[IMP] sales: mass cancel quotation/SOs

closes odoo/documentation#10762

X-original-commit: cbe1b813b6
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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KC (ksc) 2024-07-05 15:35:59 +00:00
parent d94ac4b904
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@ -245,6 +245,39 @@ There is also a blue banner at the top of the quotation template design with a l
return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the
back-end of the *Sales* application.
Mass cancel quotations/sales orders
===================================
Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app -->
Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of
the table, tick the preferred checkboxes for removal.
.. tip::
Select all records in the table by selecting the checkbox column header at the top-left of the
table; the total number of selected items are displayed at the top of the page.
Then, with the desired quotations (or sales orders) selected from the list view on the
:guilabel:`Quotations` page, click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a
drop-down menu.
From this drop-down menu, select :guilabel:`Cancel quotations`.
.. image:: quote_template/cancel-quotations.png
:align: center
:alt: The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application.
.. note::
This action can be performed for quotations in *any* stage, even if it is confirmed as a sales
order.
Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel quotations`
confirmation pop-up window appears. To complete the cancellation, click the :guilabel:`Cancel
quotations` button.
.. note::
An error pop-up message appears when attempting to cancel an order for an ongoing subscription
that has an invoice.
.. seealso::
- :doc:`get_signature_to_validate`
- :doc:`get_paid_to_validate`

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