Sales & Quotations.

Create a draft quotation

You askCreate draft quotation for Azure Interior with two products, quantities, taxes, pricelist, payment terms, and delivery address.

What you get backResolves the customer and their real pricelist, payment terms and address, suggests sensible line defaults, previews the quote, and creates it as a draft only after you approve.

Change a line's quantity and discount

You askChange one quantity and discount on the quotation; show the untaxed, tax, and total amounts before and after.

What you get backPicks the right line, previews quantity 2 → 3 and a 10% discount with a dry run, then applies it and reads back the untaxed / tax / total before and after.

Confirm a quotation — only after you approve

You askConfirm the quotation only after I approve the preview. Return the resulting sales order and delivery IDs.

What you get backShows the full preview — lines, pricing, and totals — and waits for your approval before turning the quotation into a confirmed sales order.

Invoice delivered quantities only

You askCreate an invoice from delivered quantities only for the quotation; leave it draft.

What you get backChecks delivered vs ordered quantities per line first and explains exactly why nothing is invoiceable yet — instead of guessing.

Cancel and archive a quotation

You askCancel and archive the test quotation if Odoo permits it, explaining the difference between cancel and archive.

What you get backExplains precisely how cancel (a business status) differs from archive (visibility), checks there are no invoices or deliveries, then does it.

Sales values by salesperson and customer

You askShow quotation, confirmed-order, delivered, invoiced, and paid values by salesperson and customer.

What you get backReturns a full breakdown table — quotation, confirmed, delivered, invoiced and paid columns per salesperson and customer — with a totals row, all in one currency.

Find blocked sales orders

You askFind sales orders blocked by stock, credit, missing address, missing price, or incomplete invoicing.

What you get backScans five blocker categories and names the exact orders in each — e.g. two blocked on stock, three with missing or zero prices — with the record numbers.