$ 14.02
| Required Apps |
•
Point of Sale (point_of_sale)
• Sales (sale_management) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Technical Name |
pos_quotation_load
|
| License | OPL-1 |
| Technical Name |
pos_quotation_load
|
| License | OPL-1 |
Introduction
The POS Quotation Load module empowers your business to seamlessly load sales quotations from the backend into your POS interface, enhancing operational fluidity and accelerating sales workflows. Without complex configuration, users can search for and retrieve quotations in the POS environment, convert them into POS orders, and maintain synchronization between quotation and sales order data. This solution improves the efficiency of your POS operations and ensures consistent order handling across sales and point-of-sale systems.
Key Features
“Load Quotation” button directly available in POS interface
Full search and selection of backend quotations from POS
Automatic transfer of products, quantities, prices, and customer data
Automatic cancellation of the quotation once converted to a POS order
“POS Order Reference” recorded into the original quotation
Boolean flag to mark “POS Order Sync” in quotation record
No configuration settings needed to enable synchronization
Role-based access to quotation load functionality
Benefits
Saves time by eliminating manual re-entry of quotations in POS
Reduces data errors by synchronizing quoted data seamlessly
Improves staff productivity and transaction speed
Ensures correct customer and product data continuity
Maintains audit traceability by linking quotations with POS orders
Simplifies workflow by handling quote load, convert, and cancel in one flow
Compatibility & Technical Details
Required modules: Point of Sale (point_of_sale), Sales (sale_management), Discuss (mail), Inventory (stock), Invoicing (account)
Technical (module) name: pos_quotation_load
License: OPL-1
Installation steps:
1. Place the module into your Odoo addons directory
2. Restart the server and update the Apps list
3. Install “POS Quotation Load” via the Apps menu
4. Use the “Load Quotation” button in POS to retrieve quotations
5. Upon converting the quotation into a POS order, the original quote is canceled automatically
6. Verify that the quotation receives a “POS Order Reference” and “POS Order Sync” flag
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.
Related Modules
Features
Easy To load a Quotation by clicking a button in POS.
Easily sync quotation with pos no need any kind of configuration settings.
Easily track pos order by "POS Order Reference" in quotation sale information.
Reduce human effort and human error-free.
Loaded Quotation will be canceled automatically after POS Order did.
Version
- New Add Configuration for Enable Quotation Load Feature in POS
- Initial Release
Enable Quotation Load Feature.
"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.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español) in module, If you want to add other language you can contact us on [email protected] . We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on [email protected] .
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Odoo Proprietary License v1.0 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.