Home └New Associate Training └ODOO TRAINING 0815 - SALES MODULE

New Associate Training

0 %

Completed

Course content

ODOO TRAINING 0815 - SALES MODULE

40 XP
Prev Next
Fullscreen Share
Rating
0 0

There are no comments for now.

1. What stage represents an editable estimate before confirmation?
Quotation Sales Order Inventory Transfer Canceled Quotation Sent
2. What happens when a quotation is confirmed?
Customer survey auto-completes Quotation becomes void Inventory transfer is created/reserved Products are deleted All fields remain fully editable
3. Which stage shows that a quotation was sent to the customer?
Delivery Quotation Sent Sales Order Canceled Inventory Reserved
4. Which stage limits your ability to delete items?
Sales Order Quotation Draft Portal View Quotation Sent
5. What order type enables financing, warranty, and savings tabs?
Service Delivery Installation Maintenance Sale
6. What order type is for addressing equipment problems?
Service Sale Install Delivery Maintenance
7. Which order type is used for scheduled, predictable tasks?
Other Service Sale Auto Delivery Maintenance
8. Which order type represents dropping product off by a Clearwater tech?
Install Delivery Sale Maintenance Other
9. Which order type is used when shipping filters to a customer?
Service Sale Install Delivery Maintenance
10. Which order type manages recurring rental agreements?
Service Other Maintenance Subscription Install
11. What is the recommended way to start a new sales order?
From inventory From the contact’s delivery address From accounting From reporting From calendar
12. Changing the quotation template after adding products will…?
Reset the order lines Remove the customer Delete attachments Change salesperson Cancel the order
13. What button is used to add products to a sales order?
Add a product Add service Load items Insert row New line
14. What part number should be added for installation labor?
CHRG-0001 WARRANTY-PARTS LBR-0030 TRIP-001 SOFT-001
15. What part number represents a trip charge?
TRIP-001 SERV-010 CHRG-0001 LBR-0030 REB-001
16. What part number is used for standard delivery fee?
AUTO-DEL-01 LBR-0030 TRIP-001 CHRG-0001 SHIP-100
17. What should you do if you're unsure whether an item is needed?
Add it with quantity 0 Email the office Leave it off entirely Create a second order Delete it
18. What happens if configurable product options conflict?
Price doubles System blocks with warning Order auto-cancels Product is deleted Options disappear forever
19. Where is the savings calculator located?
Order lines Savings tab Delivery tab Notes tab Warranty tab
20. What must be entered before resetting savings labels?
Warehouse Warranty data Survey photos Payment terms Water quality & number of people
21. Which tab shows warranty durations for items?
Delivery Notes Order Lines Savings Warranty
22. What must be selected in all three financing comparison slots?
Customer’s income Only one loan Three financing options Down payment Three cash terms
23. Why offer financing options?
To modify inventory To trigger refunds To change warehouse To increase taxes To compare monthly savings vs monthly investment
24. Where do you create a site survey?
Order lines Survey smart button Settings Portal Contacts
25. What type of responses do most survey questions use?
Long text Selection boxes Photos only Numeric equations Multiple choice tests
26. What should raw water tests always include?
Only iron Only chlorine Only manganese Hardness, pH, TDS Only hardness
27. What is the rule for entering water test results?
Numbers only, no units Enter two results at once Enter colors Leave blank Include units
28. What does selecting a financing option in customer preview do?
Deletes discounts Cancels order Locks survey Changes salesperson Sets payment terms
29. What color highlights the selected financing option?
Green Purple Blue Yellow Red
30. What allows a customer to digitally sign and confirm an order?
Customer Preview Order Lines Invoice Water Test Inventory
31. When should you send a quotation email?
After leaving the home Before building order Never Only after installation While with customer
32. Who does the email appear from?
The salesperson on the order Warehouse Customer System admin Office manager
33. Where are customer replies stored?
Inventory Within the sales order POS Accounting Separate inbox only
34. What new option attaches product literature automatically?
Send by email with literature Portal Promotions Print PDF Add attachment
35. What must be selected to apply cash discount?
Any template Service type Mobile promotions unchecked Cash payment terms Install type
36. What button applies rebates and promotions?
Order Lines Mobile Promotions Survey Send by Email Warranty
37. What starts the financing application?
Warehouse Invoices Contacts Financing Application smart button Order Lines
38. What populates delivery address automatically?
Importing spreadsheet Starting from delivery contact Starting from invoice contact Using POS Starting from random customer
39. What must happen before submitting financing application?
Only email required All fields must be completed Water test completed Survey submitted Only name required
40. Which order type is used when removing equipment from a customer’s home?
Install Other Sale Delivery Equipment Pull