Hi all, I have orders made by wire transfer imported from our online shop into Odoo 10. At this stage we of course do not know yet if the order is paid so the order remains as Quotation. The next day we import our bank statement to the correct journal and use the Reconcilation feature. The order is marked as paid now. The order unfortunately still remains as Quotation. Is there any automatic workflow to autoconfirm an paid order and therefore change the status to Sales Order?
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Just like for any other document, when you import an order it will be in status Draft (a draft order is a quotation). There is no way to import a document in a different status than the first one (ie. draft).
If you use Odoo Ecommerce for your online shop, the quotation would be converted to a sale order even if it was meant to be paid by wire because Odoo would know that the sale was made. Indeed in Odoo Ecommerce, a cart is a quotation and going through the checkout transforms it in a sale order (even with wire transfer payment).
Because you use a different software than Odoo to sell online, Odoo cannot possibly know that the sale was made, so nothing is going to convert the quotation into a sale order and this has to be done manually.
You only have 2 options to make this automatic: 1) you use Odoo Ecommerce instead of another software application, or 2) you develop a script that create a quotation and converts it into a sale order when a sale is made in your online shop.
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