Sales

• CRM
  • Interface Overview & Main Menu
  • CRM Workflow Architecture
    • Lead Acquisition & Allocation
      • Create a New Lead
        • General Information
        • Customer Information & Address
        • Contact Person (B2B Accounts)
        • Classification (Dashboard Analytics Data)
        • Responsibility & Additional Information
        • Duplicate Detection Alert
      • Lead Scoring & SLA Allocation
        • Lead Quality Classification (1–3 Stars)
        • Workflow Stages & Salesperson Assignment
        • Automated System Actions on Sales Assignment
    • Lead Processing & Conversion
      • Lead Reception & SLA Interaction
      • Schedule Customer Onsite Visits
      • Log Consulting Timesheet
      • Lead Conversion into Opportunity
    • Opportunity Pipeline
      • Kanban Pipeline Stages
      • Closing Opportunities (Win / Lost)
        • Closing as Won (Win)
        • Closing as Lost (Lost)
    • Contracts & Payments
      • Finalize Contract Details (Sales)
      • Register Customer Payment (Sales)
      • Approve Payment (Accounting)
    • Customer Sharing
      • Customer Sharing Workflow
      • Automated Lead Generation in Target SBU
    • CRM Dashboard
      • Time Filters & Period Comparison
        • Time Filter
        • Previous Period Comparison
      • Executive KPI Metrics
        • Revenue KPI Cards
        • Signed Contracts Metric
        • Win Rate Metric
        • Conversion Rate Metric
      • In-Depth Analytical Charts
        • 1. Revenue Tracking Chart
        • 2. Lead Quality Distribution (Scoring)
        • 3. Revenue by Product Category
        • 4. Sales Funnel Analytics
        • 5. Win / Loss Reason Analysis
        • 6. Sales Representative Performance Leaderboard
        • 7. Aging Opportunities Watchlist
        • 8. Regional Revenue Distribution
        • 9. Lead Acquisition Channels & Source ROI
        • 10. Subsidiary SBU Performance & Revenue Contribution
        • 11. Customizing Dashboard Layout (Show/Hide Charts)
• Sales
  • Send Quotations
    • Create quotations
      • Quotation settings
      • Quotations dashboard
      • Create quotation
        • Order Lines tab
        • Optional Products tab
        • Other Info tab
          • Sales section
          • Delivery section
          • Invoicing section
          • Tracking section
        • Notes tab
      • Sending and confirming quotations
    • Quotation templates
      • Configuration
      • Create quotation templates
        • Lines tab
        • Optional Products tab
        • Terms & Conditions tab
        • PDF Quote Builder tab
      • Use quotation templates
      • Mass cancel quotations/sales orders
    • Optional products
      • Configuring optional products
      • Optional products on quotation templates and quotations
        • Quotation templates
        • Quotations
      • Previewing optional products
    • Online signatures for order confirmations
      • Activate online signatures
      • Order confirmations with online signatures
        • View online signatures in Developer Mode
    • Online payment order confirmation
      • Activate online payments
      • Payment providers
      • Register a payment
    • Quotation deadlines
      • Quotation expiration
      • Quotation template expiration
    • Deliveries and invoices to different addresses
      • Settings
      • Contact form configuration
      • Address added to quotations
    • Product variants on quotations and sales orders
      • Settings
      • Product configuration
      • Product configurator
      • Order grid entry
    • PDF quote builder
      • Configuration
      • Dynamic text in PDFs
        • Dynamic text values
      • Add PDF to product
      • PDF quote
  • Invoicing Method
    • Invoicing policies
      • Configuring an invoicing policy
        • Changing the invoicing policy for existing products
      • Invoicing what is ordered
        • Invoice ordered quantity workflow
      • Invoicing what is delivered
        • Invoice delivered quantity workflow
    • Down payments
      • Create invoices
      • Initial down payment request
      • Example: request 50% down payment
      • Example: request 100% down payment
      • Income account modification on down payments
    • Pro-forma invoices
      • Configuration
      • Send pro-forma invoice
    • Invoicing based on time and materials
      • App and settings configuration
      • Service product configuration
      • Add time spent to sales order
      • Invoice time spent
      • Expenses configuration
      • Add expenses to sales order
      • Invoice expenses
      • Purchase configuration
      • Add purchase to sales order
      • Invoice purchase
    • Invoice project milestones
      • Create milestone products
      • Invoice milestones
  • Products & Prices
    • Manage your products
      • Import products
        • Import template
        • Customize product import template
        • Import product template spreadsheet
        • Import relation fields, attributes, and variants
          • Relation fields
          • Attributes and values
          • Product variants
      • Product variants
        • Configuration
        • Attributes
          • Attribute values
            • Colors
        • Product variants
          • Configure variants
          • Variants smart button
        • Impact of variants
      • Product images with Google Images
        • Configuration
          • Google API dashboard
          • Google Programmable Search dashboard
          • Odoo
        • Product images in Odoo with Google Custom Search API
    • Manage your pricing
      • Pricelists, discounts, and formulas
        • Pricing strategy options
        • Pricelists
