Ventas

• CRM
  • Organice la fuente de información
    • Administra oportunidades perdidas
      • Marca un lead como perdido
      • Create/edit lost reasons
      • Recuperar las oportunidades perdidas
      • Restablecer las oportunidades perdidas
        • Restore multiple opportunities at once
    • Multiple sales teams
      • Create a new sales team
        • Add members to a sales team
      • Sales team dashboard
  • Adquiere leads
    • Convierte iniciativas en oportunidades
      • Configuración
      • Convierte un lead en una oportunidad
      • Merge leads and opportunities
    • Generate leads/opportunities
      • Configurar seudónimos de correo
      • Use Contact Forms on your website
      • Customize Contact Forms
        • Edit Contact Form fields
    • Envía presupuestos
      • Crea un nuevo presupuesto
      • Márcalos como ganados/perdidos
    • Lead mining
      • Configuración
      • Generate leads
      • Precio
  • Asignar y rastrear iniciativas
    • Assign leads with predictive lead scoring
      • Predictive lead scoring
        • Configuración
        • Change the probability manually
      • Assign leads based on probability
        • Configure rule-based assignment
        • Configure assignment rules
  • Analizar el rendimiento
    • Revisa tu Ratio Ganancia/Pérdida
  • Optimiza tu trabajo diario
    • Enrich contacts with partner autocomplete
      • Configuración
      • Enrich contacts with corporate data
      • Precio
    • ¿Cómo motivar y recompensar a mis vendedores?
      • Configuración
      • Crear un reto
        • Configure los objetivos
        • Establecer recompensas
    • 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
    • Lead enrichment
      • Lead enrichment set up
      • Enrich leads
        • Automatically enrich leads
        • Manually enrich leads
      • Precio
• Ventas
  • Enviar cotizaciones
    • Quotation templates
      • Configuración
      • Create quotation templates
        • Lines tab
        • Optional Products tab
        • Terms & Conditions tab
      • Design quotation templates
      • Usar plantillas de cotización
    • 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
      • Registrar un pago
    • 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
  • Método de facturación
    • Factura basada en cantidades entregadas o pedidas
      • 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
      • Customer taxes modification on down payments
      • Income account modification on down payments
    • Pro-forma invoices
      • Configuración
      • 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
      • Configuración gastos
      • Add expenses to sales order
      • Invoice expenses
      • Purchase configuration
      • Add purchase to sales order
      • Invoice purchase
    • Hitos del proyecto de factura
      • Create milestone products
      • Facturar hitos
    • Reinvoice expenses to customers
      • Expenses application
      • Add expenses to sales orders
      • Reinvoice expense
  • Productos & Precios
    • Gestiona tus productos
      • 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
        • Configuración
        • Attributes
          • Attribute values
        • Product variants
          • Configure variants
          • Variants smart button
        • Impacto de variantes
      • Product images with Google Images
        • Configuración
          • Google API dashboard
          • Google Programmable Search dashboard
          • Odoo
        • Product images in Odoo with Google Custom Search API
    • Gestiona tus precios
      • 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
  • Conector de Amazon
    • 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
  • conector con eBay
    • eBay connector setup
      • Información general
        • 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
    • ¿Cómo listar un producto?
      • Listado sin variación
      • Listado con variaciones
      • Product identifiers
        • EAN and UPC identifiers
        • Listado con items especificos
      • 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
• Punto de venta
  • Iniciar una sesion
  • Sell products
  • Set customers
  • Customer notes
  • Return and refund products
  • Manage the cash register
  • Close the POS session
    • Multi-employee management
      • Configuración
      • Practical application
        • Log in using badges
      • Analytics
    • Receipts and invoices
      • Receipts
        • Reprint a receipt
      • Invoices
        • Configuración
        • Invoice a customer
        • Recuperar facturas
        • QR codes to generate invoices
    • Configuración
      • Access POS settings
      • Make products available
        • ePOS printers
          • Directly supported ePOS printers
          • ePOS printers with IoT Box 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
    • Shop features
      • Sales orders
        • Select a sales order
        • Apply a down payment or settle the order
      • Barcodes
        • Configuración
        • 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
        • Configuración
        • Practical application
      • Customer display
        • Configuración
          • Local
          • IoT box
    • Restaurant features
      • Configuración
        • Bills
          • Configuración
          • Bill printing
          • Bill splitting
        • Floors and tables management
          • Add a floor
          • Add tables
          • Register your table(s) orders
          • Transfer customer(s)
          • Register an additional order
        • Orders printing
          • Configuración
            • Enable and create printers
            • Setup form
          • Print orders
        • Tips
          • Configuración
            • Tip products
            • Tip using an Adyen terminal
            • Tip after payment
          • Add tips
            • Tip using an Adyen terminal
            • Tip after payment
    • Pricing features
      • Discounts
        • Aplicar descuentos manuales.
          • Aplicar un descuento en un producto.
          • Aplicar un descuento global
        • Aplicar descuentos por tiempo limitado.
          • Crear una lista de precios
          • Using a pricelist with the PoS interface
      • Discount tags (barcode scanner)
        • Nomenclatura de código de barras
        • Escanea los productos y etiquetas
      • Loyalty programs
        • Configuración
        • Usa el programa de lealtad en tu interfaz PdV
      • Pricelists
        • Configuración
          • Create pricelists
            • Multiple prices per product
            • Advanced price rules
          • Select pricelists
      • Flexible taxes (fiscal positions)
        • Configuración
        • Use fiscal positions
      • Cash rounding
        • Configuración
    • Payment methods
      • Payment terminals
        • Configuración
          • Adyen
            • Configuración
              • Generate an Adyen API key
              • Locate the Adyen terminal identifier
              • Set the Event URLs
              • Configure the payment method
            • Pay with a payment terminal
          • Ingenico
            • Configuración
              • Conecta una IoT Box
              • Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX
              • Configure the payment method
            • Pay with a payment terminal
          • SIX
            • Configuración
              • Install the POS IoT Six module
              • Connect an IoT box
              • Configure the terminal ID
              • Configure the payment method
            • Pay with a payment terminal
          • Stripe
            • Configuración
              • Configure the payment method
              • Connect Stripe to Odoo
              • Configure the payment terminal
              • Link the payment method to a POS
            • Pay with a payment terminal
            • Troubleshooting
              • Payment terminal unavailable in your Stripe account
          • Vantiv
            • Configuración
              • Configure the Payment Method
            • Pay with a Payment Terminal
          • Worldline
            • Configuración
              • Conecta una IoT Box
              • Configure the protocol
              • Set the IP address
                • Hostname
                • Port number
              • Configure the payment method
            • Pay with a payment terminal
    • Informes
      • View statistics
• Suscripciones
  • 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
      • Configuración
      • Upsell your first subscription
    • Renew a subscription
      • Renew your first subscription
      • Visualize your subscriptions to renew
    • Close a subscription
      • Configuración
      • 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
    • Configuración
    • Computing
  • Customer signature
  • Pickup and Return receipt