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
    • Opportunities in other currencies
      • Sales team default currency
      • Currency on the opportunity
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
    • 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
      • Partner 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
    • 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
        • Launch an activity plan
    • Lead enrichment
      • Lead enrichment set up
      • Enrich leads
        • Automatically enrich leads
        • Manually enrich leads
      • Pricing
    • Customer and company data
      • Customer and supplier flags
      • VIES re-check
      • Business Info tab
      • Partner group categories
    • Lead tracking
      • Website form leads
      • Lead stage rules
        • Destinations
        • Behavior
• 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
        • Optional products on quotations
        • Optional products on quotation templates
      • 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
        • 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: 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
      • 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
            • Colors
        • 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
        • 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
    • Competitor prices
      • What you can do
      • Modules
      • Lawful use
      • Access rights
      • Settings
        • Competitor websites and fetch
          • The website form
            • Terms of use review
          • How the prices are fetched
          • How a price is read
          • Finding products
        • Competitor listings and the price history
          • Follow a product
          • Add a listing
            • Status of a listing
          • Check now
          • The listing form
          • Price history
            • Suspicious price changes
            • Your own price and the Omnibus rule
        • Pricing rules and recommendations
          • Pricing rules
            • Cost from the expected purchase cost
          • Recommendations
            • Accept or reject
            • Lowest price of the last 30 days
        • Reports
          • Price position
          • Competitor price changes
          • Price history
        • Priceva import
          • Import a report
          • What the import does
            • Older reports and history
  • Commissions
    • Configuration
    • Commission plans
      • Plan stages
    • Commission rules
      • When to pay
      • How much
        • Bands
        • Deals without a cost
      • Which lines
    • Deal salesperson
    • Reviewing commissions
      • Cancelling a commission
  • Sales order extensions
    • Order information
      • Contact person
      • Company-creation warning
      • Settlement periods
      • Locking line data
      • Payment method
    • Add items from a previous sale
    • Order versions
    • Quantity totals on the order
    • Copying ordered quantity to delivered
    • Price calculator
    • Overdue-payment warning
    • Warehouse per order line
    • Comment templates
    • Order quantity limits
    • Report logo per sales team
  • Blanket orders
    • Create a blanket order
    • Quantity tracking
    • Call off a sales order
    • Restricting the called-off orders
  • Sales targets
    • Create a target
    • What is measured
    • Following the achievement
    • Target states
  • Product sales reports
    • Product sales
    • Combined product sales
  • Service credits
    • Selling a credit package
    • Managing credits
    • How hours are allocated
    • Usage reports
    • Consumption and warnings
  • 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
  • Consumer guarantees
    • What is covered
    • What is not covered yet
    • Where the notice applies
      • Legal guarantee notice
        • Languages and reference data
        • Website
        • Customer portal and payment links
        • Order documents
        • In the store
          • Print the poster
          • Log the poster
• Point of Sale
  • Start a session
  • Sell products
  • Set customers
  • Customer notes
  • Return and refund products
  • Manage the cash register
  • Close the POS session
  • Analytics
    • Configuration
      • Access the POS settings
      • Make products available
      • PoS product categories
        • Configuration
        • Assign PoS product categories
        • Restrict categories
      • Restrict products
      • Interface settings
        • POS logo and screen saver
        • Access rules
        • Performance
      • Pricing settings
      • Accounting settings
      • Inventory settings
        • PoS groups
          • Configuration
            • Create a group
            • Assign a point of sale to a group
          • Group operation mode
        • ePOS printers
          • Configuration
          • Directly supported ePOS printers
        • 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
    • Hardware
      • Customer display
        • Configuration
        • Opening the customer display
          • Same device
          • Another device
    • Multi-employee management
      • Configuration
      • Usage guidelines
        • Logging in
        • Logging in with badges
        • Adding a PIN Code
    • Receipts and invoices
      • Receipts
        • Reprint a receipt
        • Receipt designs
      • Invoices
        • Configuration
        • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
        • Payment terms on POS invoices
