README.rst

Sale Quotation Numeration

• Sale Quotation:
  • Sale process in draft stage just informing prices and element of communication.
• Sale Order:
  • Sale process confirmed, the customer already have a compromise with us in terms of pay an invoice and receive our product or service.

Originally Odoo manage only 1 sequence for this 2 documents, then the sales order won and lost manage the same sequence losing almost all lost quotations in terms of sequences, making so difficult understand with a quick view if we are good or bad in terms of logistic and sale process already confirmed.

Technical Explanation

When you create a quotation, it is numbered using the 'sale.quotation' sequence. When you confirm a quotation, its orginal number is saved in the 'origin' field and the sale order gets a new number, retrieving it from 'sale.order' sequence.

• With Odoo Base:

  Sale Quotation 1 Number = SO001

  Sale Quotation 2 Number = SO002

  Sale Quotation 3 Number = SO003

  Sale Quotation 4 Number = SO004

• With Odoo + This Module:

  Sale Quotation 1 Number = SQ001

  Sale Quotation 2 Number = SQ002

  Sale Quotation 3 Number = SQ003

  Sale Quotation 4 Number = SQ004

  Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale Quotation SQ002

  Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale Quotation SQ001

  Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale Quotation SQ004

Table of contents

• Configuration
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Other credits
  • Maintainers

Configuration

To configure this module you need to go to Sales -> Configuration and uncheck 'Use same enumeration for quotations and sale orders'.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Elico Corp
• Agile Business Group
• Qubiq

Contributors

• Andy Lu <[email protected]>
• Lorenzo Battistini <[email protected]>
• Valentin Vinagre Urteaga <[email protected]>
• Serpent Consulting Services Pvt. Ltd. <[email protected]>
• Manuel Regidor <[email protected]>
• Vishnu Vanneri <[email protected]>
• Ruchir Shukla <[email protected]>
• Dhara Solanki <[email protected]>

Other credits

• Odoo Community Association: Icon.

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.