          • Price Rules tab
            • Multiple prices per product
            • Advanced price rules
          • Recurring Prices tab
          • Rental rules tab
          • Configuration tab
            • Show discount percentage to customers
        • Customer pricelist application
        • Multiple prices per product
        • Discounts
          • Discount button
        • Advanced price rules
          • Price computation
          • Conditions
      • Foreign currencies
        • Settings
        • View, edit, and add currencies
          • Currency detail form
          • Main currency detail form
        • Create new currency
        • Currency-specific pricelists
        • Auto-conversion from public price
        • Set product prices
    • Returns and refunds
      • Before invoicing
      • After invoicing
    • Use eWallets and gift cards
      • eWallets
      • Gift cards
    • Discount and loyalty programs
      • Configure the settings
      • Configure discount and loyalty programs
        • Program types
        • Conditional rules
        • Rewards
  • Amazon Connector
    • Amazon Connector features
      • Supported features
      • Supported marketplaces
    • Amazon Connector configuration
      • Connect Amazon Seller account to Odoo
      • Amazon orders in Odoo
      • Product tax configuration
      • Add a new marketplace
    • Amazon order management
      • Order synchronization
      • Force synchronization
      • Manage deliveries in FBM
        • Manage errors when synchronizing deliveries
      • Follow deliveries in FBA
      • Invoice and register payments
        • Issue invoices
        • Register payments
      • Follow Amazon sales in sales reporting
    • Tracking lot or serial number products with FBA orders
      • Settings
      • Create a product kit
        • Link the Amazon item SKU to the product kit
        • Create the BoM for the product kit
  • eBay Connector
    • eBay connector setup
      • Overview
        • eBay - Odoo linked fields
        • eBay terms
        • eBay actions available on Odoo
      • Setup required on Odoo prior to eBay setup
      • Set up on eBay
        • Set up eBay developer account
        • Set up eBay keyset
          • Configure account deletion / notification settings (Production)
          • Creating the keyset
        • Create eBay user token
        • Grant application access
        • API explorer
      • Entering credentials into Odoo
    • How to list a product?
      • Listing without variation
      • Listing with variations
      • Product identifiers
        • EAN and UPC identifiers
        • Listing with item specifics
      • Process invoices and payments
        • Posting payment
        • Reconciling payments
    • Troubleshooting eBay connector
      • Accept account deletion notifications
        • Verify the installation of Odoo is up to date
          • Update Odoo to the latest release
          • Update the list of available modules
          • Install the eBay Connector - Account Deletion update
        • Retrieve endpoint details from Odoo
        • Subscribe to account deletion notifications
        • Verify the connectivity with the endpoint
    • Linking existing listings
      • Turn off eBay scheduled actions
        • Sync eBay categories
      • Link eBay listings
        • Manual listing link
      • Turn on eBay scheduled Actions
• Point of Sale
  • Start a session
  • Sell products
  • Set customers
  • Customer notes
  • Return and refund products
  • Manage the cash register
  • Close the POS session
  • Analytics
    • Configuration
      • Access the POS settings
      • Make products available
      • PoS product categories
        • Configuration
        • Assign PoS product categories
        • Adapt the POS interface
          • Start category
          • Restrict categories
            • IoT system connection
              • Setup example
            • ePOS printers
              • Configuration
              • Directly supported ePOS printers
              • ePOS printers with IoT system integration
            • Secure connection (HTTPS)
              • Force your Point of Sale to use a secure connection (HTTPS)
            • Self-signed certificate for ePOS printers
              • Generate, export, and import self-signed certificates
              • Check if the certificate was imported correctly
    • Multi-employee management
      • Configuration
      • Usage guidelines
        • Logging in
        • Logging in with badges
        • Adding a PIN Code
    • Receipts and invoices
      • Receipts
        • Reprint a receipt
      • Invoices
        • Configuration
        • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
    • Preparation display
      • Configuration
      • Practical application
        • Using the preparation display
        • Customer display
    • Self-ordering
      • Configuration
        • Feature activation
        • Additional settings
        • Preview
      • Usage guidelines
    • Product combos
      • Configuration
      • Practical application
    • Shop features
      • Sales orders
        • Select a sales order
        • Apply a down payment or settle the order
      • Barcodes
        • Configuration
        • Assign barcodes
          • To your products
          • To your employees
        • Use barcodes
          • Scan products
          • Log employees
      • Serial numbers and lots
        • Serial numbers and lots importation
        • Serial numbers and lots creation
      • Ship later
        • Configuration
        • Practical application
      • Customer display
        • Configuration
          • Local
          • IoT system
    • Restaurant features
