Internal Sales Order Lines (Hidden from Quote, Invoice and Portal) | Internal Sales Order Lines (Hidden from Customer)

Internal Sales Order Lines Management | Hidden Sales Order Lines for Internal Operations

Sales Order Internal Lines Control | Customer Hidden Sales Order Lines

This module allows the use of internal sales order lines that are intended only for internal operations and should not be visible to customers. Lines marked as internal will be automatically hidden from quotations, customer portal, invoices, and delivery orders, ensuring that customers only see the billable items. However, these internal lines will still trigger internal operational processes such as Purchase Orders, Manufacturing Orders (MRP), and Project Tasks, allowing companies to manage internal costs, services, or operational activities without exposing them to the customer. This helps maintain a clean customer-facing document while still supporting internal workflow and resource planning within Odoo.
Additionally, we have added an advanced option on the Sales Order line in the form of a checkbox, which allows internal lines to optionally pass to delivery orders when required. This provides greater flexibility for companies that may still need internal items to be processed through warehouse operations while keeping them hidden from customer-facing documents.

Main Features:

• Internal Sales Order Line Option
• A checkbox is added on the Sales Order Line to mark a line as an Internal Line.
• Hidden from Customer Documents
• Internal sales order lines are not shown on Quotations and Sales Orders sent to customers.
• Hidden from Customer Portal
• Internal lines are not visible in the customer portal view.
• Excluded from Invoicing
• Internal sales order lines will not be included in customer invoices.
• Excluded from Delivery Orders by Default
• Internal lines do not create delivery order lines by default.
• Optional Delivery Order Processing
• An additional checkbox option is provided to allow internal lines to pass to delivery orders when required.
• Internal Operations Still Triggered
• Even though they are hidden from customers, internal lines can still trigger internal operations such as Purchase Orders, Manufacturing Orders (MRP), and Project Tasks.
• Clean Customer Documents
• Ensures that customer-facing documents only show billable items, while internal operational lines remain hidden.
• Supports Internal Cost and Operational Tracking
• Helps companies manage internal services, materials, or operational activities without exposing them to customers.

Real Life Problem

In many businesses such as construction, MEP contracting, manufacturing, and project-based services, sales orders often contain both customer-facing items and internal operational items. Internal items may include materials required for internal processing, subcontract work, internal service costs, or operational tasks that should not be visible to the customer.
In standard workflows, all sales order lines typically appear on quotations, invoices, delivery orders, and customer portal views. This can create confusion for customers, expose internal cost structures, and make customer documents unnecessarily complex. At the same time, companies still need these internal lines to trigger operational processes such as purchasing materials, creating manufacturing orders, or generating project tasks required to fulfill the order.

Solution Provided by This App

This application introduces the concept of internal sales order lines that are used strictly for internal operational purposes. By marking a sales order line as internal, the system automatically hides that line from quotations, invoices, delivery orders, and the customer portal, ensuring that customers only see the items that are actually billed or delivered to them. At the same time, these internal lines continue to drive internal workflows, allowing the system to create purchase orders, manufacturing orders, or project tasks required to complete the work. This ensures that operational processes remain intact while keeping customer-facing documents clean and professional. Additionally, the module provides an advanced option through a checkbox on the sales order line, allowing businesses to optionally include internal lines in delivery orders when needed for warehouse or logistics operations. This flexibility allows companies to adapt the system to different operational scenarios without exposing internal details to customers.