diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index 5a24bea35..cbd7c34ce 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/content/applications/sales/sales/send_quotations/quote_template.rst @@ -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` diff --git a/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png b/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png new file mode 100644 index 000000000..436da425e Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png differ