Sales

• CRM
  • Organize the pipeline
    • Get Organized by Planning Activities
      • Where do I see my schedule activities?
      • Plan activities
        • Set your activity types
        • Recommend next activities
    • Manage lost opportunities
      • Mark a lead as lost
        • Manage & create lost reasons
      • Retrieve lost opportunities
      • Restore lost opportunities
    • Multiple sales teams
      • Create a new Sales Team
        • Add members to a Sales Team
      • Sales Team dashboard
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
      • Merge opportunities
    • Generate leads/opportunities
      • Configure email aliases
      • Use Contact Forms on your website
      • Customize Contact Forms
        • Edit Contact Form fields
    • Send quotations
      • Create a new quotation
      • Mark them won/lost
    • Lead mining
      • Configuration
      • Start generating leads
      • Pricing
  • Assign and track leads
    • Track your prospects visits
      • Configuration
      • Track a webpage
      • See visited pages in your leads/opportunities
    • Assign leads based on scoring
      • Configuration
      • Create scoring rules
      • Assign leads
      • Evaluate and use the unassigned leads
  • Analyze performance
    • Check your Win/Loss Ratio
    • How to use Google Spreadsheet in Addition to my Data?
      • Configuration
        • Create a new Spreadsheet
        • Link a Spreadsheet with Odoo
      • Applications
        • Retrieve Data
        • Retrieve Grouped Sums
        • Other uses
  • Optimize your Day-to-Day work
    • Enrich your contacts base with Partner Autocomplete
      • Configuration
      • Enrich your contacts with corporate data
      • Pricing
    • How to motivate and reward my salespeople?
      • Configuration
      • Create a challenge
        • Set up goals
        • Set up rewards
• Sales
  • Send Quotations
    • Use quotation templates
      • Configuration
      • Create your first template
      • Design your template
      • Use a quotation template
      • Confirm the quotation
    • Add optional products
      • Add optional products to your quotations
      • Add optional products to your quotation templates
    • Get a signature to confirm an order
      • Activate online signature
      • Confirm an order with a signature
    • Get paid to confirm an order
      • Enable online payment
      • Register a payment
    • Use quotations deadline to stimulate your customers
      • Set a deadline
      • Use deadline in your quotation templates
    • Deliver and invoice to different addresses
      • Activate the feature
      • Add addresses from a quotation
      • Add addresses from a contact form
      • Deal with different addresses
    • Add terms & conditions
      • Default Terms & Conditions
        • Configuration
        • DT&C on your quotations, sales orders, and invoices
        • DT&C on your quotation templates
      • General Terms & Conditions
        • GT&C on your website
        • GT&C as attachment in your emails
        • GT&C as attachment in your quotation templates
    • Use product variants on quotations and sales orders
      • Configuration
      • Use the Product Configurator
      • Use Variant Grid Entries
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Activate these features
      • Choose an invoicing policy on a product form
      • Impact on sales flow
    • Request a down payment
      • First time you request a down payment
      • Basic sales flow using down payments
      • Modify the income account and customer taxes
    • Send a pro-forma invoice
      • Activate the feature
      • Send a pro-forma invoice
    • Invoice based on time and materials
      • Invoice time configuration
      • Invoice your time spent
      • Expenses configuration
      • Add expenses to your sales order
      • Invoice purchases
    • Invoice project milestones
      • Create milestone products
      • Invoice milestones
    • Re-invoice expenses to customers
      • Expenses configuration
      • Add expenses to your sales order
    • Sell subscriptions
      • Make a subscription from a sales order
  • Products & Prices
    • Manage your products
      • How to import Products with Categories and Variants
        • How to customize the file
        • Why an “ID” column?
        • How to import relation fields
      • Product variants
        • Configuration
          • Activating product variants
          • Creating attributes
          • Creating product variants
          • Managing product exclusions
          • Setting a price per variant
        • Impact of variants
      • Automatically get product images with Google Images
        • Configuration
          • Google API dashboard
          • Google Programmable Search dashboard
          • Odoo
        • Automatically get your product images in Odoo
    • Set taxes
      • Default taxes
        • Configuration
      • Fiscal positions (tax and account mapping)
        • Configuration
          • Tax and Account Mapping
          • Automatic application
        • Application
          • Assign a Fiscal Position to a partner
          • Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills
      • Taxes
        • Activate Sales Taxes from the List view
        • Configuration
          • Basic Options
            • Tax Name
            • Tax Computation
            • Active
            • Tax Scope
          • Definition tab
          • Advanced Options tab
            • Label on Invoices
            • Tax Group
            • Include in Analytic Cost
            • Included in Price
            • Affect Base of Subsequent Taxes
      • Get correct tax rates in the United States using TaxCloud
        • Configuration
          • In TaxCloud
          • In Odoo
            • Automatically post taxes to the correct Tax Payable account
        • How it works
        • Coupons & Promotions
      • Manage prices for B2B (tax excluded) and B2C (tax included)
        • Configuration
          • Introduction
          • eCommerce
          • Setting your products
          • Setting the B2C fiscal position
        • Test by creating a quotation
        • Avoid changing every sale order
    • Manage your pricing
      • How to adapt your prices to your customers and apply discounts
        • Several prices per product
          • Prices per customer segment
          • Temporary prices
          • Prices per minimum quantity
        • Discounts, margins, roundings
          • Discounts with roundings
          • Costs with markups (retail)
        • Prices per country
        • Compute and show discount % to customers
      • How to sell in foreign currencies
        • Automatic conversion from public price
        • Set your own prices
  • Amazon Connector
    • Amazon Connector Features
      • Supported Features
      • Supported Marketplaces
    • Configure Amazon Connector in Odoo
      • Register your Amazon account in Odoo
      • Match database products in Amazon
      • Configure taxes of products
      • Add a new marketplace
    • Manage Amazon orders in Odoo
      • Synchronization of orders
      • Manage deliveries in FBM
      • Follow deliveries in FBA
      • Issue invoices and register payments
      • Follow your Amazon sales in sales reporting
  • eBay Connector
    • How to configure eBay in Odoo?
