Sale Quotation Numeration

Different sequence for sale quotations

Technical Name:
sale_quotation_number
License:
Author:
Agile Business Group, Elico Corp, Qubiq
  • Odoo Version

Sale Quotation Numeration

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

  • 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

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 smashing 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

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

Other credits

  • Odoo Community Association: Icon.

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.