Sales and Invoicing
The Odoo platform has a dedicated sales management module that will help you to perform all the sales operations such as sending out sales quotations, drafting sales orders, managing the sales team and salesperson operation along with the complete management of the sales department. This intrusive module is in direct integration with the inventory module and all the sales operations are conducted based on the inventory stock.
The invoicing aspects of the Odoo is another sub-module in Odoo which is in direct integration with the sales module. This module will help you with the aspect of creating invoices based on the sales to the customer and can be seen along with the sales order or the quotation or after the sale is completed
Business is the process of selling or purchasing a product or service. What is the meaning of a product? A product is a thing that can be sold to a customer through the market to meet the requirement of the buyer. When we talk about the retail market, a product is the stock. In the manufacturing industry, a product can either be a purchased raw material or component or a finished good for sale.
Sale or purchase of a product or service is the integral part of any business. Taking this into account Odoo has developed a full-fledged Sale module to ease all sale related operations. All sale related activities including quotation generation, sale order preparation, quotation template management and other activities can be done with the help of this Software support.
The primary task of ERP software is product generation. ERP can help in organizing the database of products in a better framework. Odoo, with the support of an excellent product management wing, ensures the most efficient support to the customers for product management. Odoo ERP can help the customer categorize the products based on its features. Odoo also helps to list out the name of the product, type of the product and the procurement status of the product. Besides, it helps to get stock status, purchase and bookkeeping details.
An efficient ERP like Odoo will also help to store product subtleties including reordering rules, bill of materials and draft manufacturing details, related sales requests and buying orders. The BoM will be stored if the item is saleable and the draft manufacturing request if the product is available.
Odoo also enables the clients to set diverse depictions of the product.
Once the user opens the sales module and selects the product button, the user can create new products and other details.
The first thing you have to do to operate a Sales module is to install the Sales module from Odoo Apps.
Then you can click the app and enter the dashboard of the sales module.
Enter the Sales module. Here you can Create a product by taking the route Sales> Products> Create
On clicking the create button you will get a new page as given below. You can create a new product here by filling all the required fields.
The user can also edit the product details by clicking the Edit button. This enables the user to make required changes in the product features and types.
In the Create form you can find a lot of fields as given below
Product name: It refers to the name of the product that will be displayed at all platforms when referring to this particular product.
Can be Sold: This check box enables the user to remove a product from showing in the ‘sales product’ list. Unchecking the box will remove the product from saleable product lists. This feature is commonly used when creating a raw material for internal use.
Product Types: It falls under the general information tab. Odoo gives three options for product types. They are consumables, service and storable products.
Services: Sale of service, a non-material product offered by a business, can be listed under this. Any company running a consultancy service or other service sector business can use this category. This type of product does not appear in the stock operations. Odoo considers service also as a product for easy running of the business ERP. At the same time, Odoo does not allow the user to keep the stock of a service.
Consumables: Consumable is a product for which the investor does not need to maintain an inventory. That means, consumable products are not stored in an inventory by the business.
Instead consumables are the products which can be directly received by the customer from the supplier. AS per the assumption of Odoo the product always has sufficient stock.
Storable product: The storable products are the products managed with the help of an inventory. These types of products are used in stock management. Besides, Odoo automates the replenishment of these products. Here the user can easily maintain your minimum stock level. This can be done by defining a reordering rule for stock in the system. Such a system prevents a product from running out of stock. Odoo 14 also enables warning alerts, if the user fails to set reordering rules. Odoo also shows an alert message if there isn’t sufficient stock in the inventory.
Product Category: With Odoo a user is able to organize the products under a specific category.
Internal Reference: Odoo generally uses the Product Name field and the product description while displaying product information. Commonly, a company may have a specific coding system for its products. Here, the Internal Reference field is used to enter the product code which is used as an alternative code for the product.
Barcode: Barcoding is used to avoid human error, especially, when the number of products is high. This reduces human error possibility. Barcode helps to add/ update product quantity or other details by scanning the product barcode. This can be done while receiving a product and while selling a product.
HSN/SAC Code: Harmonized System Nomenclature or Servicing Accounting Code is used when the business sells service instead of goods. This helps to list the Goods and service tax easily.
HSN/SAC description: It offers a field to describe the service offered.
Sales Price: It is the price at which the user sells a product to the customer. Extra prices details can also be added here.
