How to Create a Sales Quotation in Odoo
Creating a sales quotation is an important step in winning customers and growing your business. With Odoo, you can create a professional quotation quickly and easily. Here’s a simple guide to help you.
Steps to Create a Sales Quotation in Odoo
- Open the Sales Module
Go to your Odoo dashboard and click on Sales to start. - Click on Create
Press the Create button to start a new quotation. - Add Customer Details
Select the customer from the dropdown list. If it’s a new customer, you can add their details by clicking Create. - Add Products or Services
In the Order Lines section, click Add a Product. Choose the products or services you are quoting. Adjust the quantity and price if needed. - Review and Save
Once you’ve added all the details, click Save to keep the quotation. - Send the Quotation
Use the Send by Email button to email the quotation directly to your customer. They will receive a PDF copy. - Customer Approves Online
Customers can approve the quotation online using Odoo’s customer portal. - Confirm the Sale
When the customer accepts the quotation, click Confirm to turn it into a sales order.
Why Use Odoo for Quotations?
- Fast and Easy: Create quotations in minutes.
- Professional: Use templates for a polished look.
- Accurate: Taxes and discounts are calculated automatically.
- Connected: Quotations link to inventory, delivery, and invoicing.
With Odoo, managing quotations becomes simple and efficient. Follow these steps to save time, impress your customers, and close more sales!