Odoo
14.0
About Odoo 14 Best Practices
Start with Odoo Online
Customer Relationship Management
Sales and Invoicing
Introduction
Setup Odoo Sales Application
Sales Quotation
Create your first quotation and offer 5% discount to a customer
Send quotation by email and ask a customer to sign online
Set default terms and condition on quotation
Apply default taxes when creating new product
Sections on quotation to separate the material and service
Quotation Template
Create quick quotation using quotation template
Increase your sales with suggested products
Discounts and Pricelist
Apply manual discount on quotation
Adapt product price based on customer segment (e.g. Retailer or Distributor)
Adapt product price based on customer country or location (e.g. Price in € or $)
Compute and apply discount automatically based on the pricelist
Unit of Measure
Sell product in a multiple unit of measure
Sell products by multiple of unit # per package
Purchase meat in carton (~20kg/each), keep stock of cartons/kg and sell in carton or kg
Purchase LED Lights in pack of 25pcs and sell single unit or pack of 25pcs
Product and Tax
Adapt prices for Business to Customer (tax included in product price)
Adapt product prices for Business to business (tax excluded) and Business to Customer (tax included)
Invoicing
Send Pro-Forma Invoice to your customers
Create invoice based on the delivered quantity
Create credit note from sales order, when customer return the product
Create single invoice from multiple sales orders
Customer Portal
Online customer approval on quotation
Online customer approval and payment on quotation
Delivery Charges
Free delivery if order total is more than $2000
Calculate shipping rates based on product weight
Delivery price based on the area (zip code, state or country)
Manage delivery price fluctuation, apply margin on the delivery charges
Manage Inventory
Create a purchase order for products based on sales order
Choose different delivery location for specific customer orders
Consignment stock transfer, raise an invoice when stock sold by the retailer
Manage sell and buy-back of used product
Service Product
Create an invoice at milestone completion for a project
Create task from sales order and invoice based on timesheet
Subscription
Set up recurring invoice, that help you to invoice regularly
Sell subscriptions through sales quotation
Sell subscription through eCommerce platform, receive payment through card (auto-debit)
Increase quantity (prorate base) in subscription during middle of the month - upsell
Accounting and Finance
Inventory Management
Purchase Management
Point of Sale
Project Management
Manufacturing
Human Resource
Website and eCommerce
Odoo
Docs
»
Sales and Invoicing
Edit on GitHub
Sales and Invoicing
¶
Introduction
Setup Odoo Sales Application
Sales Quotation
¶
Create your first quotation and offer 5% discount to a customer
Send quotation by email and ask a customer to sign online
Set default terms and condition on quotation
Apply default taxes when creating new product
Sections on quotation to separate the material and service
Quotation Template
¶
Create quick quotation using quotation template
Increase your sales with suggested products
Discounts and Pricelist
¶
Apply manual discount on quotation
Adapt product price based on customer segment (e.g. Retailer or Distributor)
Adapt product price based on customer country or location (e.g. Price in € or $)
Compute and apply discount automatically based on the pricelist
Unit of Measure
¶
Sell product in a multiple unit of measure
Sell products by multiple of unit # per package
Purchase meat in carton (~20kg/each), keep stock of cartons/kg and sell in carton or kg
Purchase LED Lights in pack of 25pcs and sell single unit or pack of 25pcs
Product and Tax
¶
Adapt prices for Business to Customer (tax included in product price)
Adapt product prices for Business to business (tax excluded) and Business to Customer (tax included)
Invoicing
¶
Send Pro-Forma Invoice to your customers
Create invoice based on the delivered quantity
Create credit note from sales order, when customer return the product
Create single invoice from multiple sales orders
Customer Portal
¶
Online customer approval on quotation
Online customer approval and payment on quotation
Delivery Charges
¶
Free delivery if order total is more than $2000
Calculate shipping rates based on product weight
Delivery price based on the area (zip code, state or country)
Manage delivery price fluctuation, apply margin on the delivery charges
Manage Inventory
¶
Create a purchase order for products based on sales order
Choose different delivery location for specific customer orders
Consignment stock transfer, raise an invoice when stock sold by the retailer
Manage sell and buy-back of used product
Service Product
¶
Create an invoice at milestone completion for a project
Create task from sales order and invoice based on timesheet
Subscription
¶
Set up recurring invoice, that help you to invoice regularly
Sell subscriptions through sales quotation
Sell subscription through eCommerce platform, receive payment through card (auto-debit)
Increase quantity (prorate base) in subscription during middle of the month - upsell
Read the Docs
v: 14.0
Versions
14.0
13.0
12.0
11.0
10.0
Downloads
html
On Read the Docs
Project Home
Builds
Free document hosting provided by
Read the Docs
.