通达科技 - 宜兴电脑维护及IT服务外包服务商

一旦你将潜在客户转化为新的机会，如果客户对你的业务感兴趣，Odoo允许你从现有的机会中创建一个新的销售报价。在本章的前面部分，我们已经讨论了如何创造一个新的潜在客户并将其转化为一个新的机会。在这里，我们将详细介绍如何使用Odoo CRM模块将商机转换为销售报价。

The screenshot given below shows an opportunity that we are going to convert into a new sales quotation. As you can in the image, you will get the New Quotation, New Rental, Won, Lost, and Enrich buttons on the screen.

下面给出的屏幕截图显示了一个机会，我们将把它转换成一个新的销售报价。如图所示，您将在屏幕上看到新报价、新租赁、赢、输和充实按钮。

Here, you can click on the New Quotation button to create a new sales quotation. As soon as you click on this button, Odoo will lead you to the sales quotation window of the respective opportunity. The image shown below is the sales quotation that we created from the opportunity.

在这里，您可以单击New Quotation按钮来创建一个新的销售报价。只要您点击这个按钮，Odoo就会引导您进入相应机会的销售报价窗口。下图是我们根据这个机会创建的销售报价单。

The details in the quotation will be automatically filled based on the details available in the respective opportunity. You can specify additional details in the tabs such as Order Lines, Optional Products, Other Information, and Customer Signature. . After checking the details in the quotation you can send it by Email to the concerned customer using the Send By Email button.

报价中的详细信息将根据各自机会中的可用详细信息自动填写。您可以在“订单行”、“可选产品”、“其他信息”和“客户签名”等选项卡中指定其他详细信息。检查报价单中的详细信息后，您可以使用“通过电子邮件发送”按钮将其通过电子邮件发送给相关客户。

Once you send the quotation to the respective customer, the status of the quotation can be seen as sent as shown in the image above. We will discuss the creation of sales quotations and sales orders in detail in the coming chapter of this book. In the CRM module, you will get the Sales menu which includes an exclusive option called My Quotations where you can find all quotations created in the CRM module from leads/opportunities.

一旦您将报价发送给相应的客户，就可以看到报价的状态，如上图所示。我们将在本书的下一章详细讨论销售报价和销售订单的创建。在CRM模块中，您将获得销售菜单，其中包括一个名为“我的报价”的独家选项，您可以在其中找到CRM模块中从潜在客户/机会创建的所有报价。

The list shows the details of the Number, Creation Date, Customer, Salesperson, Activities, Company, Total, and Status. Using the Create button, you can create new sales quotations in the CRM module. We will discuss the creation of quotations while discussing the Sales module.

该列表显示了编号、创建日期、客户、销售人员、活动、公司、总数和状态的详细信息。使用Create按钮，您可以在CRM模块中创建新的销售报价。我们将在讨论销售模块时讨论报价的创建。