Sales flow

General Odoo docu on Sales quotations flow
https://www.odoo.com/documentation/19.0/applications/sales/sales/sales_quotations.html

In the Sales App go to the Menu "Orders"

To create a quotation, go to either overview, "Quotations" or "Orders"

In both instances, click the button "New" to create a new quotation.

Start of with selecting the correct customer, as well as any address variations.
Odoo will retrieve possible invoice or delivery addresses. If not present, Odoo will select the main address automatically.

This can of course be changed at any moment.

Next select the different products, by clicking "Add a product" and selecting the applicable product.

In case, the products consists of multiple variants, please select the correct values.
Select the quantity (in m³) and click "Confirm"

The Quantity in m³ is also converted in quantitiy in units.

When changing one of these values, the other updates automatically.

Next to the order lines, we can add more information on the tab, "Other info", such as the customer reference, incoterm and (expected) delivery date.

When all information has been entered correctly, we can "confirm" the quotation.
This transforms the quotation into a sales order.

When a sales order is created, this also creates a delivery. 

When delivering, we will indicate the correct quantity that we deliver for each product.

After saving this, we see the status in ready.

We can print needed documents and ultimately validate the delivery.

After Validation, the delivery is marked as done.

The print button will provide you with the delivery slip.

You can go back to the sales order by using the breadcrumb method in the upper left corner

Back on the sales order, we see the delivered quantity.

Next step is to create the invoice.

After clicking the create invoice button, we can select whether to make a regular invoice or a down payment.

After indicating your choice, we create a draft invoice.

This is the moment where a final check happens by operational/orders department.
These departments will not be able to post the invoice.

AT THIS POINT, FINANCE TAKES OVER.