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Kaizen - Sales Quotation Numbering & Traceability

by
Odoo

18.00

v 17.0 Third Party
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Odoo.sh
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Lines of code 207
Technical Name kaz_sales_quotation_number
LicenseOPL-1
Websitehttp://www.kaizenae.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 207
Technical Name kaz_sales_quotation_number
LicenseOPL-1
Websitehttp://www.kaizenae.com/

Sales Quotation Numbering & Traceability
for Odoo

Sales Quotation Numbering & Traceability by Kaizen Principles gives sales teams a clean, persistent reference from the first quote to the final order—without changing your standard SO numbering or adding new menus. Draft quotations receive an automatic, readable sequence (e.g., QUOTE/0001). When confirmed, the Sales Order gets its normal sequence while the original Quotation Number is preserved on the record, printed on the document, and available in search and sales analysis. Optional list highlights and filters (e.g., Expiring Soon, Expired) help reps prioritize follow-ups. Multi-company aware and fully aligned with Odoo best practices, this module improves traceability, speeds customer communication, and keeps reporting consistent—so teams can find, filter, and compare quotations in seconds.

© 2025 Kaizen Principles

What's New in Sales Quotation Numbering & Traceability for Odoo

Draft Quotation Numbering

Traceability After Confirmation

Printed & Searchable

Expiring Soon / Expired” filters

Kaizen Principles
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All Features

Dedicated Quotation Numbering: Automatically assigns a unique, sequential quotation number (e.g., QUOTE/0001) to draft sales quotations. This number is distinct from the standard sales order number.
Traceability: Preserves the original quotation number even after the quotation is confirmed and converted into a sales order, ensuring full traceability throughout the sales cycle.
Enhanced Reporting: The quotation number is displayed on printed quotation documents and is available in Sales Analysis reports
Improved Search and Filtering: Adds search filters for "Expiring Soon" and "Expired" quotations, allowing users to quickly identify and follow up on time-sensitive sales opportunities
Validity Date Warnings: Visually highlights quotations in the list view that are either expiring soon (within 3 days) or have already expired, using warning and danger decorations
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Free 30 Days Support

Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

Sales Quotation Numbering & Traceability

Gain full visibility and control over quotations—every draft is auto-assigned a clear, human-readable Quotation Number (e.g., QUOTE/0001) the moment it’s created, then preserved after confirmation for a permanent audit trail. Sales reps and managers can view, search, and filter by this reference across list views, reports, and the printed quotation, eliminating mix-ups and speeding follow-ups. Optional “Expiring Soon / Expired” cues and a days-to-expire column surface urgent quotes instantly, while standard Sales Order numbering remains untouched. Built to be multi-company aware and aligned with Odoo best practices, this module streamlines handovers from quote to order, improves customer communication, and keeps your sales pipeline clean—without adding new menus or disrupting familiar workflows.

Assign Quotation Number (Draft Reference)

On creation, the system auto-issues a readable draft reference (e.g., QUOTE/0002) in Other Info → Quotation Number. This ID stays linked after confirmation, appears on the printed quotation, and enables quick search/reporting for clean traceability.

Confirm Order & Preserve Quote Reference

When you confirm the quotation, Odoo assigns the standard Sales Order number (e.g., S00022) while the original Quotation Number (e.g., QUOTE/0002) remains visible in Other Info. This keeps a permanent link from quote to order for clean traceability, reporting, and customer follow-ups.

Print Quote/Order with Reference

Generate the customer document from Print → Quotation / Order. The PDF includes the preserved Quotation Number for clean traceability, so what you share or email matches the on-screen record exactly.

PDF Shows Preserved Quotation Number

The generated PDF clearly displays the Sales Order # alongside the original Quotation Number (e.g., QUOTE/0002). What customers receive matches the on-screen record, ensuring airtight traceability for reviews, approvals, and audits.

Filter Expiring & Expired Quotations

Quickly surface at-risk quotes using the built-in Expiring Soon and Expired filters. Row highlights and the Days to Expire column show urgency at a glance—save the filter as a Favorite for daily follow-ups.

At-a-Glance Expiry Status (List View)

The Quotations list surfaces urgency instantly: colored rows highlight risk, while Days to Expire, Expiring Soon, and Expired columns show status at a glance (negative days = past due). Keep the “Expiring Soon or Expired” filter active and save it as a Favorite for daily follow-ups.

Group by Quotation Number

Use Group By → Quotation Number to cluster all lines under their draft reference (e.g., QUOTE/0001, QUOTE/0002). This gives instant roll-ups, totals per quote, and a clear view of records missing a reference (the false group).

Analyze by Quotation Number (Chart)

Visualize performance per Quotation Number in Sales Analysis. Use the graph view to compare untaxed totals across quotes, spot outliers instantly, and drill down from any point for line-level insight.

Why Kaizen

You know us as the makers of the Odoo "Sales Quotation Numbering & Traceability for Odoo".

Kaizen's Top App Recommendations

Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!

More Apps »
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PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
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Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

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Kaizen Odoo Services

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+971 56 682 8386
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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