Odoo Sales

Odoo Sales is the application to run your sales process (from quotation to sales order) and deliver and invoice what has been sold.

Course Content:

  • Sales
    • Creating Customers in Odoo Sales
      • Setting different Address types for customers in Odoo Sales
      • Setting Fiscal position for customers in Odoo Sales
      • Assigning Payment terms to customers in Odoo Sales
      • Setting Pricelist for Customers in Odoo Sales
    • Creating Sale Order in Odoo sales
    • Quotation Template in Odoo Sales
    • Upselling feature in Odoo Sales
    • Invoicing policies in Odoo Sales
    • Product and Attributes in Odoo Sales
      • Product Configurator and Variant Grid Entry feature in Odoo sales
    • Easy Variants creation for products in Odoo Sales.
    • Pricelists feature in Odoo Sales.
      • Multiple prices per product feature in Pricelist
      • Advanced price rules (discounts, formulas) feature in Pricelist.
    • Promotion and Coupon programs in Odoo Sales
    • Granting discounts on sales order lines in Odoo Sales
    • Setting up Shipping methods in Odoo Sales
    • Sales team creation and Team Overview
    • Creating Unit of Measure and Categories in Odoo Sales