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Add dms field for sale

sale_dms_field folder_open OCA/dms open_in_new
Sales/Sales License: LGPL-3

This module adds a Documents tab to sales orders, linking them with the OCA Document Management System DMS).

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Adds a Documents tab to sales orders so users can attach and manage files directly from the order form using the OCA Document Management System.

This module connects sales orders with the OCA Document Management System (DMS). On the standard sales order form, a new "Documents" tab appears in the same area as the other tabs (Order Lines, Other Information, etc.). Inside that tab, users see the list of document directories linked to the order and can work with the files stored there.

  • The tab is only shown for orders that already exist (it is hidden while the order is still unsaved), so documents are managed on real orders.
  • The sales order model is extended with the DMS field mixin, which is what provides the document directory field used in the tab.
  • The module depends on sale_management for the sales order screens and on dms_field for the document management features.

Demo data also shows how the integration is meant to be set up: a DMS access group named "Everyone for Sale DMS" is created for salespeople (with create, edit and delete permissions), and a DMS field template named "Sale" is linked to the sale.order model and to the salesperson field, so each salesperson gets their own document space.

No new menus, reports, automated checks or scheduled actions are added by the code; the change is limited to the sales order form and the document access configuration.

Depends on

sale_managementdms_field
Models and fields (1)
  • sale.order · new model

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 16.0

To configure file templates for sales documents:

  • Go to Documents > Configuration > File templates and create a new record.
  • Set a storage, a model (sale) and the access groups you want.
  • Click on the "Documents" tab icon and a folder hierarchy will be created.
  • You can set here the hierarchy of directories, subdirectories and files you need, this hierarchy will be used as a base when creating a new record (res.partner for example).

No verified information in OCA: Installation, Usage.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.