Overview
Sales Order Notes adds an internal notes tab to Odoo sales orders, helping sales teams track order-specific details through chatter messages.
Supports v 16.0 — available directly on the Odoo Apps Store.
Description
Sales Order Notes introduces a dedicated internal notes tab on Odoo sales orders, allowing teams to record internal comments directly on each order without cluttering the standard order fields. These notes are stuck to the sales order and generate chatter messages, keeping a clear internal record of order-related communication alongside the order itself.
Key Features
- Internal Notes Tab for inserting notes on sales orders
- Quick View of notes available in both list and kanban view
- Chatter Messages are generated automatically from notes added to the order
- Read-only View to see notes without switching into edit mode
- Smart Filtering to quickly locate sales orders that have notes
- Standard Odoo Security applied, following Odoo's default access rules
How It Works
Sales Order Notes fits directly into the existing Sales module workflow. From the Sales menu, users open Orders and use the internal notes tab to add notes to a sales order. Once a note is added, it appears in the order's chatter as a message, so the note is visible alongside the order's regular communication history. Notes can be reviewed without entering edit mode, and users can view note indicators directly from the list view or kanban view, making it possible to spot which orders have notes attached without opening each record individually.
Business Use Cases
Sales teams that need to keep internal remarks on a sales order—separate from customer-facing information—can use the internal notes tab to record such details directly within the order. Since notes generate chatter messages, teams working across the same sales order can see when a note was added as part of the order's activity history. The smart filtering feature allows sales staff or managers to quickly filter and review only those orders that have notes recorded, which is useful when tracking orders that require internal follow-up or additional context. The quick view of notes in list and kanban views also helps users scanning multiple orders to identify, at a glance, which ones carry internal notes without opening each order.
Frequently Asked Questions
Does adding a note on a sales order affect the customer-facing document?
The supplied module information does not specify whether notes appear on customer-facing documents; the notes are recorded through the internal notes tab and reflected as chatter messages.
Can I see which sales orders have notes without opening each one?
Yes. Sales Order Notes provides indicators in the list view and kanban view, along with smart filtering, so orders containing notes can be identified without opening each record.
Do I need to switch to edit mode to read a note?
No. The module includes a read-only view that allows users to see notes without going into edit mode.
Are notes visible in the order's chatter?
Yes. Notes added through the internal notes tab generate chatter messages on the sales order.
Does this module use custom security rules?
No. Security follows standard Odoo security settings, as stated in the supplied module information.
