CRM Quotation Cancel on Lost

$ 32.11 $ 32.11

v 14.0 1

Required Apps	• crm • sale • sale_crm • website_sale
Technical Name	`crm_quote_cancel_onlost_knk`
License	OPL-1
Also available in version	v 13.0 v 15.0

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Technical Name	`crm_quote_cancel_onlost_knk`
License	OPL-1
Also available in version	v 13.0 v 14.0 v 15.0

Description
License

Supported Editions

Community

Enterprise

Odoo.sh

CRM Quotation Cancel On Lost

CRM Quotation Cancel On Lost Using this module User can lost opportunity from CRM Opportunity/Pipeline when this opportunity's quotation is in draft state.

Key Features of CRM Quotation Cancel On Lost

Efficient way to manage CRM Opportunity/Pipeline and Quotation.

V1.0 - August 30, 2022

Added Module

Q can we use this functionality for serial numbers as well ?.

yes, You can use this functionality for serial numbers.

Q Is this app compatible with Odoo Enterprise?

Yes, our app works with Odoo Enterprise as well as Community.

Q Does this app require any additional configuration?

No,you just need to install the module.

Q Is this app compatible with Windows or Ubuntu?

Yes, our app works with Windows or Ubuntu operating system.

FREE 3 MONTHS SUPPORT

Kanak will provide free 3 months support for bug fixes, any doubts or queries, installation, configuration support or any types of issues related related to this module.

NOTE: This module do not required extra configuration.

CRM Opportunity, Quotation is in draft state.

Here quotation can be created straight from the lead window.
Click on the NEW QUOTATION button. You will be depicted with a quotation generation window.

Here, Quotation is in draft state.

When the Opportunity is lost, you can press on the Lost button. Then you will be followed by a popup window where you can mention the reason for losing this opportunity.

After clicking on submit button, Quotation state is convert into cancelled state.
And this opportunity is remove from CRM Opportunity/Pipeline.

Here in CRM opportunity, quotation is in confirmed state.

When the Opportunity is lost, you can press on the Lost button and then click on submit button.

After clicking on submit button, redirect to this quotation which is already in confirmed state.

Suggested Apps

Schedule Sale Delivery This Module allows to create delivery order based on delivery schedule in sale order line. sale order delivery by date.

Schedule Sale Delivery

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Our Module allows user to efficiently track and manage Sale order along with their delivery returns, user can return products from Sale order itself without interacting with stock picking.