How To Create Sales Quotation In Odoo

CREATE SALES QUOTATION IN ODOO -- To Create Sales Quotation in Odoo you must install and activate Sales Module. The Sales Module in Odoo is a comprehensive software that allows you to manage all your sales activities. Effectively track your sales, optimize your sales opportunity, automate your sales processes, improve your sales efficiency and attain business profitability with the Odoo sales module.
A Quotation and an order in Odoo are handled in the different menu. You can consider an order to be a quotation that has evolved, because it has been confirmed by the customer. Or, conversely, that a quotation is an order that has not been validated or cancelled yet.

You can manage the complete sales order process from quotation to customer order, manage deliveries and invoicing, manage carriers, margin control and reporting, do price management and handle various types of sales discount campaigns and much more in Odoo.

Step By Step Create Sales Quotation in Odoo

1. Quotation Menu Anda Create New Quotation Odoo
In Odoo sales quotations can be opened using the menu Sales > Sales > Quotations. To enter details of a new quotation, you can use the menu Sales > Sales > Quotations and then select Create. Create new quotations or create a quotation directly from an opportunity and add corresponding order lines.

Odoo provides you with some very useful information while making a sales quotation like quantity of products on hand, forecasted quantity, public price etc. to give you a clear picture. Quotations are opened in PDF and can be directly sent in emails for client confirmation, they are automatically converted into Sales orders on confirmation of the quotation.

2. Sales Order And Invoice
Sales Orders can be created for Multiple Products with multiple order lines. Odoo provides you an interactive process view of an order. You can configure various parameters in your sales orders like Shipping Policies (partial/complete deliveries), Invoice Types (On Demand/On Delivery Order/ Before Delivery), Invoices On (Shipped/Order Quantities), Delivery Modes (partial/complete delivery) to determine the future behavior. Analytic accounts can be linked with invoicing to generate accounting entries corresponding to the invoice automatically.

3. How to To Manage Delivery in Odoo
Managing your delivery process becomes much easier and simpler with Odoo. Effortlessly manage the different carriers with whom you work. Calculate costs and invoices for your deliveries, Define the transfer methods, Tariffs for your deliveries, Easily set up tariff grids , set conditions and define rules to calculate transport prices.

4. How To Track Margin In Odoo
Maintaining a good control of your margins is very essential to ensure profitability. Odoo provides you with a number of methods to monitor your Sales Margins. You can calculate your margins on Sales Orders for each order line or on the order total. You would be able to track your margins by product by defining the analysis criteria for definite period and the Invoice state (Open Invoices, Paid Invoices, All Invoices etc.).You can view details like Total Margin, Expected Margin, Percentage Total Margin and percentage Expected Margin.

5. Pricing Policies and Pricelists
Intelligent price management is difficult, because it requires you to integrate several conditions from clients and suppliers to create estimates quickly or to invoice automatically. Odoo provides you with an efficient price management mechanism to help you keep margins raised and respond quickly to changes in market conditions.

Odoo’s pricelist principles are extremely powerful yet are based on simple and generic rules. You can develop both sales pricelists and purchase pricelists for products capable of accommodating conditions such as the date period, the quantity requested and the type of product.

In Odoo, you can generate Pricelists from defined policies, create several versions of a pricelist but only keep a single version active at any given time, automatically update your pricelist based on other pricelists, define rules, set up decimal accuracies of prices, establish customer contract conditions and manage multiple currencies.

6. Manage Packaging And Allert in Odoo
Odoo provides you with advanced features to make your sales management process much easier and simpler. Odoo package management enables you to sell the same product in several different forms. You can select the default packaging type as a function of the quantities ordered. You can set Alerts on customers to create warnings for your purchases and Sales.