| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 391 |
| Technical Name |
pf_sale_order_version |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Sales Order Version History
Sales Order Version History This module explains sales order versioning by approving users to generate and handle multiple versions of quotations and sales orders without overwriting existing data. It improves quotation revision management and keeps complete sales order version history for better tracking and control.every version stores essential information such as version number, creation date, and linked previous records, helping maintain accurate quotation history tracking and smooth version tracking in sales order workflows.Users can also restore sales order version anytime when changes need to be reverted, guaranteeing better control, traceability, and reliable modification operation across sales operations.
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Key Features
Maintain complete sales order version history
Smart version tracking in sales order records
Link and manage previous quotation revisions
Easily restore sales order version anytime
Track complete quotation history tracking changes
Sales Order Version History
With
Odoo’s – Sales Order Version History
managing sales order versioning becomes much simpler and more organized. You can create and maintain multiple versions of sales orders without losing previous records, making quotation revision management easier while giving a clear view of how orders change over time.
Each version stores important details like the version number, creation date, and links to earlier records. This helps maintain accurate quotation history tracking and complete sales order revision history whenever updates are made.
If needed, users can quickly restore sales order version at any time without affecting current records. It also supports smooth version tracking in sales order workflows, improving traceability, transparency, and overall sales revision management across the sales process.
Sales Order Version History
- Create and manage different versions with sales order versioning that actually feels smooth.
- Track version number and creation date with accurate quotation history tracking.
- Maintain linked records for better sales order revision history management.
- Easily restore sales order version anytime when required.
- Keep complete version tracking in sales order for better traceability.
Sales Order Version History
To use the Sales Order Version History app, first Go to the Sales module and open or create a quotation/sales order. Navigate to Action → Create New Version to start sales order versioning and modify order lines in the revision wizard. Click Create to generate a new version without changing the original order. This helps maintain proper sales order revision history and smooth quotation revision management. All versions can be viewed from the Versions smart button with complete quotation history tracking. Open any version and click Restore to restore sales order version anytime when needed. Enable Restore as Draft before restoring if the version needs to be recovered in draft state for better version tracking in sales order workflows.
Sales Order Version History
1.Go to the Sales module and open or create a sales order. Click Action → Create New Version.
2.In the wizard, add or remove products/order lines as needed, then click Create.
3.Use the Versions smart button to view the list of all versions.
4.To view the list of all versions.
5.Each version includes details such as version number, version date, previous version, and a Restore as Draft option.
6.The smart button also displays the total number of versions created.Confirm the sales order to proceed further.
7.Once confirmed, a delivery order is automatically created.
8.The delivery order for the current sales order will be in a Ready state.
9.Open any version and click the Restore button in the header to make it the current sales order.
10.The selected version is restored with its original state, and the previously active sales order is saved as a version.
11.If Restore as Draft is disabled and restore version.
12.The version is restored in its original state (e.g., confirmed/sale order), and a new delivery order is created accordingly.
13.You can view the new delivery order after restoring the version.
14.If Restore as Draft is enabled.
15.The version will be restored in Draft state.
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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.
If you need any help or want more additional features, you may contact us through:
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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