This module allows to select which sale order lines you would like to confirm. It also can create a new quotation in the "Cancel" state with all the unconfirmed lines from the original quotation in case you need to keep that information.
Table of contents
Sometimes you need to confirm only selected lines of a Sales Order. Eg your customer has asked you a quotation for a desk, five chairs and a sofa. However in the end he decides to order only a desk and 2 chairs.
Go to "Sales -> Configuration -> Settings" and scroll down to the "Quotation & Orders" section. Enable the "Partial Confirmation" checkbox. Enable the "Save Unconfirmed Items" checkbox if you want to create a quotation with all the unconfirmed items. Define a suffix for the unconfirmed items quotation in the "Unconfirmed Quotation Suffix" field. If no suffix is defined then a standard "-U" suffix will be used. Eg "SO00023-U".
Open a quotation and click the "Confirm" button. A wizard will pop-up with the following options available:
- "All Items"
- "Selected Items"
Choose "Selected Items", set the lines quantities you want to confirm in the list below and click "Confirm". If you don't want to confirm specific lines at all, just set their quantity to 0. Note, that confirmed quantity cannot be negative or greater than ordered quantity of related SO line. If you put invalid quantity, you'll be notified via error message. Quotation will be updated according to your selection and confirmed.
If you have enabled "Save Unconfirmed Items" in the settings a new quotation in the "Cancel" state will be created with all the lines that were not confirmed. Internal note "Created from will be posted in the chatter of the unconfirmed lines quotation. Internal note "Unconfirmed lines are saved in will be posted in the chatter of the confirmed sales order.
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
- Cetmix
Cetmix OÜ https://cetmix.com
- Ivan Sokolov
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.