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销售报价是企业生成销售订单过程中的第一步。销售报价单将记录与销售产品有关的所有必要信息，以便向客户提供准确的信息。你可以考虑销售报价单和卖方与客户之间的商业文件。它将使双方对销售操作中包含的产品价格进行澄清。在Odoo ERP系统的帮助下，您可以轻松地创建并发送报价给客户，这将帮助客户在签署任何销售协议之前了解贵公司提供的产品和服务的确切价格细节。如果客户对贵公司的报价感到满意，则销售报价可以稍后转换为成功的销售订单。

The option to manage and create Quotations in the Sales module can be seen under the Orders menu. By clicking on this option, you will get the list of already configured sales quotations as shown in the image below.

在“订单”菜单下可以看到在“销售”模块中管理和创建报价的选项。通过单击此选项，您将获得已配置的销售报价列表，如下图所示。

The preview includes Quotation Number, Creation Date, Customer, Salesperson, Activities, Company, Total, and Status of each quotation. Using the small clock icon given on the Activities field, you can schedule various activities with the respective customers. Apart from the list view, Odoo provides Kanban, Calendar, Pivot, Graph, and Activity views for this platform. Using the customizable and default sorting options you can filter and group the quotations as per your requirements.

预览包括报价号、创建日期、客户、销售人员、活动、公司、总数和每个报价的状态。使用Activities字段上给出的小时钟图标，您可以为各自的客户安排各种活动。除了列表视图，Odoo还为这个平台提供了看板、日历、枢轴、图和活动视图。使用可定制的和默认的排序选项，您可以根据您的需求对报价进行过滤和分组。

Let’s take a look at the creation of a new sales quotation. For this, you can click on the Create button which will direct you to a new quotation creation window as depicted below.

让我们看一下如何创建一个新的销售报价。为此，您可以单击Create按钮，它将引导您进入一个新的报价创建窗口，如下所示。

The name of the Customer can be selected from the given list to add to the quotation. Once you select an already configured customer here, the Invoice Address, Delivery Address, Pricelist, and Payment Terms will automatically appear in the corresponding fields based on the details you mentioned at the time of the customer creation. Additionally, mention the Referrer, Quotation Template, and Expiration date of the quotation in the respective fields. The creation date of the quotation can be observed in the Quotation Date field.

客户的名称可以从给定的列表中选择以添加到报价中。在这里选择已配置的客户后，发票地址、送货地址、价格表和付款条件将根据创建客户时提到的详细信息自动出现在相应的字段中。此外，在各自的字段中提到引用人、报价模板和报价的截止日期。可以在quotation date字段中观察到报价的创建日期。

Now, under the Order Line, you can add the products that you want to offer to your customer. Using the Add a Line button, you can specify the Product, Description, Quantity, UoM, Unit Price, Taxes, Discount, and SubTotal. You can add as many as products in this section based on the customer’s requirement. After adding products, you will get the Total amount of the order in the Order Line as highlighted in the image below.

现在，在Order Line下面，您可以添加想要提供给客户的产品。通过“添加线路”按钮，您可以指定“产品”、“说明”、“数量”、“数量”、“单价”、“税费”、“折扣”和“小计”。您可以根据客户的需求，在本节中添加最多的产品。添加产品后，您将在订单行中获得订单的总金额，如下图所示。

如果客户拥有任何优惠券代码或促销活动，请使用订单行选项卡中给出的相应选项。Add Shipping按钮将帮助您配置此销售的运输方法。在同一个选项卡中，您将获得添加章节选项和添加注释选项，以添加注释到您的报价。

Sometimes, companies offer additional products to customers as a part of their cross-selling strategies. In such cases, you can mention those additional products in the Optional Products section.

有时，公司会向客户提供额外的产品，作为交叉销售策略的一部分。在这种情况下，您可以在可选产品部分中提到这些附加产品。

The Other Information tab in the quotation can be used to mention the Sales, Delivery, Tracking, Invoice, and Payment details.

报价中的Other Information选项卡可用于提及销售、交付、跟踪、发票和付款详细信息。

Under the Sales section, you can assign an employee as the Salesperson who is responsible to manage the sales operations related to this quotation. The name of the Sales Team and Company will appear in the corresponding fields. If you want to allow your customer to sign the sales order online, you can activate the Online Signature field. Activating the Online Payment button allows the customer to pay the order using online payment methods. Mention the Customer Reference and suitable Tags in the given spaces and activate the Print Variant Grids if you want to print variant grids.

