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
  • 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
        • Lines tab
        • Optional Products tab
        • Terms & Conditions tab
      • 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
      • Activate online payments
      • Payment providers
      • 登记付款
    • 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
  • 开票方式
    • 基于已交付或订购数量的发票
      • Invoicing policy features
      • Invoicing policy on product form
      • 对销售流程的影响
    • Down payments
      • Create invoices
      • Initial down payment request
      • Example: request 50% down payment
      • Customer taxes modification on down payments
      • Income account modification on down payments
    • Pro-forma invoices
      • 基础配置
      • 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
      • 费用配置
      • Add expenses to sales order
      • Invoice expenses
      • Purchase configuration
      • Add purchase to sales order
      • Invoice purchase
    • 发票项目流程
      • 创建里流程式产品
      • 开票流程
    • Reinvoice expenses to customers
      • Expenses application
      • Add expenses to sales orders
      • Reinvoice expense
  • 产品和价格
    • 管理您的产品
      • 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
        • 基础配置
        • Attributes
          • Attribute values
        • Product variants
          • Configure variants
          • Variants smart button
        • 变型的影响
      • Product images with Google Images
        • 基础配置
          • Google API dashboard
          • Google Programmable Search dashboard
          • Odoo
        • Product images in Odoo with Google Custom Search API
    • 管理定价
      • Pricelists, discounts, and formulas
        • Pricing strategy options
        • Pricelists
          • Price rules tab
            • Price rules tab (multiple prices per product)
            • Price rules tab (advanced price rules)
          • Time-based rules tab
          • Configuration tab
            • Show discount percentage to customers
        • Customer pricelist application
        • Multiple prices per product
        • 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连接器
    • 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
      • 在FBM中管理发货
      • 在FBA中跟进发货
      • Invoice and register payments
        • Issue invoices
        • Register payments
      • Follow Amazon sales in sales reporting
  • 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
    • Multi-employee management
      • 基础配置
      • Practical application
        • Log in using badges
      • Analytics
    • Receipts and invoices
      • Receipts
        • 重新打印收据
      • Invoices
        • 基础配置
        • Invoice a customer
        • 检索发票
        • QR codes to generate invoices
    • 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
          • 基础配置
            • Enable and create printers
            • Setup form
          • Print orders
        • Tips
          • 基础配置
            • Tip products
            • Tip using an Adyen terminal
            • Tip after payment
          • Add tips
            • Tip using an Adyen terminal
            • Tip after payment
    • 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
      • Flexible taxes (fiscal positions)
        • 基础配置
        • Use fiscal positions
      • 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
              • Install the POS IoT Six module
              • Connect an IoT box
              • Configure the terminal ID
              • 配置支付方式
            • 用支付终端付款
          • Stripe
            • 基础配置
              • 配置支付方式
              • Connect Stripe to Odoo
              • Configure the payment terminal
              • Link the payment method to a POS
            • 用支付终端付款
            • Troubleshooting
              • Payment terminal unavailable in your Stripe account
          • 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
  • Subscription quotations
  • Confirmation
  • Automatic payments
    • Subscription products
      • Configure recurrence periods
      • Product form configuration
        • Time-based pricing
          • Pricelists
    • Use subscriptions in the eCommerce shop
      • Create recurrence periods as product variants
    • Subscription plans
      • Configure subscription plans
      • Use subscription plans on quotations
    • Upsell a subscription
      • 基础配置
      • Upsell your first subscription
    • Renew a subscription
      • Renew your first subscription
      • Visualize your subscriptions to renew
    • Close a subscription
      • 基础配置
      • Close your first subscription
        • Administrator view
        • Customer view
    • Automatic alerts
      • Create a new automatic alert
      • Modify an existing automatic alert
    • 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