Sales Quotation Partial Confirmation

Question

I know it is not possible but posting this here maybe someone came across the same requirement. A client with salesforce interface into Odoo submitted quotes with hundres of line items. The Quote is processed, confirmed and invoiced in Odoo.
Now customer confirms a subset of line items, were client want to confirm this subset, which he then delivers and invoices.
A month or two down the line customer confirms a second subset of line items and client wants to confirm these line items for delivery

Sudhir Arya (ERP Harbor Consulting Services) · Accepted Answer

If you set Invoicing Policy to "Delivered Quantities" [1] in the product, then you can generate the invoice based on the delivered items and qty from the Sales Order.
So what you should do is, you should only deliver those items/qty customer wants and then you can generate the invoice based on the delivered item.

[1] https://ibb.co/hDghk38

Paresh Wagh · Answer

Hi Jesmond:
If the confirmation process is manual and the number of lines is manageable, one option could be to split the original quotation in Odoo into two by duplicating it. You can then delete the "unconfirmed" items from the first quotation and the "confirmed" items from the second quotation. Once this is done, the first quotation can be confirmed in Odoo and processed normally while the second one stays open till the customer confirms those items in a month or two.

Related Posts	Odpovědi	Zobrazení
Creating Multiple Invoice Templates in Odoo 14 sales invoice v14 account.invoice.report	1 čvn 24	8454
Error: time.getLangDateFormatWoZero is not a function Vyřešeno sales invoice error v14	2 zář 22	6432
How to change invoice template intuitively in Odoo14 sales invoice customize v14	0 zář 21	1629
More than one SO in one invoice sales invoice so v14	1 čvn 21	2388
How to setup Electronic Signature feature? sales invoice quote signature electronic	2 bře 15	5810

This question has been flagged

Enjoying the discussion? Don't just read, join in!