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
        • Merging similar leads and opportunities
    • 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
      • 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
    • CRM activities and activity plans
      • Default and custom activity types
        • Create a custom activity type
          • Activity settings
            • Action
            • Default user
            • Default summary
            • Schedule
            • Default Note
          • Next activity
            • Suggest the next activity
            • Trigger the next activity
            • Email templates
      • Activity tracking
      • Activity plans
        • Use an activity plan
    • Lead enrichment
      • Lead enrichment set up
      • Enrich leads
        • Automatically enrich leads
        • Manually enrich leads
      • Pricing
    • Membership / Partnership module
      • The Membership / Partnership module vs. the Membership app
      • App integrations with the Membership / Partnership module
      • Activating the new module
• 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
      • Margins
        • Configuration
          • 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
        • Payment providers
        • Register a payment
      • Quotation deadlines
        • Quotation expiration
        • Quotation template expiration
      • Deliveries and invoices to different addresses
        • Settings
        • Contact form configuration
        • Quotations and autopopulated addresses
      • 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
    • 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
      • Create invoices
      • 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
      • 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
      • 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 fields
          • Attributes and values
          • Product variants
      • Product variants
        • Configuration
        • Attributes
          • Attribute values
            • Colors
        • Product variants
          • Configure variants
          • Variants smart button
        • Impact of variants
        • Adding and deleting attributes from product 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
    • Tracking lot or serial number products with FBA orders
      • Settings
      • Create a product kit
        • Link the Amazon item SKU to the product kit
        • Create the BoM for the product kit
  • 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
  • Lazada Connector
    • Lazada Connector Features
      • Supported features
      • Lazada supported marketplaces
    • Lazada Connector Configuration
      • Prerequisites
      • Create a Lazada Open Platform Account
      • Create an App on Lazada Open Platform
      • Connect Lazada Seller Account to Odoo
      • Configure Shop Before Go-Live
    • Lazada 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
        • Lazada Delivery Statuses
        • Order Fulfillment Process
      • Invoice and Register Payments
      • Analyzing Lazada Sales with Odoo’s 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
  • 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
      • Receipts
        • Reprint a receipt
      • Invoices
        • Configuration
        • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
  • Products
    • 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
      • Configuration
      • Directly supported ePOS printers
      • ePOS printers with IoT system integration
    • Electronic shelf labels
      • Configuration
        • Pricer setup
        • Odoo setup
          • Pricer stores
          • Pricer tags
        • Practical application
        • Discount labels
    • Customer display
      • Configuration
      • Opening the customer display
    • Scale
      • Prerequisite
      • Configuration
        • Scale connection
        • Product configuration
      • European regulations
      • Using a scale in PoS
    • Self-signed certificate for ePOS printers
      • Generate, export, and import self-signed certificates
      • Check if the certificate was imported correctly
  • Shop features
    • Quotations and sales orders
      • Select a sales order or quotation
      • Apply a down payment or settle the order
    • Ship later
      • Configuration
      • Practical application
    • Barcodes
      • Assign barcodes
      • Discount tags
      • Barcode nomenclature
      • Use
  • Restaurant features
    • Default start screen
    • Floors and tables
      • Floor plan configuration
      • 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)
        • Online food delivery
          • Configuration
            • Prerequisites
            • UrbanPiper credentials
            • Point of Sale
            • Store timings
            • Products
            • Synchronization
            • Go live
          • Order flow
            • Order rejection
  • Extra features
    • Multi-employee management
      • Configuration
      • Usage guidelines
        • Logging in
        • Logging in with badges
        • Adding a PIN Code
    • Preparation display
      • Configuration
      • Practical application
        • Using the preparation display
        • Customer display
    • Self-ordering
      • Configuration
        • Feature activation
        • Additional settings
        • Preview
      • Usage guidelines
    • Pricing features
      • Discounts
        • Global discounts
        • Line discounts
      • Discount and loyalty programs
        • Codes
        • Promotions
        • Buy X get Y
        • Loyalty cards
      • Pricelists
        • Configuration
        • Assign pricelists
      • Cash rounding
        • Configuration
      • Flexible taxes (fiscal positions)
        • Configuration
        • Apply fiscal positions
  • Payment methods
    • Cash machines
      • Configuration
      • Use
        • Glory
          • Configuration
            • Cash machine settings
            • Import self-signed certificates
            • Payment method
    • 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
        • DPO Pay
          • DPO Pay credentials
          • Odoo configuration
            • Configure the payment method
            • Add the payment method to a POS
        • Mercado Pago
          • Mercado Pago configuration
            • Terminal and store connection
            • Point Smart application
            • Credentials generation
          • Odoo POS configuration
        • 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 & Axepta BNP Paribas
          • Worldline/Axepta BNP Paribas configuration
          • Odoo configuration
  • Reporting
    • View statistics
    • Analytics
• 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?
    • Subscriptions with deliveries
      • Configuration
      • Creating a subscription delivery product
        • Choosing a delivery method
      • Creating a subscription delivery quotation
      • Validating delivery orders
• Rental
  • Settings
  • Price computing
  • Rental pricelist rules
    • How Minimum Quantity is computed
      • Physical rental products
        • Settings
        • View rental products
        • Create a new physical product
          • Set a base rental period and price
          • Set additional rental periods and pricing
            • Using the Pricelists method
            • Using the Prices tab method
        • Create a rental order
        • Create an invoice
        • Request a customer signature
          • Signing a document from an email link
        • Multi-location management and transfers
        • Process a rental order pickup
        • Process a rental order return
        • Download pickup and return receipts
      • Service rental products
        • Settings
        • App integration configuration
        • View rental services
        • Create a new service product
          • Set a base rental period and price
          • Set additional rental periods and pricing
            • Using the Pricelists method
            • Using the Prices tab method
        • Create a rental order with a service product
        • Request a customer signature
          • Signing a document from an email link
        • Managing the project created from the rental order
          • Managing employee shifts for rental services
          • Enter time for the rental service
          • Tracking delivered time on a rental order
        • Process a rental order pickup
        • Process a rental order return
        • Create an invoice
      • Manage deposits
        • App integration configuration
        • Configuration
        • Add a deposit to a rental order
          • Optional product menu
          • Quotation template
        • Process a deposit on a rental order
        • Refund deposits upon return
        • Invoice the remaining rental charges