Penjualan

• 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
          • With rules-based assignment
          • Without rules-based assignment
      • Enable multi teams
      • Sales team dashboard
  • Memperoleh prospek
    • Ubah prospek menjadi peluang
      • Konfigurasi
      • Ubah prospek menjadi peluang
        • Merging similar leads and opportunities
    • Buat peluang dari formulir kontak website
      • Kustomisasi formulir kontak
        • Kustomisasikan field formulir kontak
      • Lihat peluang
    • Buat lead (dari email atau secara manual)
      • Konfigurasi alias email
        • Lead dibuat dari email
      • Secara manual buat lead
        • Secara manual membuat peluang
    • Buat dan kirim quotation
      • Buat quotation baru
        • Baris order
          • Katalog produk
      • Pratinjau dan kirim penawaran
      • Tandai peluang sebagai won atau lost
    • Lead mining
      • Konfigurasi
      • Buat lead
        • Lihat lead
      • Harga
  • Assign and track leads
    • Assign leads with predictive lead scoring
      • Lead scoring prediktif
        • Konfigurasi
        • Change the probability manually
      • Assign leads based on probability
        • Configure rule-based assignment
        • Configure assignment rules
    • Unattended leads report
      • Create an unattended leads report
        • Tambahkan filter-filter kustom
          • Add filter for past due activities
          • Kecualikan lead yang tidak ditugaskan
          • Add a Sales team
      • Lihat hasil
    • Quality leads report
      • Create a quality leads report
        • Tambahkan filter-filter kustom
          • Add a starting date filter
          • Add a sales team filter
          • Kecualikan lead yang tidak ditugaskan
          • Include archived leads
          • Add rules for quality leads
            • Define a quality lead
      • View the report
    • Reseller
      • Konfigurasi
      • Level-Level
      • 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
          • Dikelompokkan menurut
        • Filter for quality leads
  • Analisis performa
    • Analisis Saluran
      • Pipeline analysis reports
      • Filters and groupings
        • Penyaring
        • Groupings
      • Pengukuran
      • Win/loss report
        • Tampilan pivot
        • Cohort view
        • Tampilan list
    • Laporan pendapatan yang diharapkan
      • Buat laporan pendapatan yang diharapkan
        • Tambahkan filter-filter kustom
          • Tambahkan filter untuk tanggal closing yang diharapkan
          • Kecualikan lead yang tidak ditugaskan
          • Tambahkan filter untuk tim-tim sales
      • Lihat hasil
        • Lihat opsi
    • Laporan forecast
      • Menavigasi laporan forecast
        • Tanggal perkiraan penutupan
        • Pendapatan prorata
      • Lihat hasil
  • Optimalkan pekerjaan Hari ke Hari Anda
    • Partner autocomplete
      • Konfigurasi
      • Perkaya kontak dengan data korporat
      • Harga
    • Gamifikasi CRM
      • Konfigurasi
      • Buat lencana-lencana
      • Buat tantangan
        • Buat peraturan penugasan
        • Tambahkan goal
        • Tambahkan hadiah-hadiah
    • CRM activities and activity plans
      • Default and custom activity types
        • Create a custom activity type
          • Pengaturan kegiatan
            • Tindakan
            • User default
            • Ringkasan default
            • Schedule
            • Default Note
          • Kegiatan berikutnya
            • Sarankan aktivitas berikutnya
            • Trigger the next activity
            • Email templates
      • Pelacakan kegiatan
      • Rencana kegiatan
        • Use an activity plan
    • Pemerkayaan lead
      • Setup pemerkayaan lead
      • Automatic and manual enrichment
        • Otomatis perkaya lead
        • Secara manual perkaya lead
      • Harga
    • Membership / Partnership module
      • The Membership / Partnership module vs. the Membership app
      • App integrations with the Membership / Partnership module
      • Activating the new module
• Penjualan
  • Sales quotations
    • Sales flow overview
    • Sales quotations in business deals
    • Key components of a sales quotation
      • Buat penawaran
        • 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
      • Templat Quotation
        • Konfigurasi
        • Create quotation templates
          • Lines tab
          • Optional Products tab
          • Terms & Conditions tab
        • Use quotation templates
        • Mass cancel quotations/sales orders
      • Margin
        • Konfigurasi
          • Configure price and cost
        • Compute margins on sales orders
        • Margin calculation with a pricelist
      • Optional products
        • Configuring optional products
        • Setting optional product sections in quotations
      • 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
        • Penyedia pembayaran
        • Register a payment
      • Quotation deadlines
