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- We make a quotation with multiple products
- Then customer wants to buy one of the products on the quotation
- We delete other offered products from the quotation and confirm sales order
- After some time customer wants to buy those other products on the offer she received from us
- We don't have those quotation lines on the system anymore
Question: is the only way to create sales order for these products to create sales order from scratch? Do we really need to dig up the sent PDF offer in order to fetch what we have offered? Is there easier way to do this?
You would think that the quotation data stays in the system. Many companies need to know what is offered regardless of the fact that customer has only ordered some products on the quotation.
Considering your requirement of having the ability to track deleted/modifed lines, your best approach would be to download the module below:
On cancelled orders, you can click on the "New copy of Quotation" button. This will create a new revision of the quotation, with the same base number and a '-revno' suffix appended. A message is added in the chatter saying that a new revision was created.
In the form view, a new tab is added that lists the previous revisions, with the date they were made obsolete and the user who performed the action.
The old revisions of a sale order are flagged as inactive, so they don't clutter up searches.
You can develop a module according your requirements, but if you want to solve it with OpenERP functionality, you can duplicate the quotation and remove lines from the new quotation.
You can go to quotation form and press
More and then
This is the best way to solve your requirements right now, but if you want something more sophisticated, you need to develop a custom module.
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|Asked: 11/7/13, 10:20 AM|
|Seen: 1943 times|
|Last updated: 10/12/16, 2:59 AM|