How can I add a different delivery and invoice address to a customer sale order in Odoo 14?
Enable ‘Customer Addresses’ from sales configuration settings. So when you add a customer to a sales quotation, you can also choose the delivery address and invoice address from the quotation itself.
How can the delivery delays be avoided in Odoo 14 sale module?
Delivery delay can be avoided by adding Security Lead Time for Sales. So the products will be scheduled any days earlier than the actual promised date to cope with unexpected delays in the supply chain.
Go to inventory configuration settings and add the Security Lead Time for Sales in days, let's say 3, and save the changes. Now create a sale order and confirm the order, so then the scheduled date changes to 3 days before the delivery date.
Can I add default terms and conditions that can be applied to all sales quotations?
Default terms and conditions can be added in the accounting module configuration settings, under the section customer invoices activate ‘Default Terms & Conditions’ and add the default terms and conditions in the specified field and save changes.
Now create a new sales quotation or invoice, the terms and conditions are auto-filled as defined in the default terms and conditions.
How can I add terms and conditions in the sale quotation in Odoo 14?
Under the sales quotation, there is a text field to add terms and conditions for the sale order.
How can I add a section in the sales quotation in Odoo 14?
While we are creating a sale order, at the time of adding products to the sales order line you can set sections for products, services, etc. For that click on ‘Add a section' and add section name and save changes. It is possible to drag the section to the required position.
How can I change the logistics weight unit from kg to pound?
The logistic unit can be changed from the General settings menu under section unit of measure enable ‘Weight UoM’ to pounds and save changes. Then the logistic weight unit of the product changes to pounds instead of kilograms.
How the delivery dates in Odoo 14 managed?
The expected date can be seen in the sale order under the other info tab. Firstly add a lead time for the product. In the product form under the inventory tab and add Customer Lead Time let's say 2.
Now create a sale order for today and confirm the order. Then go to the other info tab, in the delivery section you can see the expected delivery date as current date + 2 (the date of delivery will be 2 days after the current date).
How can I configure partners in Odoo 14 multi-company environment?
Configuring partners in multi-company apply the same rule as restricting products in multi-company. While creating a partner, in the sales & purchase tab one can set a company. If a company is set for a partner then that partner belongs to that particular company. If the company field is left empty, then the partner is available in that company only.
How can I configure products in Odoo 14 multi-company environment?
In a multi-company environment, there might be some shared products but some are exclusive products. So while configuring the product add the company for the product so that it will be available only in that particular company. If you leave the company empty, then that product is shared among all companies.
How can I add tags for the sale order in Odoo 14?
While creating the sale order, under the other info tab add the tags for the sale order. So in the list view of sale orders, we can identify the order by tag.
My company has multiple warehouses and can I decide from which warehouse product is delivered to the customer in Odoo 14?
During a sale operation, one can choose the warehouse so that the product is delivered from that warehouse. Create a sale order, add products in the order line, under the ‘Other info’ tab, in the delivery section one can choose the warehouse. Furthermore, upon confirming the sale order the product will move from the chosen warehouse to the customer.
How new activity can be assigned for a quotation in Odoo 14?
From the quotation list view itself, we will get the details of the next activities. Click on the clock icon and then schedule an activity. This will redirect you to schedule an activity form. Add activity, due date, responsible person, and summary of activity. Then click on Schedule to schedule the activity.
Can I prevent a product from its sales and purchase in Odoo 14?
Sure, from Sales > Configuration > Settings enable ‘Sale Warnings’ and save changes. This will show warnings in orders for products or customers during a sale. Now in the product form under the sales tab, you can configure a warning or even block it when selling this product.
How can I configure an alternative product, accessory product, an optional product for a particular product in Odoo 14?
In the product form under the ‘eCommerce’ tab, you can add alternative products and accessories products. At the same time, an optional product is added in the ‘Sales’ tab.
Why Odoo 14 use pricelists? How does it help to increase business?
Using a pricelist different prices can be set for different customers and the same product can be sold at different prices which all depends on the business purposes. There might be some scenarios where we can improve the business by providing certain discounts to our customers for a certain period of time or frequent customers are allowed a lesser price than the actual price. Which all can be achieved using the pricelists option in Odoo.
How can I set a pricelist to partners in Odoo 14?
In the partner form, under the ‘Sales & Purchase’ tab, one can add the price list. So whenever a sale or purchase is made for the customer the pricelists are automatically applied.
Why do we use a Pro-forma invoice in Odoo 14?
A Pro-forma invoice can be defined as an estimation of an order cost before it is filled out. This specifies the promise of a vendor to deliver the products or services at a particular price as advised to the consumer. Both the invoice and the Pro-forma invoice look exactly pretty similar however, a situation that is not true is illustrated in the Pro-forma document. It offers the vendor's best guess of what the actual commercial invoice would be.
How can I set multiple addresses for a partner in Odoo 14?
In the partner form under ‘contacts & addresses’ click on add, the different addresses can be added like contact address, invoice address, delivery address etc. In addition, multiple delivery addresses can be added.
What is the use of product configuration and variant grid in the Odoo 14 sales app setting?
