2
.. i18n: Sales Quotations
3
.. i18n: ================
9
.. i18n: In OpenERP a quotation and an order are handled by the same underlying object, but in different states. You
10
.. i18n: can consider an order to be a quotation that has evolved because it has been confirmed by the
11
.. i18n: customer. Or, conversely, that a quotation is an order that hasn't yet been validated or cancelled.
12
.. i18n: All of the orders and quotations in the system can be reached using the menu :menuselection:`Sales
13
.. i18n: Management --> Orders`.
16
In OpenERP a quotation and an order are handled by the same underlying object, but in different states. You
17
can consider an order to be a quotation that has evolved because it has been confirmed by the
18
customer. Or, conversely, that a quotation is an order that hasn't yet been validated or cancelled.
19
All of the orders and quotations in the system can be reached using the menu :menuselection:`Sales
20
Management --> Orders`.
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.. i18n: Entering Quotation details
23
.. i18n: --------------------------
26
Entering Quotation details
27
--------------------------
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.. i18n: To enter details of a new quotations you can use the menu :menuselection:`Sales Management -->
30
.. i18n: Orders --> New Quotation`. OpenERP then opens a new window so that you can enter data into new
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.. i18n: blank quotation form.
34
To enter details of a new quotations you can use the menu :menuselection:`Sales Management -->
35
Orders --> New Quotation`. OpenERP then opens a new window so that you can enter data into new
38
.. i18n: .. figure:: images/sale_quotation_new.png
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.. i18n: :align: center
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.. i18n: *Data entry for a new quotation*
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.. figure:: images/sale_quotation_new.png
49
*Data entry for a new quotation*
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.. i18n: Some information is automatically completed by the system:
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Some information is automatically completed by the system:
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.. i18n: * an internal reference for the quotation or order,
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.. i18n: * the sale point that the order will be delivered from,
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.. i18n: * the order date.
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* an internal reference for the quotation or order,
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* the sale point that the order will be delivered from,
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.. i18n: You can modify any of that information before validating the quotation. The customer
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.. i18n: reference is shown in the header of the order. This optional field if for the customer's own reference
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.. i18n: number – if the customer doesn't supply one then just leave it empty.
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You can modify any of that information before validating the quotation. The customer
75
reference is shown in the header of the order. This optional field if for the customer's own reference
76
number – if the customer doesn't supply one then just leave it empty.
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.. i18n: You then enter all the data about the order in the :guilabel:`Sale Order` tab. Start by entering
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.. i18n: the customer name, selecting the correct customer from the list of customers in the system. You can
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.. i18n: create a new customer on the fly at this stage if necessary – press :kbd:`<F1>` in the empty
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.. i18n: :guilabel:`Customer` field to do that.
84
You then enter all the data about the order in the :guilabel:`Sale Order` tab. Start by entering
85
the customer name, selecting the correct customer from the list of customers in the system. You can
86
create a new customer on the fly at this stage if necessary – press :kbd:`<F1>` in the empty
87
:guilabel:`Customer` field to do that.
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.. i18n: Once the customer name has been selected, different fields of the order become completed
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.. i18n: automatically, based on the configuration of the partner form for that customer:
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Once the customer name has been selected, different fields of the order become completed
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automatically, based on the configuration of the partner form for that customer:
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.. i18n: * :guilabel:`Order Address` : person handling the order at the customer. By default, OpenERP
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.. i18n: proposes the Contact Address at the selected partner.
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.. i18n: * :guilabel:`Delivery Address` : address used on the delivery order. By default, OpenERP proposes
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.. i18n: the Delivery address from the partner form. If nothing is defined in that slot, it uses the default
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.. i18n: address instead.
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.. i18n: * :guilabel:`Invoice Address` : address used to send the invoice to the customer. By default, Open
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.. i18n: ERP proposes the address labelled :guilabel:`Invoice` from the partner form. If nothing is defined there,
105
.. i18n: it uses the default address instead.
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.. i18n: * :guilabel:`Price List` : will determine both the currency of the quotation and the price that will
108
.. i18n: be used for each product.
