Odoo 19 first quotation: check the offer before confirming the order

Applicability

Odoo 19 Sales, customer/product records and quotation rights. Signature and payment features require configuration; payment provider and app/subscription eligibility must be checked for the actual deployment. No particular Hong Kong payment method is promised.

Research method

Research of official Odoo 19 documentation, including its published source where pages were unavailable; examples are fictitious editorial calculations. No new Odoo product testing, customer case study or hardware trial was performed.

Prepare a quotation the customer can check: the exact items, currency, delivery assumptions, validity and payment terms. Order confirmation, invoice creation and receipt of cash are separate events.

Contents

• Create and review the quotation
• Worked example: a small office order
• Choose the confirmation route
• Continue from quotation to cash

Create and review the quotation

In Sales → Orders → Quotations, choose New, select the customer and add product lines. Review saved invoice and delivery addresses rather than assuming populated fields are correct. Add quantities, prices, sections or notes, then inspect the customer-facing quotation before sending. Official quotation workflow.

Manual contact entry works without external company enrichment. The address copied from an existing contact is not independent verification of that company. If external autocomplete is offered, check its availability, service conditions and returned data; this workflow does not depend on it.

Worked example: a small office order

Fictitious HKD offer, with no tax or discount assumed:

Control: 4 × 450 + 600 + 200 = 2,600. If the agreed deposit is 30%, the request is 2,600 × 30% = HKD 780; the commercial balance is HKD 1,820 before any later changes. This arithmetic does not record a payment.

Copyable offer notes: “HKD prices; four desk lamps and one installation visit; delivery to one agreed address; valid for 14 days from issue; proposed delivery date subject to stock and scheduling confirmation.” These are example commercial choices, not legal terms prescribed by Odoo. Replace each before sending.

Choose the confirmation route

Online Signature must be enabled and applicable to the quotation. Online Payment additionally needs the relevant Sales setting and a configured provider; a portal button is not proof of settled bank funds. Signature conditions and payment-provider accounting describe different parts of the workflow.

For an accepted offer handled by staff, confirm the order only after recording the agreed scope. Inventory operations depend on the product and installed modules. Inspect each product’s invoicing policy before raising a bill.

Continue from quotation to cash

Use sales-order invoicing to decide what can be billed, then bank reconciliation to handle settlement. If the team repeatedly changes prices or terms after acceptance, contact APAA to define a quotation review owner.

The cover is a generic illustration, not an Odoo 19 operation screenshot.

Sources

• Odoo 19 — Create quotations

  Customer, products, addresses and optional online confirmation configuration.

  Source checked Oct 21, 2026

• Odoo 19 — Online signatures

  Signatures require activation; quotation confirmation is distinct from accounting settlement.

  Source checked Oct 21, 2026

• Odoo 19 — Online payments

  Payment provider configuration and separate bank/accounting workflow.

  Source checked Oct 21, 2026