CRM Quotation Cancel on Lost

32.88   32.88

v 13.0 1
Required Apps crm
sale
website_sale
sale_crm
Technical Name crm_quote_cancel_onlost_knk
License OPL-1
Also available in version v 14.0 v 15.0
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Technical Name crm_quote_cancel_onlost_knk
License OPL-1
Also available in version v 13.0 v 14.0 v 15.0
Supported Editions
Community
Enterprise
Odoo.sh
odoo-logo

CRM Quotation Cancel On Lost

CRM Quotation Cancel On Lost Using this module User can lost opportunity from CRM Opportunity/Pipeline when this opportunity's quotation is in draft state.

Key Features of CRM Quotation Cancel On Lost

  • Efficient way to manage CRM Opportunity/Pipeline and Quotation.
Q can we use this functionality for serial numbers as well ?.
yes, You can use this functionality for serial numbers.
Q Is this app compatible with Odoo Enterprise?
Yes, our app works with Odoo Enterprise as well as Community.
Q Does this app require any additional configuration?
No,you just need to install the module.
Q Is this app compatible with Windows or Ubuntu?
Yes, our app works with Windows or Ubuntu operating system.

FREE 3 MONTHS SUPPORT

Kanak will provide free 3 months support for bug fixes, any doubts or queries, installation, configuration support or any types of issues related related to this module.

NOTE: This module do not required extra configuration.
  • CRM Opportunity, Quotation is in draft state.

  • Here quotation can be created straight from the lead window.
  • Click on the NEW QUOTATION button. You will be depicted with a quotation generation window.
  • Here, Quotation is in draft state.
  • When the Opportunity is lost, you can press on the Lost button. Then you will be followed by a popup window where you can mention the reason for losing this opportunity.
  • After clicking on submit button, Quotation state is convert into cancelled state.
  • And this opportunity is remove from CRM Opportunity/Pipeline.
  • Here in CRM opportunity, quotation is in confirmed state.

  • When the Opportunity is lost, you can press on the Lost button and then click on submit button.
  • After clicking on submit button, redirect to this quotation which is already in confirmed state.
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OPL-1

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