How to Create New Quotation?

Odoo CMS - a big picture

Step 1

  1. Select "Sales" on menu.

  2. Then click "Quotation" on submenu.

  3. Click   to start create quotation.

Odoo CMS - a big picture

Step 2

  1. Select "Customer" and click the correct customer, and it will apply. 

  2. If there is any Invoice, Delivery address is different from customer field and you can select a different address for "Invoice Address" & Delivery Address.

Odoo CMS - a big picture

Step 3

  1. Select Add item = Add product.

Odoo CMS - a big picture

Step 4

  1. Product Added with "Product", "Quantity", "Taxes".

  2. If customer want to delete the product that had been added, click the tiny rubbish bin beside .

  3. When everything is complete, click "Update"   and most importantly is to click .

Odoo CMS - a big picture

Step 5

  1. Lastly click  then select  You may see a downloaded PDF file.