How to Create Quotations in Odoo Sales

Step 2: Accessing the Quotations Dashboard

Once the settings are configured, you’ll land on the Quotations Dashboard. This page is the central hub for managing all quotations in Odoo. By default, it shows all quotations related to the current user, but you can change filters to view other quotations in the database. You can view quotations in a List view, Kanban view, Calendar view, or Pivot table view, depending on your preference.

Step 3: Creating a New Quotation

To create a new quotation, follow these steps:

1. Open the Sales app and click the New button located at the upper-left corner of the Quotations dashboard. (Note: The “New” button is only visible when in List or Kanban view.)
2. This opens a blank quotation form with various fields to fill in.

Step 4: Filling in Customer Details

At the top of the quotation form, you’ll need to provide customer information:

• Customer: Select an existing customer or create a new one.
• Invoice and Delivery Address: These fields auto-populate based on the customer’s contact record. However, you can modify them if necessary.
• Referrer: If the customer was referred by someone, select the referrer from the dropdown list.
• Commission Plan: If a referrer is selected, a commission plan can also be associated with the Commission.

Additionally, you can choose a Quotation Template to apply pre-configured settings to this quotation. The Expiration date is auto filled based on the default validity period configured in your settings.

Step 5: Adding Products and Services

In the Order Lines tab, you will add the products or services to be quoted:

• Add a product: Select the product from the product catalog and adjust the quantity.
• Catalog: Open a full catalog view, organized by product category, and select items directly.

You can also group products into sections to organize them better or add custom notes for each product.

Optional Products

Under the Optional Products tab, you can suggest additional items related to the main products, which could encourage the customer to purchase more items.

Step 6: Configuring Additional Information

In the Other Info tab, you can configure various settings such as:

• Sales Section: Assign a salesperson, sales team, and the company for this quotation (if you are working in a multi-company environment).
• Online Signature and Payment: Request an online signature or set up online payments for prepayment confirmation.
• Delivery Section: Define shipping-related fields such as Incoterm (International Commercial Terms), shipping policy, and delivery date.
• Invoicing Section: Select the fiscal position and analytic account for the quotation.
• Tracking Section: Track the source of the quotation, such as the opportunity in CRM or the marketing campaign that generated it.

Step 7: Sending the Quotation

After configuring the quotation, you are ready to send it to the customer. The following options are available at the top of the quotation form:

• Send by Email: Click to send the quotation via email. The customer receives a PDF attachment of the quotation.
• Send Pro-Forma Invoice: If enabled, you can send a pro-forma invoice to the customer before confirming the order.
• Preview: View what the customer sees when they access the quotation in their customer portal.
• Confirm: When the customer agrees to the quotation, click Confirm to convert it into a sales order.
• Cancel: Cancel the quotation if no longer needed.