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Sale Quotation Date
The Sale Quotation Date module enhances sales workflow flexibility in Odoo by allowing users to manually set the quotation confirmation date instead of relying on the system’s default current date and time. This is particularly useful when quotations need to reflect a specific business date for reporting, backdating, or compliance purposes.
Features
Screenshots
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Features
Custom Quotation Confirmation Date
The module adds the ability to select a custom confirmation date directly on the quotation form. Users can define the exact date that should be recorded when a quotation is confirmed, rather than having it automatically set by the system.
Accurate Date Transfer to Sale Orders
Once a quotation is confirmed, the selected confirmation date is carried over seamlessly to the resulting sale order. This ensures consistency between quotations and sale orders and prevents discrepancies in reporting or audits.
Improved Sales Reporting and Compliance
By controlling confirmation dates, businesses can generate more accurate sales reports that reflect actual operational timelines.
Screenshot
1.) Quotation Form with Confirmation Date
The quotation form includes an option to set a custom confirmation date before finalizing the quotation. This allows users to align the confirmation with business requirements rather than system defaults.
2.) Sale Order with User-Defined Confirmation Date
After confirmation, the sale order reflects the same date selected on the quotation. This continuity ensures clarity, consistency, and trust in sales documentation and reporting.
User Guide
