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Required Apps point_of_sale
sale
pos_sale
Technical Name wdu_pos_quotation
License OPL-1
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Technical Name wdu_pos_quotation
License OPL-1

Introduction

The POS Quotation module for Odoo offers a refined way to handle customer quotations from within the Point of Sale system. It enables cashiers to convert active orders into quotations, store them, and retrieve them later in POS sessions or from the backend. This increases customer flexibility, supports follow-ups, and integrates POS with sales workflows more closely. Perfect for businesses that need to negotiate terms or confirm orders before payment, this module balances speed in POS with control in quotation management.

Key Features

  • Save current POS order as a quotation without completing payment

  • Load saved quotations into POS sessions to edit or finalize them

  • Integration with the backend so quotations are visible and manageable outside POS

  • Display quotation status and related quotation ID on POS receipts or tickets

  • Allow editing of quotation details: products, quantities, discounts, customer before confirmation

Benefits

  • Enhances customer service by allowing quotes and follow-ups before confirming a sale

  • Reduces risk of losing sales due to rigid POS workflows

  • Improves negotiation flexibility and sales conversion

  • Provides better oversight of pending quotes in backend, not locked behind POS only

Compatibility & Technical Details

  • Technical Name: wdu_pos_quotation

  • Required Modules: Point of Sale (point_of_sale), Sales / Quotation (sale)

  • License: Proprietary License (as per module author’s declaration)

  • Installation Steps:

    1. Ensure all required modules are installed in your Odoo environment.

    2. Install the POS Quotation module.

    3. In POS settings, enable or allow Save Quotation feature.

    4. Use “Save Quotation” within POS to store current orders.

    5. Use “Load Quotation” from POS or backend to retrieve and complete the quotation.

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.