To change the quotation sequence in Odoo, follow these steps. Quotations in Odoo share the same sequence as sales orders but can be customized separately if needed.
1. Navigate to Sequence Settings
Open the Settings module.
Go to Technical > Sequences & Identifiers > Sequences. (If “Technical” is not visible, enable “Developer Mode” in the Settings menu.)
2. Locate the Quotation Sequence
Search for the sequence labeled Sales Order or similar (e.g., Quotation / Order in some versions).
Open the sequence configuration.
3. Edit the Sequence Format
Odoo uses the same sequence for both quotations and confirmed sales orders by default. To update this sequence:
Prefix: Update the format to distinguish quotations from sales orders, e.g.:
QTN/{year}/{month}/ for quotations.
SO/{year}/{month}/ for sales orders.
Padding: Adjust the number of digits, e.g., 5 for 00001.
Next Number: Set the starting number for the next sequence.
Example:
To generate quotation numbers like QTN/2024/12/001:
Prefix: QTN/{year}/{month}/
Padding: 3 (for numbers like 001).
Next Number: Set the next number, e.g., 1.
4. Separate Quotation and Sales Order Sequences (Optional)
If you want to create a distinct sequence for quotations and confirmed sales orders, you need to:
Duplicate the existing Sales Order sequence:
In the Sequence list, click Create.
Set a new name, e.g., Quotation.
Adjust the prefix and settings as needed.
Update the Sales module to use this new sequence:
Go to Settings > Sales.
In the configuration, update the quotation sequence.
5. Save Changes
Once saved, Odoo will start using the updated sequence format for quotations. Confirmed sales orders may still use their original sequence unless customized.
For Advanced Customization
If these options aren’t sufficient (e.g., for unique logic), you may need to customize the sequence through a custom Odoo module. Let me know if you’d like help with this! for consulting email us at [email protected]
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