How to Set Quotation Validity in Odoo 18 Sales | Quotation Validity in Odoo 18| Odoo 18 New Features
2Quotation validity in Odoo refers to the feature that allows you to set an expiration date for your sales quotations. This is useful for several reasons:
Enforcing timeliness: It encourages customers to make timely decisions, preventing delays in the sales process.
Avoiding price discrepancies: It ensures that the quoted prices remain valid for a specific period, protecting your business from potential losses due to price fluctuations.
Streamlining the sales process: It helps you manage your sales pipeline more efficiently by focusing on active quotations.
How to Set Quotation Validity in Odoo:
Configure Default Validity:
Go to Settings in the Sales module.
In the Quotations & Orders section, find the Default Quotation Validity field.
Enter the number of days you want the quotation to be valid for.
Set Validity for Individual Quotations:
When creating a new quotation, you can manually set the expiration date in the Expiration Date field.
The system will automatically calculate the expiration date based on the default validity and the quotation's creation date.
Viewing Quotation Validity:
The expiration date will be displayed on the quotation itself.
Customers can also see the expiration date when they view the quotation
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