Customer Edit QTY and Delete Lines on Quotations
by Prefortune Technologies LLP https://www.prefortune.com/$ 15.33
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 148 |
| Technical Name |
pf_customer_edit_quotation |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Edit QTY and Delete Lines on Quotations Odoo App
This feature allows customers to edit product quantities and delete quotation lines directly from the customer portal after the module is installed. When a customer updates the quantity, the line amount and total are recalculated automatically in real time. If a product line is deleted, the system shows a confirmation popup before removal to avoid mistakes. Once changes are made in the portal, they are instantly synchronized with the backend Sales quotation, ensuring data consistency between the customer portal and Odoo backend.
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Key Features
Customer Portal Quotation Management.
Edit Quantities and Delete Lines from Customer Portal.
Real-time price and total recalculation.
Instant backend synchronization.
Self-Service Quotation Editing for Customers.
Customer Edit QTY and Delete Lines on Quotations Odoo App
Our all-inclusive
Odoo – Customer Edit QTY and Delete Lines on Quotations Odoo App
This functionality enables customers to modify quotation details directly from the customer portal after the module is installed. Customers can increase or decrease product quantities, and the system automatically recalculates the line subtotal and quotation total in real time. The portal also provides a delete option for product lines, allowing customers to remove unwanted items from the quotation. Before deleting any product, a confirmation popup is displayed to prevent accidental removals. Once a product line is deleted, it is immediately removed from the quotation view in the portal. All quantity updates and deletions made by the customer are safely synchronized with the backend Sales module. This ensures that sales teams always see the latest and accurate quotation data without manual intervention.
Customer Edit QTY and Delete Lines on Quotations Odoo App
- Customer Portal Quotation Management.
- Edit Quantities and Delete Lines from Customer Portal.
- Real-time price and total recalculation.
- Instant backend synchronization.
- Self-Service Quotation Editing for Customers.
Complete Workflow for Manage Customer Edit QTY and Delete Lines on Quotations Odoo App
First we need to activate Customer Edit QTY and Delete Lines on Quotations The customer logs into the portal and opens a quotation, where they can edit product quantities or delete product lines directly. The system automatically recalculates prices and totals and asks for confirmation before deletion. All changes are instantly synced with the backend Sales quotation, ensuring real-time accuracy for the sales team.
Customer Edit QTY and Delete Lines on Quotations Odoo App
1.Website → Login → Click My Account.
2.My Account → Click “2 Quotations to review”.
3.Quotations list → Click Quotation S00037.
4.Quotation page → Click Delete icon on a product line.
5.Confirmation popup → Click OK.
6.Quotation total updates automatically.
7.Go to Sales → Quotations (Backend).
8.Open Quotation S00037 to see updated quantity and total.
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Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
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