Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hello all,
Please help me clarify the following: Sales quotation have been created but the invoice has been issued and validated, without following the flow. So the quotation's status is still to invoice. How can I change the status to "Closed"? Is there a way to link/assign the existing validated Invoice to the open Quotation?
Many thanks,
Anca
Hello
" So the quotation's status is still to invoice. How can I change the status to "Closed"?"
There might be 2possibilities If your status of sale order is NOT in close/done state:
1. You didnt completed shipment process of sale order. -> Go to warehosue->delivery order and complete your shipment process.
2 Procurement method of product configuration is make to order.
->If you want to change status of sale order to close/done then 1st u need to check procurement method in your product configuration.
Suppose product ABC whose procurement method ='make to order'->
2.1.When u confirm sale order of ABC product then Purchase quotation automatically generated .
2.2. So in this case you have complete invoicing process and shipment process of PO and your sale order status will be closed/done.
Thank you for your answer, shashank verma.
A part of the question till stays: can I link an already issued and validated Sales Invoice to a Quotation if the invoice has been created directly in Accountancy module, without following the sales flow, from Quotation to Create invoice?
Many thanks,
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
