Sales

• CRM
  • Organize the pipeline
    • Manage 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
    • 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
• Sales
  • Send Quotations
    • 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
        • PDF Quote Builder 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 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
      • 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
            • Multiple prices per product
            • Advanced price rules
          • Recurring Prices tab
          • Rental rules tab
          • Configuration tab
        • Customer pricelist application
        • Multiple prices per product
        • Discounts
          • Discount button
        • 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
        • Manage errors when synchronizing deliveries
      • Follow deliveries in FBA
      • Invoice and register payments
        • Issue invoices
        • Register payments
      • Follow Amazon sales in sales reporting
• Point of Sale
  • Start a session
  • Sell products
  • Set customers
  • Customer notes
  • Return and refund products
  • Manage the cash register
  • Close the POS session
    • Multi-employee management
      • Configuration
      • Practical application
        • Log in using badges
      • Analytics
    • Receipts and invoices
      • Receipts
        • Reprint a receipt
      • Invoices
        • Configuration
        • Invoice a customer
        • Retrieve invoices
        • QR codes to generate invoices
    • Product combos
      • Configuration
      • Practical application
    • Configuration
      • Access the POS settings
      • Make products available
      • PoS product categories
        • Configuration
        • Assign PoS product categories
        • Adapt the POS interface
          • Start category
          • Restrict categories
            • ePOS printers
              • Configuration
              • Directly supported ePOS printers
              • ePOS printers with IoT Box integration
            • 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
    • 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
      • Customer display
        • Configuration
          • Local
          • Remote
          • IoT box
    • Restaurant features
      • Configuration
      • Take orders
        • Floors and tables
          • Configuration
            • From the POS backend
            • From the POS frontend
          • Table transfer
        • Orders printing
          • Configuration
            • Enable and create printers
            • Setup form
          • Print orders
        • Bills
          • Configuration
          • Bill printing
          • Bill splitting
        • Tips
          • Configuration
            • Tip products
            • Tip using an Adyen terminal
            • Tip after payment
          • Add tips
            • Tip using an Adyen terminal
            • Tip after payment
    • 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 products & tags
      • Loyalty programs
        • Configuration
        • Use the loyalty program in your PoS interface
      • Pricelists
        • Configuration
          • Create pricelists
            • Multiple prices per product
            • Advanced price rules
          • Select pricelists
      • Flexible taxes (fiscal positions)
        • Configuration
        • Use fiscal positions
      • Cash rounding
        • Configuration
      • Electronic shelf labels
        • Configuration
          • Pricer setup
          • Odoo setup
            • Pricer stores
            • Pricer tags
          • Practical application
    • 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
        • Pay with a payment terminal
          • Adyen
            • Configuration
              • Generate an Adyen API key
              • Locate the Adyen terminal identifier
              • Set the Event URLs
              • Configure the payment method
          • Ingenico
            • Configuration
              • Connect an IoT Box
              • Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX
              • Configure the payment method
          • Mercado Pago
            • Configuration
              • Point Smart application
              • Credentials
              • Payment method
          • Razorpay
            • Configuration
              • Locate your Razorpay credentials
              • Configure the payment method
          • SIX
            • Configuration
              • Install the POS IoT Six module
              • Connect an IoT box
              • Configure the terminal ID
              • Configure the payment method
          • 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 Wallet
            • Configuration
              • Locate your Viva Wallet credentials
                • Merchant ID and API key
                • POS API credentials
                • Terminal ID
              • Configure the payment method
              • Configure the webhook
              • Link the payment method to a POS
          • Worldline
            • Configuration
              • Connect an IoT Box
              • Configure the protocol
              • Set the IP address
                • Hostname
                • Port number
              • Configure the payment method
    • Reporting
      • View statistics
• Subscriptions
  • Subscription quotations
  • Confirmation
  • Automatic payments
    • Subscription products
      • Configure recurrence periods
      • Product form configuration
        • Time-based pricing
          • Pricelists
    • Subscriptions in the eCommerce shop
      • Create recurrence periods as product variants
    • 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
    • Payment providers
      • Wire transfer
        • Configuration
          • Test mode
        • Pay by wire transfer
• 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