Customer Tax: Odoo allows the user to set Default taxes and calculate taxes while selling the product. Odoo has a tax engine and it is very flexible to support different types of taxes including GST, CST, SST. The chart accounts used in most of the countries are pre-configured with the major taxes of the country.
Cost: The cost of the product
Company: The name of the company, be it the parent company or daughter company
Unit of Measure: Number of units of product and hours of unit of service
Under Variant Tab:
Attribute: The colour, size or other features of the product variant
Values: Attribute value like the name of the colour or the size like large, medium
Under Sales Tab of product:
Ordered Quantity: This refers to the invoice quantities used by the customer.
Delivered Quantity: The Invoice quantity that has been delivered to the customer.
Subscription Product: f set, confirming a sale order with this product will create a subscription.
RE-invoice Expenses: The money spent by the company on clients projects. The user can tick No, if there are no such expenses. There are other options like at cost and sales price also for the user.
Options: Optional products: Product name and details suggested when a customer hits the Add to Cart button
Sales Description: It provides the description of the product. The details of the product can be communicated to the customer using this field. Odoo allows copying this description to every Sales Order, Delivery Order, and Customer Invoice/Credit Note.
Under POS tab
Available in POS
This check box enables you to decide whether the investor wants the product to appear in the POS.
Under eCommerce Tab
Website Sequence: The option allows to restrict publishing to this website.
Categories: The selected product will be available in the mentioned e-commerce category. This can be set by going to shop>Customize and enable ‘E-commerce categories.
Availability: This allows the user to do availability check. Also, it can prevent the sale of product if the product is not in stock.
Alternate Product: This field enables Suggest Alternatives to your customer from the list of products (This is part of upselling strategy).On checking this, the selected product will be shown up on the product page.
ACCESSORY Product: Here the customer is able to view accessories or similar products once the customer reviews the cart before payment.
Ribbon: This enables the use of product ribbon to highlight the product
Extra Product Media: This feature enables the investor to upload a video URL or photograph of the product to give better experience to the user.
Under the Purchase Tab of Products
Vendor: Details of the vendor
Vendor Bills: Vendor Taxes- It indicates the default taxes used when purchasing a product.
Control Policy: On ordered Quantities-It allows the generation of Control bills based on ordered quantities.
On received Quantities-this allows the generation of control bills based on received quantities.
Purchase Descriptions: This describes the detail of purchase. This note is added to purchase orders.
Under Inventory Tab of Product
Route: This will let you to define the route of the product depending on the module installed. This helps to decide if the product will be bought, manufactured or replenished on order etc.
Product Location: Virtual Location or the Production location
Inventory Location: The location of the inventory, virtual location or inventory adjustment
Packages: Provides with the different ways to package the same product. The packaging can be created with packaging detail, contained quantity, barcode and company details.
Description for Delivery orders: Enables to provide description of delivery orders. This note is attached with delivery order
Description for receipts: Details description to be attached with receipts
Description for internal transfer: This feature can be used when the purchase of raw material is done for internal use
Under Accounting tab
Income Account: The user can keep this field empty to use the default value from the product category.
Expense Account: This field can also be left empty to use the default value from the product category.
Product variations enables the user to get a glance of all varieties of the same product. That means, the varieties differing in size, colour or measures.
It allows the use of an item at the layout level (for all varieties). IT also permits the use of products at the variation level (specific attributes).
For example, an business selling shirts may have the following items:
Sizes: S, M, L, XL, XXL
Hues: Blue, Red, White, Black
Here, the A&B T-Shirt is known as the item layout. The A&B T-Shirt, S, Red a variation. Sizes and colour are properties or attributes.
In order to enable the choice, you can go to Sales/Configuration/Settings and Activate Variants under Product Catalogue Option.
On clicking the attribute button, a new window, as given below will appear.
To create a new attribute, you can click Create Button here. Besides, you can add attributes with the help of the rundown menu.
Here, you can find
Attribute Name: Display Type: This displays the type used in the product configurator.
Variants Creation Mode: There are three options
Instantly: Here, we can add all possible variants as soon as the attribute and its values are added to a product.
Dynamically: Here, each variant is created only if its corresponding attributes and values are added to a sales order.
Never: In this case, variants are never created for the attribute.
Note: It is to be noted that the variants creation mode cannot be altered once the attribute is used on at least one product.