The product configurator helps to select product attributes and optional products from the sales order while variant grid entry adds several variants to order from a grid.
Can I treat the variant as a separate product in Odoo 14?
Yes, based on the Variants Creation Mode you can create product variants. In the Variants, Creation Mode variants are created instantly at the time when we have added the attribute and attribute values. While for Variants Creation Mode Dynamically a variant will be generated only after a sale happens to the product. All variants can be viewed from Sales > Products > Product Variants.
How are the variants of a product configured in Odoo 14?
Firstly enable ‘Variants’ from sales configuration settings. Then create attributes from Sales > Configuration > Attributes and add values, then save it. Now go to the product form where you will have a variant tab add the attribute and values. Then a new tab appears as ‘Variants’, using the configure variants button you can add extra price for variants.
How is the quotation expiry set using Quotation Template in Odoo 14?
While creating the quotation template, there is a field to mention the quotation expiry. You can add expiry in days and whenever the template is used in the quotation, the expiration date is automatically added as the expiration of the template else it will take the default expiration date.
Why do we need a quotation template in Odoo 14?
A quotation template is actually used to save the time salesperson from the manual entry on a particular set of data. For example, in the rainy season, there might be some products that are frequently sold (umbrella, Cap, raincoat, etc). So these products can be added to the quotation template.
Furthermore, whenever a sale happens for the three products, the salesperson can save time by adding the quotation template. So all products in the template will be added to the sale order.
How can we set a quotation expiry date in Odoo 14?
Default quotation expiry can be set by enabling ‘Default Quotation Validity’ from sales configuration settings and add Default Limit in days and saving it.
What will happen if the delivered quantity is less than the ordered quantity in Odoo 14?
Whenever the delivered quantity is less than the ordered quantity, at the time of validating the delivery, it will ask whether we need to create a backorder for the remaining quantity or not. You can create a backorder if required therefore, it will create another transfer in the same sale order for the remaining quantity.
How invoice in Odoo 14 is managed if the delivered quantity is greater than the ordered quantity?
Suppose in this scenario the invoicing policy is for ‘Ordered quantities’ and sale happens for 10 quantities but delivers 12 quantities. In the sale orderline it will show the quantity as 10 and delivered as 12. So while creating an invoice it will only generate an invoice for 10 ordered quantities. The remaining will be invoiced using ‘Orders to Upsell’. In addition, go to the Invoice menu > Orders to Upsell, an upselling opportunity is generated where you can edit the quantity and create an invoice for the remaining 2 units in the draft stage.
How can I sort the quotations in descending order in Odoo 14?
We can sort the quotation based on the sale order number, salesperson, order date, etc. In order to sort quotations based on the order date, move the cursor towards the order date, then an arrow appears, click on the arrow to sort.
If I want to see 10 quotations only on the quotation page, how can I achieve this in Odoo 14?
We can restrict the quotation number on pages. For that, at the top of the screen, we can see the count of quotations. On clicking the number, we can edit it as 1-10. Then on a page, it will have only 10 quotations.
How can the profit on a sale be identified at the time of invoicing?
The margin on each order will be shown below the sale order in amount and percentage. To activate this feature one must enable ‘margins’ from sales configuration settings.
What are the new changes applied in the Odoo 14 Sales module?
The overview of sales quotations changed to more pretty to identity things. One can create and close activity from the overview itself. In addition, employees can chat with salespeople by clicking on a salesperson image.
Can we add products, services, and notes separately in the invoice of odoo 13 sales app?
When you create a sale order, you can add sections and notes for the products chosen. So it will reflect in the invoice also.
Is it possible to change the logistics units of the product in odoo 13?
In the General settings, we can set the product weight measurement unit as kilogram and pound and the volume unit of measure as cubic meters and cubic feet.
Can we set the delivery date for customers in odoo 13 sale app?
You can add the customer delivery lead time in the product form for each product and security lead time in the settings as well.
How products are shared among multi-company concepts in odoo 13?
By default in Odoo 13, all the products are shared among the multi-company. If you want to restrict a product in a particular company, you have to mention the company name in the product form while creating the product.
On sale of products in odoo 13, how can we confirm the products are selling from which warehouse?
On the sale of the product, you can choose the warehouse from where the product is gonna sell. When creating a sale order, after choosing the product, in the ‘other info’ tab, you can choose the warehouse. So the product will move from that warehouse to the customer.
What is the difference between REPLENISH and reordering rules in odoo 13?
For REPLENISH it will trigger the operation specified by the route to replenish the stock level. The operation can be a buy, manufacture, etc. In the Reordering rule, it will trigger the purchase RFQ when the stock level reaches the minimum.
How can I manage the minimum stock of the product in odoo 13 sales app?
A minimum stock level can be set using a reordering rule. So that it will trigger a purchase RFQwhen the stocks reach below the minimum quantity mentioned in the rule.
How can we block or warn the purchase of the product in odoo 13?
Enable warning from settings of purchase module. So you will have the feature to warn or block a product from purchase in the purchase tab of the product.
