Sale Quotation Numerationby Elico Corp https://github.com/OCA/sale-workflow/ , Agile Business Group https://github.com/OCA/sale-workflow/ , Qubiq https://github.com/OCA/sale-workflow/ , Odoo Community Association (OCA) https://github.com/OCA/sale-workflow/
• Invoicing (account)
|Also available in version||v 12.0 v 13.0 v 8.0 v 7.0 v 11.0|
Sale quotation number
- Sale Quotation:
- Sale process in draft stage just informing prices and element of communication.
- Sale Order:
- Sale process confirmed, the customer already have a compromise with us in terms of pay an invoice and receive our product or service.
Originally Odoo manage only 1 sequence for this 2 documents, then the sales order won and lost manage the same sequence losing almost all lost quotations in terms of sequences, making so difficult understand with a quick view if we are good or bad in terms of logistic and sale process already confirmed.
When you create a quotation, it is numbered using the 'sale.quotation' sequence. When you confirm a quotation, its orginal number is saved in the 'origin' field and the sale order gets a new number, retrieving it from 'sale.order' sequence.
With Odoo Base:
Sale Quotation 1 Number = SO001
Sale Quotation 2 Number = SO002
Sale Quotation 3 Number = SO003
Sale Quotation 4 Number = SO004
With Odoo + This Module:
Sale Quotation 1 Number = SQ001
Sale Quotation 2 Number = SQ002
Sale Quotation 3 Number = SQ003
Sale Quotation 4 Number = SQ004
Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale Quotation SQ002
Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale Quotation SQ001
Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale Quotation SQ004
To configure this module you need to go to Sales -> Configuration and uncheck 'Use same enumeration for quotations and sale orders'.
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- Lorenzo Battistini <email@example.com>
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