How to Create Quotation Templates Sequence in Odoo 18 Sales
- 1. How to Create Quotation Templates Sequence in Odoo 18 Sales Enterprise
- 2. Enterprise Introduction In this slide, we’ll discuss on how to create quotation templates sequence in Odoo 18 Sales. Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. These templates streamline the creation of professional sales documents, ensuring consistency and accuracy. By defining specific sequences, businesses can maintain better organization and tracking of their sales processes.
- 3. Enterprise First, we can enable the quotation template from the settings of the Sales module so that we can create standardized offers with default products. By following the link we can also create new template.
- 4. Enterprise Also we can go to quotation templates from the Configuration menu in Sales module.
- 5. Enterprise This will show the list view of the quotation templates and by clicking on New button, we can create new Quotation templates.
- 6. Enterprise In the quotation template form view, we can add the necessary details for the template including the invoicing journal and the quote calculator. Quote calculator is used for calculating shipping cost which automatically calculates the total prices of the quotation including the taxes and any applicable discounts and surcharges.
- 7. Enterprise Inside the lines tab, we can add the products and ensure that delivery charge is also included in the product lines.
- 8. Enterprise After creating the quotation template, we can create new quotation and choose the quotation template which we created in the Quotation template field.
- 9. Enterprise After choosing the template, we can see the smart tab Quote calculator in the quotation.
- 10. Enterprise If we click on the smart tab, we can see the spreadsheet where we can manage the shipping and assembly costs.
- 11. Enterprise In the Transport section, we can choose vehicle from the vehicles list and see how the transportation cost changes.
- 12. Enterprise Also we can add the distance and calculate the transport cost.
- 13. Enterprise After the calculations, if we go back to the quotation, we can see the new delivery charge applied to the total sale order amount.
- 14. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com