Regent - Sales Process Demo

What You Will Learn:

• Navigating
  the Sales Module: Understand the layout and key functionalities of the
  Odoo Sales dashboard.


• Creating
  a New Quotation: Learn how to initiate a new sales quotation,
  including entering customer information and specifying quotation details.


• Adding
  Products and Services: Discover how to add multiple product lines to a
  quotation, including specifying quantities, unit prices, and applying
  discounts and taxes.


• Managing
  Quotation Statuses: Explore the different stages of a quotation, such
  as draft, sent, and locked, and how to transition between them.


• Sending
  Quotations to Customers: Learn the process of electronically sending a
  quotation to a customer directly from the Odoo system.


• Customizing
  Quotation Views: Get familiar with how to configure and customize the
  fields and information displayed on your quotation documents.