How can we block or warn a product from it’s sale in odoo 13?
Enable sales warning from settings, so you will have the option to warn and block the product from selling in the sales tab of the product form.
How optional products, accessory, and alternatives products can be made to display while selling a product in odoo 13 sale app?
Under the sales tab of the product form, you can add optional products and under the e-commerce tab, we can mention the accessory products and alternative products. So on selling this product, the optional product will be shown along with the product. While the accessory products shown when proceeds to make the payment on the website.
Why do we use pricelist in odoo 13 sales?
Pricelist helps to set different prices for a product, for partners, for a specific period or based on country, etc.
How can a pack of products be managed in odoo 13 sales app?
Odoo provides the feature of selling products in packs. Firstly enable product packaging from settings. So you will be able to create a pack for the products under the inventory tab of the product form. You can create a package for that particular product.
What is the need of a Pro-Forma Invoice in odoo 13?
A Pro-forma invoice can be termed as an estimate about the cost of an order before it is filled out. This specifies a seller's promise to produce the goods or services as informed to the customer at a specific price. Both invoices and Pro-forma invoices look exactly the same, but the Pro-forma document illustrates a scenario that is not real. It provides the best approximation of the vendor on what will be the final commercial invoice.
Is it possible to configure the multiple delivery addresses for a customer in odoo 13?
Multiple addresses for delivery, invoice can be added. Specify whether the address type while adding contact addresses.
How can we manage different addresses for the delivery and invoice in odoo 13?
Different addresses can be added to the contacts & address like contact, invoice address, delivery address, private address, etc separately for the partner.
How can we list all the product variants while selling a product in odoo 13?
To select product attributes and optional products from the sales order, the Product configurator can be enabled from the settings.
How can we configure a product variant as a separate product using odoo 13 sales app?
While creating the attribute and the variant creation mode enabled as ‘instantly’, then the variant will create as a separate product.
How to configure product variants in odoo 13 sales?
Enable the feature of variant from settings. It will give you an option to create a product variant and it’s attributes and values.
How can we set an expiry date of a quotation in odoo 13?
Expiry date can be set in two ways: one is by setting default quotation validity in settings. Another way is when we create a quotation template we can mention the expiry date of the quotation. So if we use any quotation template the expiry date will be based on that. Else expiry date will be calculated as the current date plus the number of days mentioned in default quotation validity.
How the invoice of an order can be managed if the delivered quantity is lesser than the ordered quantity in odoo 13 sales app?
If the invoicing policy is based on the ordered quantity and if the delivered quantity is lesser than ordered, it will ask you whether to create a backorder or not. If the backorder is created it will order for the remaining quantity of products and the invoice can be created for the two orders.
How the invoice of an order can be managed if the delivered quantity is greater thanthe ordered quantity in odoo 13 sales app?
If the invoicing policy is based on the ordered quantity and if the delivered quantity is greater than ordered, then the upselling technique will help to invoice the extra products. The invoice for extra delivered products is generated automatically in the draft stage at order to upsell.
How can we set stages for the sales team inodo 13 sales app?
On the creation of the stage , we can set the sales team . so that the particular sales team will have the stage.
Can we list out the quotations or sale orders in the increasing or decreasing order ofdate in odoo 13?
On clicking the arrow provided at date, can be sorted in ascending or descending order.
Is it possible to list all quotations or sale orders in a single page or can we restrict thenumber of quotations visible in a page in odoo 13?
One can edit and arrange the number of quotations at the top, so that that many quotations orsale orders can be listed.
Is it possible to connect the vendor to the customer directly for product delivery in Odoo?
Drop-shipping means while delivering the goods, but not from the stock, but instead, you place an order to the vendor/ manufacturer (purchase order) and ask them to directly deliver those goods to the customer. For example, the product we ordered in Flipkart is delivered directly from the manufacturer/vendor. For more info, refer to Dropship.
Suppose a customer frequently purchases the same product/services, can the user create a quotation for once so that he can use it in the future?
for implementing the feature in odoo, users can use the quotation template. a quotation template is used to make quotations for the products which were frequently purchased by the customers. in order to deal with that customer, we can make a custom quotation that decreases time consumption. if the user selects a quotation template in a sale then all products in a quotation template automatically filled in orderline. for more info, refer: quotation template in odoo.
How can odoo handle tax on intrastate sales?
in odoo, most of the taxes are pre-defined. so as per fiscal position(location) taxes will be automatically switched. for more information please refer how to use fiscal position in odoo
While processing intrastate sale how can we switch the tax?
in odoo, most of the taxes are pre-defined. so as per fiscal position (location) taxes will be automatically switched. for more information please refer how to use fiscal position in odoo
How can odoo manage the products which are difficult to keep enough stocks?
To deal with this in odoo we have an option - Make to order. Make to order are products that are manufactured upon a business receiving a customer's order. A make to order business also applies to companies which sell products which are built/ purchased on customer’s requirement. For example, cake manufacturing only takes place after the confirmation of order comes from the customer end. For more info please refer Make to order and Make to Stock in odoo12.
