How to Create Sale Order in Odoo18

The steps below guide you through navigating to the Sales module, initiating a new sales order, entering essential customer and order details, adding products, and finally saving the order for further processing. This workflow ensures accurate documentation and seamless order management within the system.

1. Navigate to the Sales Module: From the Odoo dashboard, go to the “Sales” module and then to the “Orders” page.
2. Create a New Sales Order: Click the “New” button to start creating a new sales order.
3. Fill in Order Details: Complete the sales order form by selecting the customer, setting an expiration date, choosing the price list, and defining the payment terms.
4. Add Products: Add a product to the order, and specify the product type, quantity, unit price, and taxes.
5. Save the Order: The video concludes after the sales order is saved.