Odoo 16 Community Book

Quotation

Creating quotations is the first step in building a sales relationship with a customer. When a customer approaches you for sales related services, you can create a quotation for the customer which includes all necessary information related to the customer’s demand. It includes the details of customer, delivery address, payment terms, price list, product information and many more. You can send this quotation to your customer and if they find it as convenient, you can convert it to a sales order after getting confirmation from the opposite party. The list view of the Quotations platform in the Odoo Sales module is given below.

You can observe already created quotations here with the details of Number, Creation Date, Customer, Salesperson, Activities, Company, Total, and Status. Apart from list view, you will get kanban, pivot, calendar, graph, and activity views. The available filters are Quotations, Sales Orders, My Quotations, and Create Date. You can group the quotation based on Salesperson, Customer, and Order Date. Now, click the Create button to create a new quotation for your customer.

Once you select the Customer name from the list, the Invoice Address, Delivery Address, Pricelist, and Payment Terms will be automatically displayed based on the pre-configured details. Otherwise, you can specify the Invoice address to which you want to invoice the order, and Delivery Address to which you want to send the products in the corresponding fields. In Odoo, you can create sales order templates from the configuration menu. This can be used as templates while creating appropriate quotations. The Expiration will show the expiration date of the quotation. The pricelist used for this quotation can be added under the given field. Define the Payment Terms for the customer in the respective field.

You can set default quotation validity from the Settings menu of the Sales module. By doing so, the Expiration field will be auto populated according to the default quotation validity whenever you create a new quotation.

You can set the Default Limit in the given space. Based on this limit, you will get the expiration Date on your new quotation.

Now, go back to the quotation creation window. You can add the products based on the requirements of the customer under the Order Line. Use the Add a Line button to mention products one by one.

The details include the Product, Description, Quantity, UoM, Packaging, Unit Price, Taxes, Discount, and Subtotal. Once you add all required products, you will get the Total price under this tab. Here, you will get additional options to add Coupon Code and Promotions to get discounts on your products. Along with this, you can specify the Terms & Conditions of the quotation in the corresponding field.

If there is any Optional Product offered to the customer, you can add them under the Optional Products tab using the Add a Line button.

Under the Other Information tab, you can assign a Salesperson and Sales Team for managing this quotation. The Company name will be available in the corresponding field. If you want to ensure Online Confirmation, you can activate the Signature and Payment options which will allow the customer to pay online and confirm the order by adding online signature. Use the Tags field to add suitable tags and activate Print Variant Grids to get several variants to an order from a grid. As Invoicing and Payment details, you can mention the Fiscal Position which will be used to adapt taxes and accounts for particular customers. Specify the Incoterm, Incoterm Location, Shipping Policy, and Delivery Date as Delivery details. For Tracking operations, you can provide Source Document, Opportunity, Campaign, Medium, and Source.

Once the customer confirms and signs the quotation, it will appear under the Customer Signature tab.

You will get Signed By, Signed On, and Signature under this tab.

To get the Online Signature and Online Payment feature on quotations, you can activate the corresponding options from the Settings menu of the module. By activating these options, you can request an online signature and payment to confirm the orders.

After creating a quotation, you can send this to the concerned customer using the Send By Email button. When you click this button, you will get an automatic email with the details of the quotation.

After checking the Recipients and Subject you can click the Send button. The question will be included in the mail as an attachment. Once you send the quotation, the status will be changed to Quotation Sent.

The Customer Preview will provide the preview of the customer portal where the customer can observe the quotation details and confirm it by completing the signature and payment.

If the customer is not satisfied with the quotation, they can use the Reject button. In order to confirm the quotation, the Sign & Pay button can be used. When the customer confirms the Quotation, it will be coveted into sales order.