      • Configuration
      • Take orders
        • Floors and tables
          • Configuration
            • From the POS backend
            • From the POS frontend
          • Table transfer
        • Orders printing
          • Configuration
            • Enable and create printers
            • Setup form
          • Print orders
        • Bills
          • Configuration
          • Bill printing
          • Bill splitting
        • Tips
          • Configuration
            • Tip products
            • Tip using an Adyen terminal
            • Tip after payment
          • Add tips
            • Tip using an Adyen terminal
            • Tip after payment
    • Pricing features
      • Discounts
        • Apply manual discounts
          • Apply a discount on a product
          • Apply a global discount
        • Apply time-limited discounts
          • Create a pricelist
          • Using a pricelist with the PoS interface
      • Discount tags (barcode scanner)
        • Barcode Nomenclature
        • Scan the products & tags
      • Loyalty programs
        • Configuration
        • Use the loyalty program in your PoS interface
      • Pricelists
        • Configuration
          • Create pricelists
            • Multiple prices per product
            • Advanced price rules
          • Select pricelists
      • Flexible taxes (fiscal positions)
        • Configuration
        • Use fiscal positions
      • Cash rounding
        • Configuration
      • Electronic shelf labels
        • Configuration
          • Pricer setup
          • Odoo setup
            • Pricer stores
            • Pricer tags
          • Practical application
    • Payment methods
      • Payment terminals
        • Configuration
        • Pay with a payment terminal
          • Adyen
            • Configuration
              • Generate an Adyen API key
              • Locate the Adyen terminal identifier
              • Set the Event URLs
              • Configure the payment method
          • Ingenico
            • Configuration
              • Connect an IoT system
              • Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX
              • Configure the payment method
          • Mercado Pago
            • Configuration
              • Point Smart application
              • Credentials
              • Payment method
          • Razorpay
            • Configuration
              • Locate your Razorpay credentials
              • Configure the payment method
          • SIX
            • Configuration
              • Install the POS IoT Six module
              • Connect an IoT system
              • Configure the terminal ID
              • Configure the payment method
          • Stripe
            • Configuration
              • Configure the payment method
              • Connect Stripe to Odoo
              • Configure the payment terminal
              • Link the payment method to a POS
            • Troubleshooting
              • Payment terminal unavailable in your Stripe account
          • Vantiv
            • Configuration
              • Configure the payment method
          • Viva Wallet
            • Configuration
              • Locate your Viva Wallet credentials
                • Merchant ID and API key
                • POS API credentials
                • Terminal ID
              • Configure the payment method
              • Configure the webhook
              • Link the payment method to a POS
          • Worldline
            • Configuration
              • Connect an IoT system
              • Configure the protocol
              • Set the IP address
                • Hostname
                • Port number
              • Configure the payment method
    • Reporting
      • View statistics
• Subscriptions
  • Set up recurring plans
    • DETAILS section
    • SELF-SERVICE section
    • Pricing tab
  • Product form configuration
  • Create a subscriptions quotation
  • Confirmation
    • Subscriptions in the eCommerce shop
      • Create recurrence periods as product variants
    • Upsell subscriptions
      • Discount configuration
        • Upsell subscriptions
    • Renew subscriptions
      • Subscription renewals
    • Close subscriptions
      • Configuration
      • Close a subscription
        • Administrator view
        • Customer view
    • Automation rules
      • Create automation rules
        • Automation rule form fields
          • Apply On section
          • Action section
            • Activity section
    • Scheduled actions
      • Access scheduled actions
      • Generate recurring invoices and payments
        • Create invoice
        • Closing invoices
      • Subscriptions expiration
    • Subscription reports
      • Reporting page elements
        • Filters and Group By
        • Views
          • Graph view
          • List view
          • Pivot view
        • Measures
        • Insert in spreadsheet
      • Reporting pages
        • Subscriptions analysis
        • Retention analysis
        • MRR breakdown
        • MRR analysis
    • Subscriptions and automatic payments
      • Setting up a payment processor that supports automatic payments
      • How customers can set up automatic payments
      • What happens if an automatic payment fails?
• Rental
  • Dashboard
  • Settings
  • Rental products
  • Rental pricing
    • Pricing
    • Reservations
    • Price computing
  • Rental orders
  • Customer signature
  • Pickup products
  • Return products
  • Print pickup and return receipts
• Members
  • Membership products
  • Activate a membership
  • Membership status
  • Publish members directory
    • Publish individual members
      • Members analysis
        • Navigate the report
        • View results