跳至内容
菜单
此问题已终结
2 回复
1321 查看

Hi Odoo Lovers,

#Odoo Online Enterprise


I have question regarding quotation to sales order and i need confirmation for what i think.

for example :


i make a quotation for customer ABC, with this products :

- IGBT Module : 3 pcs

- DIODA : 5 pcs

- Capacitor : 30 pcs


i have negotiation with customer and they only order for IGBT Module 2 pcs.


before i confirm the Quotation, i edit data :

- change qty IGBT Module : 2 pcs

- remove DIODA

- remove Capacitor


i click CONFIRM button and that SO created.


but if i remove or edit that data, i can't fint history that this customer has request DIODA or Capacitor.


how can i keep quotation data products? complete same as first customer request for my report in annual meetings.

形象
丢弃
最佳答案

Duplicate the Quotation and make your changes in the duplicate.

Send the NEW Quotation and keep the OLD one. 

Only confirm the Quotation they decide to proceed with and you will have a history of everything they asked for - the unconfirmed quotation(s) - as well as everything they ordered - the confirmed order(s)

形象
丢弃
最佳答案

One way would be to make the product qty 0

In odoo logs are recorded in the chatter, to be consistent while modifying the quotation a log note can be added

形象
丢弃
相关帖文 回复 查看 活动
2
7月 24
1913
1
7月 25
541
0
4月 25
2663
0
7月 24
1869
3
1月 24
2844