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Sample quotes are created in Odoo under your user. Customers listed are the same as on the internal dashboard form — only accounts linked to you in the mirror.
Customers are filtered to the selected salesperson.
Each row is an Odoo collection (via collection_id on your products).
Under it are the CS* corner-sample SKUs in that collection. Only collections
that also have a bundled corner-set product in Sample/Sets appear here.
Use the top checkbox to order that whole set as one line (the set SKU from Odoo);
expand the row to pick individual CS lines instead. You cannot mix whole-set and individuals
for the same collection in one order.
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Type a product number (e.g. 3310) and press Enter or
click Add — CS3310 will be looked up in Odoo and added.
Michelangelo mouldings that include a dash need the M in front
(type M432-23, not 432-23).
Select a customer and at least one product above.