    • Self-ordering
      • Configuration
        • Feature activation
        • Additional settings
        • Preview
      • Usage guidelines
    • Product combos
      • Configuration
      • Practical application
    • Shop features
      • Sales orders
        • Select a sales order
        • Apply a down payment or settle the order
      • Barcodes
        • Configuration
        • 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
        • Configuration
        • Practical application
    • Restaurant features
      • Floors and tables
        • Configuration
          • From the POS backend
          • From the POS frontend
      • Order management
        • Order transfer
      • Order printing
        • Configuration
      • Bills and payment
        • Bill splitting
        • Order payment
        • Receipt printing
      • Tips
        • Configuration
        • Tip and payment
        • Tip after payment (US only)
    • Pricing features
      • Discounts
        • Apply manual discounts
          • Apply a discount on a product
          • Apply a global discount
        • Apply time-limited discounts
          • Create a pricelist
          • Using a pricelist with the PoS interface
      • Discount tags (barcode scanner)
        • Barcode nomenclature
        • Scan the product and the tag
      • Loyalty programs
        • Configuration
        • Create a program
        • Use a program in the POS
      • Pricelists
        • Configuration
          • Create pricelists
            • Fixed prices
            • Advanced price rules
          • Select pricelists
        • Pricelist rules based on product tags
      • Flexible taxes (fiscal positions)
        • Configuration
        • Use fiscal positions
      • Cash rounding
        • Configuration
    • Payment methods
      • 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
          • Mercado Pago
            • Configuration
              • Point Smart application
              • Credentials
              • Payment method
          • PayTM
            • Configuration
              • Collect the PayTM credentials
              • Configure the payment method
              • Link the payment method to a POS
          • Pine Labs
            • Pine Labs credentials
            • Odoo configuration
          • Razorpay
            • Configuration
              • Locate your Razorpay credentials
              • Configure the payment method
          • SIX
            • Configuration
              • 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
          • Viva.com
            • Viva.com configuration
            • Odoo POS configuration
    • Marketing features
      • Storing contact details
      • Email marketing
    • Store sales tracking
      • Set up the store sales
      • Which orders are reported?
    • Reporting
      • Orders
      • Sales details
      • Session report
      • Product sales
• Subscriptions
  • Installation and access rights
    • Subscription products
      • Flag a product
      • The Subscription tab
    • Subscription contracts
      • Create a contract
      • Contract states
      • Trial periods
      • Filters and grouping
    • Subscription lines
      • Basic fields
      • Line states
        • Pausing and resuming
      • Pricing
        • Pricing tiers
      • Quantity
      • Billing period and dates
      • History and invoices
    • Recurring billing
      • The billing scheduled action
      • Draft or posted
      • The generated invoice
      • Changing a running subscription
    • Automatic payments and dunning
      • Setting up automatic charging
      • Dunning
      • Collecting by SEPA direct debit
        • Set up the contract
        • Remittance settings
        • How an invoice is collected
        • When the bank returns a debit
      • Scheduled actions
    • Subscriptions on the portal
      • What the customer sees
      • Cancelling from the portal
    • Reporting
      • MRR / ARR analysis
      • Following one contract
    • Configuration
      • Billing periods
      • Coupons
      • Quantity formulas
      • Scheduled actions
• Members
  • Membership products
  • Activate a membership
  • Membership status
  • Publish members directory
    • Publish individual members
      • Members analysis
        • Navigate the report
        • View results
• Right of withdrawal
  • End-to-end flow (summary)
  • Legal background
  • Key principles
  • Withdrawal vs ordinary RMA (at a glance)
  • Scope and modules
    • Withdrawal on the portal
      • Who can withdraw
      • Entry points
        • From the order page
        • From the order-confirmation e-mail
      • Step 1 — The declaration form
        • Validation
      • Step 2 — Confirmation and proof
      • Tracking withdrawals
    • Handling withdrawals (backend)
      • The Withdrawals menu
      • The withdrawal declaration form
        • The declaration snapshot
      • Non-rejectable guarantees
      • The confirmation e-mail
      • Starting the physical return and refund
        • Agent checklist (withdrawal → goods back → refund)
        • What Start Return / Refund creates
        • When you already handled the return without RMA
        • When the parcel was not collected (non-pickup)
      • The RMA approval process
        • Draft → Posted
        • Posted → line decisions
        • Posted → Done
          • Returns putaway
      • Order status feedback
      • Security groups
    • Configuration
      • Settings
      • How the deadline is calculated
      • Return reasons
      • What cannot be withdrawn or returned
      • Confirmation e-mail template