If the clients will require negotiations whenever we sent a quotation to them.In such cases, we need to edit the Quotation's order lines. This blog describes how to revise a quotation in odoo.

1. www.cybrosys.com
How to revise a
quotation in odoo

2. INTRODUCTION
In any business organization, sales is the department that generates revenue and the
basic goal of the sales team is promote the sales and increase the contribute to the profits on
one hand and satisfaction to the customer on the other hand. They are always a spine of an
organization.

3. • Best sales team need some qualifications.
 Make and Keep the network with customers.
 Find good and best Markets.
 Good listeners.
 Building and maintaining relationship with customer.
 Correct and healthy follow up.
 Good Planning for future sales.

4. When we get a lead we can convert it into an opportunity and after traveling different
stages, we won that opportunity and make it as a quotation. We sent that quotation
and client satisfied with the amount we quote. Then sales happens very smoothly.
When we are using Odoo we can go through this workflow.
If the clients are not satisfied with the amount we quote. Then what we do? The point
is very simple. Negotiation. A good salesman is good at negotiating almost anything.
After the negotiation we edit the quotation and resent it to the clients. This process is
run until a healthy quote will approve by the client. Odoo sales allow you to edit the
quote in quotation after sent it to the customer. And resent it to the customer.

5. • If the sales team want to see the negotiation history. Then this module will
help you Quotation Revised History
(https://www.odoo.com/apps/modules/10.0/quotation_handler/)
• After Install this module is satisfies 3 major things
 Retrieve the history of revised quotations
 Automatically set expiration date for quotation
 Email template contains the expiration date.

6. • After the installation of ‘Quotation Revised History’ module there is some
changes on the workflow.
• First one is we can’t edit the quote in quotation in the ‘Quotation Sent’
state. That is before confirm the quotation we need to fix the amount in
the quotation.
• For that we sent the quotation through email or by hand. If the customer
need negotiation, we can’t edit it in the sent state.

7. To edit the quote we just click the new button appear in
the quotation form is ‘Revise the Quotation’

8. • In this state we can edit the order lines and resent it to the clients. After click on
the button we can see that the name of quotation SO008 changed to SO008/R1.
If we revised it again the name will changed to SO008/R2.

9. Revised Quotations name is unique like SO008-1, SO008-2…...etc. In the sales
Settings Sales --> Configuration --> Settings ---> Quotations & Sales -->
Expiration Date
This Smart button redirect you to the Quotation History.

10. Every quotations have an expiration date which we set manually. On configuring the
above shown settings we can automatically set the expiration date very easily.

11. No Expiration Date: No changes (we have to set the date manually)
Default 14 days: The expiration date calculated from Quotation Creation Date or form
Quotation Sent Date is set for 14 days.
Created as company rule: The quotation will expire as per the custom days set by user
from Quotation Creation Date or from the Quotation Sent Date. Choose either of the
two,
Expiration Date Calculated From: Choose either of the two Quotation Creation Date or
Quotation Sent Date

12. If we set the Expiration date manually or automatically it affect on the Quotation
Emails.

13. Refer this link for more:
https://www.cybrosys.com/blog/how-to-revise-quotation-odoo

14. Thank You !
Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park,
Kakkancherry,
Calicut University P.O.
Calicut
Kerala, India - 673635.
Cybrosys Ltd
15, ST Antonys Road,
Forest Gate, London
England,
E79QA.
Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.