Service Order

Question

We provide technical services using our machines. I need the machine & its parts to be quoted in the sales quotation. How do I do that? Is there a configurable Sales Order? Where is it? Please advise, Thanks

Apiuser · Accepted Answer

Check:
https://www.youtube.com/watch?v=4A7895Uq6FA [1]
Also you may test it for yourselves at:
https://www.odoo.com/trial [2]

[1] https://www.youtube.com/watch?v=4A7895Uq6FA
[2] https://www.odoo.com/trial

Josep Anton Belchi Riera · Answer

Maybe the quotation templates can help you.
- Go to Sales / Configuration / Settings and check the box "Quotation templates".
- Create your templates in Sales / Configuration / Quotation templates.
- You can select the proper template, when you enter new Sales Quotations.
https://www.odoo.com/documentation/15.0/applications/sales/sales/send_quotations/quote_template.html [1]

[1] https://www.odoo.com/documentation/15.0/applications/sales/sales/send_quotations/quote_template.html

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