PoS Order to Sales Quotation
by T.V.T Marine Automation (aka TVTMA) https://viindoo.com/apps/app/16.0/to_pos_order_to_sales_order , Viindoo https://viindoo.com/apps/app/16.0/to_pos_order_to_sales_order
Odoo
$ 42.11
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Point of Sale (point_of_sale) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 301 |
| Technical Name |
to_pos_order_to_sales_order |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_pos_order_to_sales_order |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Point of Sale (point_of_sale) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 301 |
| Technical Name |
to_pos_order_to_sales_order |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_pos_order_to_sales_order |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 |
Demo video: PoS Order to Sales Quotation
Use case
- Customers come to a shop/store and need to buy a bulk of products. Before making the final purchase decision, they ask for a quotation.
- Customers want to buy some products that are not available in your PoS and you want to recognize the demand and move to another PoS.
Key features
- Convert the PoS order to a quotation with all received data (such as: product, quantity, price list, customer, tax, ...).
- Add more filters on Sales Report in the Sales app:
- PoS Session;
- PoS Session Responsible User.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_pos_order_to_sales_order.
- Press Install.
How to work with the PoS Order to Sales Quotation module
Instruction video: PoS Order to Sales Quotation
Convert a PoS order to a quotation
Step 1: Create a PoS sales order.
Step 2: Press Payment. At this view, press Create Sales Order to create a quotation at the Sales app. Note that you need to select customer information before creating a sales order.
Step 3: At this time, the sales manager will assign an employee to continue taking care of this customer.
Add filter by PoS Session and PoS Session Responsible on Sales Report
Navigate to Sales > Reporting > Sales. Then, use the filter to search for these two fields.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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