What is the difference between make to order and make to stock?
make to order definition are products which are manufactured upon a business receiving a customer's order. a make to order business also applies to companies which sell products which built/ purchase on customer’s requirement. make to stock orders are products that are manufactured for inventory, based on sale forecasts and expectations on customer demand. unlike make to order, make to stock products wait for the customers to come and purchase them.
Is it possible to categorize products in quotation template?
yes, vendors who deliver products and services, could set up a quotation that separates the products depending on the category. this area will benefit customers to understand the complete expense of the product category independently. odoo provides a default feature to make category wise quotation, it is known as sections on odoo sales orders.
Is it possible to make the shipment address to different branches of the company?
Go to sales -> configuration -> settings and activate the customer addresses feature.go to any customers form under sales -> orders -> customers.from there you can add new addresses to the customer.
How reordering rule in odoo helps the user?
some products have large scope in a market, and we have to make sure that the product never runs out stock for this odoo allows us to set rules for this kind of product and this is known as reordering. so that when the product goes below the minimum quantity an automatic rfq will be sent to the vendor.
Is there any way to notify the user about the product while selling?
Goto sales -> configuration -> enable sale warning. then goto product -> sales tab -> warning message. selecting the ‘warning option’ will notify the user of the message. selecting “blocking message” will throw an exception with the message and block the flow. the message has to be written in the text field.
Is there any way to add previous sales data into the odoo application?
go to sales-> import -> load file - select the excel file.
How can odoo handle shipping charges of sale order?
invoicing in odoo is done basically via two methods. the ways include: 1) invoicing the actual cost of shipping to the customers.2) settle over a cost according to the agreement with the customer and then creating an invoice based on that (meaning the invoice is set according to the price on sales order).to do the invoicing the first step is to configure the delivery method. open inventory app -> click on configuration -> delivery -> delivery methods
What is the need of re-invoicing?
in odoo, we can re-invoice based on the cost of the expense or if you want to add any additional charges for your expense you can re-invoice based on the sales price. install the expense module so as to manage different expenses. for that go to apps -> expenses.
What is an accessory & optional product of a product? for more information
accessory products were the products which are the accessories that should be purchased as part of it.
optional products were the products that were non-compulsory options given that can be added to cart.
for eg: charger is an accessory product for mobile phones while extra extended protections are optional products for mobile phones. for more information cross-selling in odoo 12.
What is procurement?
Procurement is the practice of purchasing the required amount of product rather than going for bulk and only up to the customer. One of the advantages that the end-users could get by this practice is that he doesn’t handle the excess inventory. The procurement rule scale down the stock and thereby handling the products in the warehouse.
Explain the logistics of the product?
logistics under inventory tab of a product contains weight of the product, volume of the product, harmonic system code - (usually required on the proforma invoices that are attached to the packages that are shipped abroad) and responsible person.
How manufacturing, purchase, and sales lead time in odoo are related?
the time taken to manufacture a product is called manufacturing lead time.
the time required by the supplier to deliver the product is called supplier lead time.
the time taken for transferring the product from the warehouse/supplier and later delivering it to the customers is called customer lead time.
consider an example: a customer who had the demand for a certain product made an order to a seller on 02 june 2019 and the seller scheduled delivery on 12 june 2019. meanwhile, the seller ordered that product to the manufacturer. the manufacturer scheduled the delivery on 9 june 2019 as the manufacturer could only assemble it by 7 june 2019.
2 june 2019 <-----------> 7 june 2019 is manufacture lead time
2 june 2019 <-----------> 9 june 2019 is purchase lead time
2 june 2019 <-----------> 12 june 2019 is customer lead time
What is the need of surcharge in pricelist?
Surcharges are the additional charge or discount charge used to calculate the new price by the vendor. this amount is just added (subtracted if negative) to the discounted amount calculated (extra price).
How can we handle package in sale order?
Product -> configuration -> product packaging
there are 3 types of packages:
1. we can set a particular product like a pack.
2. packages having different products put in pack.
3. delivery packages.
How can we filter the customer with most purchases?
Go to Sales -> Reporting -> In measures set “orders count” and group by Customer.
How can we filter total quantity of a product sold in a year?
Go to Sales -> Reporting -> In measures set “quantity delivered” and group by product
How can we filter out product with most margin in sales?
Go to Sales -> Reporting -> In measures set “margin” and group by order date year
What is the term fiscal position?
The fiscal position is just a set of rules that maps default taxes into other taxes. in odoo, if you check the box ‘detect automatically’, the fiscal position will be applied automatically if the country, state, city or even the country group matches. you can also apply for the fiscal position only to companies having a valid vat number. For more information please refer How to use fiscal position in odoo.
What are the different delivery process that can be provided?
as soon as possible - the delivery will process with the current stock of products even it is a single product available.when all products are ready - the delivery will process if and only if when all products are available.
