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Sales Agreement Template

Provide sales agreement template
128.87 € 128.87 € (税抜)
US$ 150.00 (税抜)

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配送: 2-3 営業日内


ODOO'S FUNCTION

Odoo does not provide a Sales Agreement. It only offers a Purchase Agreement, which is used to manage procurement contracts, streamline purchasing processes, and consolidate multiple purchase orders under predefined terms.


CLUEDOO'S FUNCTION

CLuedoo develops Sales Agreements, which serves as a mirror of the Purchase Agreements, helping businesses standardize their sales processes, streamline contract management, and enhance efficiency in long-term customer agreements.  Additionally, it introduces an extended feature: Sales Agreement Template, allowing users to quickly and effortlessly create sales agreements with information automatically inherited from the template.

1. 

Go to Sales > Configuration > Sale Orders > Sales Agreement Template > Create a new template

2. 

Fill all the necessary fields, such as Sales Representative, Agreement Type, and Lines of products.


3. 

Create a new Blanket Order with this template > All information will be automatically filled > Confirm  


4. 

Create New Quotation > All information of the quotation will be inherited from the Blanket Order.

Note: If you want the quotations to take the Quantity from the Sales Agreement Template, remember to select Use quanitites of agreement in Agreement Type