foreign ERS my name is Jose Ignacio now as you know selling is a very unique art form there are many techniques when it comes to selling but the most common and effective ways to make products accessible to buyers are online stores which are otherwise known as e-commerce platforms or through a physical storefront or even better directly through a Salesman door-to-door knife salesman I'm coming after you at my furniture company stealthy wood we use all three of these methods yep even door-to-door but in this video we're going to focus on the last one sales people now
to learn how to use Odo for those other two methods check out our videos and documentation for the e-commerce and the point of sale apps which I'll link for you now in this video however we'll see how the odoo sales app makes it super easy and efficient for sales people to create and send quotations to customers the odoo sales app also automates tedious time-consuming tasks to save sales people time and more importantly energy so they can focus on the stuff that really matters like selling products so I'm really excited so let's jump right into our
database and see how we can do this hard to do is let's kick things off on our sales dashboard so we're going to open up the sales app and inside of here we can see a convenient list of all of our quotations and sales orders to create a new quotation we actually just have to Simply click new up here all right perfect so from here we'll first select a customer we can either use of course this drop down menu over here but that's not cool and flashy so we could create a new customer by just
starting to type a mysterious and Powerful name such as the word ODU and then we can hit create which will allow us to immediately use it or create an edit which allows us to add the customers contact information here and Oda will instantly create a new contact in our database let's give it an email to add a little bit more information Odo odo.com powerful mysterious and very sleek alright up next we'll add a product let's say this customer wants to buy one of our customizable desks so we'll select add a product customizable desk and would
you look at that I have options because ODU gives me options now since this product has multiple variations the product configurator pops up this allows us to choose exactly which variation we want for this quotation so let's say that the customer wants a black desk and I want to keep the material steel because it is strong we can also see that some optional products have been added below and these are pretty nifty because they're very convenient since we often sell these products together this saves our sales people a lot of time since they don't have
to go looking for the related products to offer these optional products themselves can be configured on the product form so be sure to check out our other videos to learn more about that but let's go ahead and add our one year and I consider this complete so confirm that oh doers all right this looks good so after adding the products I can actually easily change the quantity or the price manually on the quotation as well it's assume they want two and this unit price let's put some math in there boom just like that the unit
price was an equation now now what if I want to put an optional product on the quotation itself so the customer can add it to their cart later if they're interested easy now to do that I simply go over here to optional products once again I just add a product and let's assume they've bought a table our 400 IQ is telling us you're going to need a chair but which chair you want the office chair in Black just like that that's pretty easy so now what else can we do with this quotation well let's go
back to the order lines let's assume that I want to organize the products into sections and make it look a little bit cleaner readable sleeker more professional we're going to add a section here we're going to title this section furniture and then we're going to capitalize it because we're not animals boom and we use this up here and we drag it up there let's add another section this time we're going to call it warranty yeah warranty for the warranty area all right perfect that's not at all a hat on a hat okay now that we're
done creating this quotation we can deliver it to the customer in a few different ways if we want to give it to the customer in person we can actually easily print it out and hand it to them by going up here and selecting this print button and it'll tell us what do you want to print in our case quotation slash order once that you do that give oh to a couple seconds boom just like that it just did that and this is what that'll look like and tell me that's not a beautiful PDF you didn't
have to do anything for that but let's get back over here all right so we could also send it to the customer by email when we click you guess you know do or send by email and that'll prompt this with a few options now once that that loads it shows us the text of the email along with the subject and a few other things here's the templated text of the email that we can actually edit if necessary we can actually just type something in down here like we didn't say thank you let's do it in
all caps we're really happy right now you also see that the PDF is automatically attached perfect and if we like the changes that we made we can actually save it as our own template for future use by clicking as save as a new template down here below and tell me that's not useful but for right now I don't want to save it so let's just send this email as is just select that little button and would you look at that over here it gives us a little copy when we send the email a copy of
it is automatically recorded in the chatter section of the quotation here just so that all of this information about this order is in one convenient place now would you like to see what this online quotation looks like for a customer no problem with doers we actually have a customer preview button up here that when we select it you guessed it outdoers right now we are a customer once again wow look at all of that and there's our sections there's everything on this email boom look at that furniture and the warranty warranty section and you'll also
notice if you scroll back up actually if you scroll back down this person has the option to add that office chair that we were talking about but how would they do that well they actually just hit this little cart thing and boom it's been updated automatically just like that now customers can also sign and pay for their quotation online and that confirms their order right there and that's insanely convenient but in our case everything looked pretty good so we're gonna go back to edit mode okay so A salesperson by the way can also confirm the
quotation manually from the back end by clicking confirm this turns the quotation into a sales order and if we have deliveries already configured inside of our database then a delivery order is automatically created when the quotation is confirmed so let's actually just do that real quick we're going to confirm this and notice that there it is the delivery smart button right there be sure to check out our videos on delivery and inventory to learn more about that because I don't want to bore you too much anyway from here I now have the option to create
an invoice I also have the option to send it by email again or I can just cancel the whole thing let's imagine that unfortunately this deal falls through they don't want it and we need to cancel it all I actually have to do is click on cancel then I have the option to pretty much some nice email actually just to let them know I'm sorry we have the option to send it letting them know why it was canceled I can click Send and cancel to send the email or I can also just click cancel to
just cancel the sales order without sending them an email but we're not rude so we're going to send and cancel give that a second and as you can see the status of the order has actually shifted up here in the top right from sales order to canceled this is just another way that Odo makes our sales process super easy well yeah that's all for now doers But be sure to check out our other sales tutorials to learn even more about all the amazing features of the odoo sales app until then always remember go grab a
snack foreign
