SENDING SALES QUOTATION AND SALES ORDERS
Coming back to the sales quotation, one we have added all the fields such as Customer Name, Products,Quotation Template, Pricelist, Payment Terms, Shipping, Coupon and Promotions, we can send the quotation to the customer.
Upon clicking the Customer Preview Button on top right corner of the quotation template, you can see the website view of the quotation. The customer can view his quotation from the website and readily confirm the quotation via instantly signing it.
The Sign & Pay button can be used for instantly confirming the quotation, Feedback button can be used for clarifying or seeking any modification in the quotation by the customer and lastly the Reject button can be used for rejecting the quotation if the customer isn’t happy about the quote drafted by seller.
SENDING QUOTATIONS BY EMAIL
In customary business process, individuals use to send the citation by dispatch, it isn't effective route as it defers the exchange and quotation affirmation process, Odoo enables you to send the quotation by email and produce constant examine (real-time discussion) through email on the quotation.
Send via mail
Assumed that the quotation is arranged and prepared to be imparted to prospect, click on the SEND BY EMAIL button to send the quotation by email.
You can either send the quotation to an Individual or a Company.
One can add the Job position if it is an Individual, his Email id and phone number. Click SAVE to mark the changes.
An automated email will be readied dependent on the predefined layout (set up the wonderful email with substance and attachments). One can without much of a stretch review the email substance and furthermore can include the extra substance in the event that you wish to do. Later send by clicking on the SEND button.
Once the email is send to the customer, you can see the status changes from QUOTATION TO QUOTATION SENT.
Upon clicking the CONFIRM button, the you can see the status changed from QUOTATION to SALES ORDER.
CONFIRMING THE SALES ORDER
Online customer approval on quotation
Sending an online quotation can accelerate the exchange procedure as the client can negotiate and approve the quotation online without any moment’s delay. Advantage of online approval is that it can help in boosting sales process and limit the sales cycle.
Online signature
Odoo provisions to utilize online signature to get orders consequently confirmed. Both the merchant and the client can spare time by utilizing this component, unlike customary procedure say courier.
To activate Online Signature Option, Go to SALES > Configuration >Settings and activate the Online Signature & Online Payment feature.
VALIDATE AN ORDER WITH A SIGNATURE
Once the quotation is send to customer, he/she can accept the quotation and instantly sign it.
If the customer signs the quotation, it is assumed that the quotation is confirmed. Soon follows the delivery.
CONFIRMING ORDER VIA GETTING PAID
Under Odoo, one can utilize online payments to get the requests automatically confirmed. This activity helps in sparing the time of both client and merchant.
Activate online payment
Go to SALES>Configuration > Settings and activate the Online Signature & Payment feature.
Under the Payment Acquirers menu, one can select and configure the acquirers of your choice.
Registering the payment
From the sent quotation email, the customer can make payment online.
CHATTER
All the communication exchanged regarding a quotation can be followed in the chatter. The messages send over the client or got from the client will be made accessible beneath the quotation. All the correspondence history will be safeguarded and will be made accessible when quotation gets changed over to sales order.