报价截止日期¶
在Odoo *Sales*应用程序中，可以在销售报价中设置截止日期。这样做可以鼓励客户在销售谈判期间迅速采取行动，因为他们可能担心错过一个好的交易。此外，截止日期还可以作为一家公司的保护措施，以防订单需要以不再盈利的价格履行。
Quotation expiration¶
In Odoo Sales, there’s the option to add an expiration date to a quotation.
To add an expiration date to a quotation, navigate to , and select a desired quotation, or create a new one by clicking New.
On the quotation form, click the Expiration field to reveal a pop-up calendar. From this pop-up calendar, select the desired month and date as the expiration date for the quotation.
小技巧
By clicking the Preview button on a quotation, Odoo clearly displays when that specific offer expires.
Quotation template expiration¶
The Odoo Sales application also makes it possible to add a deadline expiration date to quotation templates.
To add a deadline expiration date to a quotation template, navigate to , and either select the desired quotation template to which a deadline should be added, or click New to build a new quotation template from scratch.
On the quotation template form, add a specific number of days to the Quotation expires after field, located beneath the quotation template name. The number of days represents how long the quotation will be valid for, before it expires.
Then, whenever that specific quotation template is used in a quote, an expiration date is automatically calculated, based on the number of days designated above. However, this date can be overwritten before sending the quotation to the customer.
另请参阅