Sales

• 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
      • 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
      • 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
    • 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
      • Example: request 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
      • 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
        • Configuration
          • Creating and editing pricelists
          • Price Rules tab
          • Recurring Prices tab
          • Rental rules tab
          • Ecommerce 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
  • 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
  • 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
• 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
    • Subscription plans
      • Configure subscription plans
      • Use subscription plans on quotations
    • Upsell subscriptions
      • Discount configuration
        • Upsell subscriptions
    • Renew subscriptions
      • Subscription renewals
    • Close subscriptions
      • Configuration
      • Close a subscription
        • Administrator view
        • Customer view
    • Automation rules
      • Create automation rules
        • Automation rule form fields
          • Apply On section
          • Action section
            • Activity section
    • 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
• Rental
  • Dashboard
  • Settings
  • Rental products
  • Rental pricing
    • Pricing
    • Reservations
    • Price computing
  • Rental orders
  • Customer signature
  • Pickup products
  • Return products
  • Print pickup and return receipts
• Members
  • Membership products
  • Activate a membership
  • Membership status
  • Publish members directory
    • Publish individual members
      • Members analysis
        • Navigate the report
        • View results