Ventas
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JA

Jesus Amezcua

Created Apr 24, 2023

Ventas

Este guía no llevara a través de todo el proceso de venta, desde la solicitud de cotización hasta la facturación. Para facilitar la comprensión, se explicará como si se estuviera dando instrucciones a una persona principiante en el sistema.

Antes de empezar, asegúrese de tener acceso al sistema y las credenciales necesarias para ingresar.

59
    d

Sincro

47 Steps
1

Ir a la pagina de su sistema desde el navegador de internet, en este caso usaremos demo.sincro.com.mx para guiarlo.

2

Ingresar el correo electrónico con el cual se registro

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3

Escribir su Passwords

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4

Click en Log in

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5

Solicitud de Cotización

La solicitud de cotización es el primer paso en el proceso de venta. Para solicitar una cotización en Odoo, siga los siguientes pasos:

6

Haga clic en Menu de Modulos

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7

Seleccione el módulo de Ventas

8

En la nueva ventana que aparece, seleccione el botón de Crear para crear una nueva solicitud de cotización

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9

Click En Cliente

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10

Seleccionar Cliente

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11

Agregue los productos que desea dando click en Agregar un producto

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12

Click en Producto

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13

Seleccionar un Producto

14

Verifica la Descripción de Producto

15

Ingresa Cantidad de Productos o Servicio

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16

Confirma Precio de venta por unidad

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17

Verifica que los Impuestos sean correctos

18

Si ud. maneja varios almacenes da click en Mas información

19

En Entrega seleccione el almacén donde se encuentra su producto a vender

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20

Click en Confirmar

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21

Entrega de Productos

Una vez que el pedido ha sido confirmado, es necesario entregar los productos al cliente. Siga los siguientes pasos:

22

Click en Entrega

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23

Click en la Referecia que aparezca como Listo, en este caso WH/OUT/00002

Se pueden realizar varias entrega parciales antes de crear la factura

24

Click en Editar

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25

Click en Hecho

26

Escriba la cantidad de productos Entregados

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27

Click en Validar

28

Click en Guardar

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29

Regrese al Pedido de Compra dando Click (siempre inicia con S seguido de un numero consecutivo) en este caso es S00001

30

Facturación

Finalmente, es necesario facturar el pedido. Siga los siguientes pasos:

31

Click en Crear Factura

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32

Click en Crear y ver factura (Siempre debe de estar seleccionado Factura Normal)

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33

Click en Editar

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34

Click en Fecha de factura

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35

Establezca le fecha de venta

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36

Establezca la fecha de pago o los días de vencimiento

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37

Click en la pestaña de CFDI 4.0

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38

Selecciona la Forma de pago

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39

Seleccione el Método de pago

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40

Seleccione Uso CFDI (cliente)

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41

Confirme que es un Ingreso

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42

Click en Confirmar

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43

Para timbrar la factura Click en Generar CFDI

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44

Por ultimo enviaremos la factura al cliente dado click on Enviar e imprimir

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45

Confirmamos la información que se enviara al cliente

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46

Click en Enviar e imprimir

47

¡Felicidades! Ha completado todo el proceso de venta en Odoo.

Esperamos que este manual le haya sido útil y le ayude a realizar sus ventas de manera más eficiente.


Recuerde que siempre puede regresar a cualquier paso anterior y editar o modificar la información si es necesario.

Well done!
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