Sale Order Workflow

Workflow of sales order in Odoo

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A sale order have 9 stages.

• Draft Quotation
• Quotation Sent
• Cancelled
• Waiting Schedule
• Sales Order
• Sale to Invoice
• Invoice Exception
• Done

At first we create a quotation.

• Sales-> Quotation->Create
• Select a customer 
• Inside Order Lines tab click add an item
• Select a Product. After that the systems fills the Unit Price and other related fields.
• Now you can specify the quantity
• In Other Information tab you an several fields like Shipping Policy and Create Invoice. you can specify it
• Then save the form. Now your Quotation is Created

After creating a Quotation you can send it to the customer via Email. A pdf of your Quotation will attached in that email. This is not required.

Then you can confirm it as a sale order.

• Remember after confirming a sale order you can’t change the important values of the order like(Customer, Product, Quantity..etc)
• Now you have three options depends on your Create Invoice filed value.
  1. On Demand – You can Create Invoice or view Delivery Order of your Sales Order
  2. On Delivery Order – You can view the Delivery Order and deliver your product if it is available. Only after completing the Delivery process you can create invoice.
  3. Before Delivery – In this option, first you want to pay the invoice. after that you can deliver your product
• Paid and Delivered Fields, inside the Other Information tab shows the status of invoice and delivery order
• Shipping Policy
  
  1. Deliver Each Product when available.
  2. Deliver All Products at once.

After Completing these steps your Sale Order workflow is completed.