110
.. i18n: * :guilabel:`Payment Conditions` : shows the payment method that the customer will follow, for example
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.. i18n: ``50% on order, 50% on delivery`` .
113
.. i18n: * :guilabel:`Delivery Method` : for example ``Post – Express Mail`` .
116
* :guilabel:`Order Address` : person handling the order at the customer. By default, OpenERP
117
proposes the Contact Address at the selected partner.
119
* :guilabel:`Delivery Address` : address used on the delivery order. By default, OpenERP proposes
120
the Delivery address from the partner form. If nothing is defined in that slot, it uses the default
123
* :guilabel:`Invoice Address` : address used to send the invoice to the customer. By default, Open
124
ERP proposes the address labelled :guilabel:`Invoice` from the partner form. If nothing is defined there,
125
it uses the default address instead.
127
* :guilabel:`Price List` : will determine both the currency of the quotation and the price that will
128
be used for each product.
130
* :guilabel:`Payment Conditions` : shows the payment method that the customer will follow, for example
131
``50% on order, 50% on delivery`` .
133
* :guilabel:`Delivery Method` : for example ``Post – Express Mail`` .
135
.. i18n: You can modify any of these fields on the order as you go.
138
You can modify any of these fields on the order as you go.
140
.. i18n: You can also set an analytic account for your order. This account will be used during invoicing
141
.. i18n: to generate accounting entries corresponding to the invoice automatically. This is extremely useful
142
.. i18n: for assigning revenues to the project or case specified by this order.
145
You can also set an analytic account for your order. This account will be used during invoicing
146
to generate accounting entries corresponding to the invoice automatically. This is extremely useful
147
for assigning revenues to the project or case specified by this order.
149
.. i18n: .. tip:: Analytic Accounts
151
.. i18n: If you're managing by task, the analytic account to be selected is the one that corresponds to
152
.. i18n: the project for the order.
153
.. i18n: The sale carried out by the order can be allocated to the project so that profitability
154
.. i18n: calculations can be made.
157
.. tip:: Analytic Accounts
159
If you're managing by task, the analytic account to be selected is the one that corresponds to
160
the project for the order.
161
The sale carried out by the order can be allocated to the project so that profitability
162
calculations can be made.
164
.. i18n: Once the information has been entered, you can enter data for the order lines. To do that, create a
165
.. i18n: new order line as shown in the figure :ref:`fig-slinf`:
168
Once the information has been entered, you can enter data for the order lines. To do that, create a
169
new order line as shown in the figure :ref:`fig-slinf`:
171
.. i18n: .. _fig-slinf:
173
.. i18n: .. figure:: images/sale_line_form.png
175
.. i18n: :align: center
177
.. i18n: *Entering a new customer order line*
182
.. figure:: images/sale_line_form.png
186
*Entering a new customer order line*
188
.. i18n: First of all select the product that is to be sold to the customer. OpenERP shows some
189
.. i18n: useful information in the list of products to help you during your sale:
192
First of all select the product that is to be sold to the customer. OpenERP shows some
193
useful information in the list of products to help you during your sale:
195
.. i18n: * :guilabel:`Real stock` : physically present in your warehouses. This value depends on the sale
196
.. i18n: point selected in the order header. Different sale points can be linked to different warehouses,
197
.. i18n: giving different stock levels, or can use the same warehouse.
199
.. i18n: * :guilabel:`Virtual stock` : shows a salesperson the quantity that can be sold, taking into account
200
.. i18n: both stock reserved for other orders and amounts that could arrive in the short term.
202
.. i18n: * :guilabel:`Customer Price` : (May not be shown, depending on the installed modules). depends on the conditions attached to the customer, calculated on the
203
.. i18n: list price. This is the price that's proposed by default in the customer quotation, unless it's been
204
.. i18n: modified by the salesperson.
206
.. i18n: * :guilabel:`List Price` : the base sale price for the given product. It provides a base for the
207
.. i18n: salesperson to be able to judge whether to offer a discount to the customer, and how much any
208
.. i18n: discount should be.
