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In the Odoo Sales module, you will be able to create a predefined format for the sales quotations that you create in this module. Odoo will help you to create various such quotation templates so that you can easily use them while creating new quotations. Creating quotation templates is not a difficult task using the Odoo Sales module. In order to get access to the quotation template creating platform, you have to activate the Quotation Templates feature from the Settings menu of the Sales module.

在Odoo Sales模块中，您将能够为在此模块中创建的销售报价创建预定义格式。Odoo将帮助您创建各种这样的报价模板，以便您可以在创建新报价时轻松使用它们。使用Odoo Sales模块创建报价模板并不困难。为了访问报价模板创建平台，您必须从Sales模块的Settings菜单中激活quotation Templates功能。

Along with this feature, you are allowed to activate the Quotation Builder also so that you can easily design your quotation templates with the help of the advanced building blocks offered by the Odoo Website.

除了这个功能，您还可以激活报价生成器，以便您可以在Odoo网站提供的高级构建块的帮助下轻松设计报价模板。

The option to configure new Quotation Templates can be seen under the Configuration menu of the module.

在模块的Configuration菜单下可以看到配置新报价模板的选项。

You will be able to get the already created templates on this platform with the details of the title and Company. Click the Create button to create a new quotation template. A new quotation template creation window will appear on your screen.

您将能够在这个平台上获得已经创建的模板，其中包含标题和公司的详细信息。单击Create按钮创建一个新的报价模板。屏幕上将出现一个新的报价模板创建窗口。

The name of the Quotation Template can be mentioned in the given space. In the Quotation expires after field, you can mention the number of days for the validity date computation of the quotation. By activating the Signature feature in the Online Confirmation field, you can request an online signature from the customer in order to confirm the sales order automatically. Activating the Payment field will allow the customer to pay the orders via online payment methods. In the Confirmation Mail field, you can specify an email template that will be sent on confirmation. You can mention the name of your company in the Company field. The invoice email template can be added in the Invoice Email field.

报价模板的名称可以在给定的空格中提到。在Quotation expires after字段中，您可以指定报价有效日期计算的天数。通过激活在线确认字段中的签名功能，您可以请求客户提供在线签名，以便自动确认销售订单。激活Payment字段将允许客户通过在线支付方式支付订单。在“确认邮件”字段中，您可以指定将在确认时发送的电子邮件模板。你可以在“公司”一栏写上你的公司名称。发票电子邮件模板可以在“发票电子邮件”字段中添加。

Just like we discussed in the configuration of Sales Quotation, you will be able to get the tab to add the list of products in this window also. Under the Lines tab, you can add products, sections, and notes using the Add a Product, Add a Section and Add a Note buttons respectively. The optional products allowed for this sale can be added under the Optional Products tab.

就像我们在Sales Quotation的配置中讨论的那样，您将能够获得选项卡来在此窗口中添加产品列表。在Lines选项卡下，您可以分别使用add a Product、add a Section和add a Note按钮添加产品、章节和注释。允许此销售的可选产品可以添加在可选产品选项卡下。

The Terms & Conditions tab will help you to define the terms and conditions related to this quotation template. After completing all required fields, the new quotation template will be automatically added to your system.

条款与条件选项卡将帮助您定义与此报价模板相关的条款和条件。完成所有必需的字段后，新的报价模板将自动添加到您的系统中。

If you want to design the newly created quotation template, you can click on the Design Template button. This will lead you to the Odoo Website where you can enhance the preview of the quotation using advanced building blocks.

如果要设计新创建的报价模板，可以单击design template按钮。这将引导您进入Odoo网站，在那里您可以使用高级构建块增强报价的预览。

The Edit button given on the top right corner of the screen can be used to edit and design the template. As soon as you click on the Edit button, a new editing panel will appear on the screen as shown in the screenshot below with multiple building blocks.

屏幕右上角的Edit按钮可用于编辑和设计模板。只要您点击Edit按钮，屏幕上将出现一个新的编辑面板，如下面的截图所示，其中包含多个构建块。

Each of these building blocks encompasses unique features which will make your quotation template even better. All you need to do is, just drag and drop the required snippets from the editing panel to your quotation.

每个构建模块都包含独特的功能，这将使您的报价模板更好。您所需要做的就是将所需的代码片段从编辑面板拖放到您的报价中。

As we are clear on how to create new quotation templates in the Sales module now let’s look at the configuration of the Sales Tags.

既然已经清楚了如何在Sales模块中创建新的报价模板，现在让我们看一下Sales Tags的配置。

Adding tags to the operations while saving them in your database will always help you to easily retrieve the data when required. Odoo allows you to filter the configured operations based on the tags added to them. In the Odoo Sales module, you can configure such sales tags for the sales operations effortlessly from the Configuration menu of the module. As shown in the image below, you will get access to the Sales Tags platform from the Configuration menu.

将标记添加到操作中，同时将它们保存在数据库中，将始终帮助您在需要时轻松检索数据。Odoo允许您根据添加到它们的标签来过滤已配置的操作。在Odoo Sales模块中，您可以从模块的Configuration菜单中轻松地为销售操作配置此类销售标签。如下图所示，您将从Configuration菜单访问Sales Tags平台。

The list of the pre-configured tags will appear on your screen with the details of the Tag Name and Color.

预配置的标签列表将显示在屏幕上，其中包含标签名称和颜色的详细信息。

Clicking on the Create button will give a new line under the existing list of tags where you can mention the name of your new sales tag and select a suitable color for the tag. Use the Save button to add the new tag to the list.

单击Create按钮将在现有标签列表下显示新一行，您可以在其中提到新销售标签的名称并为标签选择合适的颜色。使用Save按钮将新标记添加到列表中。

The available shipping methods in the Odoo 16 Sales module are discussed in the next section.

下一节将讨论Odoo 16 Sales模块中可用的发货方法。