销售¶ CRM 组织管道 Activities Schedule activities View scheduled activities Configure activity types Activity settings Action Default user Default summary Next activity Suggest next activity Trigger next activity 管理失去的机会 将销售线索标记为输 Create/edit lost reasons 检索丢失的机会 恢复失去的机会 Restore multiple opportunities at once Multiple sales teams Create a new sales team Add members to a sales team Sales team dashboard 获取销售线索 销售线索转换商机 基础配置 将销售线索转换为商机 Merge leads and opportunities Generate leads/opportunities 配置电子邮件别名 Use Contact Forms on your website Customize Contact Forms Edit Contact Form fields 发送报价单 创建新报价单 标记为赢/输 线索挖掘 基础配置 Generate leads 价格 分配和跟踪销售线索 跟踪销售线索的访问 基础配置 跟踪网页 查看销售线索/商机中访问过的页面 Assign leads with predictive lead scoring Predictive lead scoring 基础配置 Change the probability manually Assign leads based on probability Configure rule-based assignment Configure assignment rules 分析性能 检查您的赢/输比率 How to use Google Spreadsheet in Addition to my Data? 基础配置 Create a new Spreadsheet Link a Spreadsheet with Odoo Applications Retrieve Data Retrieve Grouped Sums Other uses 优化您的日常工作 利用业务伙伴自动完成功能扩大你的联系人群体 基础配置 为联系人增加企业数据资料 价格 如何激励和奖励我的销售人员？ 基础配置 创建一个挑战 设立目标 建立奖励 销售 发送报价 Quotation templates 基础配置 Create quotation templates Design quotation templates 使用报价模板 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 启用网上支付 登记付款 Quotation deadlines Expiration date deadlines Deadlines in quotation templates Deliveries and invoices to different addresses Settings Contact form configuration Address added to quotations Terms and conditions Default terms and conditions 基础配置 Quotation templates Attachment on confirmation emails Website page Email attachments Product variants on quotations and sales orders 基础配置 Product configurator Variant grid entries 开票方式 基于已交付或订购数量的发票 激活这些功能 在产品表单上选择开票政策 对销售流程的影响 Down payments Initial down payment request Request a 50% down payment Income account and customer taxes modifications Pro-forma invoices 激活功能 发送形式发票 基于时间和材料的发票 发票时间配置 为您花费的时间开具发票 费用配置 向销售订单添加费用 采购发票 发票项目流程 创建里流程式产品 开票流程 向客户重新开具费用发票 费用配置 向销售订单添加费用 销售订阅 从销售订单进行订阅 产品和价格 管理您的产品 How to import Products with Categories and Variants 如何自定义文件 Why an “ID” column? 如何导入关系字段 Product variants 基础配置 Activating product variants Creating attributes Creating product variants Managing product exclusions 根据型号设置价格 变型的影响 Automatically get product images with Google Images 基础配置 Google API dashboard Google Programmable Search dashboard Odoo Automatically get your product images in Odoo 管理定价 如何根据客户调整价格并应用折扣 每个产品有几个价格 每个客户群的价格 临时价格 每个最小数量价格 折扣、利润、凑整 舍入折扣 加价成本（零售） 每个国家/地区的价格 计算并向客户显示折扣百分比 如何使用外币進行销售 从公开价格自动转换 设置你自己的价格 Process returns and refunds Before invoicing After invoicing Amazon连接器 亚马逊连接器特点 支持的功能 支持的市场 在Odoo中配置Amazon连接器 在Odoo中注册你的Amazon账户 与Amazon的数据库产品匹配 配置产品税 添加尚未受支持的市场 在Odoo中管理Amazon订单 订单的同步 在FBM中管理发货 在FBA中跟进发货 开发票和登记付款 Issue invoices Register payments 在销售报告中追踪你的Amazon销售情况 Install the Amazon Selling Partner API Update Update Odoo to the latest release Update the list of available modules Install the Amazon/Selling Partner API Patch eBay连接器 eBay connector setup 概述 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 如何上架一个产品 上架没有变种 有变种的上架 Product identifiers EAN and UPC identifiers 带项目细节的上架产品 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 POS 开始会话 Sell products Set customers Customer notes 退货和退款 Close the POS session 用雇员身份登陆 设置员工登录 切换不需要识别码 用识别码切换至出纳 通过条码切换收银员 查找谁是收银员 Receipts and invoices Receipts 重新打印收据 Invoices 启用开具发票功能 选择顾客 给客户开票 检索发票 基础配置 Access POS settings Make products available 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 Shop features Sales orders Select a sales order Apply a down payment or settle the order Barcodes 基础配置 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 基础配置 Practical application Restaurant features 基础配置 Bills 基础配置 Bill printing Bill splitting Floors and tables management 添加楼层 添加餐台 登记餐台订单 调换顾客 登记额外的订单 Orders printing 启用吧台/厨房打印机 添加打印机 打印厨房/吧台订单 在厨房/吧台打印订单 Tips 配置小费 将小费加入账单 Pricing features Discounts 应用手动折扣 对产品应用折扣 应用全局折扣 应用限时折扣 创建价格表 在PoS界面上使用价目表 Discount tags (barcode scanner) 条码命名规则 扫描产品和标签 Loyalty programs 基础配置 在你的PoS界面使用忠诚度计划 Pricelists 基础配置 Create pricelists Multiple prices per product Advanced price rules Select pricelists Tax rates (fiscal positions) 设置PoS的财务状况 启用财政状况 设置默认的财务状况 Cash rounding 基础配置 Payment methods Payment terminals 基础配置 Adyen 基础配置 Generate an Adyen API key Locate the Adyen terminal identifier Set the Event URLs 配置支付方式 用支付终端付款 Ingenico 基础配置 连接一个物联网盒子 为比荷卢Ingenico配置Lane/5000 配置支付方式 用支付终端付款 SIX 基础配置 配置支付方式 用支付终端付款 Vantiv 基础配置 配置支付方式 用支付终端付款 Worldline 基础配置 连接一个物联网盒子 Configure the protocol Set the IP address Hostname Port number 配置支付方式 用支付终端付款 报表 View statistics 订阅 基础配置 Use subscription templates 基础配置 创建第一个模板 Add subscription products 基础配置 Sales flow Create a quotation using subscription products Create your first quotation Manage your subscriptions from your SO Renew a subscription Renew your first subscription Visualize your subscriptions to renew Upsell a subscription 基础配置 Upsell your first subscription Close a subscription 基础配置 Close your first subscription Administrator view Customer view 催款 Set up automatic alerts Create a new automatic alert Modify an existing automatic alert 报表 Generate subscription reports Subscriptions analysis report Retention analysis report Revenue KPIs report Salesperson dashboard report Rental Rental Pricing 基础配置 Computing Customer signature Pickup and Return receipt Edit on GitHub
