Sales - Odoo 17 Enterprise Book

Sale Order

The quotation will be instantly transformed into a sales order once the customer accepts it. By selecting the Sign & Pay button from the customer site, the customer can Confirm the quote.

Odoo 16 inventory

To accept the quotation and sign, a pop-up window will open as seen in the screenshot below.

Odoo 16 inventory

To finish the payment process, the consumer can click the Accept & Sign option. When you examine the sales quotation in the backend, you'll notice that the Customer Signature tab has the customer's signature information submitted automatically.

You can now select the Confirm button. The status of the quotation will change to Sales Order after you click the CONFIRM button, as seen in the figure below.

Odoo 16 inventory

You will have a unique platform in the Odoo17 Sales module under the Orders menu to manage all of these sales orders.

Odoo 16 inventory

The details of the Sales Order Number, Order Date, Website, Customer, Salesperson, Activities, Company, Total, and Invoice Status will be displayed in this platform's list view. For this platform, Odoo supports List, Kanban, Calendar, Pivot, Graph, and Activity views. With default and programmable choices, the Filters and Group By options will assist you in streamlining your search operations.

Odoo 17 brought some additional functionality to sales orders. Let's examine those modifications now.

A list of sales orders is displayed; in Odoo 17, shift + Down Arrow can be used to select multiple sales orders.

Odoo 16 inventory

The Action button now displays more functions. Export is the first option available on the Action button. This allows the sale orders to be exported in CSV or XLSX format for use in the system. Fields can be selected by users for exporting. The widow's right side displays the selected fields. Next, select the Export option.

Odoo 16 inventory

This option allows you to cancel the specified selling orders with only one click when you click the Cancel Quotation. A confirmation message will show up if the Cancel Quotation option is selected. Next, click the Cancel Quotation button that is located on the popup window. The chosen quotes then advance to the Cancel phase.

Odoo 16 inventory

You can make a new invoice in draught format by selecting the Create Invoice option. Order Count is the total number of chosen sales orders. Choose Consolidated Billing if you want to create a single invoice for all orders associated with the same clients and billing address for a subscription order. Next, select the button labeled "Create Draft Invoice."

Odoo 16 inventory

When the draft invoice opens, every product listed in every one of the chosen sales orders is included in one document. All of the specified sales orders are displayed on the Sale Orders smart tab.

Odoo 16 inventory

This is possible only for subscription orders.

You can send the customer SMS text messages by using the Send an SMS text message option. You can add a message to send using the popup box.

Odoo 16 inventory

Changing the customer from the sale order is possible with the Change Customer option. You can add a new customer, an invoice address, and a delivery address in the popup window before clicking the Submit button.

Odoo 16 inventory

Let's now examine how to produce invoices from the verified sales orders.

whatsapp
location

Calicut

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

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