Sales

• CRM
  • Organize the pipeline
    • Lost opportunities
      • Mark an opportunity as lost
      • Create/edit lost reasons
      • View lost opportunities
        • Sort opportunities by lost reason
      • Restore lost opportunities
        • Restore multiple opportunities at once
      • Manage lost leads
        • Mark a lead as lost
        • Restore lost leads
        • Restore multiple leads at once
    • Merge similar leads and opportunities
      • Identify similar leads and opportunities
        • Comparing similar leads and opportunities
      • Merging similar leads and opportunities
      • When leads/opportunities should not be merged
        • Lost leads
        • Different contact within an organization
        • Existing duplicates with more than one salesperson
        • Contact information is similar but not exact
    • Manage sales teams
      • Create a sales team
        • Add sales team members
      • Enable multi teams
      • Sales team dashboard
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
    • Create opportunities from web contact forms
      • Customize contact forms
        • Customize contact form fields
      • View opportunities
    • Create leads (from email or manually)
      • Configure email aliases
        • Leads created from email
      • Manually create leads
        • Manually create opportunities
    • Create and send quotations
      • Create a new quotation
        • Order lines
          • Product catalog
      • Preview and send quotation
      • Mark an opportunity won or lost
    • Lead mining
      • Configuration
      • Generate leads
        • View leads
      • Pricing
  • Assign and track leads
    • Assign leads with predictive lead scoring
      • Predictive lead scoring
        • Configuration
        • Change the probability manually
      • Assign leads based on probability
        • Configure rule-based assignment
        • Configure assignment rules
    • Unattended leads report
      • Create an unattended leads report
        • Add custom filters
          • Add filter for past due activities
          • Exclude unassigned leads
          • Add a Sales team
      • View results
    • Quality leads report
      • Create a quality leads report
        • Add custom filters
          • Add a starting date filter
          • Add a sales team filter
          • Exclude unassigned leads
          • Include archived leads
          • Add rules for quality leads
            • Define a quality lead
      • View the report
    • Resellers
      • Configuration
      • Partner levels
      • Partner activations
      • Partner assignments
      • Publish partners
    • Marketing attribution reports
      • Leads Analysis dashboard
      • Add UTM parameters
        • Create UTMs
      • Create reports
      • Export reports
    • Lead distribution report
      • Create lead distribution reports
        • Essential filters
          • Lead creation date
          • Sales team
          • Contact method
          • Active status
          • Group by
        • Filter for quality leads
  • Analyze performance
    • Pipeline Analysis
      • Navigate the pipeline analysis page
        • Search options
          • Add custom filters and groups
        • Measurement options
        • View options
      • Create reports
        • Win/Loss reports
          • Customize win/loss reports
      • Save and share reports
    • Expected revenue report
      • Create an expected revenue report
        • Add custom filters
          • Add filter for expected closing date
          • Exclude unassigned leads
          • Add a filter for sales teams
      • View results
        • View options
    • Forecast report
      • Navigate the forecast report
        • Expected closing date
        • Prorated revenue
      • View results
  • Optimize your Day-to-Day work
    • Enrich contacts with partner autocomplete
      • Configuration
      • Enrich contacts with corporate data
      • Pricing
    • CRM Gamification
      • Configuration
      • Create badges
      • Create a challenge
        • Create assignment rules
        • Add goals
        • Add rewards
    • Utilize activities for sales teams
      • Activity types
        • Create a new activity type
          • Activity settings
            • Action
            • Default user
            • Default summary
          • Next activity
            • Suggest next activity
            • Trigger next activity
      • Activity tracking
      • Activity plans
        • Launch an activity plan
    • Lead enrichment
      • Lead enrichment set up
      • Enrich leads
        • Automatically enrich leads
        • Manually enrich leads
      • Pricing
• Sales
  • Sales quotations
    • Sales flow overview
    • Sales quotations in business deals
    • Key components of a sales quotation
      • 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
        • Use quotation templates
        • Mass cancel quotations/sales orders
      • Optional products
        • Optional products on quotations
        • Optional products on quotation templates
      • Online signatures for order confirmations
        • Activate online signatures
        • Order confirmations with online signatures
      • 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
        • Add PDF as Header/Footer
        • Dynamic text in PDFs
          • Dynamic text values
        • Add PDF to product
          • PDF form configuration
        • PDF quote
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Invoicing policy features
      • Invoicing policy on product form
      • Impact on sales flow
    • 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
    • Reinvoice expenses to customers
      • Expenses application
      • Add expenses to sales orders
      • Reinvoice expense
  • 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
        • Configuration
          • Creating and editing pricelists
          • Price Rules tab
          • Recurring Prices tab
