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143 lines
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143 lines
5 KiB
ReStructuredText
.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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=========================
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Sale Quotation Numeration
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=========================
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..
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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: sha256:2774d0de82ecd10f40ce4f2be88920984ec6c3a274a2d1b84fb024547dbbfab5
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/16.0/sale_quotation_number
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:alt: OCA/sale-workflow
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_quotation_number
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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* Sale Quotation:
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* Sale process in draft stage just informing prices and element of communication.
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* Sale Order:
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* Sale process confirmed, the customer already have a compromise with 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 sales order won and lost manage the same sequence losing
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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
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logistic and sale process 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 the
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'origin' field and the sale order gets a new number, retrieving it from
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'sale.order' sequence.
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* With Odoo Base:
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Sale Quotation 1 Number = SO001
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Sale Quotation 2 Number = SO002
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Sale Quotation 3 Number = SO003
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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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Sale Quotation 2 Number = SQ002
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Sale Quotation 3 Number = SQ003
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Sale Quotation 4 Number = SQ004
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Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale Quotation SQ002
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Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale Quotation SQ001
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Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale Quotation SQ004
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module you need to go to Sales -> Configuration and uncheck 'Use same enumeration for quotations and sale orders'.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
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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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`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_quotation_number%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Elico Corp
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* Agile Business Group
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* Qubiq
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Contributors
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~~~~~~~~~~~~
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* Andy Lu <andy.lu@elico-corp.com>
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Valentin Vinagre Urteaga <valentin.vinagre@qubiq.es>
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* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
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* Manuel Regidor <manuel.regidor@sygel.es>
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* Vishnu Vanneri <vanneri.odoodev@gmail.com>
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* Ruchir Shukla <ruchir@bizzappdev.com>
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* Dhara Solanki <dhara.solanki@initos.com>
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Other credits
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~~~~~~~~~~~~~
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_quotation_number>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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