| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 80 |
| Technical Name |
evo_sale_quotation_sequence |
| License | OPL-1 |
| Website | https://evozard.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Sale Order & Quotation Sequence Management
Odoo 16 • Separate Sequences for Quotations and Confirmed Sales Orders
Maintain distinct document sequences for Quotations (draft/sent) and confirmed Sale Orders. The original quotation number is automatically preserved in a separate field and remains fully searchable.
Automatic Sequence Swap on Confirmation
Seamlessly switches the document sequence from a customized Quotation code (e.g. QT2026/00001) to the standard Sales Order code (e.g. S00001) at the moment of confirmation. Downstream records like deliveries and invoices automatically reference the Sales Order number.
Key Highlights
Separate Quotation Sequence
Draft and sent quotations receive a unique, customizable sequence (e.g., QT2026/00001) instead of sharing standard order numbers.
Standard Sale Order Sequence
Once confirmed, the order reference switches to the standard Odoo Sales Order sequence (e.g., S00001), maintaining standard numbering conventions.
Preserve Quotation Reference
The original quotation number is permanently stored in the new Quotation No. field, allowing for historical reference even after confirmation.
Multi-Sequence Searching
Easily search and filter orders in standard list, kanban, or autocomplete fields using either the Sale Order Reference or the original Quotation Number.
Clean Downstream Docs
Because the sequence name is swapped before confirmation, delivery orders (stock pickings), invoices, and source document links use the correct Sales Order number.
Quotation Menu Filtering
The standard Quotations menu is filtered to only display draft and sent quotations, while confirmed orders reside under the Sales Orders menu.
Quotation & Order Lifecycle Screenshots
Screenshot 1: Draft Quotation Creation
Form view of a newly created draft Quotation showing Odoo's custom quotation sequence (e.g., QT2026/00001). The "Quotation No." field remains empty.
Screenshot 2: Searching by Quotation No. in List View
Sales Order list/tree view search bar. Typing the original quotation number (e.g., QT2026/00001) instantly finds and filters the matching Sales Order.
Screenshot 3: Quotation Confirmation Action
Quotation form view highlighting the "Confirm" button which triggers the sequence swap process.
Screenshot 4: Confirmed Sales Order
Form view after confirmation. The primary reference changes to standard Sales Order sequence (e.g., S00001), and the original quotation reference is preserved in the read-only "Quotation No." field.
Module Features
Separate Quotation Sequence
Separate Sale Order Sequence
Automatic Sequence Swap
Preserve Original Quotation No.
Search by Quotation & SO Reference
Quotation Menu Filter (Only Draft/Sent)
Consistent Downstream Document Links
Multi-Company Sequence Support
No Complex Configurations Required
Frequent Questions
Is this app compatible with Odoo Enterprise as well as Community?
Yes, the app works perfectly with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps.
What happens to the quotation number after confirmation?
The quotation number is permanently stored in the read-only Quotation No. field next to the customer reference on the sales order. The primary document name shifts to the standard Sale Order sequence code.
Can we search sales orders using the old quotation number?
Yes. By default, typing the original quotation number in the Odoo search bar (under the Order or Quotation field) will match the corresponding record, letting you search using either number seamlessly.
Need customization? Who to contact?
Please contact us on support email: evozard@gmail.com
Overview
This module provides separate numbering sequences for Quotations and confirmed Sale Orders while preserving the original quotation reference and making it searchable.
Why Use This Module?
This Application is Suitable For
Sequence Configuration
The module automatically loads a custom sequence code sale.quot for Quotations:
<record id="seq_sale_order_quotation" model="ir.sequence">
<field name="name">Sale Quotation</field>
<field name="code">sale.quot</field>
<field name="prefix">QT%(year)s/</field>
<field name="padding">5</field>
</record>
Installation Steps:
- Download the module and place it in your Odoo addons directory.
- Verify dependencies: web and sale_management.
- Activate Developer Mode and click Update App List in Odoo.
- Search for and install Sale Order & Quotation Sequence Management.
- Create a new quotation. It will automatically load the new QT sequence!
Configuration Options:
- Go to Settings → Technical → Sequences.
- Locate the Sale Quotation sequence.
- Adjust the prefix (e.g. `QT/`), padding, or increment rules.
- The module automatically respects any changes made to this sequence configuration.
Technical Specifications
Privacy & Security
Support & Contact
Need help? Our team is ready to assist you.
- Website: https://www.evozard.com
- Email: evozard@gmail.com
- Documentation: Included in the module
Compatible: Odoo 16 • Community & Enterprise • Odoo.sh
© 2026 EVOZARD • All Rights Reserved
Sale Order & Quotation Sequence Management
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 80 |
| Technical Name |
evo_sale_quotation_sequence |
| License | OPL-1 |
| Website | https://evozard.com/ |
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.
Please log in to comment on this module