Tired of being locked into today’s date for every sale entry? The Sales Back Date and Post Date in Odoo module provides the ability to control the sales schedule completely. By default, Odoo restricts the Quotation Date to be the day of creation, which causes inaccuracies in reporting especially when it comes to a late entry or pre-orders. This app unlocks that limitation, allowing you to set any past or future date for your sales orders.
It is an effective tool that makes sure that your sales entry data is perfectly matched with your business operations. You can now have an accurate order tracking system whether you need to correct an order last week or to make one next month. With added features to sync delivery and invoice dates, and enforce mandatory remarks, this module is essential for any business that values accurate date tracking and compliant audit trails.
What Makes It Stand Out
- Flexible Order Dating: Select any previous or upcoming date on your sales orders, breaking free from Odoo default limitations.
- Synchronised Document Dates: Automatically align the Delivery Date and Invoice Date with your new Order Date for perfect consistency across your workflow.
- Mandatory Auditing Comments: Custom notes on backdating of orders would be enforced to ensure that there is an effective and transparent record of order history.
- Bulk Backdate Utility: Select several quotations in the list view and use a new backdate on all the selected quotes in one step and save valuable time.
- Centralised Configuration: Enable and set up all features easily through one, easy to use menu within Sales settings.
Detailed Features
- Unlock Sales Order Dates: This module works as the main idea to eliminate the limitation on the Quotation Date field in Odoo. The user is at liberty to choose any previous date when accounting a late entry or any future date when making scheduled orders. Once the order is confirmed, the date so selected is the official Order Date.
- Automated Date Synchronisation: Achieve total data consistency with minimum efforts. From the settings menu, it is possible to enable the following options:
- Set Invoice date as order date: Ensures that when you create an invoice from the backdated SO, its date automatically matches the Order Date.
- Set Delivery Date Same as Order Date: Automatically updates the scheduled date on the delivery order to match the backdated Order Date.
- Enforce Context with Custom Remarks: Maintain transparency and improve your audit trail. The app allows you to add a custom remarks field to the sales order. You can even make these remarks mandatory from the settings, ensuring that any user who backdates an order must provide a reason for the change. These remarks are automatically carried over to the corresponding delivery orders and invoices.
- Efficient Bulk Backdating: For businesses that need to update many orders at once, the “Multiple Assign Backdate” feature is a massive time-saver. Users with the appropriate technical permissions can select multiple quotations from the list view and apply a new date to all of them simultaneously through the ‘Action’ menu.
Conclusion
The Sales Backdate and Postdate module will provide users of Odoo with the much-needed flexibility and precision that will make all the sales refer to the actual timeline of operations. It includes such functions as synched delivery and invoice dates, bulk backdating, and required remarks, which make the records more transparent and audit-ready.
If you’re looking to implement or customize such powerful functionality, Reliution—a trusted Odoo development partner—tailors this solution to your exact workflow. From configuration to advanced customization, Reliution ensures your Odoo system works precisely the way your business operates.
