How to Create a Sales Quotation in Odoo

Learn how to quickly generate and confirm a new sales quotation in Odoo by assigning customers, selecting warehouses, and adding product lines.

May 20, 2026 By Panupong Tungudomcharoen

This guide walks you through the process of creating a new sales quotation in Odoo, from selecting the customer and fulfillment warehouse to adding specific products and confirming the final order.

This workflow is intended for sales representatives and order management teams who use the Odoo Sales module to capture and process customer requests.

Navigate to Sales Quotations

Begin by accessing the central sales dashboard where all quotations are managed.

Step #1: Select the Sales module from your main Odoo dashboard. — Select the **Sales** module from your main Odoo dashboard.

Step #2: Click New in the top-left corner to generate a blank quotation form. — Click **New** in the top-left corner to generate a blank quotation form.

Configure Order Details

Set up the high-level information for the quote, determining who the order is for and where the inventory will be pulled from.

Step #3: Open the Customer dropdown and select the relevant client for this transaction. — Open the **Customer** dropdown and select the relevant client for this transaction.

If the customer doesn't exist yet, you can usually type their name into this field and use the inline prompt to create a new customer record.

Step #4: Click the Warehouse field and choose the appropriate fulfillment location (e.g., 1 Step) for the products. — Click the **Warehouse** field and choose the appropriate fulfillment location (e.g., 1 Step) for the products.

Add Product Lines

Once the header information is populated, specify what the customer is purchasing.

Step #5: Under the Order Lines tab, click Add a product to create a new line item. — Under the **Order Lines** tab, click **Add a product** to create a new line item.

Step #6: Search for and select your item from the product dropdown list. — Search for and select your item from the product dropdown list.

Step #7: Update the quantity field to reflect the number of units being quoted. — Update the quantity field to reflect the number of units being quoted.

Repeat these steps for any additional products the customer wishes to order.

Finalize the Quotation

Review the order lines, taxes, and totals to ensure everything is correct before locking in the document.

Step #8: Once all products and details are accurate, click Confirm at the top of the form. — Once all products and details are accurate, click **Confirm** at the top of the form.

Confirming the quotation transitions it to a Sales Order, which typically triggers inventory reservations and readies the order for the next steps in fulfillment and invoicing.

Configure Order Details

Set up the high-level information for the quote, determining who the order is for and where the inventory will be pulled from.

If the customer doesn't exist yet, you can usually type their name into this field and use the inline prompt to create a new customer record.

Add Product Lines

Once the header information is populated, specify what the customer is purchasing.

Repeat these steps for any additional products the customer wishes to order.

Finalize the Quotation

Review the order lines, taxes, and totals to ensure everything is correct before locking in the document.

Confirming the quotation transitions it to a Sales Order, which typically triggers inventory reservations and readies the order for the next steps in fulfillment and invoicing.