Under Odoo 14 a user can choose the customers from the given list of customers. The user can also create a new customer easily.
Create New Customer
In Odoo the user can select two types of customers:
Here you get an option to create a new customer of yours by adding his name, address, phone, mobile, email id, website link GST, treatment and other details.
Under Contact and Address tab
Contact creation also enables you to add invoice address, delivery address, private address and other address for the same contact.
Under Sales and Purchase Tab
Sales Person: Employee who is in charge of this contract.
Delivery Method: It can be the default Delivery method used in sales order.
Payment Terms: If a buyer wants to use a payment method which is not included in the default method, this field can be used.
Pricelist: Pricelist field can be used against the default one.
Barcode: Barcode helps to identify this product from POS.
Fiscal Position: Fiscal position calculates the taxes/accounts for this particular contract.
Under Accounting Tab
Bank: Here you can fill the name of the bank, where the customer holds the account.
Account number: The registered account number of the customer.
Account Receivable: You can use this account instead of the default one as the receivable account.
Account Payable: This account can be used instead of the default one as the payable account for the current partner.
Internal Note Tab: It is a functional feature enabling you to add a comment without disturbing followers. This helps you to notify a particular seller, instead of disturbing all others. Moreover, you can insert an internal note in the customer form using this feature.
Sales Quotation is the official communication in a prescribed format that provides a purchaser with the information on the actual expenses for a product. It can also be the price of a service. Different businesses offer the same service at different costs. The cost differs due to reasons like the material used and the labour charges.
A user can select QUOTATIONS from the Order list in Sales Module.
Create New Quotation
To create a new quotation, you can go to Sales> Quotations> Create
Then you will get a create form as given below.
Here, the user will be able to give the details including customer name.
You can also add, GST treatment, invoice address, delivery address, Expiration date, quotation date, price list and payment terms.
Under the Orderline
Here you can give the product details, description, quantity for sale, unit of measure, package, unit price and taxes. This also helps to generate the subtotal. Here the user can also add coupons and promotions.
You can create a quick quotation template if quotation templates are required frequently.
You can create template by going to Sales> Configuration Quotation Template
Create first template
The template menu can be found under Sales >Configuration> Quotation Templates.
One can either create a new quotation template or edit the existing one.
First you have to name the quotation template. Then you can select the product, product quantity and the expiration time for the quotation.
The same way add discounts to the products also here if you have activated the discounts option in the sales settings. The base price can be set in the product configuration and this can be changed by the customer pricelists.
Set Expiration date
On each quotation or sales order, one can include an Expiration Date.
Editing Quotation Template
A user can edit the customer interface of the template by clicking the Edit Template button
Use a quotation template
You can create a quotation template by selecting the desired template. All product(s) included in the template will automatically get added to your quotation.
You can also set a confirmation process within the template. This can be done with the help of digital signature or online payment.
Price lists indicate the price of products which are put on sale. Price list feature of Odoo helps to manage the price of the product easily. It helps to control and modify the price of the product for a specific customer or for a specific transaction. All changes can be made based on the requirement of the company.
You can manage the price lists in Odoo in a few steps.
Go to Sales>Configuration>Settings. Here, you should tick the check box- Multiple Sales Prices per product and save changes.
In Odoo, there are two types of sales price list.
Multiple prices per product are the first category. This allows customer segments and use of different price lists for different countries having different currencies.
Prices computed from formulas (It is used for discounts, margins, rounding): This option in Odoo helps the user to set price change rules. Changes can be made relative to public price, product cost price, or to another pricelist. Odoo supports the change calculation based on discounts and the price changer rules. Besides, Odoo allows the user to round the prices based on the nearest cent or dollar or even the multiple of both.
Pricelists Under Multiple prices per product
You can create a new pricelist by going to Sales>Products>Price Lists
To Create a new price list click the CREATE button. A create form will appear as given below.
Here, the user can create a price list by filling the fields in the form. The details, including the company name, price rules for the product can be added. You can add new products by clicking add a line.
The user can also add product variants if any, minimum quantity, product price and start date and end date of the product price list.
Under the Configuration Tab
Here, you have many options like,
Country Groups: Here you can select the country group. This will help to restrict the use of a particular price list in the selected country group.
Website- Once this field is enabled it allows the buyer to view the price lists from the website.
