| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 387 |
| Technical Name |
mjb_archive_old_quotations |
| License | OPL-1 |
| Website | https://www.majorbird.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 387 |
| Technical Name |
mjb_archive_old_quotations |
| License | OPL-1 |
| Website | https://www.majorbird.com |
Archive Old Quotations
Keep your Sales pipeline clean — automatically archive stale draft and cancelled quotations on a daily schedule.
$5 / monthby Majorbird — Odoo Silver Partner
The Problem
Sales teams create dozens of quotations every week. Many of them never convert — prospects go silent, deals get cancelled, or opportunities evolve into different quotes. Over months, the quotation list accumulates hundreds of stale draft and cancelled orders.
Salespeople scroll past outdated records to find live opportunities. Reports are skewed by dead pipeline. Filtering becomes a workaround rather than a workflow. The pipeline is technically alive but practically unusable.
What It Does
| Feature | Description |
|---|---|
| Daily automatic archiving | A daily scheduled job scans all sales quotations in draft or cancelled state and archives those older than the configured threshold. |
| Configurable age threshold | Default is 90 days. Adjust to any number of days from the Archive Rules configuration screen — no code required. |
| Targets draft & cancelled only | Only quotations in state=draft and state=cancel are eligible. Confirmed, invoiced, or in-progress orders are never touched. |
| Recoverable archives | Archived quotations are hidden from default views but never deleted. They can be recovered at any time via the Archived filter in the Sales order list. |
| Adds active field | Odoo 19's sale.order has no native active field. This module adds it via Python inheritance, enabling standard Odoo archive behaviour. |
| Engine-powered | Built on the mjb_archive_rule engine. Zero-code rule configuration through a dedicated UI. |
Key Features
Cleaner Pipeline Views
Salespeople see only active, relevant quotations by default. No more scrolling past 6-month-old drafts to reach the live deals.
Accurate Pipeline Reports
Sales reports and pipeline analytics are no longer skewed by dead draft records. Forecast accuracy improves automatically.
Nothing Permanently Lost
Archived records remain in the database. Unarchive a quotation any time with a single click. There is no risk of losing historical order data.
Fully Adjustable Threshold
Some teams prefer 30 days, others 180. Set the exact threshold that matches your sales cycle length. Change it any time — no developer needed.
Configuration
Pre-configured on install. Adjust the threshold to match your sales cycle.
Install the module
Install mjb_archive_old_quotations. The engine module mjb_archive_rule is installed automatically as a dependency.
Open Archive Rules
Go to Sales → Configuration → Archive Rules.
Review the pre-configured rule
The module ships with a default rule for sale.order targeting state=draft and state=cancel, with a 90-day age threshold. Adjust the number of days to match your sales cycle.
Save and wait for the first run
The daily scheduled action runs automatically. After the first run, old draft and cancelled quotations will be hidden. Use the Archived filter to access them if needed.
Recover if needed
Open the Sales order list, enable the Archived filter, find the quotation, and click Unarchive. It is immediately visible again.
Scope & Limitations
This module is focused. Here is what it does not do:
- Does not permanently delete any quotations — archived records are always recoverable.
- Does not archive confirmed (sale), sent, or invoiced orders — only draft and cancelled states.
- Does not affect delivery orders, invoices, or any other documents linked to quotations.
- Does not notify salespeople before a quotation is archived.
- Does not support per-salesperson or per-team thresholds — one global threshold applies to all.
- Does not archive purchase orders or other non-sales documents.
Version 1.0 — Your Feedback Matters
This is the first release of Archive Old Quotations. If your team needs pre-archive notifications, per-salesperson thresholds, or integration with CRM opportunity archiving, we would like to hear from you. Contact us at www.majorbird.com.
About Majorbird
Odoo Silver Partner — Manufacturing, Inventory & Accounting Automation
Offices in Vietnam, China, Mexico, and the Middle East.
www.majorbird.comOdoo 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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