Use Cases / Context

Standard Odoo keeps the quotation of a repair order in permanent lockstep with its parts. That is inconvenient while the repair is still being assessed: every part a technician tries out immediately alters a document the customer may already be reading, and parts that are not meant to be billed cannot be kept off it. This module separates the two documents, so the repair order can evolve freely and the quotation is only updated once the billable scope is settled.

Usage

To create a quotation out of a repair order, you need to:

1. Go to Repair > Repair Orders and open a repair order.

2. In the parts list, untick Invoiceable on every part that should not be billed to the customer.

3. Click Create Quotation. The quotation is created with one line per invoiceable part.

To carry later changes of the repair order over to its quotation:

1. Add, remove or replace parts, change their quantities, or tick and untick Invoiceable.

2. Open the linked quotation. The banner reports that the repair order and the quotation are no longer synchronized.

3. Click Synchronize Lines. Lines are added, updated, or set to a zero quantity, so that the quotation matches the invoiceable parts of the repair order.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/repair project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.