How can the user make a bill with a separate total for different product categories in odoo?
vendors who deliver products and services, have to set up a quotation that separates the products depending on the category. this area will benefit customers to understand the complete expense of the products independently. odoo provides a default feature to make category wise quotation, it is known as sections on odoo sales orders. goto configuration -> quotation template -> on order line of new quotation template the user can separate this using “add section”
Which are the user type in odoo sales?
internal: internal users are the system users, which are associated with the employee records in the system and having access to do some operations in the back end. for e.g. any company could have some departments like the sales department, the purchase department, hr department, etc. so, for each department’s user, they can give login access to do their job.
external: external user is portal users, the user is associated with a customer record in the system, which is authorized to have read access to own transactions in the system.
public: the user who does not has the login access but can read the info published on the website, is a public user.
What is the grid configurator in the product variant?
Grid Configurator in product variant is a table that shows the possible combination of variants in rows and columns where you can add your quantity of product.
How odoo can be used to make the shipment address to different branches of the company?
go to sales -> configuration -> settings and activate the customer addresses feature. go to any customers form under sales -> orders -> customers. from there you can add new addresses to the customer.
In what way you can change the currency at the time of sale/purchase?
In the accounting module, Go to Configuration -> Settings and check to Allow multi-currencies, then click on Apply. In order to register payments in other currencies, you have to remove the currency constraint on the journal. Go to the accounting application, on the journal, click on More -> Settings. Check if the currency field is empty or in the foreign currency in which you will register the payments. If a currency is filled in, it means that you can register payments only in this currency.
What way you can provide price computation in the promotion of coupon programs?
you can compute the discount price in three different ways.
1. fixed price
a fixed amount is set to a product.
eg: in supermarkets, we can see certain products has fixed price discount
2. percentage (discount)
a percentage of the price will be given discounted.
eg: 20% off products in the supermarket or by using
using the formula a new price will be calculated.
In what way can you enhance your sales with discounts and offers?
Promotional programs are used as a marketing tool to attract customers and can implement the loyalty program. For that, the vendor creates coupons and promotion programs with certain conditions. The coupon is for single-use while promotional programs are available for a time period. For example in Myntra, End of Reason Sale was a promotion program while we get free delivery on the first delivery of is a promotional coupon. For more information please refer promotion programs in odoo
Can we set different time zones and languages for a specified user?
For setting different time zones and languages for a specified user goto Settings -> users & companies -> Select the user -> From the Preference tab -> Set the language & Time zone according to the user. After modification when the user logged back the interface has changed to the selected language
What is the purpose of quotation template?
quotation template is used to make quotations for the products which were frequently purchased by the customers. suppose a customer is frequently purchasing the product or services then in order to deal with that customer, we can make a custom quotation that decreases time consumption.
What is the purpose of the Email template?
The emails play a vital role in the business as it increases productivity by rapid communication from one destination to another. As a vendor, he has to attract his customers so that a template makes an impression.
What does the Subscription of a product mean in odoo sales?
Subscription briefly defines arrangement to receive something, typically a publication, regularly by paying in advance. A customer must pay the subscription amount to access a subscription product or service.
Is it possible to create bills for ordered quantities?
yes, depending on what you sell and your business, you have two options for invoicing in odoo:
> invoice on ordered quantity: invoicing the full order once the sales order is confirmed.
> invoice on delivered quantity: invoicing on delivered quantity whether it’s a complete delivery or partial delivery.the default mode of invoicing policy is an invoice on the ordered quantity.
Advantages of barcode usage in the sale while creating the product?
If the number of products are large the chance for human error will also be increased. Smartly we can update or add product quantity by adding Barcode. Barcode is the unique code that the system understands and Digits above the barcode is human understandable code which is stored system. The system compares the scanned code to the stored codes gives the details of that product.
What is rounding precision in unit of measure?
Rounding precision factor indicates how units are rounded after the conversion. For more information Unit of Measures.
What is HSN code?
HSN stands for Harmonized System of Nomenclature which was developed by the World Customs Organization (WCO) with the vision of classifying goods all over the World in a systematic manner. This type of classification is used for taxation purposes in identifying the rate of tax applicable to a product in a country. This code is also used to determine the quantum of the item traded or imported all through a nation.
Is it possible to handle the product manufactured by the vendor delivered directly to the customer?
dropshipping means while delivering the goods, but not from the stock, but instead, you place an order to the vendor/ manufacturer (purchase order) and ask them to directly deliver those goods to the customer. for example, the product we ordered in flipkart is delivered directly from the manufacturer/vendor. for more info, refer to dropship.
Difference between the replenish and reordering?
some products have large scope in a market, and we have to make sure that the product never runs out stock for this odoo allows us to set rules for this kind of product and this is known as reordering. the replenishment wizard to assist you to replenish your stock. depending on your product configuration or the selected routes, launching a replenishment may trigger a request for quotation, a manufacturing order, a transfer or even inter-warehouse transfers.
Is the price list can be created for a specific country?
Yes. the pricelist based on a country group will help the user to use the price list for that particular country. Go to sales -> configuration -> settings -> pricing For more information refer to the blog sales pricelist management in odoo
What is the significance of upsell in day to day business?
a sale order comes under order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity. assume that a merchant got with a sale order of 10 chairs eventually, the merchant confirmed the sale order and created the invoice for 10 chairs. during delivery, he delivers 12 products and assumes that if the remaining 2 products stayed in the store will take a long time for its sale, and if the customer accepts the remaining 2 pieces then the extra 2 products make the order to upsell.
