Quotation deadlines¶

In the Odoo Sales application, it is possible to set deadlines on sales quotations. Doing so encourages customers to act quickly during sales negotiations, for they might fear for missing out on a good deal. As well, deadlines also can also act as protection for a company in case an order has to be fulfilled at a price that is no longer profitable for the business.

Quotation expiration¶

In Odoo Sales, there’s the option to add an expiration date to a quotation.

To add an expiration date to a quotation, navigate to Sales app, and select a desired quotation, or create a new one by clicking New.

On the quotation form, click the Expiration field to reveal a pop-up calendar. From this pop-up calendar, select the desired month and date as the expiration date for the quotation.

Tip

Door op de Preview knop op een offerte te klikken, laat Odoo duidelijk zien wanneer die specifieke aanbieding verloopt.

Quotation template expiration¶

De Odoo Sales applicatie maakt het ook mogelijk om een vervaldatum toe te voegen aan offertesjablonen.

Om een vervaldatum voor een deadline toe te voegen aan een offertesjabloon, navigeer je naar :menuselectie:`Verkoop app --> Configuratie --> Offertesjablonen`, en selecteer je de gewenste offertesjabloon waaraan een deadline moet worden toegevoegd, of klik je op Nieuw om een nieuwe offertesjabloon te maken.

On the quotation template form, add a specific number of days to the Quotation expires after field, located beneath the quotation template name. The number of days represents how long the quotation will be valid for, before it expires.

Then, whenever that specific quotation template is used in a quote, an expiration date is automatically calculated, based on the number of days designated above. However, this date can be overwritten before sending the quotation to the customer.