210
.. i18n: * :guilabel:`Cost Price` : shows the cost price of the product. If the salesperson sells at less
211
.. i18n: than this amount, then the company loses money.
214
* :guilabel:`Real stock` : physically present in your warehouses. This value depends on the sale
215
point selected in the order header. Different sale points can be linked to different warehouses,
216
giving different stock levels, or can use the same warehouse.
218
* :guilabel:`Virtual stock` : shows a salesperson the quantity that can be sold, taking into account
219
both stock reserved for other orders and amounts that could arrive in the short term.
221
* :guilabel:`Customer Price` : (May not be shown, depending on the installed modules). depends on the conditions attached to the customer, calculated on the
222
list price. This is the price that's proposed by default in the customer quotation, unless it's been
223
modified by the salesperson.
225
* :guilabel:`List Price` : the base sale price for the given product. It provides a base for the
226
salesperson to be able to judge whether to offer a discount to the customer, and how much any
229
* :guilabel:`Cost Price` : shows the cost price of the product. If the salesperson sells at less
230
than this amount, then the company loses money.
232
.. i18n: .. figure:: images/sale_product_list.png
234
.. i18n: :align: center
236
.. i18n: *Selecting a product in a Sales Order*
239
.. figure:: images/sale_product_list.png
243
*Selecting a product in a Sales Order*
245
.. i18n: When the product that's to be sold to the customer has been selected, OpenERP automatically
246
.. i18n: completes all the other required fields: price, unit of measure, description, discount, lead times,
247
.. i18n: applicable taxes, default packaging and the product description. All of this information comes from
248
.. i18n: the product form.
251
When the product that's to be sold to the customer has been selected, OpenERP automatically
252
completes all the other required fields: price, unit of measure, description, discount, lead times,
253
applicable taxes, default packaging and the product description. All of this information comes from
257
.. i18n: single: module; product_visible_discount
261
single: module; product_visible_discount
263
.. i18n: .. tip:: Visible Discount
265
.. i18n: If a discounted price is taken from a price list then by default that figure is shown as the
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.. i18n: sale price to the customer. He'll see a discount of 0% along with unit price that is different
267
.. i18n: from the list price.
268
.. i18n: If you install the module :mod:`product_visible_discount` from addons-extra
269
.. i18n: you can configure whether you want to make the discount
270
.. i18n: explicitly visible on an order form as a percentage difference from the list price,
271
.. i18n: or just show a reduced unit price as it does by default.
274
.. tip:: Visible Discount
276
If a discounted price is taken from a price list then by default that figure is shown as the
277
sale price to the customer. He'll see a discount of 0% along with unit price that is different
279
If you install the module :mod:`product_visible_discount` from addons-extra
280
you can configure whether you want to make the discount
281
explicitly visible on an order form as a percentage difference from the list price,
282
or just show a reduced unit price as it does by default.
284
.. i18n: In the form, the selected product is presented in the language of the user so that he can see
285
.. i18n: what he's selling. The description of the product sold can also be expressed in the customer's language.
286
.. i18n: The translation to the customer's language is used on the quotation or order when it's printed.
289
In the form, the selected product is presented in the language of the user so that he can see
290
what he's selling. The description of the product sold can also be expressed in the customer's language.
291
The translation to the customer's language is used on the quotation or order when it's printed.
293
.. i18n: .. figure:: images/sale_line_translation.png
295
.. i18n: :align: center
297
.. i18n: *Sale of a product in a partner language that differs from the user language*
300
.. figure:: images/sale_line_translation.png
304
*Sale of a product in a partner language that differs from the user language*
306
.. i18n: .. note:: One-off Sales
308
.. i18n: If a product's only sold to a customer once, you don't have to enter data into a complete new
309
.. i18n: product form just for that sale.
310
.. i18n: You can manually complete all the information in the order without putting it into a product:
311
.. i18n: description, price, quantity, lead time, taxes.
312
.. i18n: In this case OpenERP won't generate a delivery note because the product isn't held in stock.
