Configuration & Usage

The Sales bridge has no settings of its own. Once installed, it works automatically. This page explains how the automatic linking behaves, the create button, and the two shared settings that influence it.

How sale orders are matched

Matching runs inside connect.call.process_call_event() — the hook every provider calls when a call is created — right after the core has recorded the call and resolved its partner:

1. If the call already has a linked order, nothing happens (a manual assignment is never overwritten).
2. Otherwise, if the call has a partner, the module looks up that partner's most recent open order.
3. If one is found, it is attached to the call's sale_order field.

An order counts as open when its state is Quotation (draft), Quotation Sent (sent), or Sales Order (sale). Cancelled orders are excluded. The most recent match wins.

Fields added to the sale order

The module adds connect_calls (all linked calls) and the connect_calls_count shown on the Calls smart button, plus read-only partner_phone / partner_mobile fields (related to the partner). The quotation and sales order search views gain these two as searchable fields.

Working with a linked call

On the Connect call form:

• The Sale Order notebook page shows the linked order and an Unlink button (visible only when an order is set).
• A Sale Order stat button (cart icon) opens the linked order, or — if none is linked yet — first retries the partner lookup and then opens a new New Sale Order form pre-filled with the caller as customer. A brand-new order created this way is back-linked onto the call automatically (the call id travels in the form context and sale.order.create() reads it).

The call list gains an optional Sale Order column (right of Partner).

On the sale order form, a Calls smart button (phone icon) opens all calls linked to that order.

Call summaries

If the core OpenAI transcription/summarization feature is enabled and the shared Register Summary setting (connect.settings.register_summary) is on, then when a call gains a summary and is linked to an order, that summary is posted to the order's chatter automatically.

License gate

Automatic order matching and summary posting check the Oduist Connect Sale license (check_license('connect_sale')) silently — if it is not active, calls are still recorded but no order is linked and no summary is posted.