After the meeting and calls with the potential customers, it will be the time to send the reference prices of products for their reference. We can convert sales opportunity to quotation on the OpenERP sales system.

From the Sales-Opportunities view screen, we can check which can be converted into the quotation stage and click it.

點選所要轉換的機會.

 Then we can see the detailed form view of the Opportunity.

我們就可以先看見這機會的內容.

 Click the Convert to Quotation button.

點選轉為報價單.

Click the Edit button to add some items into the quotation and then click Save to convert it into a formal Quotation.

點編輯後新增產品項目後儲存.