Sale Quotation Numeration
by Elico Corp https://github.com/OCA/sale-workflow , Agile Business Group https://github.com/OCA/sale-workflow , Qubiq https://github.com/OCA/sale-workflow , Odoo Community Association (OCA) https://github.com/OCA/sale-workflowAvailability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales Management (sale)
• eInvoicing & Payments (account_voucher) • Social Network (mail) |
Technical Name |
sale_quotation_number |
License | LGPL-3 |
Website | http://www.openerp.net.cn |
Versions | 10.0 16.0 7.0 8.0 11.0 12.0 13.0 14.0 15.0 |
This module adds a sale quotation sequence.
Defining.
Sale Quotation: Sale process in draft stage just informing prices and element of communication. Sale Order: Sale process confirmed, the customer already have a compromise with us in terms of pay an invoice and receive our product or service.
Originally OpenERP manage only 1 sequence for this 2 documents, then the sales order won and lost manage the same sequence losting almost all lost quotations in terms of sequences, making so difficult understand qith a quick view if we are good or bad in terms of logistic and sale process already confirmed.
Technical Explanation:
When you create a quotation, it is numbered using the 'sale.quotation' sequence. When you confirm a quotation, its orginal number is saved in the 'origin' field and the sale order gets a new number, retrieving it from 'sale.order' sequence.
With Openerp Base.
Sale Quotation 1 Number = SO001 Sale Quotation 2 Number = SO002 Sale Quotation 3 Number = SO003 Sale Quotation 4 Number = SO004
Sale Quotation 2 Confirmed = Number for Sale Order SO004
With Openerp + This Module.
Sale Quotation 1 Number = SQ001 Sale Quotation 2 Number = SQ002 Sale Quotation 3 Number = SQ003 Sale Quotation 4 Number = SQ004
Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale Quotation SQ002
Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale Quotation SQ001
Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale Quotation SQ004
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I have an error during the installation of this app
Please find the error log below:
Error while importing module 'sale_quotation_number'.
while parsing /tmp/tmp84cko7nd/sale_quotation_number/views/sales_config.xml:5, near
<record id="res_config_settings_view_form_quotation_number" model="ir.ui.view">
<field name="name">Quotation number configuration</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="sale.res_config_settings_view_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='group_proforma_sales']/../.." position="after">
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_left_pane">
<field name="keep_name_so"/>
</div>
<div class="o_setting_right_pane">
<label for="keep_name_so"/>
<div class="text-muted">
If this is unchecked, quotations use a different sequence from sale orders
</div>
</div>
</div>
</xpath>
</field>
</record>
Make sure those modules are installed and try again.
Looking forward for Your feedback
Thanks
I have an error during the installation of this app
Please find attached images related to the error code in the link below:
Odoo app error - Google Drive
Looking forward for Your feedback
Thanks,