Book Image

Working with Odoo 10 - Second Edition

Book Image

Working with Odoo 10 - Second Edition

Overview of this book

Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level
Table of Contents (25 chapters)
Working with Odoo 10 Second Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Entering your first sales order


Now for the moment we have all been waiting for. We finally get to sell our products by entering a sales order. To get to the Sales Order screen, click Sales in the top menu and then choose Sales Orders from the sub-menu on the left.

The following screenshot shows existing sales orders and allows users to create a new sales order:

Click on the Create button to create a new sales order. Every brand new sales order begins as a quotation and stays in that state until you confirm the sale. Only after confirming the quotation will your sale be referred to as a Sales Orders.

The following screenshot is a new sales order form with the cursor set on the Customer field:

Selecting the customer

When you create a new quotation sales order, you are prompted to first select the customer from the select list. As you add customers you will have the option to search and locate customers for the sales order. For now, we will select the customer we entered in earlier in the chapter...