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Fabrice Henrion (fhe)

--Fabrice Henrion (fhe)--
6551
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San Francisco, United States
--Fabrice Henrion (fhe)--

Director Odoo Americas

Fabrice Henrion (fhe)
On 8/2/15, 7:33 PM

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.

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Asked: 8/1/15, 1:27 PM
Seen: 1060 times
Last updated: 8/2/15, 7:33 PM