Sales Module

Odoo 14
December 16, 2020 by
Sales Module
Ismail Harake
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Generating quotations and an expert approach is extremely vital for the progress of a business.

With the assistance of a sales quote a consumer is ready to get a look at the value of the merchandise or the value of the project.

Quotation, which might be thought-about a solid document that may be accustomed communicate the merchandise and services and therefore the value of the merchandise and services, will have a decent impact on the consumer.
Let’s take a glance at the special feature of Odoo that may facilitate to boost a quotation.
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Write one or two paragraphs describing your product or services. 
To be successful your content needs to be useful to your readers.

Start with the customer. Find out what they want and give it to them.

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Quotation Builder

The quotation builder of Odoo helps to make a well-designed quotation with a sexy layout. This method is completed in a very few seconds. 

This feature helps the user to form the use of predefined merchandise, tariffs, and templates. 

Quotation builder can facilitate a business to boost because the sales team will improve its potency.  
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Quotation guide

The quotation guide may be a feature within the Odoo Sales module. With the assistance of this feature, a user will prepare a sales quotation document simply. 

This will be done from Sales > Configure > Quotation guide.

Here, the user will choose a quotation guide. The user may read the already created templates here. With this feature, a user will get the advantages of a well-designed quotation guide. 

As The user will produce a guide just by clicking the produce button the method becomes easy.

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Generating quotations have become a straightforward task with the employment of Odoo. A user will produce quotations by putting them in a sales module. 

A quotation is generated by clicking on Sales > Order > Quotations.

Here the user will simply click on the quotations to edit the quotations or produce a replacement quotation using the produce button.

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Customer Preview

Once the user fills in the details, the user will select making the document layout. 

Here, we are able to either use custom quotation templates or add the options you like. The brand of the corporate, invoice details, the outline, amount of the merchandise, the unit value of the merchandise, and therefore the total quantity is clearly given within the quote.

If a user doesn't need to pay on time for the quotations, the user will select a custom guide and Save changes.
A user will produce the quotation in a few steps. The user will add the client details, invoice address, delivery address, and different details.

The merchandise details may be value-added as order lines. Generating quotations becomes straightforward once the quotation guide has been created.
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With the Odoo 14 package support, a user will read the standing of the quotation simply.

The information gets updated at the summary similarly as at the quotation.

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Click on create, to add a new Quotation.

Fill in the required information, that will allow the user to detect the new Customer quotation.

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Odoo has a choice to upsell. 

This helps a user to optimize quotations in a very thanks to selling a lot of merchandise using different choices. 

It permits to sell extra merchandise by introducing closing triggers and discounts.

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Customer Preview

With Odoo, a user will simply get a transparent read of the client preview. 

It helps the user to boost the quotation.
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Electronic Signature

Odoo permits the employment of electronic signatures. 

It helps the client to look at the signature on the quotation document even once the document is viewed on-line.  
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Invoice Management

It becomes straightforward for a user to get an invoice if a buying deal order is generated with the assistance of Odoo. 

It helps the fast process of the sale.
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Variant Management

Odoo helps the user to feature product attributes within the sale order.

This means the color and different specifications of the merchandise and therefore the variant value is mentioned. 

50,000+ companies run Odoo to grow their businesses.

Join us and make your company a better place.

Sales Module
Ismail Harake December 16, 2020
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