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Disable Automatic Confirmation of Website Orders

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ecommercewebsitewebsite_sale
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Jasmine Busabathorn-Rayfield

Hi,

I am trying to make the Odoo Ecommerce site essentially work as a catalogue where customers can add items to a Quote rather than a Cart / paying upfront. I have all the items at $0, and will fill out the sales price on the Sales Order / Quotation created from the webstore sale and send it back to the customer for approval.


Is it possible to stop automatically confirming webstore sales? Or stop Odoo from automatically creating a PO for webstore sales only?


For context, all the products are made-to-order and are set up as such.


Thank you in advance for any advice!

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi Jasmine,

Yes, you can achieve your desired workflow of using the eCommerce site as a catalogue and allowing customers to add items to a quote rather than a cart/pay upfront. You can also prevent Odoo from automatically confirming webstore sales or creating purchase orders for webstore sales only.


To implement these changes, you'll need to do some customization and configuration in Odoo. Here's a general outline of the steps involved:


Customize Sales Order Workflow:

  • Modify the sales order workflow to require manual confirmation before the sale is processed. This can be done by customizing the sales order state transitions and adding a step for manual confirmation.
  • You can do this by creating a custom module or using Odoo's built-in customization features.

Disable Automatic Purchase Order Creation:

  • Website Sales Order Trigger: Odoo might have a trigger configured to automatically create purchase orders when a web store sale occurs.

Product Price Management:

  • Zero Price Products: Since you want to set the sales price later, it's advisable to keep the product prices in Odoo at $0. You can hide product prices on the website altogether to manage customer expectations. Consider displaying a message indicating quotes are generated upon request.

By implementing these changes, allowing customers to add items to quotes rather than carts and preventing automatic confirmation of webstore sales or creation of purchase orders.


Hope this helps.

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