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Sale Quotation Numeration

sale_quotation_number folder_open OCA/sale-workflow open_in_new
Sales Management License: AGPL-3
  • Sale Quotation:
  • Sale process in draft stage just informing prices and element of communication.
  • Sale Order:
  • Sale process confirmed, the customer already have a compromise with us in terms of pay an invoice and receive our product or service.

Originally Odoo manage only 1 sequence for this 2 documents, then the sales order won and lost manage the same sequence losing almost all lost quotations in terms of sequences, making so difficult understand with a quick view if we are good or bad in terms of logistic and sale process already confirmed.

Technical Explanation

When you create a quotation, it is numbered using the 'sale.quotation' sequence. When you confirm a quotation, its orginal number is saved in the 'origin' field and the sale order gets a new number, retrieving it from 'sale.order' sequence.

  • With Odoo Base: > Sale Quotation 1 Number = SO001 > > Sale Quotation 2 Number = SO002 > > Sale Quotation 3 Number = SO003 > > Sale Quotation 4 Number = SO004
  • With Odoo + This Module: > Sale Quotation 1 Number = SQ001 > > Sale Quotation 2 Number = SQ002 > > Sale Quotation 3 Number = SQ003 > > Sale Quotation 4 Number = SQ004 > > Sale Quotation 2 Confirmed = Number for Sale Order SO001 from Sale > Quotation SQ002 > > Sale Quotation 1 Confirmed = Number for Sale Order SO002 from Sale > Quotation SQ001 > > Sale Quotation 4 Confirmed = Number for Sale Order SO003 from Sale > Quotation SQ004

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you give quotations their own numbering (starting with SQ) instead of sharing the sales order sequence. When a quotation is confirmed, it keeps its quotation number in the Origin field and receives a new sales order number.

By default Odoo numbers quotations and confirmed sales orders with the same sequence, so lost quotations are hard to tell apart from real orders. This module adds a separate numbering for quotations.

  • A new setting "Use Same Enumeration" appears in Sales settings. When it is unchecked, quotations use a different sequence from sale orders; when checked, Odoo behaves as before.
  • The setting is stored per company, so each company can decide independently.
  • A dedicated sequence named "Sales Quotation" with prefix SQ and 3 digits is created.
  • When a quotation is created and the setting is off, it automatically gets a number from that quotation sequence.
  • When the quotation is confirmed, its original quotation number is written into the Origin field and the record is renumbered with the normal sales order sequence.
  • Duplicating a quotation keeps the original reference in Origin, so the chain of numbers is preserved.

The module touches sale.order, res.company and res.config.settings, and adds a block to the existing Sales configuration screen.

Depends on

sale_management

Required by other modules

sale_isolated_quotationsale_order_type_quotation_number
Models and fields (3)
  • sale.order · extends an existing model
  • res.company · extends an existing modelkeep_name_so (Use Same Enumeration)
  • res.config.settings · extends an existing modelkeep_name_so

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 17.0

Confirmed on 2026-11-03 in branch 17.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To configure this module you need to go to Sales -\> Configuration and uncheck 'Use same enumeration for quotations and sale orders'.

No verified information in OCA: Installation, Usage.

info

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.