What is the use of an online signature in odoo sales?
By using an online signature the orders get automatically confirmed. by using this option you can consume the time between the confirmation process. when you sent a quotation to your client, they can accept it and sign online instantly. once signed the quotation will be confirmed and delivery will start. the sign&pay button can be used for instantly confirming the quotation. for configuration go to sales -> configurations -> settings -> and activate the online signature option.
What is the use of an electronic signature in odoo erp?
using an electronic signature in odoo erp, the customer can review the sale order or the quotation from online and sign the document in a single click. odoo electronic signature helps to verify the documents in a faster method.
What is an order to upsell?
In odoo ERP we can see an option named order to upsell under the 'To invoice' menu on the Sales Module. This option can only be used if the delivered quantity is greater than the ordered quantity. The invoice can be modified if the delivered quantity is higher than the ordered quantity. Refer the blog order to upsell in odoo v12 for more infromation
How will you get the details of sales orders under a specific date?
odoo erp provides the most efficient reporting tool in the sales module. under sales -> reporting -> sales, you can see the sales analysis of your company. for getting the sales orders under specific dates go to filters and add filter sale order and then go to time ranges, add the specific date for the sale orders. then you can get the details of sales orders under the specific date.
What is the objective of adding category while creating a unit of measure?
While creating a unit of measure, the category is important for unit conversion. for example, if you create a box of 10 units and that will used for bottle products. that is which is 10 times bigger than the reference unit. if and only if you will have to convert one unit to another unit by under the same category. for more information refer to the blog, unit of measures in odoo v12.
How will you actuate the unit of measure?
to activate the unit of measure feature first go to sales->configuration->settings and activate the option unit of measure and click on the save button to save. then go to sales -> configuration -> unit of measure and create a unit of measure from here. for more information refer to the blog unit of measures in odoo v12.
In odoo, is this possible to sell and purchase in different units of measures?
yes, it is possible only if the unit of measure category are the same. the unit of measure is used to measure the products on the sales or purchase, this feature is used to purchase or sell a product on certain units of measure. for this purpose, we have to enable different units of measure. for example, if you purchased the product in kilograms and sell the same product in grams. for more information refer to the blog unit of measures in odoo v12.
How can we lock a confirmed sale order for not making further editing or modifications?
We can lock the confirmed sales order under the sales app. this feature is used for preventing the confirmed sales order from further editing. we can set this feature only accessed by the administrator for confirming the lock state. to configure this feature first go to sales -> configuration -> settings -> and enable the lock confirmed sales feature. then go the sale order and we can see the option to lock the confirmed sale order.
How will you return the invoiced product in sales?
after the registered payment of the invoiced product, in some cases you have to return the product from the customer, he already made the payment of that product. here we use to add credit note to refund the amount to the customer. in odoo, the refund is initiated through add credit note. for more information refer the blog sales return and refund in odoo 12
If the shipping method is set as based on rules, how the shipping cost is calculated?
based on rules, shipping cost can be calculated on certain criteria, the conditions are listed below
price and quantity.
How can we enable shipping cost in sales?
if you want to enable the shipping cost to go to sales->configuration->settings->shipping cost. refer the blog invoice shipping cost in odoo
What are the conditions included in the coupons and promotions based on promo code usage?
here we have two conditions, one is automatically applied and the other one is use code.
What are the conditions included in the coupons and promotions based on the minimum purchase?
Min. required the amount to get rewarded is the conditions included in the coupons and promotions based on min. purchase.
What are the methods to include the coupons and promotion in sale order?
min. required product quantity to get rewarded has the conditions included in the coupons and promotions.
What is the purpose of website field under the configuration tab of pricelist?
While enabling the website option on the price list, the user can also view the pricelist from the website also.
What is the use of country group in pricelist?
the pricelist based on a country group will help the user to use the price list for that particular country. for more information refer to the blog sales pricelist management in odoo.
what do you mean by the discount policy in pricelist?
the discount policy implies the discount added to the price as per the given policies. we have to types on the discount policy first, one is a discount included in the price and the second one is to show the public price and discounts to the customer. for more information refer to the blog discount on sale orders and invoices in odoo.
How it is possible to give different prices for the same product?
For creating a new pricelist first you have to go to Sales -> Products -> Pricelist. Click the create button then you can see a new window and there you have to fill the fields company and price rules and also the minimum quantity, product price, etc. For more info refer to the blog Sales pricelist management in odoo.
What are the benefits of the price list of products according to customers?
price lists are the list of prices of products on sale. by using pricelist we can easily control or modify product prices for a particular customer. it is nothing but creating a specific pricelist or price rate for a specific customer. for more information refer to the blog sales pricelist management in odoo.
How will you add taxes according to the customer fiscal position?
For that create a fiscal position and allot it to the customer. In odoo ERP most of the taxes will be automatically added according to fiscal position.
