Sale Quotation Numerationby 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-workflow/
Sales Management (sale)
• eInvoicing & Payments (account_voucher)
|Also available in version||v 13.0 v 12.0 v 10.0 v 11.0 v 8.0|
This module adds a sale quotation sequence.
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.
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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