        • Quotation expiration
        • Quotation template expiration
      • Deliveries and invoices to different addresses
        • Pengaturan
        • Contact form configuration
        • Quotations and autopopulated addresses
      • Product variants on quotations and sales orders
        • Pengaturan
        • Product configuration
        • Konfigurator produk
        • Order grid entry
      • Quote builder PDF
        • Konfigurasi
        • Add PDF as Header/Footer
          • Configure dynamic form fields in PDFs
            • Formatting tips
            • Create dynamic form fields in PDF
              • Adobe Acrobat Pro
              • Generic PDF editor
            • Map PDF form fields to Odoo
              • Find Odoo field names or paths
              • Configure custom dynamic form fields
              • Create a custom note form field
            • Common dynamic form fields
          • Add PDFs to a quote
            • Add headers and footers to a quote
            • Add headers and footers to a quote template
          • Add a PDF or a URL to a product
            • Add a PDF or URL to a product template
              • Add a PDF or URL to a product variant
            • Document form configuration
              • General Information
              • Sales section
              • E-Commerce section
              • Manufacturing section
            • View all configured PDFs or links for a product
  • Invoicing Method
    • Invoicing policies
      • 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
      • Buat Faktur
      • Initial down payment request
      • Example: requesting a 50% down payment
      • Example: requesting a 100% down payment
      • Income account modification on down payments
    • Pro-forma invoices
      • Konfigurasi
      • 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
      • How milestone invoicing works
      • Create milestone products
        • Defining milestones
      • Invoicing a completed milestone
  • Products & Prices
    • Manage your products
      • Import products
        • Download template
        • Customize product import template
        • Import product template spreadsheet
        • Import relation fields, attributes, and variants
          • Relation field
          • Attributes and values
          • Varian-varian produk
      • Varian-varian produk
        • Konfigurasi
        • Atribut
          • Attribute values
            • Warna
        • Varian-varian produk
          • Configure variants
          • Variants smart button
        • Impact of variants
        • Adding and deleting attributes from product variants
    • Manage your pricing
      • Daftar Harga
        • Konfigurasi
          • Creating and editing pricelists
          • Price Rules tab
          • Recurring Prices tab
          • Rental rules tab
        • Customer pricelist application
          • Kondisi
      • Foreign currencies
        • Pengaturan
        • 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
      • Diskon
        • Discounts on product lines
        • Discount button
    • Returns and refunds
      • Before invoicing
      • After invoicing
    • Use eWallets and gift cards
      • eWallet
      • Gift card
    • Discount and loyalty programs
      • Configure the settings
      • Configure discount and loyalty programs
        • Program types
        • Peraturan kondisional
        • Hadiah
  • Komisi
    • Konfigurasi
    • Commission plan structure
      • Target-based commission plans
      • Level-Level
      • Achievement-based commission plans
      • Pencapaian
    • Plan approval
  • Amazon Connector
    • Amazon Connector features
      • Fitur-Fitur yang Didukung
      • Supported marketplaces
    • Amazon Connector configuration
      • Connect Amazon Seller account to Odoo
      • Amazon orders in Odoo
      • Konfigurasi pajak produk
      • Tambahkan marketplace baru
    • Amazon order management
      • Sinkronisasi pesanan
      • Paksakan Sinkronisasi
      • Kelola pengiriman di FBM
        • Manage errors when synchronizing deliveries
      • Follow deliveries in FBA
      • Invoice and register payments
        • Buat faktur
        • Daftarkan pembayaran
      • Follow Amazon sales in sales reporting
    • Tracking lot or serial number products with FBA orders
      • Pengaturan
      • Create a product kit
        • Link the Amazon item SKU to the product kit
        • Create the BoM for the product kit
  • Shopee Connector
    • Fitur-Fitur yang Didukung
    • Marketplace yang didukung Shopee
      • Konfigurasi Shopee Connector
        • Hubungkan Shopee seller account keOdoo
        • Otorisasi dan pendaftaran akun
          • Pemilihan/login Shopee seller account
          • Memberikan akses ke Odoo
        • Pendaftaran akun dan pembuatan Shopee shop
          • Konfigurasi pasca-sinkronisasi
        • Pesanan Shopee di Odoo
        • Konfigurasi pajak produk
