Odoo 16 Community Book

Creating a Quotation

The Odoo 16 CRM module is designed in such a way that it is convenient to create a new quotation at any stage in the Pipeline window. Click on ‘My Pipeline’ under the Sales tab and select the opportunity to convert into a quotation.

Next to ‘New Quotation,’ you have the Won and Lost options. Click on ‘Won’ if the opportunity has met the requirements to become a quotation order.

Now, click on ‘New Quotation’ to perform the conversion. A dialog box will pop up.

Here, you get three options regarding the customer details – Create a new customer, Link to an existing customer, and Do not link to a customer. Choose the required option and click on ‘Confirm.’

You will get the following window to add the customer's details.

After entering the details, click on ‘Confirm.’ You can view all the quotations in the Quotations window. Select ‘My Quotations’ from the Sales tab’s dropdown list to access this window.

The window will display the details of the quotations like Number, Creation Date, Customer, Salesperson, Activities, Company, Total, and Status. If you want more columns to be displayed, click on the button in the window's top right corner. You will get various categories, as shown below.

Select the ones matching your preference, which will appear in the Quotations window. The window will appear in the List view by default. For convenience, you can change this to Kanban, Calendar, Pivot, and Graph views.

The Filters and Group By options allow you to locate an individual record or data set effortlessly. Use ‘Favorites’ to avoid the hassle of applying the same filters repeatedly by saving them. You can also set default filters using this option.

Click on the Activity icon to plan and review different activities concerning your customers.

This window shows all the scheduled activities and their respective due dates. To create a new schedule, click on the + icon in any cell or click on the already occupied cells and use ‘Schedule an Activity.’ You will get the following window.

Enter the activity details and click on the Schedule, Mark as Done, or Done and Schedule Next options according to your preference.

To edit a particular record, you can simply click on it and change its details. You can convert a quotation to a sales order directly from the same window. When you click on a quotation, you will get the following window.

Click on ‘Confirm’ to convert it into a sales order. You can send the confirmation mail to the customer using ‘Send by Email.’

After confirming the email content in this pop-up window, click on ‘Send.’ This action finalizes the creation of a new Sales order.