E-commerce promotional code: These codes enable the use of code for availing discounts.
Now Go to Sales>Products>Price Lists and activate Prices computed from formulas option (discounts, margins, rounding’s). Tick the option and save changes.
Now, to create a new price list, Go to Sales>Products>Price Lists
Click the CREATE button to create a new pricelist.
A form will appear like below
Here you can click add a line to give more details.
A new window will be opened then
Here we can define certain parameters for creating the pricelist.
Apply on: The user can apply a rule here based on the given criteria.
All products: This activates the price list on all products.
Product Category: This activates price list on selected product category (eg. sealable, fruits, electronics)
Product: This helps to enable price lists only for a specific product.
Product Variants: Pricelist will be applicable only for a specific product variant.
Minimum Quantity: Minimum quantity required to apply Pricelist rule.
Start Date: The date on which the pricelist comes into force
End Date: The expiry date of pricelist
Price computation: IT is used for calculating the price using different methods
Fixed price: With this feature, the user can fix a price for a product or a group of products.
Percentage (discount): IT helps to define a percentage discount on the sales price of a product or product variant or product category.
Formula: With this, the price of the product can be calculated by using a formula.
Now, we can go back to framing sales quotations. A user can add payment Terms in the quotation.
A user can change the payment terms for a quotation by selecting the term form the dropdown menu. This makes it more adaptable for the dealer.
Here, you can click on the Extra Price button
You can create a new price list for the product
Here is another most beneficial feature of Odoo: Optional Products Tab. This enables you to include related items or services.
You can also add suggested/ optional products to the quotation
This can be done when they receive an order by email.
Permission to use discounts on quotations is sure to improve the prospect of the business.
you can enable discounts in quotation, Go to Sales>Configuration>Settings
Under pricing, tick the option discounts
Once you enable the option it gets reflected in the sales quotation.
Coupons and Promotions
Odoo offers coupons and promotions to attract more customers to your business. It ensures profit management and an effective sales process. It also supports the end user to do promotion for their products as per their requirement. Promotional programs are the best marketing tools where a person can manage, target the specific audience and can implement the loyalty program for a particular group.
You can activate promotions in a few steps. Go to Sales>Configuration>Settings. Activate Coupons and Promotion Option.
You can find Promotions on the bottom of sale quotation creation window
On clicking Promotions you will get a new window
You can create a new promotion by clicking Create button
You can find different fields for promotion programmes in Odoo.
Program Name: It indicates the name for the promotion program
Based on customers:
1. This coupon program can be applied to selected customers only.
2. Customers can be filtered according to the need.
3. All the customer records will be taken
Based on Products:
1. The buyer will get reward on the purchase of this selected products
2. On purchase of these selected products rewards will be given.
3. By default, all products records that can be sold will be taken.
1. Here we can set the minimum product purchase quantity to get the reward.
1. This helps to set the minimum required the amount to get rewarded
Promo code Usage
1. Code gets Automatically Applied
No code is required. In this case the reward is applicable automatically when the rule is met
2. Use code
If the program rule is satisfied the valid code will have to be added to add the reward.
1. Apply on current order
IT enables me to apply a reward on current order.
2. Apply on next order
Here, the coupon will be Generated for the next order.
The reward can be given as a discount
a) Apply discount: Discount can be set in two different ways.
1. Percentage: Fixed percentage of the total amount
2. Amount :Fixed amount discount will be provided
b) Discount Apply on
Discount can be made applicable on the whole order
On cheapest product
Discount can be made valid for the cheapest product on the order
On specific Product
c) Discount will be made applicable to a specific product
d) Max Discount amount
A maximum amount of discount offered
2. Free product
Sometimes the reward can be given in the form of a free product.
3. Free Shipping
Maximum number of sales orders in which reward can be applied
* Start date & End date
A coupon can be availed between the given start date and end date.
To activate the feature in quotation, Go to Sales>Configuration>Settings. Activate Coupons and Promotion Option.
On clicking the coupon programme, the user will be redirected to a new window as given below.
In order to create a new coupon, you can click the CREATE Button
Coupons can be used to generate limited discounts. A coupon can be called a one-time use code. It can generate discount for the customers.
Terms and conditions
Terms and conditions are the feature that helps in keeping up great relations between the partners. The same way, adding terms and conditions to quotations helps in organizing the relationship between the customer and the trader. The merchant is liable to declare all information regarding the product and company policy to the customer, so that the customer is able to go ahead with the deal after studying all conditions.
