Creating a New Sales Order with Customer and Product Details
Olivia Gracelin
|
56 steps
|
3 minutes
Odoo
1
Navigate to [https://wcr-ca.odoo.com/web#action=298&model=sale.order&view_type=list&cids=1&menu_id=182](https://wcr-ca.odoo.com/web#action=298&model=sale.order&view_type=list&cids=1&menu_id=182)
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Click "NEW"
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Type "Test Quote [[tab]] Joe Blowe"
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Click "Create and edit..."
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Click the "Street..." field.
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Type "123 [[tab]] [[tab]] blow town [[tab]] ab"
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Click "Alberta (CA)"
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Click the "ZIP" field.
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Type
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Click the "Country" field.
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Press [[ctrl]] + [[a]]
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Type "unit"
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Click "DISCARD"
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Click the "Customer?" field.
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Type "joe bloe"
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Click "Create and edit..."
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Click the "Street..." field.
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Type "123 t street [[tab]] [[tab]] blow town [[tab]] alask"
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Click "Alaska (US) Create and edit..."
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Click "Alaska (US)"
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Type " [[tab]] 97101 [[tab]] [[tab]]"
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Click the "Phone?" field.
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Type "19071111111 [[tab]] [[tab]] [123bt@gmail.com](mailto:123bt@gmail.com) [[tab]]"
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Click this dropdown.
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Click the "Transfer Case?" field.
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Type "t"
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Click the "Engine?" field.
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Type " [[tab]] 136 [[tab]] Big Block [[tab]] PSC clevis style [[tab]]"
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Click here.
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Click the "Wheels/Tires?" field.
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Type "19.5 tires [[tab]]"
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Click "ADD"
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Click here.
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Click the "Delivery Address" field.
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Click the "Contact Name?" field.
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Type "Joes Wife"
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Click the "Street..." field.
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Click the "Street..." field.
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Type "111 325"
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Click "SAVE & CLOSE"
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Click "Sales & Purchase"
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Click the "Pricelist?" field.
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Click "USD (USD)"
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Click the "Supplier Currency?" field.
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Click the "Fiscal Position?" field.
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Click "International (INTL)"
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Click "SAVE & CLOSE"
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Click the "Pricelist?" field.
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Click "Add a product"
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Type "d"
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Click "[MI 7704 125 SF] 1/2"x1-1/4" NF Socket Head Bolt"
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Type " [[tab]] [[tab]]"
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Click here.
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Click "Taxes"
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Click here.
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Click "Orders"
