Creating Sales Quotation and Sending to Customer

1. Navigate to Sales > Orders > Quotation > New

2. Select a customer. All the customer related details will be auto populated from the customer contact card if the customer contact exists in Odoo. 

3. Fill in the quote expiration date

4. Click on Add a Product

To add a discount per product line, choose the Order Line on the Discount Applies to, the Discount Method by either Fixed or Percentage, the Discount Amount, and the Discount Description. See that the total sales order changes after the discount:

To discount the whole purchase order, choose the Global on the Discount Applies to, the Discount Method by either Fixed or Percentage, the Discount Amount, and the Discount Description. See that the total sales order changes after the discount:

 

5. Click on Other Info tab

6. Click on the cloud button to save the quotation

7. Click on the Send by Email​ button to send the quotation by email to the customer. 

8. Click on Send to send the mail to the customer

You can also watch these videos for reference:

https://somup.com/c0fthl4p9f

https://waoconnect.screencasthost.com/watch/c0fZQTVzqJm

https://somup.com/c0fTnP4ANK 

https://waoconnect.screencasthost.com/watch/c0fTeYVz35z