Is there a way to create an "order guide" with what the customer is currently ordering, on a continual basis, which would allow the salesmen to adjust just quantities needed or could add additional products if the customer desired? Or is this a custom module that needs to be created?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
1
Reply
4428
Views
Assuming you are on v8 or later, you probably want to use Quotation Templates.
A quotation template is a template that can be used when creating a quotation. It will pre-populate the order lines of the draft quotation as well as suggest extra products. The salesperson can then add/remove lines as well as edit quantities, or add suggested products. The salesperson can then confirm the order.
Quotation Templates are in Sales > Configuration > Quotation Templates. There is also a field on the quotation where you can specify the one you want to use, or create one from there immediately.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
0
Mar 15
|
2563 | ||
|
3
May 24
|
691 | ||
|
0
Mar 16
|
3288 | ||
|
1
Mar 15
|
3840 | ||
|
2
Jan 24
|
812 |
