| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 335 |
| Technical Name |
rg_create_sale_order_website |
| License | OPL-1 |
| Versions | 16.0 17.0 18.0 19.0 |
Create Sale Quotation from Website in Odoo
Enable to create sale order quotations directly from the website portal, streamlining the sales process, integrating with product catalogs, and providing real-time quote generation for enhanced customer engagement.
Features
Portal Quote Creation
User-Friendly Portal
Create Sale Quotation from Website in Odoo
Our Create Sale Quotation Website module empowers customers to generate and submit sale order quotations directly via the Odoo website portal. It seamlessly integrates with your eCommerce setup, allowing real-time product selection, pricing calculations, and quote submissions for faster sales cycles.
Benefits
- Customers can create and submit quotations anytime from the secure portal without contacting sales reps.
- Automatically syncs with Odoo backend for instant quote generation and tracking.
- Enhances website functionality by able to create customer from portal as well.
Workflow
Portal Access – Customers log in to the website portal to start creating quotes.
Product Selection – Browse integrated catalog, add items with quantities and options.
Create Customer – You can create customer from the website portal same as backend.
Create Sale Quotation Website
1. Click on Create Sale Order feature in Website portal access.
2. Select the customer for sale order quotation.
3. Select the products and add to the table using the button "Add Product".
4. After adding the product you can simply create sale order quotation by clicking the button "Create Sale Quotation".
5. After the successfull creation of the quotation a success notification will be shown and you will redirect to the home page of portal.
6. You can view your sales quotaion in the odoo backend as well.
7. You can also create the customer if you want simply by clicking on "Create Customer" button.
8. After filling the details for new customer simply click on the create button.
9. The new customer will be shown in the Selection field as well.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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