Odoo Portal Quotation Editor | Edit Quantity & Delete Sale Order Lines
by Techultra Solutions Private Limited https://www.techultrasolutions.com/$ 15.79
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 209 |
| Technical Name |
portal_quotation_customize |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 209 |
| Technical Name |
portal_quotation_customize |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Odoo Portal Quotation Editor | Edit Quantity & Delete Sale Order Lines
Odoo Portal Quotation Editor allows customers and portal users to modify sales quotations
directly from the customer portal. Portal users can update product quantities and remove
quotation lines before confirming an order, giving them more flexibility during the
quotation review process.
The module updates the related backend sale order automatically, so sales teams always see
the latest customer changes. Quantity changes recalculate the quotation amount, and deleted
lines are removed from the quotation after confirmation.
Editing is available only for draft and sent quotations, helping businesses keep confirmed
sale orders protected. The module also validates portal access and ensures that users can
only update lines that belong to the correct quotation.
This app is useful for B2B sales, wholesale portals, distributors, service businesses, and any company that wants customers to adjust quotation requirements online without repeatedly contacting the sales team.
Odoo Portal Quotation Editor | Edit Quantity & Delete Sale Order Lines
Product Overview
▶ Watch Module Demo
See how Odoo Portal Quotation Editor | Edit Quantity & Delete Sale Order Lines works.
Features
Customers can update product quantities directly from the Odoo quotation portal page. Once the quantity is changed, the backend sale order is updated automatically.
Portal users can remove unwanted products or services from a quotation before confirming the order. A confirmation popup helps avoid accidental deletion.
Every portal-side change is reflected in the related sale order, keeping customer-facing and backend quotation data aligned.
Portal editing is allowed only while the quotation is in draft or sent state. Confirmed orders stay protected from customer-side modification.
The module checks quotation access before allowing updates and verifies that the selected line belongs to the correct quotation.
Customers can adjust quotation requirements online without waiting for manual updates from the sales team.
Configuration
Support
FAQs
Options for Updating Quantities & Deleting Product Lines
After installing the module, you will be able to see options for updating quantities and deleting product lines.
Quantity Updated from Portal
Here, you can see that we've updated the quantity of the office chair from 2 to 4, and both the amount and total have been adjusted accordingly.
Deleting a Product line
Once you click the delete icon, the system will prompt you with a confirmation message before removing the product from the quotation.
Product Line Deleted Successfully
Here, you can see that the product has been removed from the portal.
Product Updated in Backend
Here, you can see that in the backend, the product is updated whenever you change the quantity or delete the product.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
The Portal Quotation Customize module allows portal users to edit product quantities and delete order lines directly within a quotation. These changes are automatically reflected in the backend sale order, streamlining the quotation and sales order process.
Users can edit product quantities on quotation lines, allowing them to adjust the number of items in their order. They can also delete entire order lines from the quotation if they no longer wish to purchase specific products or services.
Any user can edit quotation product quantities and delete lines.
Any changes made to the quotation, such as editing quantities or deleting lines, are automatically synchronized with the backend sale order in real time. This ensures consistency information in the system, eliminating the need for manual updates.
While the module primarily focuses on modifying quantities and deleting lines, pricing and discounts are typically governed by pre-set rules and business logic in the system. If the system is configured to allow it, prices may adjust automatically based on the quantity changes or specific discounts.
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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