创建销售报价¶
在Odoo 销售 中，可以创建报价单并发送给客户。一旦报价单被确认，它将正式转为 销售订单 ，然后可以进行开票和付款。
报价设置¶
要访问这些设置选项，请导航至 ，并滚动到 报价单与订单 部分。
报价模板 ：启用此选项以创建包含标准产品报价的报价模板，这些模板可以在报价单表单中选择。勾选此复选框后，会显示一个额外的字段 默认模板 ，同时还有一个链接到 报价模板 页面。
在线签名: 请求在线签名以确认订单。
在线支付 `: 要求客户进行在线预付款以确认订单。可以请求全额或部分预付款（通过定金）。勾选此复选框后，会显示一个额外的字段 :guilabel:`预付款金额 (%) ，同时还有一个链接到 支付提供商 页面。
默认报价有效期 ：确定报价单的有效期（以 天数 为单位）。
默认周期 ：从下拉菜单中选择一个默认周期，作为新报价单的默认订阅周期。
销售警告 ：获取有关包含特定产品和客户订单的警告信息。
PDF 报价生成器 ：使用页眉、产品描述、页脚等自定义报价单的look。
锁定确认销售 ：确保不能对确认订单进行进一步的编辑。
预报价发票: 将Pro-Forma预报价发票发送给客户。
要激活任何设置，请在所选选项的复选框旁点击复选框。然后，单击 保存 。
报价单仪表板¶
报价单 仪表板是打开销售应用时出现的页面。
默认情况下，报价单 仪表板显示当前用户相关的所有报价单，这些报价单由默认的 我的报价单 过滤器所表示。
Note
要查看数据库中的 所有 报价单，请从搜索栏中删除 我的报价单 过滤器。
报价单 列表视图中出现的报价单也可以以 看板 视图、 日历 视图、 透视表 视图、 图表 视图或 活动 视图查看。
要 查看修改 报价单 仪表板中列出的任意报价单，请单击列表中的所需报价单行，Odoo 会显示该所选报价单的详细信息。
创建报价单¶
要创建报价单，请打开销售应用，并单击主 报价单 仪表板左上角的 新建 按钮。
Important
新建 按钮 仅 在列表或看板视图中显示。
单击 新建 按钮会显示一个空白的报价单表单，该表单包含各种字段和选项。
首先，在表单的顶部的 客户 字段中输入客户名称。此字段为 必填项 。
如果客户信息已经保存在数据库中，则 发票地址 和 发货地址 字段会自动填充该客户保存的信息，基于该客户联系人记录中的数据（在 联系人 应用中找到）。
如果客户被其他客户或联系人所推荐，请将推荐人的名称输入到 推荐人 字段中。
如果选择了 推荐人 ，则 佣金计划 字段会出现，该字段中可以选择佣金。此佣金将授予所选的推荐人。
接下来，如果客户信息尚未自动填充，请将适当的地址输入到 发票地址 和 发货地址 字段中。这两个字段都是 必填项 。
然后，如果需要，请从下拉菜单中选择一个 报价单模板 ，以应用到该报价单。需要注意的是，所选模板可能会显示一些额外的字段。
默认的 到期 字段中的日期基于在 默认报价有效期设置 中配置的数字（在 中）。
Tip
当使用报价单模板时， 到期 字段中的日期基于模板表单的 报价有效期 数字。
如果此报价单是针对重复的产品或订阅，请从该特定下拉菜单中选择所需的 订阅计划 。
最后，选择特定的 价格表 来应用此报价。
最后，选择特定的 付款方式 来使用此报价。
订单行选项卡¶
第一个选项卡为 订单行 。
在此选项卡中，选择产品，并选择产品数量，将其添加到报价中。
在此选项卡中有两种添加产品的方式。
点击 添加产品 ，从 产品 下拉菜单中选择所需的项目，如有必要可继续调整所选项目的数量。
或者，点击 品类 ，将显示一个单独的页面，该页面显示一个整理后的目录显示，其中项目可以按 产品类别 和 属性 组织。
From here, simply locate the desired items, click the Add button on the product card, and adjust the quantity, if needed. When complete, click the Back to Quotation button in the upper-left corner to return to the quotation, where the newly-selected catalog items can be found in the Order Lines tab.
If multiple items should be presented in a more organized way on the quotation, click Add a section, enter a name for the section, and drag-and-drop that section heading in the desired location amongst the items in the Order Lines tab. The section heading appears in bold and a sub-total for all products in a section is displayed.
If needed, click Add a note beneath a certain product line to add a custom note about that specific product. The note appears in italics. Then, if needed, proceed to drag-and-drop the note beneath the desired product line.
Beneath the product lines, there are buttons that can be clicked to apply any of the following: Coupon Code, Promotions, Discount, and/or Add shipping.
Optional Products tab¶
Open the Optional Products tab to select related products that can be presented to the customer, which may result in an increased sale.
