Revision & Query - Purchase, Sale Orders
by KTree Computer Solutions India (P) Ltd http://ktree.com/
Odoo
$ 37.52
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Purchase Management (purchase)
• Sales Management (sale) • Warehouse Management (stock) • Social Network (mail) • Online Billing (account_voucher) |
Technical Name |
orders_revision |
License | See License tab |
Website | http://ktree.com/ |
Versions | 10.0 8.0 9.0 11.0 12.0 13.0 14.0 15.0 16.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Purchase Management (purchase)
• Sales Management (sale) • Warehouse Management (stock) • Social Network (mail) • Online Billing (account_voucher) |
Technical Name |
orders_revision |
License | See License tab |
Website | http://ktree.com/ |
Versions | 10.0 8.0 9.0 11.0 12.0 13.0 14.0 15.0 16.0 |
Revision & Query - Purchase, Sale Orders
Order lines Revision and Query to Customers
- You can revise the values on the Sale, Purchase Order lines not just directly changing the values, but this follows a systematic procedure for revision.
- You can ask Query to the Customers & Vendors who are related to the Sale, Purchase Orders.
- This module offers a key feature of tracking the revised values and maintaining the history for Queries & Responses.
- Make a free trial of this Process. Access our demo instance. More details are provided in the bottom of the sections.
Revision Process
On the Sale Quotations & Orders
- When Users responsible for Sales logs in and opens the Sale Quotation/Order form, a button named 'Revise' is available. There are no restrictions on the button visibility except its visibility is restricted to the Customers.
- Once the 'Revise' button is clicked, a label 'Under Revision' is displayed on the form to make the User recognize the form is under revision.
- In the Order lines, the revision is allowed on the highlighted columns as shown in the figure below.
- It is mandatory to close the revision once the changes are applied.
- A wizard is popped up when the 'Close Revision' button is clicked. This provides an option to send email to the Customers.
- Email Notification is sent to the Customer of the Sale Order. The Email body has the changes that were made during the Revision.
- All the changes made during the Revision are tracked under the Revision History tab, saving the details like Revision Count, Revised By and Description.
- Displays the Revision Count allowing the User to understand how many revisions are made till.
- Note that the process is same on both the Sale Quotation & Order forms.
On the Purchase Quotations & Orders
- When the Users responsible for Purchases logs in and opens the Purchase Quotation/Order form, a button named 'Revise' is available. There are no restrictions on the button visibility except its visibility is restricted to the Vendors.
- Once the 'Revise' button is clicked, a label 'Under Revision' is displayed on the form to easily make User recognize that the form is under revision.
- In the Order lines, the revision is allowed on the highlighted columns as shown in the figure below.
- It is mandatory to close the revision once the changes are applied.
- A wizard is popped up when the 'Close Revision' button is clicked. This provides an option to send an email to the Vendors.
- Email Notification is sent to the Vendor of the Purchase Quotation/Order. The Email consists of the changes that were made during the Revision.
- All the changes made during the Revision are tracked under the Revision History tab, saving the details like Revision Count, Revised By and Description.
- The Form displays the Revision Count allowing the User to understand how many revisions are made till.
- Note that the process is same on both the Purchase Quotation & Order forms.
Query Process
On the Sales Quotations & Orders
- A button named 'Query' is showed on the Sales Quotation/Order forms.
- It is a mandate that the Customer should be a follower of the record so that when the Customer logs in, he/she should able to view the record.
- Once the 'Query' button is clicked, a wizard is popped up asking the Query to be entered.
- Email Notification is sent to the Customer soon after the query is submitted.
- Customer who should be tagged to the Portal Group should log in and find the record to answer the Query.
- On the Queries & Responses tab, the 'Answer Query' button is provided. This tab holds all the history related to the Queries & Responses.
- A wizard is popped up when the 'Answer Query' button is clicked. Customer should provide the answer and proceed to submit.
- Email Notification is trigerred to the User who asked the Query.
- Now check the Queries tab, the history is been tracked for every details.
- Note that the process is same on both the Sale Quotation & Order forms.
Please access the demo below
URL: odoodemo.ktree.org
Database: odooappsdemo_ordersrevision
User Details | |
---|---|
Login | Password |
sale_manager | 1234 |
customer | 1234 |
purchase_manager | 1234 |
Any Questions ?
Please contact us if you have any remarks,
questions or feature requests.
Email:opensource@ktree.com
website: https://ktree.com
For Request Other Features
Request New FeaturesOdoo 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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