Odoo Help

Welcome!

This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

0

Quote and sales order

By
dirix olivier
on 2/11/15, 4:01 AM 326 views

Hi,

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.

Thanks

0

Ivan

--Ivan--
3210
| 5 3 6
Jakarta, Indonesia
--Ivan--
Ivan
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.

 

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

1 follower(s)

Stats

Asked: 2/11/15, 4:01 AM
Seen: 326 times
Last updated: 3/16/15, 8:10 AM