In Odoo, pricelists play a critical role in determining the product pricing on Sales Orders. However, after a Sales Order reaches certain stages—like Estimate Confirmed, Quotation Sent, or beyond—it becomes essential to lock the pricing to prevent discrepancies and enforce approval processes.
The Restrict Pricelist Changes after Estimate/Quote Stage feature introduces a control that prevents users from editing the pricelist field once the Sales Order has moved past the designated estimate/quote stages. The restriction helps preserve the pricing integrity agreed upon with the customer and reduces the risk of internal errors or unauthorized changes.
Core Logic:
- The pricelist field becomes read-only once the SO is in or beyond configured quote-related stages.
- Internal users attempting to change the pricelist after this point will be blocked via UI and server-side validation.
- Optionally, this restriction can be role-based (e.g., managers can override).
Key Benefits
Pricing Integrity – Ensures that agreed-upon pricing is not tampered with after customer review.
Audit Compliance – Tracks and locks pricing for record-keeping and accountability.
Reduced Errors – Prevents manual mistakes in changing pricelists mid-process.
Process Enforcement – Aligns with formal quote approval workflows and sales governance policies.
Example Use Case
A salesperson sends a quote to a customer with a selected pricelist. Later, they attempt to change the pricelist while the order is in the Quotation Sent stage. The system prevents this modification, ensuring the pricing remains consistent with what the customer received.
Conclusion
The Restrict Pricelist Changes after Estimate/Quote Stage feature is essential for organizations that rely on strict pricing protocols. By enforcing pricelist immutability after key sales stages, it supports better control, transparency, and professionalism in customer communications and internal sales operations.
Restrict Pricelist Changes After Estimate/Quote Stage