Odoo 14 provides a platform to set default terms and conditions on each quotation, sales order and receipt. This will help to trigger the activity,
This can be done by Going to SALES ‣ Configuration ‣ Settings and activating Default Terms & Conditions.
Under the box, the user can include default terms and conditions. The terms and conditions will then be displayed upon each quotation, sale order and receipt.
Odoo 14 offers different methods to deal with shipping. This has to be activated by the user. Odoo also offers alternatives to arrange various delivery techniques. IT will reorganize the tasks as transportation mode, conveyance cost figuring, shipment tracking and so on. Odoo also enables delivery integration with Incoterms, FedEX connector, bpost Connector, UPS connector, DHL USA connector, USPS connector and Easypost Connector. In short we can say the sky is the limit for Odoo shipping. Odoo’s active Shipping Methods enable you to deal with the shipping company, the cost and the destination. This also enables the integration of with outside shippers to calculate the genuine cost and the packaging.
We can activate Odoo Shipping features by:
Go to Sales->Configuration->Settings->Shipping Methods,
This feature enables us to compute the shipping cost on orders effectively. Meanwhile, the end user has to choose their delivery methods from the enlisted options.
Upon clicking shipping method you will be navigated to the below given page
Here, you can name the new delivery method. Below the name there is Providerfield, which can be either Fixed price or Based on Rules. On selecting the fixed price option shipping cost will remain fixed at the time of shipping.
If the selection is based on rules, you will be able to set the shipping cost dynamically.
New price rule can be created by clicking the Add a line option.
Here, the shipping costs get computed based on a set of guidelines. The conditions are given below
- Weight *volume
For example, If the product weight is greater than certain esteem, sales price will be a certain sum.
If weight<=5.0 then fixed price 20.0
If weight>=5.0 then fixed price 50.0
If price>=300.0 then fixed price 0.0 plus 0.0 times weight
This choice helps one to utilise distinctive standards for the shipping.
A user can also set limitations on the shipping methods. The shipping destination can also be confined to explicit nations, states or to some postal divisions. The shipping method can be redone as indicated by geographic area.
After making a sale order a user can select the delivery method by doing this.
Sending sales quotation and sales orders
Now, let us go back to Sales Quotations. Here, we have added all the fields including Customer Name, Products, Quotation Template, Pricelist, Payment Terms, Shipping, Coupon and Promotions. Now we can send the quotation to the customer.
Here, you can find a Customer Preview Button on the top right corner of the quotation template. On clicking this you can see the website view of the quotation. The customer can also view his quotation from the website. This helps the quick confirmation of the quotation and instant signing of the quotation.
A user can use the Sign & Pay button to instantly confirm the quotation. A Feedback button also is available and this can be used for clarifying or seeking any modification in the quotation. The customer can also reject the quotation if the seller fails to satisfy their requirements. This can be done using the Reject button.
Sending Quotations by Email
You can set aside all the traditional ways of dispatching sales quotations with Odoo. Odoo 14 assists you to send quotations by email with a click from the ERP software. This also enables real time discussion through email on the quotation.
Send via mail
A user can send the quotation to the customer just by clicking the Send By Email button on the top.
The quotation can be sent to an individual or a company.
On sending the mail to the customer, the status of mail will be changed from Quotation to quotation sent.
Once the Confirm button is clicked the Quotation status will be changed to Sale Order
Confirming the sales order
Online customer approval on quotation
Online quotation speeds up the process as the client can negotiate with the seller and carry out the approval process with a few clicks.
It can also be a boost to the sales process and can reduce the sales cycle.
Odoo offers an e signature option. This helps the seller and the customer to make use of the e signature.
To activate Online Signature Option, first Go to SALES > Configuration >Settings and activate the Online Signature & Online Payment feature.
Validate an order with a signature
After the quotation is sent to the customer, the customer can accept the quotation. The customer can also sign it instantly. Once the customer signs the quotation, it can be assumed that the quotation is confirmed. Then the merchant can go ahead with the delivery.
Confirming order via getting paid
Odoo helps a user to make use of the online payment methods to get the requests automatically confirmed. This saves the time of the merchant as well as the customer.
Activate Online Payment
This can be done by going to SALES>Configuration > Settings and activate the Online Signature & Payment feature.