How we can add priority to a partner or customer?
first of all, install the gamification app. then go to sale -> customer -> partner assignation. here you can give the partner activation types. for example, if a partner name x is purchased a lot of products from your company. so you can consider that partner into a special one. so in odoo, we can add some specialty, for example, platinum partner, silver partner. it can add to some partners. that can be done in this section.
Under the sales and purchase tab of customer creation, what is the delivery method?
in most cases, default delivery methods can be seen in this field. this is used for product delivery to customers in convenience way. you can also create delivery methods. that is adding delivery methods to the customer we can set some features like free if the order amount is above some rate and fixed price etc. for more information refer to the blog on how to setup a delivery method in odoo.
What is the difference b/w deactivated and 0 inventory product?
0 inventory product means that its current inventory quantity or on-hand quantity is 0. Deactivated products are the products that have become outdated or no longer getting market growth rates are made deactivated.
How we can add price to variants when the major product have a fixed cost?
once you created a product you can add cost to it. while activating the product variant options, you can create variants to the product. so you can add price for the product variants go to the sale -> products and click on the product that you want to edit. then click on the variant price button to access to edit the variants section. here you can add the extra cost that can be added to the variant and save the above field.
How will you activate the product variant feature?
We can activate the product variants feature under the settings. first, go to the sales ->configuration ->settings> and activate the product variants option.
What are the different possible ways through which a product is acquired or sold from the warehouse?
in the sales module, under the inventory tab, you can see the routes of the products. here you can see whether it will be bought, manufactured, replenished on order, etc.are the possible ways for acquiring and selling the product. for more information refer to the blog how to configure routes in odoo 12.
Is this possible to create a subscription from a sales order?
create a quotation to the desired customer, and also select a subscription product you were previously created. when you confirm the sale the subscription will automatically create. for more information refer the blog how to use odoo subscription module.
What is the difference between the proforma invoice and another conventional invoice?
Proforma invoice provides information to the customer regarding the particulars of the goods yet to be delivered.it will help the customer in making decisions, regarding whether to place an order or not. A conventional invoice is containing the details of products or services provided to inform the actual amount due for payment.
How can you activate the proforma invoice?
For configuring the proforma invoice, go to Sales>Configuration>Settings and activate the Pro-forma invoice feature.
What is the proforma invoice?
Pro-forma invoices are an estimated invoice in advance of the delivery of goods. For more information refer the blog pro-forma invoice in odoo
What is downpayment on invoice and how it is useful?
A down payment is the initial payment sections on a sales order, with the agreement rest of the amount can be paid later. it is mainly used in large expense orders. when we creating the invoice you can see an option downpayment under creating an invoice. click on the downpayment, some new sections added on the invoice to fill the downpayment amount, income account and customer taxes. fill the sections correctly.
What is the difference between ordered quantities and delivered quantities in invoicing policy?
The difference between ordered quantities and delivered quantities is one you select ordered quantities you can invoice as soon as the sale is confirmed, on the other hand in the case of delivered quantities you will have to validate the delivery first.
If you want to check the expense details of one product among the expense details of all products, what will you do?
Sometimes if you want to know about the expense details of one product from the expense of your total products, so this can be handled in analytic accounting sections. For that case, we put an analytic account for that particular product and use this analytic account for further reporting sections also. In odoo, we use an analytic account instead of a cost center in tally and further details refer cybrosys blog, analytical account, and tags in odoo 12
How will you add more detailed terms & conditions?
For that purpose, you can attach an external document with conditions to the email you send to the customer.
How will you add an invoice and delivery address to a customer?
for adding both to a customer before a sales order or quotation, go to customers form under sales>orders>customers and add invoicing and delivery address to the specified customer.
What is the need of deadlines in quotation templates?
If you set a deadline on a quotation template the particular quotation will be expired on the date specified on the deadline.
What is the need of adding a quotation deadline on quotations?
While sending a quotation you want to add a deadline for that quotation. it is important to add a deadline to quotations for understanding the offers added to the customer and other details of the particular quotation. for that in every quotation or sales order, you want to add the expiration date on the quotation.
How can we see the default vendor tax of product?
first go to the products and click on a product. here you can see the full details of the products. under the purchase tab, you can see the vendor tax which implies the default taxes used when buying the product.
How to register the payment online?
When the vendor sents quotation email to the customer, so the customer will able to pay online.
How can we configure online payment?
for activating the online payment option go to sales -> configuration -> settings -> and activate the online signature& payment feature. on the payment acquires menu you can select and configure acquires of choice.
What you mean by available in POS under the point of sale tab of a product?
This option is used for that product can also available in the POS module.
Is it possible to import a quotation template?
in odoo, it is possible to import a quotation template. to do that you have to select the import button under the quotation template button. once you selected the option you can able import csv file or excel file, but it is advised to upload excel files because fields formatting is done automatically.
Is this possible to configure the confirmation mail on this quotation template section?
Yes, we can simply configure the confirmation mail on the quotation template section while creating the confirmation mail, here we can see a button to configure the confirmation mail. here we can set the scheduled end date and other details of the confirmation mail.
For what purpose we use a warning message?
