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

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.