Below we have the the Orders placed from the website and the different interactions a user would have based on Configurations.

1.   Without Online Signature and Online Payment

1.1 Wire Transfer

·      Odoo sends an email with quote and the client can view the quote.

·      The client lets the sales team know they confirm the quote using a message on the portal.

·      The Order will be in Quotation sent stage in Odoo and the sales team can see the message of the customer and confirms quote.

·      Invoice has to be created manually and sent to the customer.

·      The client makes the payment outside of Odoo via check or other modes.

·      Payment is registered against the invoice manually in Odoo.

1.2 Online Payment (Payment acquirers where payment can be done at the time of order like Authorize.net, PayPal,...)

·      Odoo sends an email with the Confirmed Sale Order, and the client will be able to view the sales order.

·      The order comes into Odoo as a confirmed sales order.

·      Invoice has to be created manually.

·      Once the invoice is confirmed in Odoo it will automatically be linked to the payment made by the customer.

2.   With Online Signature and without Online payment

2.1 Wire Transfer

·      Odoo first sends an email with quote so that the customer can accept and sign from the portal. The order in Odoo will be in the quotation sent stage.

·      Once The customer accepts the order Odoo will send another email with the order confirmation and within Odoo the quotation will automatically become a sales order.

·      Invoice has to be created manually and sent to the customer.

·      The client makes the payment outside of Odoo via check or other modes.

·      Payment is registered in Odoo manually.

2.2 Online Payment (Payment acquirers where payment can be done at the time of order like Authorize.net, PayPal,...)

·      Odoo sends an email with the Confirmed Sale Order, and the client will be able to view the sales order.

·      The order comes into Odoo as a confirmed sales order.

·      Invoice has to be created manually.

·      Once the invoice is confirmed in Odoo it will automatically be linked to the payment made by the customer.

3.   Without Online Signature and With Online Payment

3.1 Wire Transfer

·      Odoo first sends an email with quote so that the customer can accept and pay from the portal. The order in Odoo will be in the quotation sent stage.

·      Once The customer accepts and Pays for the order, Odoo will send another email with the order confirmation and within Odoo the quotation will automatically become a sales order.

·      Invoice has to be created manually.

·      Once the invoice is confirmed in Odoo it will automatically be linked to the payment made by the customer.

3.2 Online Payment (Payment acquirers where payment can be done at the time of order like Authorize.net, PayPal,...)

·      Odoo sends an email with the Confirmed Sale Order, and the client will be able to view the sales order.

·      The order comes into Odoo as a confirmed sales order.

·      Invoice has to be created manually.

·      Once the invoice is confirmed in Odoo it will automatically be linked to the payment made by the customer.

4.   With Online Signature and Online Payment enabled

4.1 Wire Transfer

·      Odoo first sends an email with quote so that the customer can Sign and pay from the portal. The order in Odoo will be in the quotation sent stage.

·      Once The customer Signs and Pays for the order, Odoo will send another email with the order confirmation and within Odoo the quotation will automatically become a sales order.

·      Invoice has to be created manually.

·      Once the invoice is confirmed in Odoo it will automatically be linked to the payment made by the customer.

4.2 Online Payment (Payment acquirers where payment can be done at the time of order like Authorize.net, PayPal,...)

·      Odoo sends an email with the Confirmed Sale Order, and the client will be able to view the sales order.

·      The order comes into Odoo as a confirmed sales order.

·      Invoice has to be created manually.

·      Once the invoice is confirmed in Odoo it will automatically be linked to the payment made by the customer.