All In One HTML Notes

Standard notes are plain and hard to format. This module adds rich HTML note fields to sales orders, purchase orders, invoices and delivery orders. Default text for each document type is set once in settings and copied to new documents. Sales, purchasing, warehouse and accounting staff use it, and the notes are added to the printed documents. It helps companies keep terms and instructions consistent.

1. 1

   Set default notes

   In Settings the administrator writes default notes for sales, purchase, delivery and invoice. Each field is a separate HTML editor. The texts are stored as company configuration.

   • Fields: Sale, Purchase, Delivery, Invoice notes
   • HTML editor
   • Saved in settings
2. 2

   Notes on sales orders

   A Notes tab on the sales order shows an HTML field prefilled with the default. Salespeople edit it per quotation. It prints with the quotation.

   • Tab: Notes
   • Field: sale_notes
   • Printed on quotation
3. 3

   Notes on purchase orders

   The purchase order form has the same Notes tab. Buyers add delivery or payment terms to each RFQ. They appear on the printed order sent to vendors.

   • Tab: Notes
   • Field: purchase_notes
   • Printed on RFQ
4. 4

   Notes on invoices

   Customer invoices and bills get a Notes tab with the invoice default. Accountants change it per invoice when needed. It is added to the invoice PDF.

   • Tab: Notes
   • Field: invoice_notes
   • Shown in PDF
5. 5

   Notes on deliveries

   Delivery orders carry a note field for warehouse instructions. The default delivery text is applied to new pickings. It appears on the delivery slip.

   • Model: stock.picking
   • Field: Notes
   • Shown on delivery slip

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