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CRM - Customer Relationship & Sales Management
Teams
Sales Teams | Odoo CRM
CRM Basics and Pipelines | Odoo CRM
Leads
Lead Generation | Odoo CRM
Sales
Sales Basics and Your First Quotation | Odoo Sales
How to send quotation by email
How to set default terms and condition for every new quotation?
How to set default taxes on products, sales order and invoice
Product Variants | Odoo Sales
Online Quotation | Odoo Sales
Delivery Prices | Odoo Sales
Delivery Lead Times | Odoo Sales
Dropshipping | Odoo Sales
Odoo V13 - How to Add the Delivery Address To a Dropship Order
Pricelists - Multiple | Odoo Sales
Pricelists - Computed | Odoo Sales
Blanket Orders:Back Orders - Odoo
Sections on sales orders, sort products in sections with subtotals and page-breaks
Discount and Pricelist
Compute margin on sale order
How to set default taxes on products, sales order and invoice
How to adapt product price based on customer segment? (e.g. Retailer or Distributor)
How to adapt product price based on customer country or location? (e.g. Price in € or $)
How compute and apply discount automatically based on the pricelist?
Compute sell price and margin based on product cost price (AVCO costing method).
Define the product sales price per company
Odoo V12 - Automatically Assigning Pricelists
Unit of Measure
Sale and purchase in different unit of measure
How to sell and purchase products in different units of measure, and apply better pricing?
Selling products by multiple of unit # per package
Prices for B2B and B2C
How to manage prices for Business to Customer (tax included)?
How to manage product prices for B2B (tax excluded) and B2C (tax included)?
Tasks
How to invoice milestones of a project?
How to create task from sales order and invoice based on timesheet?
Subscriptions
Set up recurring invoice, that help you to invoice regularly
Sell subscriptions through sales quotation