Introduction
Odoo is a powerful and flexible ERP platform widely used for managing business operations. One of its core strengths is its ability to create custom forms and workflows, allowing businesses to tailor processes to their specific needs. In this guide, we will walk through a practical example of creating a form through the **Sales Module** by adding a new quotation and completing it.
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Steps to Create a Custom Form in Odoo
1. Click on the Sales
Navigate to the Sales module from the Odoo dashboard to initiate the process.
Get a closer look – Here’s the feature at work.
2. Click on the New Quotation
In the Sales module, click the New Quotation button to generate a new sales quotation.
Get a closer look – Here’s the feature at work.
3. Fill in the Details and Click on the Add Product
- Enter the required customer and quotation details, including name, address, and other relevant information.
- Click Add Product to include the products or services in the quotation.
Get a closer look – Here’s the feature at work.
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4. Add the Product and Click on the Confirm Button
- Choose the desired product from the list and ensure the quantity and price are correct.
- After adding all products, click the Confirm button to finalize the quotation.
Get a closer look – Here’s the feature at work.
5. See the Quotation is Added to the Dashboard
Once confirmed, the quotation will appear on the Sales Dashboard, reflecting the current status and progress.
Get a closer look – Here’s the feature at work.
6. Click on the View Form
Click the View button next to the newly created quotation to open its detailed form view.
Get a closer look – Here’s the feature at work.
7. See the Form and Click on the Save Button
- Review the quotation form, ensuring all entered details are correct.
- Finally, click Save to store the form and complete the process.
Get a closer look – Here’s the feature at work.
Conclusion
Creating a custom form in Odoo is an intuitive process involving just a few clicks. With the steps provided above, users can quickly generate new quotations in the Sales module, review the form, and store it for future reference. This workflow highlights the simplicity and efficiency of Odoo’s form management system, empowering businesses to maintain clear and organized records for sales operations.
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