For example, if the customer wants to buy a car, an optional product that could be offered is a Trailer Hitch.
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Other Info tab¶
In the Other Info tab, there are various quotation-related configurations separated into four different sections: Sales, Delivery, Invoicing, and Tracking.
Note
Some fields only appear if specific settings and options have been configured.
销售部分¶
In the Sales section of the Other Info tab, there are sales specific fields that can be configured.
Salesperson: Assign a salesperson from the drop-down menu to be associated with this quotation. The user who originally created the quotation is selected in this field, by default.
Sales Team: Assign a specific sales team to this quotation. If the selected Salesperson is a member of a sales team, that team is auto-populated in the field.
Company: Select a company from the drop-down menu this quotation should be associated with. This field only appears when working in a multi-company environment.
Online signature: Tick this checkbox to request an online signature from the customer to confirm the order. This field only appears if the Online Signature setting has been enabled.
Online payment: Tick this checkbox, and enter a desired percentage in the adjacent field, to request an online payment from the customer (for that designated percentage of the total amount) to confirm the order. This field only appears if the Online Payment setting has been enabled.
Customer Reference: Enter a custom reference ID for this customer. The entered reference ID can contain letters, numbers, or a mix of both.
Tags: Add specific tags to the quotation for added organization and enhanced searchability in the Odoo Sales application. Multiple tags can be added, if necessary.
Delivery section¶
In the Delivery section of the Other Info tab, there are delivery-specific fields that can be configured.
Shipping Weight: Displays the weight of the items being shipped. This field is not modifiable. Product weight is configured on individual product forms.
Incoterm: Select an Incoterm (International Commerical Term) to use as predefined commerical terms for international transactions.
Incoterm Location: If an Incoterm is being used, enter the international location in this field.
Shipping Policy: Select a desired shipping policy from the drop-down menu. If all products are delivered at once, the delivery order is scheduled, based on the greatest product lead time. Otherwise, it is based on the shortest lead time. The available options are: As soon as possible or When all products are ready.
Delivery Date: Click into the empty field to reveal a calendar popover, from which a customer delivery date can be selected. If no custom date is required, refer to the Expected date listed to the right of that field.
Invoicing section¶
In the Invoicing section of the Other Info tab, there are invoicing specific fields that can be configured.
Fiscal Position: Select a fiscal position to be used to adapt taxes and accounts for particular customers or sales orders/invoices. The default value comes from the customer. If a selection is made in this field, an Update Taxes clickable link and icon appear. When clicked, the taxes for this partiuclar customer and quotation are updated. A confirmation window appears, as well.
Analytic Account: Select an analytic account to apply to this customer/quotation.
Tracking section¶
In the Tracking section of the Other Info tab, there are tracking specific fields that can be configured.
Source Document: Enter the reference of the document that generated the quotation/sales order, if applicable.
Opportunity: Select the specific opportunity (from the CRM app) related to this quotation, if applicable.
Campaign: Select the marketing campaign related to this quotation, if applicable.
Medium: Select the method by which this quotation originated (e.g. Email), if applicable.
Source: Select the source of the link used to generate this quotation (e.g. Facebook), if applicable.
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备注选项卡¶
In the Notes tab of the quotation form, enter any specific internal notes about the quotation and/or customer, if desired.
Sending and confirming quotations¶
Once all the necessary fields and tabs have been configured, it is time to send the quotation to the customer for confirmation. Upon confirmation, the quotation turns into an official sales order.
At the top of the form, there is a series of buttons:
Send by Email: When clicked, a pop-up window appears with the customer’s name and email address in the Recipients field, the quotation (and reference ID) in the Subject field, and a brief default message in the body of the email, which can be modified, if needed.
Below that, a PDF copy of the quotation is attached. When ready, click Send to send the quotation, via email, to the customer, so they can review and confirm it.
Send PRO-FORMA Invoice: This button only appears if the Pro-Forma Invoice setting has been enabled. When clicked, a pop-up window appears with the customer’s name and email address in the Recipients field, the Proforma invoice (and reference ID) in the Subject field, and a brief default message in the body of the email, which can be modified, if needed.
Below that, a PDF copy of the quotation is attached. When ready, click Send to send the quotation, via email, to the customer, so they can review and confirm it.
Confirm: When clicked, the quotation is confirmed, and the status changes to Sales Order.
Preview: When clicked, Odoo reveals a preview of the quotation the customer sees when they log into their customer portal. Click the Back to edit mode link at the top of the preview page, in the blue banner, to return to the quotation form.
Cancel: When clicked, the quotation is canceled.
Note
If the Lock Confirmed Sales setting is enabled, the sales order becomes Locked, and is indicated as such on the sales order form.
At this point, the quotation has been confirmed, turned into a sales order, and is now ready to be invoiced and paid for.
For more information about invoicing, refer to the Invoice based on delivered or ordered quantities
