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Bulk Confirm Quotations
The Bulk Confirm Quotations module for Odoo streamlines the sales process by allowing users to confirm multiple quotations at once. This eliminates the need for manual processing of each individual quotation, improving efficiency for businesses handling high volumes.
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Features
Bulk Quotation Confirmation
The Bulk Quotation Confirmation feature allows sales teams to process multiple quotations at once, converting them into sale orders with a single click. This feature eliminates the need to handle each quotation individually, saving significant time and reducing the risk of errors.
Bulk Cancelled Order Confirmation
In addition to confirming quotations, users can also confirm bulk cancelled orders. This feature allows businesses to quickly manage orders that were previously cancelled, ensuring that these orders are confirmed and processed with minimal manual intervention. By streamlining the cancellation and confirmation process, this feature ensures that sales teams can focus on more critical tasks, while maintaining accurate and up-to-date records of order statuses.
Screenshot
1.) Confirm Bulk Quotations
Users can select several quotations from the list, then use the "Action" menu to choose the "Confirm" option, streamlining the confirmation process for multiple records in one step. A confirmation pop-up ensures that the user is certain before proceeding with the action.
2.) Confirmation Pop-Up for Bulk Actions
This image illustrates the confirmation pop-up that appears when users attempt to confirm multiple quotations. The message prompts the user with a clear question, "Are you sure you want to confirm?" and provides "Confirm" and "Close" options, helping prevent accidental confirmations and ensuring that actions are deliberate.
3.) Confirm Bulk Cancelled Orders
Users can select cancelled orders from the list and then access the "Action" menu to confirm these orders. This feature simplifies the management of cancelled orders, turning them into confirmed sales orders efficiently.
User Guide
