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Integrated Sequence for CRM and Sales records

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In standard Odoo, it can be hard to trace a sale from the first opportunity through to the final invoice. The Integrated Sequence for CRM and Sales records module gives every CRM opportunity a unique sequence number and carries it through to the quotation and invoice. Anyone can follow a deal from start to finish, and jump between the linked records in one click.

Key features

  • Automatic, unique sequence numbers for CRM opportunities
  • Sequence numbers shown in the CRM list view, newest first
  • The same number shown on linked quotations and invoices
  • One-click navigation between the opportunity, quotation and invoice
  • The invoice is filled in on the opportunity automatically

Step 1: Enable sequence generation

  1. Open the CRM app.
  1. Go to Configuration > Settings.
  1. Tick Sequence Generation and click Save.

Step 2: Create an opportunity

In CRM, click New, enter the opportunity details and save. A sequence code is generated automatically.

Step 3: Create and confirm the quotation

  1. On the opportunity, click New Quotation.
  1. Add your products and save the quotation. The opportunity’s sequence code is shown on it.
  1. Click the smart button showing the sequence code to open the linked opportunity. The quotation is listed on the opportunity form.
  1. Back on the quotation, click Confirm to turn it into a sales order.

Step 4: Invoice and trace back

Create the invoice from the confirmed sales order as usual. The invoice shows the same sequence number. Click it to go back to the opportunity, where the invoice field has been filled in automatically.

Why it helps

  • Sales and finance teams use one reference for the whole deal.
  • Customer queries are faster to answer because every record is linked.
  • Reporting is simpler when opportunities, orders and invoices share a number.

How to install the module

  1. Add the module to your Odoo add-ons folder, or ask your Odoo administrator or hosting provider to do this.
  2. In Odoo, turn on developer mode (Settings > Developer Tools > Activate the developer mode).
  3. Go to Apps and click Update Apps List.
  4. Remove the default Apps filter from the search bar, search for the module name and click Activate.

If you use Odoo Online (SaaS), custom modules cannot be installed. They need Odoo.sh or an on-premise installation.

Frequently asked questions

When is the sequence number created?

A unique sequence number is generated automatically when you save a new opportunity, once Sequence Generation is enabled in CRM settings.

Where does the sequence number appear?

It appears on the opportunity, in the CRM list view (newest first), on quotations created from the opportunity and on the resulting invoice.

Can I get back to the opportunity from an invoice?

Yes. Click the sequence number on the quotation or invoice to open the linked opportunity. The opportunity also shows its linked quotation and invoice.

Need help?

Contact support@thoughtlogik.com for installation help, or see our Odoo implementation services to connect your sales process end to end.

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