Sale Quotation Numeration

sale_quotation_number · OCA/sale-workflow

    Repository
    OCA/sale-workflow · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Sales Management
    Folder size
    0.07 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/sale-workflow
    Last tracking update
    2026-08-07 08:42:49
    Authors
    Odoo Community Association (OCA), Agile Business Group, Elico Corp, Qubiq
    Maintainers
    Odoo Community Association (OCA), Agile Business Group, Elico Corp, Qubiq
    Committers
    Weblate, Ruchir Shukla, OCA-git-bot, oca-ci
    Odoo dependencies
    odoo/odoo:
    - sale_management
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    - 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

    Code Analysis ⓘ

    Views touched (1)
    XML IDNameModelTypeStatus
    res_config_settings_view_form_quotation_number Quotation number configuration res.config.settings form Inherits sale.res_config_settings_view_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (3)

    New fields (1)
    • keep_name_so Boolean
      default=True help='If this is unchecked, quotations use a different sequence from sale orders' string='Use Same Enumeration'
    Public methods (0)

    No public methods.

    New fields (1)
    • keep_name_so Boolean
      readonly=False related='company_id.keep_name_so'
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (4)
    • action_confirm(self)
    • copy(self, default=None)
    • create(self, vals_list)
      @api.model_create_multi
    • is_using_quotation_number(self, vals)
      @api.model

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    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    49 days ago
    Last activity
    30 days ago
    Repository
    OCA/sale-workflow
    Pull request
    [19.0][MIG] sale_quotation_number (#4441)