Odoo 14 book

Customers

Under Odoo 14 a user can choose the customers from the given list of customers. The user can also create a new customer easily.

Create New Customer

In Odoo the user can select two types of customers:

1. Individual

2. Company

Here you get an option to create a new customer of yours by adding his name, address, phone, mobile, email id, website link GST, treatment and other details.

Under Contact and Address tab

Contact creation also enables you to add invoice address, delivery address, private address and other address for the same contact.

Under Sales and Purchase Tab

Sales Person: Employee who is in charge of this contract.

Delivery Method: It can be the default Delivery method used in sales order.

Payment Terms: If a buyer wants to use a payment method which is not included in the default method, this field can be used.

Pricelist: Pricelist field can be used against the default one.

Barcode: Barcode helps to identify this product from POS.

Fiscal Position: Fiscal position calculates the taxes/accounts for this particular contract.

Under Accounting Tab

Bank: Here you can fill the name of the bank, where the customer holds the account.

Account number: The registered account number of the customer.

Account Receivable: You can use this account instead of the default one as the receivable account.

Account Payable: This account can be used instead of the default one as the payable account for the current partner.

Internal Note Tab: It is a functional feature enabling you to add a comment without disturbing followers. This helps you to notify a particular seller, instead of disturbing all others. Moreover, you can insert an internal note in the customer form using this feature.

Sales quotations

Sales Quotation is the official communication in a prescribed format that provides a purchaser with the information on the actual expenses for a product. It can also be the price of a service. Different businesses offer the same service at different costs. The cost differs due to reasons like the material used and the labour charges.

A user can select QUOTATIONS from the Order list in Sales Module.

Create New Quotation

To create a new quotation, you can go to Sales> Quotations> Create

Then you will get a create form as given below.

Here, the user will be able to give the details including customer name.

You can also add, GST treatment, invoice address, delivery address, Expiration date, quotation date, price list and payment terms.

Under the Orderline

Here you can give the product details, description, quantity for sale, unit of measure, package, unit price and taxes. This also helps to generate the subtotal. Here the user can also add coupons and promotions.

Quotation template

You can create a quick quotation template if quotation templates are required frequently.

Create Template

You can create template by going to Sales> Configuration Quotation Template

Create first template

The template menu can be found under Sales >Configuration> Quotation Templates.

One can either create a new quotation template or edit the existing one.

First you have to name the quotation template. Then you can select the product, product quantity and the expiration time for the quotation.

The same way add discounts to the products also here if you have activated the discounts option in the sales settings. The base price can be set in the product configuration and this can be changed by the customer pricelists.

Set Expiration date

On each quotation or sales order, one can include an Expiration Date.

Editing Quotation Template

A user can edit the customer interface of the template by clicking the Edit Template button

Use a quotation template

You can create a quotation template by selecting the desired template. All product(s) included in the template will automatically get added to your quotation.

You can also set a confirmation process within the template. This can be done with the help of digital signature or online payment.

Pricelists

Price lists indicate the price of products which are put on sale. Price list feature of Odoo helps to manage the price of the product easily. It helps to control and modify the price of the product for a specific customer or for a specific transaction. All changes can be made based on the requirement of the company.

You can manage the price lists in Odoo in a few steps.

Go to Sales>Configuration>Settings. Here, you should tick the check box- Multiple Sales Prices per product and save changes.

In Odoo, there are two types of sales price list.

Multiple prices per product are the first category. This allows customer segments and use of different price lists for different countries having different currencies.

Prices computed from formulas (It is used for discounts, margins, rounding): This option in Odoo helps the user to set price change rules. Changes can be made relative to public price, product cost price, or to another pricelist. Odoo supports the change calculation based on discounts and the price changer rules. Besides, Odoo allows the user to round the prices based on the nearest cent or dollar or even the multiple of both.

Pricelists Under Multiple prices per product

You can create a new pricelist by going to Sales>Products>Price Lists

To Create a new price list click the CREATE button. A create form will appear as given below.

Here, the user can create a price list by filling the fields in the form. The details, including the company name, price rules for the product can be added. You can add new products by clicking add a line.

The user can also add product variants if any, minimum quantity, product price and start date and end date of the product price list.

Under the Configuration Tab

Here, you have many options like,

Country Groups: Here you can select the country group. This will help to restrict the use of a particular price list in the selected country group.

Website- Once this field is enabled it allows the buyer to view the price lists from the website.

E-commerce promotional code: These codes enable the use of code for availing discounts.

Now Go to Sales>Products>Price Lists and activate Prices computed from formulas option (discounts, margins, rounding’s). Tick the option and save changes.

Now, to create a new price list, Go to Sales>Products>Price Lists

Click the CREATE button to create a new pricelist.

A form will appear like below

Here you can click add a line to give more details.

A new window will be opened then

Here we can define certain parameters for creating the pricelist.

Apply on: The user can apply a rule here based on the given criteria.

All products: This activates the price list on all products.

Product Category: This activates price list on selected product category (eg. sealable, fruits, electronics)

Product: This helps to enable price lists only for a specific product.

Product Variants: Pricelist will be applicable only for a specific product variant.

Minimum Quantity: Minimum quantity required to apply Pricelist rule.

Start Date: The date on which the pricelist comes into force

End Date: The expiry date of pricelist

Price computation: IT is used for calculating the price using different methods

Fixed price: With this feature, the user can fix a price for a product or a group of products.

Percentage (discount): IT helps to define a percentage discount on the sales price of a product or product variant or product category.

Formula: With this, the price of the product can be calculated by using a formula.

Now, we can go back to framing sales quotations. A user can add payment Terms in the quotation.

A user can change the payment terms for a quotation by selecting the term form the dropdown menu. This makes it more adaptable for the dealer.

Here, you can click on the Extra Price button

You can create a new price list for the product

Here is another most beneficial feature of Odoo: Optional Products Tab. This enables you to include related items or services.

You can also add suggested/ optional products to the quotation

This can be done when they receive an order by email.

Discounts

Permission to use discounts on quotations is sure to improve the prospect of the business.

you can enable discounts in quotation, Go to Sales>Configuration>Settings

Under pricing, tick the option discounts

Once you enable the option it gets reflected in the sales quotation.