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How to have the possibility to chose if you want to quote before you do a sales or if you want to leave out the quote and just go for sales..?
Some times I would need to make a Quote but most times I just need to go directly for sales of the products. Is there any way to have the possibility to just easily skip the quotation part and go directly for the sale?
How to establish this, please help..
Dear Mats, In OpenERP Quote and Sales Order are just the same document. When you "Confirm Sale" in a quote it becomes a Sales Order. So in cases where you don't want the quote, you still just create the quote first and then directly click on the "Confirm Sale" button to make it a Sales Order directly. In cases where you need Quote first, you create the Quote, send it to client and wait for their reply before clicking the "Confirm Sale" button. That's the only difference between the two flows you wanted.
Thanks, but I'm not able to find this option and others on my installation.. I also parallel testing the saas version and there I can see this option and some more things that I'm missing in my installation.. But I have no ides of what module or modules to install to get this option..? It already seams like I have all the saas modules and allot more already installed.. please someone help.. /M
There seams to be nothing called "Order confirmation" in the system.. ? is there an other name for the same thing? and have to be able to have an workflow where your able to chose more flexible how to work.
I want to some times make a quote but most times I need to skip this and start with sending the customer the order confirmation as soon as the order is in the system..
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|Asked: 7/23/13, 5:26 AM|
|Seen: 1065 times|
|Last updated: 3/16/15, 8:10 AM|