Creating Sales Contracts in Odoo

In this document, we will explore the process of creating a sales contract in Odoo. The following steps will guide you through initiating a master sales contract and proceeding to create a subcontract associated with it. Each step is carefully crafted to ensure clarity and ease of understanding. Let's begin!

Step 1

Launch the Odoo application. On the home screen, navigate to and select the Sales app.

Step 2

Upon entering the Sales app, you'll be directed to the Master Sales Contracts view, displaying all existing master sales contracts. Click the 'New' button located at the top left to initiate the creation of a new master sales contract.

Step 3

This section serves as the header of the contract, summarizing key information. Select a customer for the new master sales contract to proceed.

Step 4

Select the customer 'ADM Fertilizer'.

Step 5

The salesperson field is auto-filled. If needed, you may choose a different salesperson.

Step 6

Choose the contract type, either domestic or international. For this example, select a domestic contract. The creation date is pre-set and non-editable.

Step 7

The creation date will automatically populate upon confirming the contract.

Step 8

Input a customer reference, for instance, 'ref 12345'. Indicate if the contract is annual by selecting the corresponding checkbox.

Step 9

For this demonstration, we'll create a simple contract without an annual term.

Step 10

This is a non-annual contract. The default currency is US dollars. Proceed to select product information for the master sales contract.

Step 11

Choose the product 'standard ammonium sulfate'.

Step 12

Enter the quantity as five rail cars, equating to 500 short tons.

Step 13

The unit of measure defaults to short tons, but other options are available in the dropdown menu.

Step 14

Observe that certain fields are grayed out as they are not required. The 'Tracking' section will auto-fill based on CRM module usage, not covered in this guide. Confirm the master sales contract when ready.

Step 15

Review the details: customer, contract type, customer reference, annual status, product, and quantity. Confirm by clicking the 'Confirm' button at the top left.

Step 16

The creation of Master Sales Contract 22 is complete. The 'New Quotation' button will appear. Click it to create a new quotation, acting as a subcontract attached to the master sales contract.

Step 17

Sales Order 23 is generated, linked to Master Sales Contract 22. Information from the master contract auto-fills, including customer, delivery, and invoice addresses, and salesperson details.

Step 18

Ignore the quotation template. The contract type selection remains unchanged. 'Back-to-back PO' will be discussed in another session.

Step 19

The quotation date indicates its creation. Adjust the expiration date as necessary.

Step 20

For this example, select 'PCI' as the warehouse.

Step 21

Fulfill the sales order with five rail cars from PCI. Choose a shipment window from December 1st to December 30th.

Step 22

Set the delivery date to mid-December.

Step 23

Select December 17th as the delivery date, just before Christmas.

Step 24

Opt for 'Ex Works' as the IncoTerm to simplify freight management.

Step 25

Select your IncoTerm. The IncoTerm location will not be discussed here. This sales contract fulfills the order for ADM from PCI.

Step 26

Choose '15 days' as the payment terms.

Step 27

Select destination weight for the weights.

Step 28

The customer reference auto-fills from the master contract. For provisional freight cost, leave it at zero as this is an Ex Works contract. The ammonium sulfate information carries over from the master contract with a quantity of 500 tons.

Step 29

The unit of measure, base price, and other details carry over from the master contract.

Step 30

Set the price to $300 per short ton for ammonium sulfate. The transportation mode is rail car for 500 short tons.

Step 31

Five contract lines will automatically generate for this order. Click 'Rail' to confirm.

Step 32

Five lines, each for 100 tons, will appear for this contract. Each line reflects the correct product, quantity, price, and other metrics. Confirm the completed contract.

Step 33

You have successfully created a master sales contract and an associated subcontract.