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.