Sale Attachment Document Merger
Sale Attachment Document Merger
Geminate comes with a feature to merge PDF attachment(s) on any sale documents using the Sale Attachment Document Merger.
Facilitates 'Merge By' in two ways:
1. Individual Record:
By using this option, multiple PDF attachments of individual record (sale order / invoice / delivery order etc.)
will merge together individually so resultant downloaded zip file will have multiple merged PDF file(s) based
on number of records selected from listview.
2. Group Record:
By using this option, multiple PDF attachments of individual record (sale order / invoice / delivery order etc.)
will merge together in one PDF so resultant downloaded zip file will have one merged PDF file based on number
of records selected from listview.
Facilitates group wise or individual download of documents with zip file format by merging data documents from more than one record.
Exciting Features
All the PDF attachment in the record(s) can be merged.
Individual documents can be downloaded.
Group wise document can be downloaded.
Consolidated PDF Documents can be downloaded.
Provides facility to download individual or group wise documents in zip file format to save space too.
Easy to use and quick to configure.
Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Sale Attachment Document Merger
Go to Settings -> General Settings
CRM (Lead / Opportunities)
Go to CRM -> Sales -> My Pipeline
Select Individual Record and click on Merge button.
Within the form view Individual Record cannot be merged and will give you an error that only Group Record can be merged.
Select Group Record and click on Merge button.
After clicking on the Merge button, the zip file will be downloaded.
Group wise PDF files will be merged here.
Within the tree view, select the records that have the PDF file attached.
Select Individual Record and click on Merge button.
After clicking on the Merge button, the zip file will be downloaded.
Individual PDF files will be merged within the tree view.
Select Group Record and click on Merge button.
Group wise PDF files will be merged here.
Sale Order
Go to Settings -> General Settings
Go to Sales -> Orders -> Quotations
Select Group Record and click on Merge button.
Group wise PDF files will be merged here.
Within the tree view, select the records that have the PDF file attached.
Here individual PDF files will be merged.
Group wise PDF files will be merged here.
If none of the checkboxes here are checked, then you cannot merge any record data files.
Note :- View Lead / Opportunities and Sale Order flow for Delivery Order and Customer Invoice.
Here you can merge documents of different records and get data in one file.
Here you can group wise merge documents of selected records.
Here you can also merge individual documents of selected records.
Here the document can be downloaded in zip file format.
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