Odoo Sales Quotation Templates: A Comprehensive Guide
Odoo
5 MIN READ
May 8, 2023
As businesses grow, managing various aspects of their operations becomes increasingly complex. Thankfully, Odoo provides a suite of open-source business apps that can handle everything from CRM and eCommerce to accounting and project management. One of the most important applications in Odoo is the Sales Management module, which enables you to manage the entire sales process from start to finish.
This blog will show you how to make Quotation Templates in Odoo. You can customize the format and branding of your quotations and sales orders using the Quotation Templates feature from Sale enterprise module. All fields of your sales orders and quotations, including your company name, are easily manageable. You can also add and display product images in the quotation description using this module.
Creating Sales Quotation Templates in Odoo: Steps
Are you prepared to take your sales process to the next level? Our step-by-step directions in this blog will assist you in creating a customized quotation template in Odoo!
Step 1: Click on Sales Module as per the image
Step 2: Go to Configurations and click on Settings
Step 3: Once you click on Setting, Scroll down to find Sale Order there you should select Quotation Templates and Save it.
Step 4: Now go to Configuration then click on Quotation Templates as shown below:
Step 5: Once you click on Quotation Templates you will get a window to create Quotation Templates
Step 6: Once you click on New you will see following screen, fill the details here.
Step 7: Once you fill in the details click on the NEW button at the top right corner.
Step 8: Once you click on NEW your created Quotation will be listed in the Quotations list as shown below
Hence you have successfully created your Sales Quotation Template in Odoo. And now you can see your created templates in Quotations and Orders as shown below:
Conclusion
Odoo makes creating quotes simple, with a dedicated interface that allows you to drag and drop quotes and customize them with your company images. It is simple to convert quotes into order forms and to track the contract and invoicing. Overall, creating Quotation Templates in Odoo is a straightforward process that can assist you in streamlining your sales process and producing professional-looking quotes for your customers.
Ksolves is an Odoo Gold partner that offers Odoo implementation, customization, migration, and consulting services. If you want Odoo implementation services, please contact our sales team at sales@ksolves.com.
Frequently Asked Questions
Odoo contains how many modules?
CRM, Accounting, eCommerce, MRP, POS, Project Management, Timesheets, Reporting, and Inventory Management are among the modules available in Odoo ERP.
Is it possible to customize the Odoo Sales module?
Yes, the Odoo Sales module may be customized entirely. Users can tailor the workflows, templates, and user interface of the module to their individual requirements. Additionally, organizations can extend the module’s capabilities by utilizing Odoo’s wide library of third-party apps.
Is it possible to conduct multi-currency transactions with the Odoo Sales module
Yes, multi-currency transactions are supported by the Odoo Sales module. This functionality enables firms to make sales transactions in numerous currencies, which is important for companies that operate in multiple countries.
Can I manage my client database using the Odoo Sales module?
Yes, the Odoo Sales module has a function for managing customer databases. This feature enables businesses to keep and manage client data such as contact information, purchase history, and preferences.
What are some of the Odoo Sales module’s features?
Quote generation, order administration, customer database management, sales forecasting, and sales team management are all included in the Odoo Sales module.
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