          • Rental rules tab
        • Customer pricelist application
          • 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
      • Discounts
        • Discounts on product lines
        • Discount button
    • 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
  • Commissions
    • Configuration
    • Commission plan structure
      • Target-based commission plans
      • Levels
      • Achievement-based commission plans
      • Achievements
    • Plan approval
  • 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
  • Shopee Connector
    • Supported features
    • Shopee supported marketplaces
      • Shopee Connector configuration
        • Connect Shopee seller account to Odoo
        • Authorization and account registration
          • Shopee seller account selection/login
          • Granting access to Odoo
        • Account registration and Shopee shop creation
          • Post-synchronization configuration
        • Shopee orders in Odoo
        • Product tax configuration
        • Add a new marketplace
          • Automatic synchronization
      • Shopee order management
        • Product catalog mapping
          • New Odoo customers with no existing products
          • Existing Odoo customers with products already in Odoo
        • Order synchronization
        • Force synchronization
        • Manage deliveries in FBM
          • Shopee delivery statuses
        • Follow deliveries in Odoo
          • Order fulfillment process
        • Register payments
        • Analyzing Shopee sales with Odoo’s reporting
          • Setting up sales teams for Shopee reporting
  • Gelato
    • Configuration
      • Configure API keys and webhooks in Gelato
        • API Key
        • Webhook
      • Configure Gelato connector in Odoo
    • Synchronizing Gelato products with Odoo Sales
      • Odoo Sales product
      • Product variants
      • Order a Gelato product from Odoo
• 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
        • 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
    • Hardware
      • Customer display
        • Configuration
        • Opening the customer display
      • Scale
        • Prerequisite
        • Configuration
          • Scale connection
          • Product configuration
        • European regulations
        • Using a scale in PoS
    • 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
    • Restaurant features
      • Default start screen
      • Floors and tables
        • Configuration
          • From the POS backend
          • From the POS frontend
        • Booking
          • Booking configuration
          • Booking management
      • Order management
        • Order process
        • Order transfer
        • Presets
        • Courses
      • Order printing
      • Bills and payment
        • Bill splitting
        • Order payment
        • Receipt printing
      • Tips
        • Configuration
        • Tip and payment
        • Tip after payment (US only)
    • 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
          • Discount labels
    • Payment methods
      • Customer account
        • Configuration
        • Payment process
          • Deposit money
          • Customer account as payment method
        • Debt tracking
        • Due amount settlement
      • QR code payments
        • Configuration
          • Activate and set up QR code payments
          • Create the payment method
        • Register payments using QR codes
      • Payment terminals
        • Configuration
        • Terminal use
          • Adyen
            • Configuration
              • Generate an Adyen API key
              • Locate the Adyen terminal identifier
              • Set the Event URLs
              • Configure the payment method
            • Tips
          • 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
          • Pine Labs
            • Pine Labs credentials
            • Odoo configuration
          • QFPay
            • QFPay configuration
            • Odoo POS configuration
          • Razorpay
            • Configuration
              • Locate your Razorpay credentials
              • Configure the payment method
          • SIX
            • Configuration
              • Prerequisites
              • Configure the payment method
              • Link the payment method to a POS
          • 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
          • Tyro
            • Configuration
              • Pair the terminal with your POS system
              • Configure the payment method
              • Add the payment method to a POS
          • Viva.com
            • Viva.com configuration
            • Odoo POS configuration
          • Worldline
            • Worldline configuration
            • Odoo configuration
    • Marketing features
      • Storing contact details
      • Email marketing
      • Whatsapp marketing
        • Configuration
        • Send WhatsApp marketing messages
    • Online food delivery
      • Configuration
        • Prerequisites
        • UrbanPiper credentials
        • Point of Sale
        • Products
        • Synchronization
        • Go live
      • Order flow
        • Order rejection
    • Reporting
      • View statistics
• Subscriptions
  • Set up recurring plans
    • DETAILS section
    • SELF-SERVICE section
    • Pricing tab
    • Smart buttons
  • Product form configuration
  • Create a subscriptions quotation
  • Confirmation
    • Subscriptions in the eCommerce shop
      • Selling eCommerce subscriptions
    • Upsell subscriptions
      • Discount configuration
        • Upsell subscriptions
    • Renew subscriptions
      • Create a renewal manually
    • Close subscriptions
      • Configuration
      • Close a subscription
        • Administrator view
        • Customer view
    • 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
    • Manage deposits
      • Configuration
      • Collect deposits from an optional product
      • Refund deposits upon return