In Odoo ERPOnline, now a quotation and an order are handled in the different menu. You can consider an order to be a quotation that has evolved, because it has been confirmed by the customer. Or, conversely, that a quotation is an order that has not been validated or cancelled yet. Your quotations can be opened using the menu Sales > Sales > Quotations. To enter details of a new quotation, you ca...

Products can be managed in several packaged forms. For example, if you sell batteries you can define the following packages for a given battery product: Piece: a battery, Blister Pack: a pack of 4 batteries, Pack of 100 blisters: 400 batteries, Palette: 40 packs for a total of 16,000 batteries. Odoo ERPOnline's package management enables you to sell the same product in several different...

To manage alerts on customers, you can install the warning module. Once that is installed, you will be able to configure a series of alerts on the customers by setting parameters in the new Warnings tab on the form. You can select any of the following types of warnings and create different warnings for purchases and for sales: No Message: This option will not display a message. Warning: This o...

Configuring Orders The way the order is configured will determine its future behaviour, following fields are available Other Information tab of Sale Orders form: Shipping Policy: Partial: Deliver each product when available. Complete: Deliver all products at once. Create Invoice: On demand: A draft invoice can be created from the sales order when needed. On delivery order: A dra...

To manage deliveries in Odoo ERPOnline, you can install the delivery module from setting menu. This module enables you to manage: the different carriers with whom you work, the different transport methods, cost calculation and invoicing of each delivery, the transport methods and their tariffs. Once the delivery module has been installed, the first thing to do is to configure the diffe...

For every company, keeping a clear sight on and a good control of margins is crucial. Even if you have a good sales level, it will not guarantee company profitability if margins are not high enough. Odoo ERPOnline provides a number of methods allowing you to monitor your sales margins. The main ones are: Margins on a sales order, Margins by product, Using pricelists. Margins on Sales Ord...

Some companies are notorious for their complicated pricelists. Many forms of price variation are used, such as end-of-year refunds, discounts, change of terms and conditions with time, various prepayments, cascaded rebates, seasonal promotions, and progressive price reductions. In some accounting jurisdictions you have to differentiate between the three following terms: Rebate: reimbursement...

You can manage your retail business and its account transactions using point_of_sale module. This module provides fast and easy way to manage sales orders. It allows you to manage your shop sales very easily with a fully web based touchscreen interface. The primary function of point-of-sale is to make transactions easy to manage without sacrificing quick, efficient service or customer data. The...

Contracts can take different forms within Odoo ERPOnline, depending on their nature. So you can have several distinct types of service contracts, such as: fixed-price contracts, cost-reimbursement contracts, invoiced when services are completed, fixed-price contracts, invoiced monthly as services are carried out. Some companies commit to contracts on the basis of a requested volume at a ...

The following sections present an overview of the main functions of Odoo ERPOnline. Some areas are covered in more detail in the following chapters of this book and you will find many other functions available in the optional modules. Functions are presented in the order that they appear on the main menu. Boost your Sales Odoo ERPOnline provides many tools for managing relationships with partn...