c630d69bb0
https://docs.google.com/document/d/14Ne7siIRykq-GvrkIyUxeUkWPi_xJO7lwbR5lstL_P4/edit?ts=560d5830#
130 lines
4.3 KiB
ReStructuredText
130 lines
4.3 KiB
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=================================
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How to create my first quotation?
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=================================
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Overview
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========
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Quotations are documents sent to customers to offer an estimated cost
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for a particular set of goods or services. The customer can accept the
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quotation, in which case the seller will have to issue a sales order, or
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refuse it.
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For example, my company sells electronic products and my client
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Agrolait showed interest in buying ``3 iPads`` to facilitate their
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operations. I would like to send them a quotation for those iPads with
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a sales price of ``320 USD`` by iPad with a ``5%`` discount.
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This section will show you how to proceed.
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Configuration
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=============
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Install the Sales Management module
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-----------------------------------
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In order to be able to issue your first quotation, you'll need to
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install the **Sales Management** module from the app module in the Odoo
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backend.
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.. image:: media/first_quote01.png
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:align: center
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Allow discounts on sales order line
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-----------------------------------
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Allowing discounts on quotations is a common sales practice to improve
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the chances to convert the prospect into a client.
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In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on the
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sale price. To enable the feature, go into the **Sales** application, select
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:menuselection:`Configuration --> Settings` and, under **Quotations and Sales**, tick
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**Allow discounts on sales order line** (see picture below) and apply your
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changes.
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.. image:: media/first_quote02.png
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:align: center
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Create your quotation
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=====================
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To create your first quotation, click on :menuselection:`Sales --> Quotations` and
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click on **Create**. Then, complete your quotation as follows:
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Customer and Products
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---------------------
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The basic elements to add to any quotation are the customer (the person
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you will send your quotation to) and the products you want to sell. From
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the quotation view, choose the prospect from the **Customer** drop-down list
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and under **Order Lines**, click on **Add an item** and select your product.
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Do not forget to manually add the number of items under **Ordered
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Quantity** and the discount if applicable.
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.. image:: media/first_quote03.png
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:align: center
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If you don't have any customer or product recorded on your Odoo
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environment yet, you can create them on the fly directly from your
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quotations :
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- To add a new customer, click on the **Customer** drop-down menu and click
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on **Create and edit**. In this new window, you will be able to
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record all the customer details, such as the address, website,
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phone number and person of contact.
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- To add a new product, under **Order line**, click on add an item and on
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**Create and Edit** from the drop-down list. You will be able to
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record your product information (product type, cost, sale price,
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invoicing policy, etc.) along with a picture.
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Taxes
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-----
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To parameter taxes, simply go on the taxes section of the product line
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and click on **Create and Edit**. Fill in the details (for example if you
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are subject to a ``21%`` taxe on your sales, simply fill in the right amount
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in percentage) and save.
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.. image:: media/first_quote04.png
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:align: center
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Terms and conditions
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--------------------
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You can select the expiration date of your quotation and add your
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company's terms and conditions directly in your quotation (see picture
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below).
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.. image:: media/first_quote05.png
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:align: center
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Preview and send quotation
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==========================
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If you want to see what your quotation looks like before sending it,
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click on the **Print** button (upper left corner). It will give you a
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printable PDF version with all your quotation details.
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.. image:: media/first_quote06.png
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:align: center
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.. tip::
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Update your company's details (address, website, logo, etc) appearing
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on your quotation from the the **Settings** menu on the app switcher, and
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on click on the link
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:menuselection:`Settings --> General settings --> Configure company data`.
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Click on **Send by email** to automatically send an email to your customer
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with the quotation as an attachment. You can adjust the email body
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before sending it and even save it as a template if you wish to reuse
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it.
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.. image:: media/first_quote07.png
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:align: center
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.. seealso::
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* :doc:`recurring`
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* :doc:`../online/creation`
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* :doc:`optional`
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* :doc:`terms_conditions` |