Odoo 16 Community Book

Sales Order

The quotation will be converted to a sales order when the customer confirms it. From the customer portal available on the website, they can Sign & Pay the quotation.

When you click on the Sign & Pay button, you will get a pop up as shown below.

Here, the customer can add a signature. After adding a signature, the customer will get the payment window.

Based on the payment policies, the customer can pay the order. When you check the quotation in the backend, you will get the customer signature under the respective tab.

You can click on the Confirm button and convert the quotation to a sales order.

Here, you can find that the sales order is locked. You can Unlock the order by using the respective button available on the window. This locking feature prevents the sales order from any editing after confirming it.

You can activate this feature from the Settings menu of the module as shown above.

You will get the list of all sales orders in your Sales module from the Orders menu.

It includes the Number, Order Date, Website, Customer, Salesperson, Activities, Company, Total, Invoice, and Status. Just like the Quotation window, you will get the Kanban, Pivot, Graph, Calendar, and Activities views of the sales orders in this platform.