Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odpovědi
1437 Zobrazení

Query : Is there any configuration available in Odoo so that we can do all the sales operation at once, instead of performing each process separately?

Avatar
Zrušit
Nejlepší odpověď

Hello John,

Reply : In the Odoo standard you need to perform each operation like "Confirming the Quotation", "Creating and Validating the Delivery", "Creating and Validating Invoice" and "Register payment" separately in order to complete a Sale.

But there is a custom module One Click Sale/Purchase which allows you to confirm a Sale order with a single click from it's quotation to its invoice. It will help you to Confirm Sale Order, Purchase Order, Picking, Shipment, Invoice, Delivery, Refund, and Invoices in a single shot.

If you need any assistance or support, please don't hesitate to reach out. Our team is always here to help!"

Regards,

Team Ksolves! 

Avatar
Zrušit
Nejlepší odpověď

Yes but there are limitations to it and it makes sense too. We can select sale orders and clicking on action button ( the one with the gear icon ) on top , we get a few options such as export, delete, accrued revenue entry, Create invoices, send an sms text message, mark as quotation and sent a cart recovery email. These are the options that we can do by Selecting multiple sale orders. For other options we have to do one by one. Thanks 

Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
3
srp 25
354
2
srp 25
387
0
srp 25
175
1
srp 25
525
1
čvc 25
835