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Bulk Confirm Quotations
The Bulk Confirm Quotations module for Odoo streamlines the sales process by allowing users to confirm multiple quotations at once. This eliminates the need for manual processing of each individual quotation, improving efficiency for businesses handling high volumes.
Features
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Features
Bulk Quotation Confirmation
The Bulk Quotation Confirmation feature allows sales teams to process multiple quotations at once, converting them into sale orders with a single click. This feature eliminates the need to handle each quotation individually, saving significant time and reducing the risk of errors.
Bulk Cancelled Order Confirmation
In addition to confirming quotations, users can also confirm bulk cancelled orders. This feature allows businesses to quickly manage orders that were previously cancelled, ensuring that these orders are confirmed and processed with minimal manual intervention. By streamlining the cancellation and confirmation process, this feature ensures that sales teams can focus on more critical tasks, while maintaining accurate and up-to-date records of order statuses.
Screenshot
1.) Confirm Bulk Quotations
Users can select several quotations from the list, then use the "Action" menu to choose the "Confirm" option, streamlining the confirmation process for multiple records in one step. A confirmation pop-up ensures that the user is certain before proceeding with the action.
2.) Confirmation Pop-Up for Bulk Actions
This image illustrates the confirmation pop-up that appears when users attempt to confirm multiple quotations. The message prompts the user with a clear question, "Are you sure you want to confirm?" and provides "Confirm" and "Close" options, helping prevent accidental confirmations and ensuring that actions are deliberate.
3.) Confirm Bulk Cancelled Orders
Users can select cancelled orders from the list and then access the "Action" menu to confirm these orders. This feature simplifies the management of cancelled orders, turning them into confirmed sales orders efficiently.
User Guide
Teams
team@inkerp.com
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 84 |
| Technical Name |
eg_confirm_quotation |
| License | OPL-1 |
| Website | http://www.inkerp.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.
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