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How Do You Remove - "Accept & Sign Quotation"

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ordersemailsinvoicingquotationaccept
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Lee Ward

When a customer places an order, it shows "Quotation" in the customers account, and they're required to "Accept & Sign" or "Reject".

How do I turn this feature off, so all orders are automatically accepted and show "Sales Order" instead of "Quotation"?


SECOND ISSUE:

How do I remove the "Accept & Sign Quotation" from all emails.


I am using Opoo 17.0

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

1. Go to Sale -> Configuration-> Settings

2. Disable the online signature and payment


3. Save

4. Go to sale and create a new one, then we can see the online signature and payment is unticked.


5. Now we can proceed further without accepting the sign and pay


Hope it helps


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Lee Ward
Author Best Answer

I don't see these options. I only see.

Settings > Technical > Actions

When I click New, I get a page with only 2 fields, Action Name and Action Type


Settings > Technical > Automation > Scheduled Actions

When I click New, I get Model, Allowed Groups, Scheduler User. Execute Every, Active, Next Execution Date, Number of cells, Priority.


Settings > Technical > Automation > Scheduled Actions Triggers

When I click New, I get: Cron, Call At


I don't see anywhere with the options Action To Do and Trigger

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Jaideep

You would need to install the module Automation Rules from Apps to view the menu.

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Jaideep
Best Answer

If the reference is to ecommerce orders, then you could create an automated action to confirm orders.

https://www.odoo.com/forum/help-1/website-orders-not-confirmed-248905#answer-249000

Additionally, if you wish not to send the quotation emails automatically, you could do so by archiving the email template - Sales: Send Quotation

Settings > Configuration > Email Templates

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