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Odoo Sales Quotation/Order Awareness

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Sales Quotation/Order

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Frequently Asked Questions (FAQs)

  1. How do I create a new sales quotation in Odoo?
    Go to the SQ module and click “New” to start a new quotation.

  2. Can I filter quotations by customer or date?
    Yes, you can use “Filter” or “Group By” options to view specific data.

  3. What is the purpose of the “Customer Reference” field?
    It’s used to enter SAP SO numbers for tracking.

  4. How do I assign multiple sales employees to a quotation?
    Use “Add a Line” under Analytic Distribution to assign multiple employees with percentage allocation.

  5. What does the “Global Discount %” apply to?
    It applies to the total amount of the quotation.

  6. Can I print a quotation or sales order?
    Yes, go to Settings → Print → Choose Layout to print.

  7. How do I convert a quotation into a sales order?
    Use the “Sales Order” smart button in the SQ module or go through the Sales module.

  8. What happens after confirming a sales order?
    A Delivery Order is automatically generated and status changes to “Sale Order”.

  9. Can I edit products after confirming a sales order?
    No, you can only add more products but cannot edit existing ones.

  10. What is the “Need Delivery” checkbox for?
    It indicates whether delivery is required for the order.

  11. How do I add a product to a quotation?
    Click “Add a product” and select from the catalog or search.

  12. What is the “Pricelist” field used for?
    It determines the pricing based on predefined lists.

  13. Can I add notes or sections to a quotation?
    Yes, use “Add a note” or “Add a section” for summaries or grouping.

  14. Where can I view the delivery and invoice status of a sales order?
    In the Report View section under the Sales module.

  15. What is the “Contract Type” field used for?
    It’s used to select the type of contract when creating a sales order.

How do I know if a delivery is required for a Sales Order?
Use the “Need Delivery” checkbox to indicate delivery requirement.

Can I create a Sales Order directly without a quotation?
Yes, you can create a new Sales Order from the Sales module.

What is the “Survey No” used for?
It’s used for 3Eng Survey Jobs related Sales Orders.

Can I change the product quantity after confirming a Sales Order?
No, you can only add new products; existing ones cannot be edited.

Where do I find the Delivery Order after confirming a Sales Order?
It appears automatically in the Sales module.

What is the role of the Warehouse Team after Sales Order confirmation?
They handle the delivery process based on the confirmed order.

How do I print a Sales Order or Quotation?
Go to Settings → Print → Select Layout.

Can I group products in a quotation?
Yes, use “Add a section” to group products under headers.

What is the “Catalog” feature used for?
It allows selection of product groups or categories without choosing individual items.

How do I search for a specific Sales Order or Quotation?
Use the SQ No or SO No in the search bar.

What does the “Old Lot/Serial” field represent?
It’s used to enter the serial number of machines related to the sale.

Can I include free items in a Sales Order?
Yes, use the “Sample/FOC” field to indicate free items.

What is the “Contract Type” field used for?
It helps categorize the type of contract linked to the Sales Order.

Is it possible to view invoice and payment status for Sales Orders?
Yes, use the Report View to check delivery, invoice, and payment status.

Can I use filters to view specific Sales Orders?
Yes, filtering by Source Document or other fields is supported in Report View.
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1. What is the first step to create a new quotation in Odoo Sales?
a) Go to Sales Order b) Click on “New” in the SQ module c) Open the Report View d) Print the layout
2. Which field auto-fills based on the selected customer’s credit term?
a) Pricelist b) Payment Term c) Expiration d) Order Date
3. What does the “Sales Employee” field represent?
a) Delivery contact b) Invoice approver c) Person responsible for the sale d) Sales manager
4. Which discount type affects the total amount only?
a) Line Item Discount b) Global Discount % c) Fixed Amount d) On All Order Lines %
5. What is the purpose of the “Add a section” feature?
a) Add a new customer b) Group products under headers c) To write a note d) Print the quotation
6. Where can you view the Sales Order number after confirming a quotation?
a) Report View b) Print Layout c) Sales Module > List View d) SQ Module
7. What does the “Source Document” field show in a Sales Order?
a) Delivery address b) SQ number c) Contract type d) Warehouse location
8. Which module is used to convert a quotation into a sales order?
a) Report View b) Print Layout c) SQ Module > List View d) Delivery Module
9. What happens after confirming a Sales Order?
a) It gets deleted b) A Delivery Order is created, can't delete product line c) It returns to quotation d) It prints automatically
10. What is the purpose of the “Survey No” field?
a) For delivery tracking b) For 3Eng Survey Jobs c) For contract approval d) For invoice reference
11. Which field is used to indicate if delivery is needed?
a) Contract Type b) Need Delivery c) Source Document d) Delivery Address
12. What is the correct sequence for printing a Sales Order layout?
a) Print → Settings → Layout b) Settings → Print → Layout c) Layout → Print → Settings d) Print → Layout → Settings
13. What does the “Old Lot/Serial” field refer to?
a) Customer reference b) Product category c) Serial number of related machines d) Discount type
14. What happens to the unit price when a pricelist is selected?
a) It must be entered manually b) It auto-fills based on the pricelist c) It is hidden d) It is calculated from taxes
15. What is the purpose of the “Analytic Dist” section in a quotation?
a) To apply discounts b) To assign departments and sales employees c) To select product categories d) To confirm the quotation
16. For Analytic distribution,if only one sales employee is involved, what percentage should be assigned?
a) 50% b) 75% c) 100% d) 0%
17. Can you assign multiple departments in Analytic Distribution?
a) No b) Yes, using “Add a Line” c) Only for quotations d) Only for confirmed orders
18. What happens if the total percentage in Analytic Distribution exceeds 100%?
a) It is accepted b) It causes an error c) It resets to default d) It applies a discount
19. Where is the discount percentage entered for all items?
a) Under Taxes b) Under Product c) Under “On All Order Lines %” d) Under Delivery Address