Revision & Query - Purchase, Sale Orders
Order lines Revision and Query to Customers
- You can revise the values on the Sale, Purchase Order lines not just directly changing the values, but this follows a systematic procedure for revision.
- You can ask Query to the Customers & Vendors who are related to the Sale, Purchase Orders.
- This module offers a key feature of tracking the revised values and maintaining the history for Queries & Responses.
- Make a free trial of this Process. Access our demo instance. More details are provided in the bottom of the sections.
Revision Process
On the Sale Quotations & Orders
- When Users responsible for Sales logs in and opens the Sale Quotation/Order form, a button named 'Revise' is available. There are no restrictions on the button visibility except its visibility is restricted to the Customers.
- Once the 'Revise' button is clicked, a label 'Under Revision' is displayed on the form to make the User recognize the form is under revision.
- In the Order lines, the revision is allowed on the highlighted columns as shown in the figure below.
- It is mandatory to close the revision once the changes are applied.
- A wizard is popped up when the 'Close Revision' button is clicked. This provides an option to send email to the Customers.
- Email Notification is sent to the Customer of the Sale Order. The Email body has the changes that were made during the Revision.
- All the changes made during the Revision are tracked under the Revision History tab, saving the details like Revision Count, Revised By and Description.
- Displays the Revision Count allowing the User to understand how many revisions are made till.
- Note that the process is same on both the Sale Quotation & Order forms.
On the Purchase Quotations & Orders
- When the Users responsible for Purchases logs in and opens the Purchase Quotation/Order form, a button named 'Revise' is available. There are no restrictions on the button visibility except its visibility is restricted to the Vendors.
- Once the 'Revise' button is clicked, a label 'Under Revision' is displayed on the form to easily make User recognize that the form is under revision.
- In the Order lines, the revision is allowed on the highlighted columns as shown in the figure below.
- It is mandatory to close the revision once the changes are applied.
- A wizard is popped up when the 'Close Revision' button is clicked. This provides an option to send an email to the Vendors.
- Email Notification is sent to the Vendor of the Purchase Quotation/Order. The Email consists of the changes that were made during the Revision.
- All the changes made during the Revision are tracked under the Revision History tab, saving the details like Revision Count, Revised By and Description.
- The Form displays the Revision Count allowing the User to understand how many revisions are made till.
- Note that the process is same on both the Purchase Quotation & Order forms.
Query Process
On the Sales Quotations & Orders
- A button named 'Query' is showed on the Sales Quotation/Order forms.
- Once the 'Query' button is clicked, a wizard is popped up asking the Query to be entered.
- Email Notification is sent to the Customer soon after the query is submitted.
- The Query related details are posted under the Queries tab containing all the information.
- Customer who should be under Portal Group, should log in and go to the menu Sale Order Query.
- From there the customer should find the record which is under query. Provided the button 'Answer Query' on the list view.
- A wizard is popped up when the 'Answer Query' button is clicked. Customer should provide the answer and proceed to submit.
- Email Notification is trigerred to the User who asked the Query.
- Now check the Queries tab, the history is been tracked for every details.
- Note that the process is same on both the Sale Quotation & Order forms.
Please access the demo below
URL: odoodemo.ktree.org
Database: odooappsdemo_ordersrevision
| User Details | |
|---|---|
| Login | Password |
| sale_manager | 1234 |
| customer | 1234 |
| purchase_manager | 1234 |
Any Questions ?
Please contact us if you have any remarks,
questions or feature requests.
Email:opensource@ktree.com
website: https://ktree.com
For Request Other Features
Request New Features| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 667 |
| Technical Name |
orders_revision |
| License | AGPL-3 |
| Website | http://ktree.com/ |
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