      • Create eBay tokens
      • Set up tokens in Odoo?
      • Accept account deletion notifications
        • Retrieve endpoint details from Odoo
        • Subscribe to account deletion notifications
        • Verify the connectivity with the endpoint
      • Using the updated synchronisation method
    • How to list a product?
      • Listing without variation
      • Listing with variations
      • Listing with item specifics
      • Product Identifiers
  • Advanced Topics
    • How to give portal access rights to my customers?
      • What is Portal access/Who is a portal user?
      • How to give portal access to customers?
        • From Contacts Module
• Point of Sale
  • Overview
    • Getting started
      • Configuration
        • Make products available in the PoS
        • Configure your payment methods
      • Your first PoS session
        • Your first order
        • Return and refund products
        • Close the PoS session
      • View your statistics
    • Register customers
      • Create a customer
    • Secure connection (HTTPS)
      • Force your Point of Sale to use a secure connection (HTTPS)
    • Self-signed certificate for ePOS printers
      • Generate a Self-signed certificate
      • Export the Self-signed certificate
      • Import the Self-signed certificate to Windows (Using Chrome)
      • Import the Self-signed certificate to your Android device
  • Shop Features
    • Invoice from the PoS interface
      • Activate invoicing
      • Select a customer
      • Invoice your customer
        • Retrieve invoices
    • Using barcodes in PoS
      • Configuration
      • Add barcodes to product
      • Scanning products
    • Sales orders in PoS
      • Select a sales order
      • Apply a down payment or settle the order
    • Log in with employee
      • Set up log in with employees
      • Switch without pin codes
      • Switch cashier with pin codes
      • Switch cashier with barcodes
      • Find who was the cashier
    • Reprint Receipts
      • Configuration
      • Reprint a receipt
    • Cash Rounding
      • Configuration
    • Serial numbers and lots
      • Serial numbers and lots importation
      • Serial numbers and lots creation
  • Restaurant Features
    • Manage your tables
      • Configuration
      • Add a floor
      • Add tables
      • Register your table(s) orders
      • Transfer customer(s)
      • Register an additional order
    • Offer a bill-splitting option
      • Configuration
      • Split a bill
    • Print the Bill
      • Configure Bill Printing
      • Split a Bill
    • Print orders at the kitchen or bar
      • Activate the bar/kitchen printer
      • Add a printer
      • Print a kitchen/bar order
      • Print the order in the kitchen/bar
    • Using fiscal positions in PoS
      • Set up fiscal positions for PoS
      • Using fiscal positions
      • Set up a default fiscal position
    • Integrate a tip option into payment
      • Configure Tipping
      • Add Tips to the bill
  • Payment Terminals
    • Adyen
      • Configuration
        • Configure the payment method
          • Generate an Adyen API key
          • Locate the Adyen terminal identifier
      • Add a new payment method
      • Pay with a payment terminal
    • Ingenico
      • Configuration
        • Connect an IoT Box
        • Configure the Lane/5000 for Ingenico BENELUX
        • Configure the payment method
      • Pay with a payment terminal
    • Vantiv
      • Configuration
        • Configure the Payment Method
      • Pay with a Payment Terminal
    • SIX
      • Configuration
        • Configure the Payment Method
      • Pay with a Payment Terminal
    • Worldline
      • Configuration
        • Connect an IoT Box
        • Configure the protocol
        • Set the IP address
          • Hostname
          • Port number
        • Configure the payment method
      • Pay with a payment terminal
  • Pricing Features
    • Apply 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
    • Using discount tags with a barcode scanner
      • Barcode Nomenclature
      • Scan the products & tags
    • Manage a loyalty program
      • Configuration
      • Use the loyalty program in your PoS interface
    • Using Pricelists in Point of Sale
      • Set up Pricelists
  • Fiscal Data Modules
    • Setting up the Fiscal Data Module with the Odoo POS
      • Introduction
      • Required hardware
      • Setup
        • IoT Box
        • Odoo
      • Certification & On-premise
      • Restrictions
• Subscriptions
  • Configuration
    • Use subscription templates
      • Configuration
      • Create your first template
    • Add subscription products
      • Configuration
  • Sales flow
    • Create a quotation using subscription products
      • Create your first quotation
      • Manage your subscriptions from your SO
    • Renew a subscription
      • Renew your first subscription
      • Visualize your subscriptions to renew
    • Upsell a subscription
      • Configuration
      • Upsell your first subscription
    • Close a subscription
      • Configuration
      • Close your first subscription
        • Administrator view
        • Customer view
  • Follow-up
    • Set up automatic alerts
      • Create a new automatic alert
      • Modify an existing automatic alert
  • Reporting
    • Generate subscription reports
      • Subscriptions analysis report
      • Retention analysis report
      • Revenue KPIs report
      • Salesperson dashboard report
• Rental
  • Rental Pricing
    • Configuration
    • Computing
  • Customer signature
  • Pickup and Return receipt