Lock Confirmed Orders in Odoo 16 Sales Module

HARSHAD
January 24, 2023

A file produced for a vendor via way of means of specifying the services or product facts is a sale order. It is workable to steady your sale order with the aid of using locking features. Another event will now no longer be capable of making any edits. After confirming an order, we can near it and steady the document for destiny’s choice of patron orders. Using ERP software, customers can lock the sale order easily.

This blog provides information to lock a confirmed sales order in the Odoo 16 Sales application.

Users want to expand an income order for locking it after the confirmation. You can manipulate the products, delivery methods, quotations, customers, and greater inside the Sales application. Now, let’s examine the process to fasten a shower income order in Odoo 16. Activate the Lock Confirmed Orders Feature in Odoo 16.

Before locking a confirmed sales order, we must activate the Lock Confirmed Sales from the Odoo 16 Sales module. Then click the Settings menu in Configuration and select the Lock Confirmed sales below the Quotations & Orders section described in the screenshot below.

odoo-16-sales-module

After activating the Lock Confirmed Sales option, it’s impossible to edit the sale order once confirmed. Select the Keep icon on the Settings web page after deciding on the unique option.

To Lock a Sales Order as soon as Confirmed within the Odoo sixteen Sales

You need to create a sales order to lock the customer’s order record. To broaden an income order, click on the Orders menu inside the Orders tab of the Sales module. In the Sales Orders window, the person can see the order information, such as Invoice Status, Number, Salesperson, Customer, etc. as displayed in the below screenshot.

lock-confirmed-orders-in-odoo

You can choose the CREATE icon to generate a new sales order. Set the Customer as Jeffrey kelly in the new window as shown. After picking up the customer, the invoice and delivery location of the respective customer is accessible automatically in the Invoice Address and Delivery Address field, as marked in the below screenshot.

create-icon-to-generate-a-new-sales-order

Then we can add the expiry day for the sales order in the Expiration field. Also, we must set the Quotation Date regarding your Sales order as portrayed in the screenshot below.

You can set a default template in the Quotation Template field and pick your Price list. Then, specify the payment method details in the Payment Terms option, as marked in the screenshot below.

create-applicationsChoose the commodity below the Order Lines tab after selecting the Add a Product icon. We picked the product Bacon Burger inside the Order Lines tab, as illustrated in the screenshot below.

When the details are saved, click the CONFIRM icon in the Sales Order window. The stage changed into SALES ORDER, and one delivery was generated, as mentioned in the below screenshot.

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You can lock the order by selecting the LOCK icon in the Sales Orders window to avoid unnecessary editing.

You cannot change further when a sales order is locked. However, it’s possible to invoice or deliver after the locking. You can see the stage changes from SALES ORDER to LOCKED after activating the Lock feature. By choosing the UNLOCK icon, You can remove the locking of the Sales order as cited in the screenshot below.

Next, you can continue with invoicing of sales orders for customers. Choose the CREATE INVOICE button in the Sales Order window.

An invoice is created as per a regular invoice, down payment through a fixed amount and percentage. In the Create Invoices window, pick the Regular Invoice choice in Create Invoice field.

A Draft Invoice window opens to the user, generating one Sale Order. You can view the details of customer invoices such as Customer, Due Date, and Delivery Address. Under the Invoice Lines tab, data related to the product and the price are accessible. To validate the invoice, select the CONFIRM icon in the Draft Invoice window, as presented in the screenshot below.

After confirming, the stage changes from DRAFT to POSTED. Now, you can make payments for invoices by clicking on the REGISTER PAYMENT icon.

odoo-customization

A Register Payment window appears before the user. Set the Journal as Bank and choose Payment Method as Manual. You can pay or get paid with any method other than Odoo by selecting the Manual Payment method.

register-payment-window-odoo-16

The Payment Date and total cost of the order are automatically shoes in the Amount field. After making the changes, select CREATE PAYMENT.

Button.

After completing the payment successfully, you can see an In Payment mark in the Invoice window.

By selecting SEND & PRINT button, you can print out the invoice document for a customer, as marked in the screenshot above. In the Sales Order window, we can view that one invoice is created, as defined in the screenshot below.

Sales-order-windowHence, developing a Sales order and locking it within the Odoo 16 Sales module is very easy.

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