Add Sections, and Notes, in a Quotation Using Odoo 17 Sales

A sales quotation is a record that gives customers access to the price of particular services or products. Generally, suppliers create a transaction. A sales quotation gives a detailed breakdown of the products and services offered to customers. The quotation that the buyer requested; is not considered a binding agreement. The customer agrees to purchase the product and also the agreed-upon price.

With the Odoo 17 Sales Module, Users and Companies can make quotation templates for their popular products or services, We provide clients with faster and more customized quotations without creating new ones. This platform helps to create quotations for clients by enabling users to specify products, sections, and notes. Users can also quickly calculate the total cost of a quotation in minimum time.

Create a New Product for Sale Order

Before creating a new quotation, we need to determine the products that should be there in the quotation. You can able to select the necessary product from Product Master. In Odoo Sales, we can be accessed the “Products Master”.

Now we need to create a new product by clicking on the “New” button.

You need to enter the “Product Name” in the form, click on the star button, and add a product photo as the first step of creating a new product. In the “General Information” tab, you can add basic information about the product. For  managing inventory, we need to select “Storable Product in the “Product Type”  and we need to select “Ordered Quantities” as the “Invoice Policy.” We need to add the total price of the product to the “Sales Price”. Then we can add other relevant product details to the forms in other tab sections, then we need to save the product information. Now we can use this product to create the quotation.

Creating a new Quotation

We need to go on Sale > Quotation Menu to create the quotation

Then we need to click on the New Button to create the quotation

We can select the customer and edit and update the customer details like address, mobile, and emails, and the same address is used in the Invoice Address and Delivery Address and we need to select the expiration date in the expiration field.

We can also select the recurring Plan in the recurring field and the pricelist and payment terms as per the requirement.

Adding Products, Sections, and Notes

In the “Order Lines” page Tab will now be able to manage Products, Notes, and Quotation Sections. Clicking on the “Add a product” option we can add a new product.

we can type the product name or select the product from the dropdown list of Product Master.

Adding any products from a Catalog: we need to click on the “Catalog” button which is there in the “Order Lines” tab and we can select the product.

We can use the “Add” button on the Kanban view to add the product to a sales order.  We can remove the product by clicking the “Remove” button, and then you can go back to the form view by clicking the “Back to Quotation” button.

Adding Sections

By clicking on the “Add a Section” option, we can add a new section. In the blank field, type the section’s name.

Adding Notes

We can add the Note by Clicking the “Add a note” button under the “Order Lines” tab. We can edit the product information in the blank field and display it by this action.

Similarly, we can add another product named “Customizable Desk” and we are adding its sections and notes.

We can see the Product Sections and the “Notes” will be shown in the Order Line.