Send a quotation
- Protigi Modules
- 1:34 min
- Beginner
- Community & Enterprise
- Odoo 18.0
Show a new salesperson how to send a quotation
Chapters
- 0:00 Create a new quotation.
- 0:05 Select Customer and fill in product lines.
- 0:38 Create an invoice.
- 0:50 Confirm invoice
- 1:02 Make a payment
Transcript and step-by-step guide
Start by creating a new quotation.
Select the customer for this quotation. Then fill in the product lines. As you work, make sure each product line is correct. When the customer and product lines are ready, you can move on to the next step.
Now create an invoice. Use this screen to start the invoice for the quotation.
Confirm the invoice. Review it, then confirm it to continue.
Finally, make a payment. Complete the payment on this screen. Follow the payment process, and when it is finished, the quotation workflow is complete.
