Sales
Quotations and orders
What it is for
Write quotations for customers and turn them into confirmed orders. Orders point at a contact, carry a total and a currency, and confirmed orders are what Invoicing bills.
What the package does and does not do
Quotations and confirmed orders for customers.
Models
sale_order
A quotation or confirmed order for a customer
Read group: sales.user. Write group: sales.user.
| Field | Kind | Data class | Personal data | Group | Agents see | Description |
|---|---|---|---|---|---|---|
party_id | ref → party | none | no | sales.user | in clear | Customer party id |
state | select (draft, confirmed, cancelled) | none | no | sales.user | in clear | Lifecycle: draft, confirmed or cancelled |
total_minor | money | none | no | sales.user | in clear | Order total in minor units |
currency | text | none | no | sales.user | in clear | ISO 4217 currency code |
Workflows
sale_order
| Action | Moves | Who may run it | Approval |
|---|---|---|---|
sale_order.confirm | state: draft → confirmed | sales.user | no |
sale_order.cancel | state: * → cancelled | sales.user | no |
sale_order.reset_to_draft | state: cancelled → draft | sales.user | no |
Permission groups
Groups used by this app:
sales.user
Approval steps
No step in this app needs an approval, apart from deleting records.
What agents can and cannot do
An agent can read, search, create and update records of this app, and run the actions that need no approval, within the permission groups of its token.
It can only propose these steps, and a person must approve them: sale_order.delete.
Dependencies
base
Install
Built in. It is available in every instance and cannot be removed.