| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
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| Lines of code | 612 |
| Technical Name |
sale_order_enquiry |
| License | AGPL-3 |
| Versions | 16.0 17.0 |
Sale Order Enquiry
A Module For users to create and manage Enquiries about orders.
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Overview
- Order Enquiry System: This is a feature that allows users to create and manage inquiries about orders. Think of it as a way to track and manage potential sales before they are finalized.
- Enquiry Management: Users can create, view, and manage order inquiries, including details like the customer, products, and quantities.
- Order Lines: Each inquiry can have multiple lines detailing the products and their quantities.
- Sale Orders Integration: Convert inquiries into sale orders and manage them directly.
Overview
- Centralized Info: All details related to a potential order, such as the customer, products, and pricing, are organized in one place. This makes it easier to track and manage inquiries.
- Easy Addition: Quickly add multiple product lines to sales orders or inquiries without manually entering each line item, saving time and reducing errors.
- Multiple Options: Choose how to add product lines based on various sources like specific sales orders, customer orders, or order inquiries. Multi-Order Handling: Add products to multiple sales orders in one go, streamlining the process for large or complex orders.
- Flexible Settings: Control whether to clear existing lines before adding new ones or to add lines alongside existing ones. This ensures you can tailor the tool to your specific needs.
- Streamlined Process: Instead of manually handling inquiries, this system automates creating sale orders from inquiries, saving time and reducing errors.
- Automatic Updates: The system automatically calculates the total amounts and taxes based on the products and quantities in the inquiry.
- Better Service: Sales teams can quickly see the details of each inquiry, leading to faster responses and better customer service.
- Multi-Order Handling: Users can handle multiple sales orders at once from a single inquiry, which is useful for large or complex orders.
Benefits
- Start New Inquiry: Users can create a new order inquiry, filling in details like the customer, date, and products they are interested in.
- Add Products: Add products to the inquiry with their prices and quantities. This helps in calculating the total amount and taxes automatically.
- Confirm Inquiry: Once all details are added, users can confirm the inquiry, which then creates a sale order.
- View Sale Orders: Users can view the sale orders generated from the inquiry to track their progress.
- Add Products: Users can add products to an inquiry directly from sales, making it easier to handle new or additional products.
Usage
- Using the Sales Line Wizard:
- Select Criteria: Choose whether to add lines based on a specific sales order, a customer, or an order inquiry.
- Add Lines: The wizard will retrieve the relevant product lines and add them to your selected sales order or inquiry. You can also handle multiple orders at once if needed.
- Using the Product Add Wizard:
- Choose Order Type: Decide if you want to add products to a single sales order or multiple orders.
- Set Product Details: Enter product details like price, quantity, and taxes.
- Add Product: The wizard will create the necessary product lines in the selected sales orders, based on the details you provided.
Screenshots
Install Module "Sale Order Enquiry"
- Once the Module is installed , Navigate to the Sales Menu.
- Under the Orders Menu, User can Find the Order Enquiry option. Here you can Create a New Order Enquiry
- Once Order Enquiry Is created By default it will be Pending State, And User can View Pending ribbon
- While hitting "Add Lines" Button This will open a wizard add Product, Where user need to choose the Order Type,Sale Orders
- here is Two way to add Product
- Default Sale Order Way
- There is a Button Called "Add Lines"
- User can Select Customer ,enquiry date
- There are three order types to choose from
- Based On customer : Allows You to choose sale orders based on the Selected Customer in Order enquiry
- Based On Sales : Lets user can select Sales Orders
- Based On Order Enquiry : Enables User to choose sales Order that were created by an order enquiry.
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You will also Find Additional Options Like "Multi Orders" And "Clear & Add Lines"
- By select Multi Orders,You can Choose Multiple Sales Orders at Once
- By Choosing Clear & add Lines, clicking create Lines Will clear the previous lines and add New Ones
- Once the Enquiry Process Is Done, User Can confirm the Order Enquiry By Clicking BY Confirm Button . Once Enquiry is Confirmed User can View Confirm ribbon and This will create the Sale Order
- If user Need to Recreate the Sale Order , Select "Multi Order" and Click The "Recreate Order" Button.Once Sales create User can View Smart Button "View Sales" with Count of Sales Orders Related to that Order Enquiry
- Additionally , There is a button to Product List and Kanban view, Allowing you to directly add Products to draft or sent state Sale Orders
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