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4. Quotation
The quotation is the draft status of the sales order. The two share a form, which is identified by the state (quote: draft, sales order: sale) field. This form corresponds to the sale_order data table. The following is a new quotation:
4.1 Quotation
The due date indicates the date on which this "draft" expires.
Once a product is selected, the description field, unit price field, and tax field will be automatically supplemented. After modifying the order quantity, the subtotal will automatically calculate the price of the order.
Multiple products can be added to an order, and the total in the lower right corner will automatically calculate the tax and the amount before and after tax.
Other information menu:
manage some sales information: the salesperson and sales team of the order, source document: generate the request document related to this sales order
4.2 Send a quotation
After the quotation is generated, it can be submitted to the customer in the form of "send by mail" and "print" for the customer to confirm the purchase information:
at this time, the status of the quotation is updated to "sent quotation":
4.3 Sales order
Once the customer has confirmed the quotation, he can click "Confirm Sales", and the
status of the quotation will be updated to "Sales Order":
4.4 Printing and Action
You can choose to print the form at the top of the form:
or do the following
4.5 Display
Displayed in list view by default:
you can see some basic information, and automatically calculate and display the total amount of all orders below the list.
Kanban view:
Calendar view, which can be displayed in units of days, weeks, and months, and can be filtered by status: Pivot
table, a measurement tool that can be divided infinitely as needed
There are three types of bar chart, line chart and pie chart:
4.6 Import
In addition to creating a new quotation directly on the page, you can also import a local file (in the list view) through the "Import" button:
5. Sales order
When the order status is "Sales Order", it can be viewed and operated in the Sales Order menu.
The current form status is:
Locked: Locked means that the order can no longer be modified, but invoices can still be created and sent.
5.1 Create an invoice
Click Create Invoice:
You can choose the following 4 invoicing methods for invoicing:
Click Create Invoice to get the draft invoice:
Click Verify, it means that the draft has been approved, the current status is "Open", and the next stage is to register for payment:
5.2 Register payment
Fill in the payment information:
the status is updated to "paid":
5.3 Refund
After the sales order is generated, the refund operation can be completed according to the customer's needs. Click the "Refund Invoice" button:
Fill in the refund information:
This will be explained in detail in "Accounting".