315
.. note:: One-off Sales
317
If a product's only sold to a customer once, you don't have to enter data into a complete new
318
product form just for that sale.
319
You can manually complete all the information in the order without putting it into a product:
320
description, price, quantity, lead time, taxes.
321
In this case OpenERP won't generate a delivery note because the product isn't held in stock.
323
.. i18n: When all of the products are entered, you can print the quotation and send it to the customer. To do
324
.. i18n: this, click on the report :guilabel:`Quotation / Order` in the :guilabel:`REPORTS` links to the right.
325
.. i18n: OpenERP opens the quotation in PDF to enable to you to see it before printing.
328
When all of the products are entered, you can print the quotation and send it to the customer. To do
329
this, click on the report :guilabel:`Quotation / Order` in the :guilabel:`REPORTS` links to the right.
330
OpenERP opens the quotation in PDF to enable to you to see it before printing.
332
.. i18n: .. figure:: images/sale_print.png
334
.. i18n: :align: center
336
.. i18n: *Printing a customer quotation*
339
.. figure:: images/sale_print.png
343
*Printing a customer quotation*
345
.. i18n: You can then confirm the quotation to move it on to an order if the order is confirmed by the
346
.. i18n: customer, or just cancel the window without confirming the order to leave it in quotation state. To
347
.. i18n: find all of the current quotations, you can use the menu :menuselection:`Sales Management --> Orders
348
.. i18n: --> My Orders --> My Quotations`.
351
You can then confirm the quotation to move it on to an order if the order is confirmed by the
352
customer, or just cancel the window without confirming the order to leave it in quotation state. To
353
find all of the current quotations, you can use the menu :menuselection:`Sales Management --> Orders
354
--> My Orders --> My Quotations`.
356
.. i18n: To follow the process for your order, you can click on the process view from the order form. Open
357
.. i18n: ERP shows you an interactive process view of that order. For more information about its use,
358
.. i18n: look at :ref:`ch-process`.
361
To follow the process for your order, you can click on the process view from the order form. Open
362
ERP shows you an interactive process view of that order. For more information about its use,
363
look at :ref:`ch-process`.
365
.. i18n: .. figure:: images/sale_process.png
367
.. i18n: :align: center
369
.. i18n: *Process view from following a customer order*
372
.. figure:: images/sale_process.png
376
*Process view from following a customer order*
378
.. i18n: .. Copyright © Open Object Press. All rights reserved.
381
.. Copyright © Open Object Press. All rights reserved.
383
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
384
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
387
.. You may take electronic copy of this publication and distribute it if you don't
388
.. change the content. You can also print a copy to be read by yourself only.
390
.. i18n: .. We have contracts with different publishers in different countries to sell and
391
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
392
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
393
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
394
.. i18n: .. rights of these sales.
397
.. We have contracts with different publishers in different countries to sell and
398
.. distribute paper or electronic based versions of this book (translated or not)
399
.. in bookstores. This helps to distribute and promote the OpenERP product. It
400
.. also helps us to create incentives to pay contributors and authors using author
401
.. rights of these sales.
403
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
404
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
405
.. i18n: .. written authorisation for this.
408
.. Due to this, grants to translate, modify or sell this book are strictly
409
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
410
.. written authorisation for this.
412
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
413
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
414
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
415
.. i18n: .. printed in initial capitals.
418
.. Many of the designations used by manufacturers and suppliers to distinguish their
419
.. products are claimed as trademarks. Where those designations appear in this book,
420
.. and Open Object Press was aware of a trademark claim, the designations have been
421
.. printed in initial capitals.
423
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
424
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
425
.. i18n: .. resulting from the use of the information contained herein.
428
.. While every precaution has been taken in the preparation of this book, the publisher
429
.. and the authors assume no responsibility for errors or omissions, or for damages
430
.. resulting from the use of the information contained herein.
432
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
435
.. Published by Open Object Press, Grand Rosière, Belgium
added
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i18n/ru/source/book/6/6_16_Sales/6_16_Sales_quotations.rst
