Query : Is there any configuration available in Odoo so that we can do all the sales operation at once, instead of performing each process separately?
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Hello John,
Reply : In the Odoo standard you need to perform each operation like "Confirming the Quotation", "Creating and Validating the Delivery", "Creating and Validating Invoice" and "Register payment" separately in order to complete a Sale.
But there is a custom module One Click Sale/Purchase which allows you to confirm a Sale order with a single click from it's quotation to its invoice. It will help you to Confirm Sale Order, Purchase Order, Picking, Shipment, Invoice, Delivery, Refund, and Invoices in a single shot.
If you need any assistance or support, please don't hesitate to reach out. Our team is always here to help!"
Regards,
Team Ksolves!
Yes but there are limitations to it and it makes sense too. We can select sale orders and clicking on action button ( the one with the gear icon ) on top , we get a few options such as export, delete, accrued revenue entry, Create invoices, send an sms text message, mark as quotation and sent a cart recovery email. These are the options that we can do by Selecting multiple sale orders. For other options we have to do one by one. Thanks
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