In some countries/companies, it is already common to separate these two documents. For filing purposes, the document sequence of quotation and sales order has to be separated. In practice, there could be multiple quotations open to a customer, yet only one quotation get converted to the sales order.
This module separate quotation and sales order by adding order_sequence flag in sale.order model.
Each type of document will have separated sequence numbering. Quotation will have only 2 state, Draft and Done. Sales Order work as normal.
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Separates quotations and sales orders into two distinct documents with their own numbering. Quotations stay simple (Draft/Done) and a 'Convert to Order' button creates the real sales order.
This module splits the usual single sales document flow into two separate documents: a quotation and a sales order. Each gets its own sequence numbering, so quotations and orders no longer share the same number series.
- Quotations are shown with a simplified status bar containing only Draft and Done, plus a 'Convert to Order' button and a Cancel button.
- Sales orders keep the normal Odoo sales order workflow and buttons.
- On a sales order, a 'Quotation' field links back to the quotation it came from; on a quotation, an 'Order' field links to the sales order created from it.
- Pressing 'Convert to Order' on a quotation creates a copy as a sales order, links the two records together, and opens the new sales order. If the quotation is still in Draft, it is marked as Done.
- The Sales menu entries are filtered: the Quotations list only shows quotations, and the Orders list only shows sales orders.
- When the module is installed, existing records that are not draft or cancelled are marked as sales orders, and the company setting that keeps the sales order name is turned on.
- The related setting in Sales configuration is hidden because it is no longer needed.
It touches the sale.order model and the Sales settings screen.
Depends on
Models and fields (1)
- sale.order · extends an existing modelorder_id (Order), quote_id (Quotation), order_sequence, quotation_state (Quotation Status)
Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 16.0Usage
Source · Odoo 16.0- Create Quotation as normal
- As user click "Convert to Order", the isolated sales order will be created
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.