How to Manage Repeated Orders of The Same Items In Odoo 13

Several customers are interested in repeating orders of the same item that they bought earlier rather than buying a new one i.e. they normally repeat an equivalent order alongside certain additional products. That being said, generating invoices every time a customer visits the store may be time-consuming.

In Odoo 13, we will create quotation templates that would help the user to order equivalent products for a customer. These templates are saved and will be modified if needed while ordering or modified permanently.

Repetitive orders usually are available at retail shops and will be available as a handy feature while there's an enormous line of consumers. The group of products that are usually ordered together during a real-time application are often grouped together and saved as a template. The template creation varies from customer to customer just in case a corporation features a usual customer her/ his orders are often saved as a quotation template and may be used while the customer purchases. Additionally, the spare parts which are available with the acquisition of machinery are often saved as additional products for equipment and permit the user to use the template if necessary.

Let's check how quotes templates are generated and enabled.

The quotation templates are often generated easily within the sales module of an Odoo 13 platform, let's examine how a quotation template is made and implemented while creating an order.

Step 1: Initially select the sales module then, Configurations then, Quotation template then, Create.

The user can provide a name to the template alongside the expiration date of the templates. In the product option one can add products from your inventory. The quantity of the products also can be modified alongside the worth. There is an option for the user to pick optional products attached to the sale of the merchandise.

In the next icon, you decide on the optional products which you'll attach with this quotation. These products are optional so at the time of sending the quotation, you'll renumber the units or cancel them.

The confirmation mode also can be selected for the customer whether he should confirm by a web signature, online payment, or an confirmation mail. The user should save the template upon filling the small print.

As the template is saved which may be used from date to the date set because the expiration date.

Step 2: No attend the quotations> create> enter the customer details > quotation template > select your quotation. Upon selecting your quotation you'll see the order details displayed. The details are going to be an equivalent as that of the template, any modification is often made as per need. Certain additional products are often nullified within the order if needed.

Step 3: To initiate the working of the quotation template feature lets create a template. The products are added like an outsized cabinet, cabinet with doors, and a led lamp.

The template is given some optional products just just in case the customer wishes to get them alongside the most products. The optional products provided are usually those bought alongside the most products. And the detailed entries are saved.

Step 4: No when the customer comes in and provides an order for furniture for the office the user can select the quotation template “ office furniture”. Upon choosing the template within the new orders menu the small print mentioned appears within the order menu as products. There are even options to get rid of an item from the order just for the concerned order.

In the products mentioned above, there's an item that's out of stock indicated by a red icon within the quantity ( Led lamp). As the merchandise is out of stock the user can concern the customer and take away the product. Thus modifications also can be done to a template made order.

The option also can be enabled to save lots of spare products or accessories purchased alongside machinery. For example, adding a sequence saw because the main product and availing additional products like spanners, screwdrivers, bolts, Allen keys, etc can be available handy to a machinery shop.

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