2016-04-08

Convert Sales Opportunity to Quotation on your Sales system

After the meeting and calls with the potential customers, it will be the time to send the reference prices of products for their reference. We can convert sales opportunity to quotation on the OpenERP sales system.

From the Sales-Opportunities view screen, we can check which can be converted into the quotation stage and click it.


 Then we can see the detailed form view of the Opportunity.


 Click the Convert to Quotation button.


Click the Edit button to add some items into the quotation and then click Save to convert it into a formal Quotation.



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