Field Service Quotation Management in Odoo

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Field Service Quotation Management in Odoo

Field Service Quotation Management in Odoo

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One of the question which raised by many of our clients are : “Can our sales person able to create quotation from fields in Odoo” or “How quotation can be created while being on fields by sales person.” Although this is one of the most common question which arise in the mind of every business users where hard core selling is key for their sales activities. With Odoo ERP software your sales person can easily manage the quotes in the simplest way, Odoo helps you to create quotation to your clients for product selling or cross selling. This modern approach impress your clients with quick quotation within few minutes of closing a deal.

Odoo create quotation from field service not only helps sales person but also helps technician, support executives and service engineers. The user can easily issue invoices against the quotation from the field itself. This helps your business to close the deals faster. Let’s have a look how one can create quotation in field service within Odoo ERP software. We will understand how your sales person/technician can create sales quotation from field, how to enable quotation for field service executives and finally creating a new quote.

Set up for Sales Quotations In Field Service

There are few configurations you need to enable in order to create sales quotation from the field service. The user should enable the extra quotations option to create quotations it can be viewed in the settings menu of the configuration tab.

Field service module > configuration > setting > extra quotations.

After enabling the option you can click on save button. This will enable Quotation In Field Service

The field services are a project run by the company to satisfy the onsite demands by the customer the extra quotation option should also be enabled in the selected project.

To enable it go to – > field service module > configurations > projects > extra quotations.

Once you enable the options; employee in the field would be able to create sales quotations directly from the field.

How to Create A New Quotation:

Once a field service project has been created and the action has been started on the project by the employee a new option is available in the dashboard to create new quotations. Employees can avail it while in the process of repair or installation or after the tasks are being done.

On selecting the new quotation option the user is directed to a new window where the user can create the quotation. Fill in all the details along with the payment terminologies. The employee can choose the products which should be listed in the quotation and the quantity of each. The employee can also choose to create the required product.

About Globalteckz:

At Globalteckz we offer our clients with world class Business and Enterprise solutions. We are presence in India, USA, & Canada, and have successfully offered end to end solutions to our clients. Some of our services offering include leading Open Source Solutions such as Odoo, Magento, and others eCommerce development. We deliver excellence and quality for Information Technology & Software Solutions to our clients worldwide.

For questions on Odoo ERP software or Magento website development you can contact our sales team on sales@globalteckz.com We ensure to provide you free consultancy on Odoo ERP software.

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