Under the Payment Acquirers menu, a user can select the acquirer. Here, the user can also configure the acquirer of your choice.
Registering the payment
From the sent quotation email, the customer can make payment online.
A user can follow all the communication exchanged regarding a quotation in the chatter. The messages sent to the client or received from the client will be made accessible below the quotation. Chatter also enables to securely document all correspondence and makes these communications accessible.
After confirming the sale order from the client, the user can send invoice to the customer. The Seller can send the invoice to the customer with information including sale transaction info (products, quantities, agreed prices ). Payment terms can also be stated in the invoice.
You will be navigated to a new window after clicking Create invoice button.
Here, you can find the below given options
- Regular Invoice
- Down Payment (percentage)
- Down Payment (Fixed Amount)
If you select down payment option, you will get two options- fixed amount and percentage of the total amount. IF the user selects any of these he will get two fields- income account and customer taxes.
IF you click the Create and View Invoice Button you will be redirected to a new window.
This is the invoice for the down payment.
As the invoice here is DRAFT INVOICE, the user can make required changes in the invoice by clicking the EDIT button.
You can also use the PREVIEW button, one can see the website view of the invoice.
After making changes you can save the Changes.
If you do not want to make any changes, you can confirm the order by clicking POST button.
Click POST button, then you will be navigated to new window like below:
Then you can click Send and Print button to send the invoice
You will get a default email template here.
Here, you will be able to make changes in the layout. You can add back ground to the invoice; add boxes, logs, and change colour and font. A user can also add a tagline of the company and footer to the invoice.
The print out of the invoice will appear like this.
Here, the next step is Registering Payment.
On clicking the Register Payment button, you will be navigated to a fresh window.
You can also select the journal.
Selection of payment method is also possible,
You will be redirected to a new window on clicking Validate Button. This will confirm the payment.
The user can also find a ribbon widget notifying invoice paid status.
Preview of the invoice
You can get a preview of the invoice by clicking the PREVIEW button. This will show you the preview of the paid invoice.
The above given is a delivery order based on the invoice. In Odoo there are two invoicing policies.
Odoo gives two invoicing options
Invoice what is ordered: This enables the invoice to generate an invoice for the full order as soon as the sales order is confirmed.
Invoice what is delivered: Here, you can generate invoice on what you delivered even if it’s a partial delivery.
To enable the desired invoicing policy, Go to Sales>Configurations>Settings. Select the invoicing policy under Invoicing Option.
In Odoo default mode is Invoice on ordered quantity. But the Invoice on delivered quantity can be beneficial for some business. For example, food businesses can use invoice on sold quantity.
A user can see the delivered and invoiced quantities on confirming the sale.
If you set the invoice policy as ordered quantitates, the invoice can be generated when the sale is confirmed.
If the invoice policy is set as delivered quantities, the user will first have to validate the delivery. Then only they can generate an invoice. In case of partial delivery validation, the invoice will be based on the delivered quantity.
Odoo helps to generate the invoice automatically. Invoice generation gets automated when the online payment is confirmed.
To perform the action, go to Sales>Configuration > Settings and Activate Automatic Invoicing under Invoicing
Odoo does not allow making changes in invoice that have been approved and sent to the client. IF a mistake is committed in an approved receipt, the user will have to follow a legitimate method- Refund Receipt. This enables the generation of another invoice.
This can be done by clicking ADD CREDIT NOTE button
By clicking ADD CREDIT NOTE Button, you can navigate to a new window.
You will be able to choose the CREDIT Method here. IF you want partial refund you can use PARTIAL REFUND [refund]. For full refund you have to use the cancel option and for full refund and new draft invoice you have to modify it. The reason for refund can also be cited here. Other fields Refund date and Journal also have to be filled.
Setting different addresses to delivery and invoice
Odoo allows configuring different addresses for delivery and invoicing. This will help many as every person may not have a similar delivery location as their receipt location.
For activating this feature,
Go to SALES ‣ Configuration ‣ Settings and activate the Customer Addresses feature.
You can add different addresses to a quotation or sales order
In the event while creating contact you can create a customer with different delivery and invoice address. Odoo will automatically use these addresses for conveyance or delivery. If you have selected only one address for bother purposes, Odoo will automatically choose the same address for invoice generation and delivery. However, the user can edit the address while creating a Quotation or Sale Order.
