Last Update 07/04/2021
Completion Time 3 hours 50 minutes
Members 4
  • Teams
    • Sales Teams
    • CRM Basics and Pipelines
    • Get organized by planning activities
  • Leads
    • Leads
    • Lead Generation
    • Lead Enrichment
    • Lead Mining
  • 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)?
  • Delivery
    • Free delivery if order total is more then $2000
    • Calculate shipping rates based on product weight
    • Different delivery price based on the area (zip code, state or country)
    • Manage delivery price fluctuation, apply margin on the delivery charges
  • 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
    • Sell subscription through eCommerce platform, receive payment through card (auto-debit)