Sale Order Line Client Order Reference

sale_order_line_client_order_ref folder_open OCA/sale-workflow open_in_new

Sale License: AGPL-3

This module provides the following features:

Adds a Customer Order Number to sale order lines and propagates the value to invoice lines.
Allows the Customer Order Number to be displayed in both sale and invoice reports.

This module is useful in cases where a single sales order represents multiple customer orders.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds a Customer Order Reference field to sales order lines and invoice lines, so each line can carry its own customer reference. It can be shown on sale and invoice PDF reports and copied onto invoices.

This module lets you record a customer order reference on each individual sales order line, which is useful when one sales order covers several customer orders.

On a sales order, a Customer Order Ref column appears in the order lines. By default it is filled automatically from the order's own customer reference, but you can change it per line.
A synchronization policy controls this automatic copy: "Always" copies the order reference to the lines when it changes, "Never" leaves lines untouched. The policy is set at company level and can be overridden per customer.
In Settings you can enable showing the Order Ref column in sale report PDFs and in invoice report PDFs, and choose whether the customer order reference is also added at the start of the invoice line description.
When an invoice is created from a sales order, the line's customer order reference is carried over to the invoice line, and the invoice line list shows a Customer Order Ref column for customer invoices, credit notes and receipts.
The customer form gains a field to set the synchronization policy for that customer, and it is treated as a commercial field shared across the customer's contacts.

Depends on

sale

Models and fields (5)

res.company · extends an existing modelso_line_client_ref_policy (SO Line Customer Order Ref Sync Policy), show_client_order_ref_sale, show_client_order_ref_invoice, client_order_ref_in_invoice_line_desc
res.partner · extends an existing modelso_line_client_ref_policy (SO Line Customer Order Ref Sync Policy)
sale.order.line · extends an existing modelclient_order_ref (Customer Order Ref)
account.move.line · extends an existing modelclient_order_ref (Customer Order Ref)
res.config.settings · extends an existing modelso_line_client_ref_policy, show_client_order_ref_sale, show_client_order_ref_invoice, client_order_ref_in_invoice_line_desc

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0

To display the Customer Order Reference on sale reports:

Go to Sales → Configuration → Settings.
Enable Show Customer Order Reference in Sale Reports (PDF). If selected, the Order Ref column will be added to the lines in the sale report (PDF).

To display the Customer Order Reference on invoice reports:

Go to Invoicing / Accounting → Configuration → Settings.
Enable Show Customer Order Reference in Invoice Reports (PDF). If selected, the Order Ref column will be added to the lines in the invoice report (PDF).

To include the Customer Order Reference in description of invoice line:

Go to Sales → Configuration → Settings.
Enable Include Customer Order Reference in Invoice Line Description. When enabled, the invoice line description will begin with the customer order reference, followed by a new line and the original description. Example: [Customer Order Ref: 001] <original description>

Customer Order Ref Sync Policy

Configure how the Customer Order Reference from a Sales Order is applied to its Sales Order Lines.

Setup

Set the company-wide default
Go to Sales → Configuration → Settings
In Sales Order Line Customer Order Ref Sync Policy, choose the default policy to apply to all sales orders.
(Optional) Set a partner-specific policy
Go to Contacts → Select a partner
Open the Sales & Purchase tab
In Sales Order Line Customer Order Ref Sync Policy, choose the policy to apply to that partner. If not set, the company-wide policy will be applied to this partner’s sales orders.

Customer Order Ref Policy

Always: When the order value is updated, copy it to the order lines.
Never: Never copy the order value to lines.

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.