Convert Quote to Sales Order Partially

Question

Hi,
There are many a times when you have submitted a quote for let's say 30 line items of which you receive order of only 10 items.
So how do you make the balance 20 still appear in Quotation Sent list so that our back-office can follow-up for remaining items.
And what if you receive an order against one quote on x day. and after some days you again receive an order for balance items against the same quote?. They quotation goes off from the list when you convert it to sales order.
Any solution?

Daniel Reis · Answer

You should stick to 1 quotation -> 1 sales order, otherwise your process will be confuse and error prone.

When you get the partial order:

duplicate the quotation.
on the original quotation remove the non ordered items, close it an go on with it's fulfilment
on the duplicate, remove the ordered items and add a reference information to record the original quote # this derives from
inform your client the new number that will be used to track the remaining items quote.
With this, rest of the logis

Simplify it! · Answer

Actually openERP doesn't create partial orders. You can develop a new module, or you can do it manually. You can duplicate the sale order before confirmation. So you can have two orders and modify them

Powiązane posty	Odpowiedzi	Widoki
Shop field incorrectly active sales shop order quotation	0 mar 15	5277
Sales quotation Rozwiązane sales quotation	2 mar 24	9829
What is the meaning of Locked SOs vs "Not Locked" Rozwiązane sales order	1 lut 22	6897
how can I apply Cash on delovery payment in e-commerce ? Rozwiązane sales order	2 mar 24	5082
Add custom fields to sales order Rozwiązane sales order	7 mar 21	72078

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!