        • Tambahkan marketplace baru
          • Sinkronisasi otomatis
      • Manajemen pesanan Shopee
        • Pemetaan katalog produk
          • Pelanggan baru Odoo tanpa produk
          • Pelanggan Odoo dengan produk yang sudah ada di Odoo
        • Sinkronisasi pesanan
        • Paksakan Sinkronisasi
        • Kelola pengiriman di FBM
          • Status-status pengiriman Shopee
        • Ikuti pengiriman di Odoo
          • Proses pemenuhan pesanan
        • Daftarkan pembayaran
        • Menganalisis penjualan Shopee dengan pelaporan Odoo
          • Menyiapkan tim sales untuk pelaporan Shopee
  • Lazada Connector
    • Lazada Connector features
      • Fitur-Fitur yang Didukung
      • Lazada supported marketplaces
    • Lazada Connector configuration
      • Prasyarat-Prasyarat
      • Create a Lazada Open Platform account
      • Create an app on Lazada Open Platform
      • Connect Lazada Seller account to Odoo
      • Configure the shop before go-live
    • Lazada order management
      • Pemetaan katalog produk
        • Pelanggan baru Odoo tanpa produk
        • Pelanggan Odoo dengan produk yang sudah ada di Odoo
      • Sinkronisasi pesanan
      • Paksakan Sinkronisasi
      • Kelola pengiriman di FBM
        • Lazada package statuses
        • Proses pemenuhan pesanan
      • Invoice and register payments
      • Analyzing Lazada sales with Odoo Reporting
  • Gelato
    • Konfigurasi
      • Configure API keys and webhooks in Gelato
        • API Key
        • Webhook
      • Configure Gelato connector in Odoo
    • Synchronizing Gelato products with Odoo Sales
      • Odoo Sales product
      • Varian-varian produk
      • Order a Gelato product from Odoo
• POS
  • Use
    • Create a POS
    • Access the POS settings
    • Open the POS register
    • Sell products
    • Set customers
      • Send marketing messages
    • Orders overview
    • Return and refund products
    • Notes
      • Internal notes
      • Customer notes
    • Manage the cash register
    • Close the POS register
      • Penerimaan
        • Konfigurasi
        • Receipt reprint
      • Faktur
        • Konfigurasi
        • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
  • Produk
    • POS product categories
    • Product combos
      • Combo choice creation
      • Product combo creation
      • Combo application
    • Serial numbers and lots
      • Selling tracked product
      • Tracking status and manual changes
  • Hardware and network
    • Local Network Access
      • Activation
      • Browser permission
      • Point of sale LNA status
    • IoT system connection
      • Setup example
    • Receipt printers
      • Konfigurasi
      • Directly supported ePOS printers
        • iMin POS systems
      • Printers with IoT system integration
      • Troubleshooting
    • Label rak elektronik
      • Konfigurasi
        • Pricer setup
        • Odoo setup
          • Pricer stores
          • Tag pricer
        • Practical application
        • Discount labels
    • Tampilan pelanggan
      • Konfigurasi
        • Using an IoT box
      • Opening the customer display
    • Timbangan
      • Prerequisite
      • Konfigurasi
        • Scale connection
        • Product configuration
      • European regulations
      • Using a scale in PoS
    • Self-signed certificate for ePOS printers
      • Generation, export, and import of self-signed certificates
        • Self-signed certificate generation
        • Self-signed certificate export
        • Self-signed certificate import
      • Certificate import verification
  • Shop features
    • Quotations and sales orders
      • Select a sales order or quotation
      • Apply a down payment or settle the order
    • Kirim nanti
      • Konfigurasi
      • Practical application
    • Barcode
      • Assign barcodes
      • Discount tags
      • Barcode nomenclature
      • Use
  • Restaurant features
    • Default start screen
    • Floors and tables
      • Konfigurasi
        • From the POS backend
        • From the POS frontend
      • Booking
        • Booking configuration
        • Booking management
    • Order management
      • Order process
      • Order transfer
      • Kursus-kursus
    • Order printing
    • Bills and payment
      • Pisah pembayaran
      • Order payment
      • Receipt printing
    • Tips
      • Konfigurasi
      • Tip and payment
      • Tip after payment (US only)
        • Online food delivery
          • Konfigurasi
            • Prasyarat-Prasyarat
            • UrbanPiper credentials
            • POS
            • Store timings
            • Produk
            • Sinkronisasi
            • Go live
          • Order flow
            • Order rejection
  • Extra features
    • Multi-employee management
      • Konfigurasi
      • Usage guidelines
        • Logging in
        • Logging in with badges
        • Adding a PIN Code
    • Tampilan persiapan
      • Konfigurasi
      • Practical application
