Sales¶ Sales Send Quotations Quotation templates Configuration Create quotation templates Lines tab Optional Products tab Terms & Conditions tab Design quotation templates Use quotation templates 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 Register a payment 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 Create quotations Quotation settings Quotations dashboard Create quotation Order Lines tab Optional Products tab Other Info tab Sales section Delivery section Invoicing and Payments section Tracking section Notes tab Sending and confirming quotations Invoicing Method Invoice based on delivered or ordered quantities 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 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 Create milestone products Invoice milestones Reinvoice expenses to customers Expenses application Add expenses to sales orders Reinvoice expense Products & Prices Manage your products 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 Configuration Attributes Attribute values Product variants Configure variants Variants smart button Impact of 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, 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 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 Follow deliveries in FBA Invoice and register payments Issue invoices Register payments Follow Amazon sales in sales reporting eBay Connector eBay connector setup Overview 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 How to list a product? Listing without variation Listing with variations Product identifiers EAN and UPC identifiers Listing with item specifics 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 Subscriptions Set up recurrence periods Product form configuration Create a subscriptions quotation Confirmation 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 Configuration Upsell your first subscription Renew a subscription Renew your first subscription Visualize your subscriptions to renew Close a subscription Configuration 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 Configuration Computing Customer signature Pickup and Return receipt Members Membership products Activate a membership Membership status Publish members directory Publish individual members
