Sales - Odoo

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Your First Quotation

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In this video, you'll discover how easy it is to create your very first quotation with Odoo Sales! 00:00 - 00:20 Introduction 00:21 - 00:30 Create Quotation 00:31 - 01:45 Quotation Form 01:46 - 03:48 Order Lines Tab 03:49 - 04:18 Optional Products Tab 04:19 - 04:52 Quote Builder Tab 04:53 - 05:05 Other Info Tab 05:06 - 05:15 Notes Tab 05:16 - 05:43 Preview Quotation 05:44 - 06:25 Send and Confirm Quotation 06:26 - 06:44 Conclusion **Check out more Odoo tutorials** https://www.odoo.com/documentation/17.0/applications/sales/sales/send_quotations/create_quotations.html **App documentation** - https://www.odoo.com/documentation/17.0/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/WuU - Start a free trial: https://www.odoo.com/r/4HTR

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1. What happens automatically when you select a customer that is already in your database?

Odoo sends them a "Welcome back" email immediately. Their invoice and delivery addresses are automatically populated to save time. The system applies a 50% discount to all products by default.

2. What is the purpose of the "Optional Products" tab in a quotation?

To list products that are currently out of stock. To show products that the customer has already purchased in the past. To offer complementary products (upselling) to entice the customer to add them to their order.

3. What action officially turns a "Quotation" into a "Sales Order" in Odoo?

Sending the quote to the customer via email. Clicking the "Confirm" button after the customer agrees to the deal. Adding an internal note in the "Notes" tab for the warehouse team.

Sales - Odoo

Your First Quotation

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