Rich HTML notes, everywhere your order cycle touches
Standardize terms, disclaimers, and instructions once, then apply them automatically across sales orders, purchase orders, deliveries, and invoices — with visibility control and a full audit trail.
The problem
Sales teams retype the same terms, disclaimers, and handling instructions into every quote because Odoo's native notes are plain, unformatted text with no reuse and no consistency across reps. Worse, that same gap exists at every later stage — deliveries, purchase orders, and invoices each need their own notes, but nothing ties them together or tracks what changed.
The solution
Cerevantix HTML Notes gives you one reusable template library for rich, formatted note content, with automatic insertion onto new sale orders, purchase orders, deliveries, and invoices. Mark each note Internal Only or Customer Facing to control what prints on the PDF, and every change is logged to a full audit trail.
Everything you need to standardize document notes
Every capability below is implemented in the module.
Reusable note template library
Build a library of rich HTML note templates, each tagged with a category (terms, delivery instructions, legal disclaimer, internal handling, or other) so your team always reaches for the right wording.
Auto-apply on new documents
Flag a template Auto Apply and it inserts itself onto new sale orders, purchase orders, deliveries, or invoices automatically, using a sequence to pick the right one when several templates match.
Internal vs customer-facing visibility
Every note carries a visibility flag. Customer Facing notes print on the document PDF; Internal Only notes stay inside your team and are never printed.
Sale order notes
Add a rich HTML note directly on the sale order form, pick a template, or write a one-off note for that specific quotation.
Purchase order notes
The same note experience extends to purchase orders, so procurement instructions and vendor terms get the same formatting and reuse as sales.
Delivery notes
Attach formatted handling or shipping instructions directly to the delivery (stock.picking) so warehouse and carrier instructions travel with the document.
Invoice notes
Keep payment terms, legal disclaimers, or account-specific notes formatted and consistent on every invoice (account.move).
Printed on the document report
Customer-facing notes render directly on the sale order, purchase order, delivery, and invoice PDF reports, right alongside the standard document information.
Per-document audit trail
Every note create, update, and template application is logged to an append-only history record with a snapshot of the note text, who changed it, and when — one click away from a smart button on the document.
How it works
Build your template library
Create HTML note templates for terms, disclaimers, delivery instructions, and internal notes, tagging each with the document types it applies to.
Set auto-apply and sequence
Flag templates for automatic insertion and set a sequence so the right template wins when more than one matches a new document.
Notes appear on the document
As sale orders, purchase orders, deliveries, and invoices are created, matching templates fill in automatically — still fully editable before you confirm.
Track every change
Every note update is captured in the audit trail, viewable from a History smart button on the document at any time.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Sale orders, purchase orders, deliveries (stock.picking), and invoices (account.move) — all four share the same reusable template library.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
HTML Notes for Sales, Purchases, Deliveries & Invoices
Reusable rich-text note templates that auto-apply across sale orders, purchase orders, deliveries and invoices — with internal-versus-customer visibility and a per-document audit trail.
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