        • Using the preparation display
        • Tampilan pelanggan
    • Pesan sendiri
      • Konfigurasi
        • Feature activation
        • Additional settings
        • Pratinjau
      • Usage guidelines
    • Preset-Preset
      • Konfigurasi
      • Apply presets to POS orders
    • Pricing features
      • Diskon
        • Global discounts
        • Line discounts
      • Discount and loyalty programs
        • Codes
        • Promotions
        • Buy X get Y
        • Loyalty cards
      • Daftar Harga
        • Konfigurasi
        • Assign pricelists
      • Pembulatan kas
        • Konfigurasi
      • Flexible taxes (fiscal positions)
        • Konfigurasi
        • Apply fiscal positions
  • Metode pembayaran
    • Cash machines
      • Konfigurasi
      • Use
        • Glory
          • Konfigurasi
            • Cash machine settings
            • Import self-signed certificates
            • Metode pembayaran
        • Cashdro
          • Cash machine configuration
          • Odoo configuration
    • Customer account
      • Konfigurasi
      • Payment process
        • Deposit uang
        • Customer account as payment method
      • Debt tracking
      • Due amount settlement
    • Pembayaran kode QR
      • Konfigurasi
        • Activate and set up QR code payments
        • Create the payment method
      • Register payments using QR codes
    • Terminal pembayaran
      • Konfigurasi
      • Terminal use
        • Adyen
          • Konfigurasi
            • Generate an Adyen API key
            • Locate the Adyen terminal identifier
            • Set the Event URLs
            • Configure the payment method
          • Tips
        • DPO Pay
          • DPO Pay credentials
          • Odoo configuration
            • Configure the payment method
            • Add the payment method to a POS
        • Ingenico
          • Konfigurasi
            • Connect an IoT system
            • Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX
            • Configure the payment method
        • Mercado Pago
          • Mercado Pago configuration
            • Terminal and store connection
            • Point Smart application
            • Credentials generation
          • Odoo POS configuration
        • Pine Lab
          • Pine Labs credentials
          • Odoo configuration
        • QFPay
          • QFPay configuration
          • Odoo POS configuration
        • Razorpay
          • Konfigurasi
            • Locate your Razorpay credentials
            • Configure the payment method
        • SIX
          • Konfigurasi
            • Prasyarat-Prasyarat
            • Configure the payment method
            • Link the payment method to a POS
        • Stripe
          • Konfigurasi
            • 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
          • Konfigurasi
            • 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
  • Laporan
    • View statistics
    • Analitik
• Langganan
  • Set up recurring plans
    • DETAILS section
    • SELF-SERVICE section
    • Pricing tab
    • Tombol cerdas
  • Product form configuration
  • Create a subscriptions quotation
  • Konfirmasi
    • Subscriptions in the eCommerce shop
      • Selling eCommerce subscriptions
    • Upsell subscriptions
      • How to upsell a subscription
      • Discount configuration
      • Create alternative
    • Renew subscriptions
      • Create a renewal manually
    • Close subscriptions
      • Konfigurasi
      • 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
        • Tampilan
          • Tampilan grafik
          • Tampilan list
          • Tampilan pivot
        • Pengukuran
        • Masukkan di 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?
    • Subscriptions with deliveries
      • Konfigurasi
      • Creating a subscription delivery product
        • Choosing a delivery method
      • Creating a subscription delivery quotation
      • Validating delivery orders
• Rental
  • Dashboard
  • Pengaturan
  • Rental products
  • Rental pricing
    • Harga
    • Reservasi
    • Price computing
      • Physical rental products
        • Pengaturan
        • Rental products
        • Create a new physical product
        • Create a rental order
        • Create an invoice
        • Customer signature
        • Multi-location management and transfers
        • Pickup products
        • Return products
        • Print pickup and return receipts
      • Service rental products
        • Pengaturan
        • App integration configuration
        • Rental services
        • Create a new service product
          • Configure rental price
        • Create a rental order with a service product
        • Customer signature
        • Entering time for the rental order
        • Create an invoice
        • Pickup products
        • Return products
      • Manage deposits
        • Konfigurasi
        • Collect deposits from an optional product
        • Refund deposits upon return