Business Performance Consulting Sdn Bhd User Guides
02

Quotations

Odoo 19 Enterprise · Sales

A quotation is a price proposal sent to a customer before they commit to a purchase. In Odoo, quotations and sales orders are the same record — the status changes from Quotation to Sales Order when confirmed.

Process lifecycle

Quotation Quotation Sent Sales Order To Invoice Fully Invoiced
1

Create a quotation

Sales ▸ Orders ▸ Quotations ▸ NEW

Click New to open a blank quotation. Fill in the customer and add product lines. The quotation is saved as a draft until you send or confirm it.

Quotation header fields
Customer * Select an existing customer. Their default payment terms and fiscal position are applied automatically.
Quotation Date Date shown on the document. Defaults to today.
Expiration Date after which the quotation is no longer valid. Shown on the document and tracked in reports.
Pricelist Which pricelist to use. Determines prices for all product lines. Requires pricelists to be enabled in settings.
Payment Terms Overrides the customer default. Sets the due date on the resulting invoice.
Customer Reference Your customer's PO number or reference. Printed on the order and invoice.
2

Add order lines

Sales ▸ Orders ▸ Quotations ▸ Order Lines

Under the Order Lines tab, add one line per product or service. Select the product and the description, quantity, unit of measure, and unit price populate automatically from the product configuration.

Order line fields
Product * Selecting a product fills description, unit price, and taxes automatically.
Description Line description printed on the quotation. Edit to customise.
Quantity Number of units ordered. Defaults to 1.
Unit of Measure UoM for this line. Requires UoM enabled in settings.
Unit Price Price per unit. Pulled from pricelist or product default.
Discount Percentage discount on this line. Requires discount feature enabled.
Taxes Applied automatically from product. Can be overridden per line.
3

Send the quotation

SEND BY EMAIL

Click Send by Email to send the quotation to the customer. Odoo prepopulates an email with a PDF attachment and a portal link. The customer can view, accept, or reject the quotation online through the customer portal. Status changes to Quotation Sent.

Customer portal acceptance When the customer clicks Accept on the portal, the quotation is automatically confirmed as a Sales Order in Odoo — no manual action needed. They can also sign digitally if the eSignature feature is enabled.
4

Confirm the sales order

CONFIRM

Click Confirm to convert the quotation to a Sales Order. Status changes to Sales Order. Odoo creates a delivery order in Inventory (if the product is storable) and the order is ready for invoicing. The order number changes from S-XXXXX to SO-XXXXX format.

← Sales Overview
Download PDF
Sales Orders →