49 lines
1.4 KiB
Markdown
Executable File
49 lines
1.4 KiB
Markdown
Executable File
- Sale Quotation:
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- Sale process in draft stage just informing prices and element of
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communication.
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- Sale Order:
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- Sale process confirmed, the customer already have a compromise with
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us in terms of pay an invoice and receive our product or service.
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Originally Odoo manage only 1 sequence for this 2 documents, then the
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sales order won and lost manage the same sequence losing almost all lost
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quotations in terms of sequences, making so difficult understand with a
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quick view if we are good or bad in terms of logistic and sale process
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already confirmed.
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**Technical Explanation**
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When you create a quotation, it is numbered using the 'sale.quotation'
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sequence. When you confirm a quotation, its orginal number is saved in
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the 'origin' field and the sale order gets a new number, retrieving it
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from 'sale.order' sequence.
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- With Odoo Base:
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> Sale Quotation 1 Number = SO001
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>
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> Sale Quotation 2 Number = SO002
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>
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> Sale Quotation 3 Number = SO003
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>
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> Sale Quotation 4 Number = SO004
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- With Odoo + This Module:
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> Sale Quotation 1 Number = SQ001
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>
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> Sale Quotation 2 Number = SQ002
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>
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> Sale Quotation 3 Number = SQ003
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>
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> Sale Quotation 4 Number = SQ004
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>
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> Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale
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> Quotation SQ002
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>
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> Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale
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> Quotation SQ001
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>
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> Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale
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> Quotation SQ004
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