Odoo 14 Community book

Sales Quotation

A sales quotation is the official document that a seller provides to a purchaser with the information on the costs that will be concerning for a desired work or product. It can also be the price of a service. By creating a sales quotation the seller can offer his/ her products and services at a defined price and the purchaser can understand the accurate product and service costs before they commit the deal.

You can access the Quotations from the orders menu available in the Sales module.

Sales -> Quotations -> Orders.

The image of the quotation window in the platform is depicted below where you can view all the quotations described in the platform along with the details of creation date, customer, salesperson, next activity, company, total amount, and status.

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You also have the provision to create new quotations by selecting the create icon available on the left corner of the quotations window. The image of the window is depicted below.

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In this quotation creation window you can provide the details of the customer and the product. First of all, you can allocate the name of the customer along with his invoice and delivery addresses. Additionally, you can define the quotation template, pricelist, and payment terms along with the expiration date and quotation date.

Under the Order Lines menu, you can add the product item which you want to sell by clicking on the Add a product option. The product name, description, quantity, unit price, taxes, discounts, subtotal everything can be specified. Additionally, you can add a section and note by selecting the respective menu.

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Under the Optional products tab, you can add the optional products if any by selecting the Add a product option.

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If you click on the Other Informations tab you can provide more information such as salesperson, sales team, company, customer reference, and tags. Also, you can enable the options online signature and online payments to request them to the customer in order to confirm orders automatically. Moreover, you have the option Print Variant Grids and if you are enabling this option the matrix of the products configurable by matrix will be shown on the report of the order.

The delivery information such as incoterms, shipping policy, delivery date can be allocated. Incoterms means the international commercial terms are a series of predefined commercial terms used in international transactions. The delivery date is the promised delivery date to the customer and if you are setting the date the delivery order will be scheduled based on this date rather than product lead times. Additionally, you can allocate the fiscal position which is used to adapt taxes and accounts for particular customers or sales orders or invoices. The default value comes from the customer. Moreover, you can provide the reference of the document that generated this sales order request as a source document. Additionally, you are able to specify the opportunity, campaign, medium, and source.

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Under the Customer signature tab of the quotation creation window, you can provide the name of the person that signed the sale order in the Signed By column and the date of the signature under the Signed On option. Moreover, you can display the signature received through the portal.

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Now you can save all the information by selecting the Save button. Then you can click on the Send by Email button to send it in Email.

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Now the status of the quotation will change from quotation to quotation sent. If it is time to confirm the quotation you can click on the Confirm button and now the window will look like the below image.

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After viewing the confirmed quotation you can Create Invoice by selecting the create invoice button available in the left corner of this window. This action will lead you to a pop-up window as shown below.

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From this window, you can choose the invoice type from Regular invoice, Down payment(percentage), Down payment(fixed amount). Then you can click on the Create and View Invoice button and you can confirm the drafted invoice and you have the provision to view and edit the invoice before confirming it.

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The confirmation window is depicted below where you can view the status changes from Draft to Posted and the window is marked as PAID in a green label

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In the window, you have the option named Print and it will help you to take the print of the invoices.

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The preview of the print taken for Invoices is depicted below.

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So far we were discussing the Sales quotation and its related operations in detail and now let us discuss the Quotation Templates

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Calicut

Cybrosys Technologies Pvt. Ltd.
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Cybrosys Technologies Pvt. Ltd.
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Bangalore

Cybrosys Techno Solutions
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Dickenson Road,
Bangalore, India - 560042

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