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Hello, after importing a list of quotations from an Excel sheet to assign the corresponding price list, I need to convert these bulk entries into sales orders or directly into invoices.

The problem is that it is not possible to convert quotations directly into sales orders. Is there any solution to this issue?

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Autor Nejlepší odpověď

Thank you 

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Nejlepší odpověď

HI,
Either by studio or using server action, you can add the option to multi confirm from the list view to confirm all the quotation at once.

See:  https://www.youtube.com/watch?v=_E-lxkawlbs

Thanks

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Nejlepší odpověď

Hello,


To update a quotation to a sale order, you need to execute the following SQL query:

UPDATE sale_order SET state = 'done' WHERE id IN (...);

To create an invoice, you should implement a function like this:

sale_orders = self.env['sale.order'].search([('invoice_status', '=', 'to_invoice')])  

for order in sale_orders:  

    order.action_post()  


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