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Quote and sales order

Olivier Dirix
on 2/11/15, 4:01 AM 724 views


How can we have a different reference for our customer quotation, customer order and customer confirmation order.

In the V7, quotation, customer order, it's the same document with the same reference .... just quote or SO just before the refence change. It's a problem if a custome ask a quote now, place an order now for only a part of the items, and later a second order with the other part.

Also, it's more clear to have diffenre reference, so there are no mistake between a quote and a sale order.





| 5 3 6
Jakarta, Indonesia
On 2/11/15, 4:49 AM

In Odoo/OpenERP, the Sale Order is viewed as a progression of Quotation.  So, they will have the same Quotation.  For your case, if you want to maintain how Sale Order is managed by Odoo/OpenERP what you can do is:

  1. When the first Sale Order is requested, duplicate the original Quotation, remove the order lines that are not ordered, and proceed with the new sale order.
  2. When the 2nd Sale Order is requested, do the same.
  3. After all orders are considered "done", cancel the original Quotation.

Hence you'll have 3 order references.  There is currently no way to "link" between the original Quotation with the eventual Sale Order.  If you need such relationship, you need to develop a custom module to handle that.


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Asked: 2/11/15, 4:01 AM
Seen: 724 times
Last updated: 3/16/15, 8:10 AM