在销售部分下，您可以指定一名员工作为销售人员，负责管理与此报价相关的销售操作。销售团队和公司的名称将出现在相应的字段中。如果您希望允许您的客户在线签署销售订单，您可以激活在线签名字段。激活在线支付按钮允许客户使用在线支付方式支付订单。在给定的空格中提到客户参考和合适的标签，如果要打印可变网格，则激活打印可变网格。

Under the Invoicing and Payments section, you can mention the Fiscal Position. Fiscal Positions are used to adapt taxes and accounts for a particular customer or sales orders/invoices. The Analytic Account, Account Tags, and Payment Token related to this quotation can be defined in the corresponding field and you are allowed to activate the Contract in Exception option if necessary.

在发票和付款部分，您可以提到财务状况。财务状况用于调整特定客户或销售订单/发票的税收和账户。与此报价相关的分析账户、账户标签和支付令牌可以在相应的字段中定义，如果有必要，您可以激活Contract in Exception选项。

Under the Delivery fields, you can set the Shipping Policy as As Soon as Possible or When all Products are Ready based on your company policies. If you deliver all products at once, the delivery order will be scheduled based on the greatest product lead time. The Delivery Date field can be used to mention the delivery date promised to the customer. If set, the delivery order will be scheduled automatically based on this date rather than the product lead time. Here, the expected delivery date of the quotation can be seen near the Delivery Date field.

在Delivery字段下，您可以根据公司策略设置送货策略as Soon as Possible或When all Products is Ready。如果您一次交付所有产品，则交货顺序将根据最大的产品交货时间来安排。Delivery Date字段可用于提及向客户承诺的交付日期。如果设置了，交货订单将根据此日期而不是产品交付周期自动安排。在这里，报价的预期交货日期可以在交货日期字段附近看到。

For enabling effective Tracking processes, you can mention the Source Document, Opportunity, Campaign, Medium, and Source in the corresponding fields given in the Tracking section.

为了实现有效的跟踪过程，您可以在跟踪部分给出的相应字段中提到源文档、机会、活动、媒介和来源。

Once you activate the Online Signature feature from the Other Information tab for the customer to sign the quotation online, Odoo will provide an additional tab in the quotation window as shown below to record the details of the Customer Signature.

一旦您从其他信息选项卡激活在线签名功能，以便客户在线签署报价，Odoo将在报价窗口中提供如下所示的附加选项卡，以记录客户签名的详细信息。

When the customer signs the quotation, this tab will show the details regarding the signature such as Signed By, Signed On, and Signature.

当客户签署报价时，此选项卡将显示有关签名的详细信息，如“签名人”、“签到”和“签名”。

If you want to make the Online Signature feature available for all sales orders, you can go to the Settings menu of the Sales module and activate the Online Signature option.

如果您想使在线签名功能对所有销售订单可用，您可以转到销售模块的设置菜单并激活在线签名选项。

Now the sales quotation is ready and you can send this to the corresponding customer.

现在销售报价单已经准备好了，你可以发给相应的客户。

The Send By Email button is used to send the quotation to the customer via Email. If the customer is satisfied with the quotation, you can confirm the sale by clicking on the Confirm button which will convert this sales quotation into a sales order. The Cancel button will assist you to cancel the newly created quotation.

Send By Email按钮用于将报价通过Email发送给客户。如果客户对报价感到满意，您可以通过单击confirm按钮来确认销售，该按钮将此销售报价转换为销售订单。取消按钮将帮助您取消新创建的报价。

When you click on the Send By Email button, Odoo will automatically generate an email with the quotation as an attachment as shown in the image below.

当您点击Send By Email按钮时，Odoo会自动生成一封带有报价附件的电子邮件，如下图所示。

You can mention the name of the recipient in the given field. If you want to change the Subject of the mail, you can do so accordingly. Finally, click the Send button. The status of the quotation will be changed to Quotation Sent as highlighted in the image below.

您可以在给定字段中提到收件人的姓名。如果您想更改邮件的主题，您可以这样做。最后，单击Send按钮。报价的状态将更改为报价发送，如下图所示。

The Customer Preview button will provide you with the website view of the quotation. This is the preview of the customer portal where the customer can conveniently view the quotation and confirm it.

客户预览按钮将为您提供报价的网站视图。这是客户门户的预览，客户可以方便地查看报价并确认。

Using the Sign & Pay button, the concerned customer can -

effortlessly sign and pay the quotation digitally.

使用签名和支付按钮，有关客户可以毫不费力地签署和支付报价数字。

The Download and Print buttons can be used for downloading and taking printouts of the quotation respectively. The Feedback button will assist the customer to send feedback. The customer can use the Reject button to reject the quotation if they don’t want to move forward with this sales deal.

下载和打印按钮可分别用于下载和打印报价单。反馈按钮将协助客户发送反馈。如果客户不想继续进行此销售交易，则可以使用Reject按钮拒绝报价。

Now, let’s discuss what happens to a quotation when the customer confirms it.

现在，让我们讨论一下当客户确认报价时，会发生什么情况。