[IMP] sales: mass cancel quotation/SOs
closes odoo/documentation#10097 Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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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
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return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the
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back-end of the *Sales* application.
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Mass cancel quotations/sales orders
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===================================
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Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app -->
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Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of
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the table, tick the preferred checkboxes for removal.
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.. tip::
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Select all records in the table by selecting the checkbox column header at the top-left of the
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table; the total number of selected items are displayed at the top of the page.
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Then, with the desired quotations (or sales orders) selected from the list view on the
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:guilabel:`Quotations` page, click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a
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drop-down menu.
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From this drop-down menu, select :guilabel:`Cancel quotations`.
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.. image:: quote_template/cancel-quotations.png
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:align: center
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:alt: The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application.
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.. note::
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This action can be performed for quotations in *any* stage, even if it is confirmed as a sales
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order.
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Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel quotations`
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confirmation pop-up window appears. To complete the cancellation, click the :guilabel:`Cancel
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quotations` button.
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.. note::
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An error pop-up message appears when attempting to cancel an order for an ongoing subscription
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that has an invoice.
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.. seealso::
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- :doc:`get_signature_to_validate`
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- :doc:`get_paid_to_validate`
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