Sales Quotation Partial Confirmation

Question

I know it is not possible but posting this here maybe someone came across the same requirement. A client with salesforce interface into Odoo submitted quotes with hundres of line items. The Quote is processed, confirmed and invoiced in Odoo.
Now customer confirms a subset of line items, were client want to confirm this subset, which he then delivers and invoices.
A month or two down the line customer confirms a second subset of line items and client wants to confirm these line items for delivery

Sudhir Arya (ERP Harbor Consulting Services) · Accepted Answer

If you set Invoicing Policy to "Delivered Quantities" [1] in the product, then you can generate the invoice based on the delivered items and qty from the Sales Order.
So what you should do is, you should only deliver those items/qty customer wants and then you can generate the invoice based on the delivered item.

[1] https://ibb.co/hDghk38

Paresh Wagh · Answer

Hi Jesmond:
If the confirmation process is manual and the number of lines is manageable, one option could be to split the original quotation in Odoo into two by duplicating it. You can then delete the "unconfirmed" items from the first quotation and the "confirmed" items from the second quotation. Once this is done, the first quotation can be confirmed in Odoo and processed normally while the second one stays open till the customer confirms those items in a month or two.

Powiązane posty	Odpowiedzi	Widoki
Creating Multiple Invoice Templates in Odoo 14 sales invoice v14 account.invoice.report	1 cze 24	9243
Error: time.getLangDateFormatWoZero is not a function Rozwiązane sales invoice error v14	2 wrz 22	7158
How to change invoice template intuitively in Odoo14 sales invoice customize v14	0 wrz 21	2314
More than one SO in one invoice sales invoice so v14	1 cze 21	3037
How to setup Electronic Signature feature? sales invoice quote signature electronic	2 mar 15	6792

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!