Skip to Content

POS Quotation Load

by

$ 14.02

14.0 0
Live Preview
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
You bought this module and need support ? Click here!
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

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.