About Module
Do you want to load a quotation to POS? Do you do that manually? so it's quite a time-consuming task, here we build a module to easily load a quotation in POS. Easy to sync quotation with the POS system. You will also easily search quotations in pos. We have also given a field in quotation to identify quotation sync with pos. You can also get a pos order reference number in the quotation. the quotation will be canceled automatically after the POS order is done.
Videos
Versions
- v11.0
- v12.0
Features
- 1) Easy To load a Quotation by clicking a button in POS.
- 2) Easily sync quotation with pos no need any kind of configuration settings.
- 3) Easily track pos order by "POS Order Reference" in quotation sale information.
- 4) Reduce human effort and human error-free.
- 5) Loaded Quotation will be canceled automatically after POS Order did.
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder name ‘pos_quotation_load’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘pos_quotation_load’.
7) Click on ‘Install’ to install it.
Workflow
"Load Quotation" Button in POS Screen which is used to load quotation list.
You can see the list of the quotation, select a quotation which you want to load in pos order and click "Load Quotation" Button.
After Load Quotation you can see the product of quotation with quantity, price is loaded in pos and also customer name.
After making POS Order Quotation will be Cancelled.
After making POS Order you have the POS Order Reference number in the quotation and one boolean field "POS Order Sync".
You can filter Quotations by POS Sync.
"POS Order Sync" in Quotation tree view.
