Sales - Odoo 16 Enterprise Book

Sales Order

Once the customer confirms the quotation, it will be automatically converted into a sales order. From the customer portal, the customer can confirm the quotation by clicking on the Sign & Pay button.

odoo-sales

A pop-up window will appear as shown in the screenshot below to accept the quotation and sign.

odoo-sales

The customer can click on the Accept & Sign button and complete the payment procedure. When you check the sales quotation in the backend, you can find that the Customer Signature tab is automatically uploaded with the details of the signature from the customer.

odoo-sales

Now, you can click on the Confirm button. By clicking the Confirm button the status of the quotation will be changed to Sales Order as shown in the image below.

odoo-sales

In the Odoo Sales module, you will get a separate platform to manage all these sales orders under the Orders menu.

odoo-sales

The list view of this platform will show the details of the Sales Order Number, Order Date, Website, Customer, Salesperson, Activities, Company, Total, and Invoice Status. Odoo offers List, Kanban, Calendar, Pivot, Graph, and Activity views for this platform. The Filters and Group By options will help you to simplify the searching procedures with default as well as customizable options.

Now, let’s take a look at how to generate invoices from the confirmed sales orders.

whatsapp
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message