PoS Order to Sales Quotation
| Lines of Code | 557 |
| Technical name | to_pos_order_to_sales_order |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_pos_order_to_sales_order |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) Inventory (stock) Sales (sale_management) |
Turn a POS order into a sales quotation
From the POS screen, a cart becomes a sales quotation linked to the session; sessions count and open their quotations.
PoS Order to Sales Quotation (technical name to_pos_order_to_sales_order) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for cashier.
At a Glance
The facts of PoS Order to Sales Quotation, version 1.0.0, in one place. Published by Viindoo.
How It Works
Press Create Quotation on the POS screen.
Session
Sales orders button.
Its quotations
The list.
Quotation
Session on the order.
What You Get
Quotation from the POS cart
Linked to the session
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
A bridge.
Who Should Use PoS Order to Sales Quotation?
Cashier
Six desks: a quotation, not a receipt.
Frequently Asked Questions
What does PoS Order to Sales Quotation do?
From the POS screen, a cart becomes a sales quotation linked to the session; sessions count and open their quotations.
What does PoS Order to Sales Quotation not do?
Nothing else. A bridge.
Who is PoS Order to Sales Quotation for?
Cashier: Six desks: a quotation, not a receipt.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: pos_sale. Odoo installs them with it.
How do I set it up?
Press Create Quotation on the POS screen.
What works well with it?
POS - Sales (pos_sale): Required.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_pos_order_to_sales_order; pre-sales questions go to sales@viindoo.com.
See PoS Order to Sales Quotation in Action
Live demo: v17demo-int.viindoo.com
Need help with PoS Order to Sales Quotation?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword to_pos_order_to_sales_order.
- Press Install.
How to work with the PoS Order to Sales Quotation module
Instruction video: PoS Order to Sales Quotation
Convert a PoS order to a quotation
Step 1: Create a PoS sales order.
Step 2: Press Payment. At this view, press Create Sales Order to create a quotation at the Sales app. Note that you need to select customer information before creating a sales order.
Step 3: At this time, the sales manager will assign an employee to continue taking care of this customer.
Add filter by PoS Session and PoS Session Responsible on Sales Report
Navigate to Sales > Reporting > Sales. Then, use the filter to search for these two fields.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.