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Quotation history with original quotations

By
Niko
on 11/7/13, 10:20 AM 1,466 views

Case:

  1. We make a quotation with multiple products
  2. Then customer wants to buy one of the products on the quotation
  3. We delete other offered products from the quotation and confirm sales order
  4. After some time customer wants to buy those other products on the offer she received from us
  5. 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.

To answer the question if the only way is to create a SO from scratch (because you have deleted the items on the order line initially) is Yes!. If the items were still on a SO then you could have done what Grover Menacho suggested with duplicating. You can develop a module that creates quotes and then label them a,b,c then allow a function that converts the needed quotes to a single order. This allows you to have many quotes with you can then decide to confirm as order or not.

kaynis
on 11/7/13, 12:34 PM

Something like multiple sales order line. So you can have order line a,b,c,d,...z and then you can confirm all or few or confirm only one. This is actually a very useful module which a lot of people would benefit from if you can develop it.

kaynis
on 11/7/13, 12:44 PM

Thanks Kaynis! This would be exactly what we need. We'll see if someone comes up with module like this.

Niko
on 11/8/13, 2:47 AM
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Cliff Kujala
On 10/12/16, 2:59 AM

Would it be a possible solution to move the items not chosen originally to the "Suggested Products" section of the Quotation/Sales Order instead of deleting them?

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Considering your requirement of having the ability to track deleted/modifed lines, your best approach would be to download the module below:
---
https://apps.openerp.com/apps/modules/8.0/sale_order_revision/
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.

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Grover Menacho

--Grover Menacho--
2523
| 5 7 8
La Paz, Bolivia
--Grover Menacho--

Systems Engineer + MBA

Grover Menacho
On 11/7/13, 11:39 AM

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 Duplicate.

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.

Thanks, this duplication is something we thought also. It would be easy workaround, but there lies few traps with this approach: 1. If we duplicate quotation and proceed with the new quotation we loose the original quotation number. 2. Also we loose the ability to track the quotation to sale time as the date of the quotation would change.

Niko
on 11/8/13, 2:30 AM

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Asked: 11/7/13, 10:20 AM
Seen: 1466 times
Last updated: 10/12/16, 2:59 AM