492 lines
15 KiB
HTML
Executable File
492 lines
15 KiB
HTML
Executable File
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</head>
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<body>
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<div class="document" id="sale-quotation-numeration">
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<h1 class="title">Sale Quotation Numeration</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:e54340c644e310ba9770d8f1e6d6ea6cbbc43af866c7a4600f891c603cd522e9
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_quotation_number"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_quotation_number"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<ul class="simple">
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<li>Sale Quotation:<ul>
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<li>Sale process in draft stage just informing prices and element of
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communication.</li>
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</ul>
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</li>
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<li>Sale Order:<ul>
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<li>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.</li>
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</ul>
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</li>
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</ul>
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<p>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.</p>
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<p><strong>Technical Explanation</strong></p>
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<p>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.</p>
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<ul>
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<li><p class="first">With Odoo Base:</p>
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<blockquote>
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<p>Sale Quotation 1 Number = SO001</p>
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<p>Sale Quotation 2 Number = SO002</p>
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<p>Sale Quotation 3 Number = SO003</p>
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<p>Sale Quotation 4 Number = SO004</p>
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</blockquote>
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</li>
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<li><p class="first">With Odoo + This Module:</p>
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<blockquote>
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<p>Sale Quotation 1 Number = SQ001</p>
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<p>Sale Quotation 2 Number = SQ002</p>
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<p>Sale Quotation 3 Number = SQ003</p>
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<p>Sale Quotation 4 Number = SQ004</p>
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<p>Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale
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Quotation SQ002</p>
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<p>Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale
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Quotation SQ001</p>
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<p>Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale
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Quotation SQ004</p>
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</blockquote>
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</li>
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</ul>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
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||
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="toc-entry-6">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>To configure this module you need to go to Sales -> Configuration and
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uncheck ‘Use same enumeration for quotations and sale orders’.</p>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
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||
In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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||
<a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_quotation_number%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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||
<p>Do not contact contributors directly about support or help with technical issues.</p>
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||
</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
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||
<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
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<ul class="simple">
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<li>Elico Corp</li>
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<li>Agile Business Group</li>
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<li>Qubiq</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
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||
<ul class="simple">
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||
<li>Andy Lu <<a class="reference external" href="mailto:andy.lu@elico-corp.com">andy.lu@elico-corp.com</a>></li>
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||
<li>Lorenzo Battistini <<a class="reference external" href="mailto:lorenzo.battistini@agilebg.com">lorenzo.battistini@agilebg.com</a>></li>
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||
<li>Valentin Vinagre Urteaga <<a class="reference external" href="mailto:valentin.vinagre@qubiq.es">valentin.vinagre@qubiq.es</a>></li>
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||
<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
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||
<li>Manuel Regidor <<a class="reference external" href="mailto:manuel.regidor@sygel.es">manuel.regidor@sygel.es</a>></li>
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||
<li>Vishnu Vanneri <<a class="reference external" href="mailto:vanneri.odoodev@gmail.com">vanneri.odoodev@gmail.com</a>></li>
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||
<li>Ruchir Shukla <<a class="reference external" href="mailto:ruchir@bizzappdev.com">ruchir@bizzappdev.com</a>></li>
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||
<li>Dhara Solanki <<a class="reference external" href="mailto:dhara.solanki@initos.com">dhara.solanki@initos.com</a>></li>
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||
</ul>
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||
</div>
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||
<div class="section" id="other-credits">
|
||
<h2><a class="toc-backref" href="#toc-entry-6">Other credits</a></h2>
|
||
<ul class="simple">
|
||
<li>Odoo Community Association:
|
||
<a class="reference external" href="https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg">Icon</a>.</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||
</a>
|
||
<p>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.</p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_quotation_number">OCA/sale-workflow</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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