Demo video: Odoo Apps Sales Template
What it does
When creating a sales quotation, you can select a specific version and an app category, which then are added to the sales quotation instead of having to manually select one by one.
This module allows you to create a sales quotation template for each app category that helps reduce sales quotation creation time in the Sales app.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_odoo_module_sale_template.
- Press Install.
Instructions
Instruction video: Odoo Apps Sales Template
1. Create a module sales quotation template
Navigate to Sales > Configuration > Quotation Templates, and press Create to create a new template. On the quotation template details, add the following information:
- Quotation Template: Name of the template;
- Enable Load Odoo Apps;
- Odoo Version: Select the Odoo version applied to this quotation template;
- App Categories: Modules are categorized by specific groups of functions. Here you can select one or various app categories and the list of modules belonging to chosen categories will be displayed on the Lines tab.
Press Save to register the settings.
2. Apply a default quotation template on a sales quotation
Go to Sales > Orders > Sales Orders, press Create to create a new sales quotation. From here, select the quotation template chosen by the customer to have the modules list displayed on the Lines tab.
After verifying all the information, press Confirm and start to create a customer invoice then record customer's payment and finish the reconciliation process.
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