We run a Structured Cabling business, where a sales rep starts with a quote and gets confirmed by the client. During the installation often parts are changed, added and even replaces with other parts (very fluid). we found it very difficult to make changes once the quote has been accepted. Is anybody out there using project or field service in a similar type situation with ease?
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Please check If this makes sense,
This is a simple solution that may work:-
Please enable "Pro-Forma Invoice" from the sale settings.
Now you can create the quotation and finalize and instead of confirming you can send Pro-Forma Invoice to the customer. And add a boolean field called "Accepted and Confirmed" and check that when the customer accepts the quotation. Now if there is an advance payment you can record that in the "Customer Payments" section.
Only confirm the quotation after completing and finalizing the project and create the Invoice and you can match the advance payment to the Invoice.
Or you have to make tailored customization after a detailed analysis of your need.
Please let me know your thoughts
that's an interesting concept... so just enter the quote as usual, make the changes as we go and send out Pro-Forma invoices, then once complete get customer to confirm the order....
yes, If that works for you...
We might take a down payment and we might invoice partially during the project (invoice say 25% of the job) then invoice the remainder once done
From: Baiju KS <notifications@mail.odoo.com>
Sent: February 28, 2023 8:00 AM
To: Andrew Reynolds <Andrewr@cablek.com>
Subject: Project or field service
What about invoicing? when will you invoice your customer, at the time of confirmation or at the completion of the project or there will be advance payments? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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What about invoicing? when will you invoice your customer, at the time of confirmation or at the completion of the project or there will be advance payments?
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any idea?
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so when you change parts will the amount change or have to be the same because the quote is confirmed? What about the invoicing process, Invoice once everything is finished or while the quote getting confirmed?
What about invoicing? when will you invoice your customer, at the time of confirmation or at the completion of the project or there will be advance payments?