Warning message is used to notify the user with the message. choosing block messages will throw an exception and block the flow. to activating the warning message go to sales ->configurations ->settings ->activate warning. for more information refer to the blog how to set an informative/blocking warning in odoo.
While creating the confirmation mail, the option "applies to" stands for what?
The "applies to" stands for confirmation mail can apply to which one, for example, if you want to put it into sales order put sales order on that section or add particular cases if you need on that section, examples(analytic account, applicant, approval request, etc)
What is an email template?
An email template is used to send a product once the invoice is validated. refer the blog odoo email templates
What is the use of online payment in quotation template?
In the quotation template, we can add an option for online payment which will ease the customers to pay the invoice online. There are different payment systems supported and the customer can able to complete a hassle-free payment.
In what way you can identify the products in your inventory in much easier way?
In every company, they use codes for their products. the internal reference is used to identify the products in the inventory easily for sale and purchase and any other operations.
How will you track the products in your inventory?
According to the number of products increase the errors also increases. so odoo erp provides lots or serial numbers to the products and the products can be tracked by the barcode system. more information refer to the blog product tracking with barcode [odoo enterprise]
Advantage of online signature in quotation template?
The purpose of the online signature in the quotation template is that when a customer verifies the sales order and confirms it, the delivery process can be launched one the customer clicks the online signature button. The option can be enabled in the confirmation tab while creating the quotation template.
What is a storable product?
The products that can be managed on the inventory are taken as storable product. We can see the on-hand quantity and forecasted quantity of the storable products in the products tab.
What is the use of an optional product in the quotation template?
Optional products are used in order to enhance sales by recommending alternatives like related and valuable items to clients.
What is a service product?
When your company is providing any type of service, you can use that service are called service products. For example, creating a 'travel expense' as a product and its type is service.
Which are the features lying under the quotation template?
You can create a quotation template in the sales module by selecting the configuration menu or you can see the quotation template under the quotation and order section in settings. the first step is to name the template, once it is done you can then add the expiry date of the template and the company name.
1. can add a product name
2. quantity of the product
3. the unit price of the product.
4. add optional products.5. selecting the mode of payment.
for more information refer to the blog quotation templates in odoo.
What do you mean by consumable products?
A product that has no inventory valuation is known as a consumable product. That means the can never show on-hand quantity and forecasted quantity.
When are we create a product you have to fill the field product type of the product, what you mean by product type?
The product type implies that the type of the product that can be stored in the inventory on your stock products are classified as storable, consumable, service. the product category means that the products on your inventory can be sorted into some groups or organize the products under some category.
What do you mean by quotation template and use of quotation template?
Sometimes we have a situation to sell a unique set of products to a shop or company, but each time we want to add these products to the quotation seeds lot of time of the executor. for removing this problem odoo ERP provides an option called quotation template. For more information refer the blog quotation templates in odoo
What is the difference between the invoice address and delivery address?
The invoices address is the address that is used to send the customer invoices and other billing information, but the delivery address is the address where the customer shipments are sent. Most of the cases both addresses is to be the same.
Is this possible to add a modification to a confirmed sale order?
We can edit the confirmed sale order. For activating this feature enables the option sale order modification under settings. This is only possible on developer mode.
What are the terms and conditions in sales?
by using this feature you can add terms and conditions on the sales order. Odoo provides the option terms and conditions between customers and vendors. In terms and conditions they want to declare all the formal information. Odoo can also provide default terms and conditions. From settings, you can activate the terms and conditions. It will be displayed on each sale order. To configure first go to Sales->Configuration->Settings->activate default terms and conditions.
How can we set the invoicing policy for products in odoo?is this possible only for ordered quantity or both?
Odoo supports both these policies by default, they are ‘ordered quantities’ (before processing the delivery) and ‘delivered quantities’ (after finishing the delivery). We can set the invoicing policy of products on their sales tab sections and in Sales->Configuration->Settings> and under-invoicing we can see the two options ordered quantity and delivered quantity. You can select from here also.
If we purchased a product in one particular unit and sale by another unit, is this possible?
Yes. we can edit the unit of measure in the sales order also. While we were choosing a product there will be an option for the edit unit of measure. Clicking the option there appears the list of units under the same category. More information refer to the blog unit of measures in odoo v12
Is it possible to add some warnings to sales orders or quotations?
Yes, In Odoo ERP we can add a warning option in sale orders or in quotations. In order to configure the warning in sales orders, go to Sales>configuration>settings and activate the option sale warnings.
How can we create a product variant grid entry in odoo?
Odoo 13 ERP provides adding product variant to your sale orders with a grid or matrix and displaying all the possible combinations of a product's attributes. Activate this option go to Sales->Configuration->Settings and tick the option variant grid entry.
How can we manage sales pricelist in sales?
Using odoo pricelist one can easily manage the price list of the product pricing, pricelist is the cost for various products by customer and supplier. Refer the blog sales pricelist management in odoo
Is this possible to change the unit price of a sale order when the sales order is on the confirmed state?
It is impossible to change the unit price once a sale order is confirmed.