Odoo CRM

how to create a sales quotation for Jane Doe

11 steps 33s 21/07/2026 11:07 2 views
0:00 / 0:00

Step-by-Step Guide

1

Type 'Jane Doe' in Type Jane Doe in the customer combobox

Typing Jane Doe into a text field
2

Select Jane Doe from the customer autocomplete dropdown

Clicking the 'Create "Jane Doe"' option in the customer autocomplete dropdown
3

Click away from the Add a product link

Clicking away from the Add a product link in the Order Lines section
4

Type 'Product A' in Type product name in the search a produc

Typing Product A into a text field
5

Click Add a product to add a product line item

Clicking the Add a product link in the Order Lines section
6

Type 'Product A' in Type a product name into the Search a pr

Typing Product A into a text field
7

Click away from the Add a product link

Clicking away from the Add a product link to deselect it
8

Type 'Product B' in Type product name in the Search a produc

Typing Product B into a text field
9

Click away from the Add a product link

Clicking away from the Add a product link to deselect it
10

Click the 'Add a product' button to add a new product line

Clicking the 'Add a product' button in the Order Lines section
11

Type 'Product B' in Type a product name into the Search a pr

Typing Product B into a text field