detail

The detail screen shows all order information and available actions based on its current status.

Header

At the top you'll find the order number and date, customer name with phone and email (tap them to call or message directly), current status and order manager.

Pricelist and totals

Below the header you'll find the active pricelist. If the order is in Draft status, you can change it with a tap: the prices of the rows update automatically. For already-confirmed orders the pricelist is shown for information only. Further down you'll find the subtotal, taxes and order total.

Available actions by status

Available actions change based on order status:

Status What you can do
Draft Confirm order, delete order, add/modify/delete rows, change pricelist
Confirmed Cancel order, print PDF, unlock for changes
Cancelled Restore to draft, permanently delete
Completed Print PDF, unlock

On each order line you can see how much goods have already been delivered compared to what was ordered. The value is updated in real time: green means delivery completed, orange partial delivery, red no delivery yet.

Adding and Modifying Products

Order rows can only be modified when the order is in Draft status. To modify an already-confirmed order you must first cancel it and restore it to draft.

Adding a product with the scanner

Press the scan button and frame the product barcode. The app recognizes it and opens a dialog where you can see the product name and price from the active pricelist, set the quantity, and — if the product has packages — choose the packaging unit.

If you need to enter many products one after another with quantity 1 (for example during a warehouse tour), enable the "Auto-confirm" option in settings: each scan adds the row directly without showing the dialog, making insertion much faster.

Adding a product via search

If the product doesn't have a barcode or you prefer to search by name, press "Add Product" and type the name, internal code or reference. Results appear as you type. Select the product and the same dialog as the scanner opens to set the quantity.

Modifying an existing row

Tap a row to open the modification dialog. You can change:

The app saves to Odoo only the fields you actually changed. If you modify only the discount, only the discount is sent — quantity and price are not touched. This avoids overwriting values automatically calculated by Odoo (like pricelist prices) and makes saving faster.

Deleting a row

To delete a row, swipe left on it or tap the trash icon. You'll be asked for confirmation before deletion. Warning: deletion is permanent and cannot be undone.

Pricelist Management

Each order has an associated pricelist, which determines the prices of products on the rows. When you create an order by selecting a customer, the app automatically applies that customer's default pricelist — the one configured in their profile on Odoo.

If the order is in Draft status, you can change the pricelist from the dropdown menu in the detail screen. When changed, Odoo automatically recalculates the prices of all rows based on the rules of the new pricelist. When the order is confirmed or completed, the pricelist is shown for information only and cannot be modified from the app.

To avoid using the wrong pricelist, always assign a default pricelist to each customer's profile directly on Odoo. SiltaFlow will select it automatically on every new order, without needing to select it manually.

Printing and Sharing the Quotation

From the detail of a confirmed order (or completed) you can generate the quotation PDF directly from the app. Press the "Print PDF" button or the action menu: a dialog opens with two options.

The PDF is generated by Odoo using the standard sales order report. To customize its content (logo, payment terms, notes) modify the template from the Odoo backend. If the PDF is unavailable, verify you have print permissions on your Odoo account.

Practical Examples

Creating an order from scratch

  1. Open the Sales Orders module from the Warehouse → Outbound menu.
  2. Press the + button in the top right.
  3. Type the first letters of the customer name and select them from the list. The pricelist is selected automatically.
  4. Press "Create Order". The detail screen opens with the order in draft.
  5. Press "Scan Product" and frame the barcode of the first item. Confirm the quantity in the dialog.
  6. Repeat for all products. To modify a quantity, tap the corresponding row.
  7. When the order is complete, press "Confirm Order". Odoo automatically creates the shipment.

Applying a discount to a row

  1. Open a draft order and tap the row you want to apply the discount to.
  2. In the modification dialog, change the discount value (for example from 0% to 15%). Don't modify quantity and price.
  3. Press Save. The app sends only the modified discount to Odoo and the row subtotal updates immediately.

Sharing the quotation via WhatsApp

  1. Open a confirmed order and press "Print PDF".
  2. In the dialog, select "Share". Android shows available apps.
  3. Select WhatsApp (or Gmail, Drive, etc.). The PDF is already attached to the message — enter the recipient and send.

Tips

If you need to enter many products in sequence with quantity 1, enable "Auto-confirm" in the scanner settings. Each scan immediately adds the row without showing the dialog, halving input time.

In multi-user environments (e.g., sales office + external agents), always check the notification banner before opening an order. If others are modifying it at the same time, update the list to see the latest changes and avoid conflicts.

Before issuing an invoice, check the "Delivered" column in the order detail. Verify that all rows are green (delivery completed) to avoid unwanted partial invoices.

If an order already has partial shipments and you need to cancel it to make corrections, ensure that ongoing shipments have also been cancelled on Odoo before restoring the draft and modifying the rows.

Requirements and Limits