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.

Publicaciones relacionadas	Respuestas	Vistas
Creating Multiple Invoice Templates in Odoo 14 sales invoice v14 account.invoice.report	1 jun 24	9232
Error: time.getLangDateFormatWoZero is not a function Resuelto sales invoice error v14	2 sept 22	7146
How to change invoice template intuitively in Odoo14 sales invoice customize v14	0 sept 21	2300
More than one SO in one invoice sales invoice so v14	1 jun 21	3018
How to setup Electronic Signature feature? sales invoice quote signature electronic	2 mar 15	6773

Se marcó esta pregunta

¿Le interesa esta conversación? ¡Participe en ella!