Adding of invoice & delivery addresses to a customer
If you have to add invoice and delivery address to a customer add them to the client before generating quotation or sales order. Go to any customer’s form under SALES ‣ Orders ‣ Customers.
Here, you can add new addresses to the client.
Different locations on the quotation/sales orders.
The two different addresses of the customer can be utilized on quotation or sales order that you send by email or print.
Sending Pro-Forma Invoice to Customer
The pro-forma invoice is a document that is mostly used as an essential receipt with quotation. It is used with quotations before product delivery. This ensures the type and quantity of the product, their esteem, and other significant data like example, weight and transportation charges. The pro-forma invoice is different from a typical invoice.
You can trigger an action by
Go to SALES > Configuration > Settings and activate the Pro-Forma Invoice feature.
Send a pro-forma invoice
A pro-forma invoice can be sent from any quotation or sales order.
Lock confirmed sales
You can lock a sale order when it is confirmed. This prevents any altering of the order.
This can be activated by
go to Sales > Configuration > Settings and activate the Lock Confirmed Sales feature
Lock an order
After activating lock feature the status of the order will be changed to Locked.
Sale order can however, be unlocked by clicking the UNLOCK button.
The Sale Warnings feature helps to generate alert messages or blocking messages on buy orders. This depends on the merchant or an item.
For example, if you frequently experience any issue with a merchant you have to raise an alert message. Besides, an alert can be raised or a block message can be raised when an order is to be suspended.
You can activate this feature by going to Sales> Configuration>Settings. Activate the option Sales Warnings under Quotations &Orders.
Add a warning on a vendor
While activating the warnings feature, you get an alternative under the Internal Notes tab on merchants. Here, you can choose to compose a basic cautioning or a blocking message.
Add a warning on a product
Another option you get under the sales tab on the product page is that you can include a notice or a blocking message.
A message will be raised in the event when you attempt to approve a Purchase Order from a seller or with an item with a notice. This can be disregarded by clicking OK.
Product And Taxes
Applying Default Taxes on Products or Sales Order
Odoo helps you to automatically update Tax/Duties charged on a product in a particular country. This feature helps to generate default charges set in sales order and invoices. This will be done based on the details provided in the product’s Invoicing tab. This feature can be useful when your organization engages in a deal with an organization operating in the same country or state.
This feature helps all the new products/ items entered in the Odoo to take the default charge set in the Accounting/Invoicing settings.
However, you can change the default charges set for any item by going to Invoicing>Configuration> Settings
For multi-companies, the sales and purchase taxes will have different value based on the operations of the company. In such instances, you can login into the different companies and change the field for each company.
Applying taxes conditioning customer status or localization
The sales tax is always related to client status or localization. In order to outline diverse charges, Odoo has introduced the element Fiscal Positions.
The fiscal position manages a lot of principles that maps default charges (as characterized on item structure) into different tax assessments. In Odoo, the fundamental fiscal positions are organized in a way to automatically make them agree to the client confinement/localization. However, a user may have to make fiscal positions for explicit use cases. In order to characterize fiscal positions, you can go to Invoicing/Accounting ‣ Configuration ‣ Fiscal Positions
Adapt Taxes To Your Customer Status
If a client falls into a particular tax collection rule, the user will have to apply a duty mapping. By this you can create a fiscal position and allot it to your clients.
Odoo will help you to utilize the specific fiscal position for any order/invoice.
Adapt Taxes To Your Customer Address (Destination-Based)
Depending on localization, sales taxes can be of two types, origin based or destination based. Most states or countries want the seller to collect taxes based on the destination or the location of the buyer. At the same time, some others require to collect tax based on the tax rate at the seller’s office.
If you want to depend on the destination-based rule, create one fiscal position per tax-mapping to apply.
- Here, you can Check the case Detect Automatically
- You can select a country group, country, state or city to trigger the duty mapping.
If fiscal position is chosen, then Odoo will pick the fiscal position matching to the transportation address. This will be made on making a request.
Specific use cases
In the case of some fiscal positions, you will have to evacuate a tax. Here, rather than supplanting by another, you have to simply keep the Tax to Apply field empty/ unfilled.
If you want to replace a tax by two other taxes for some fiscal positions you can do it by just creating two lines having the same Product Tax.
Sale and Purchase in Different Unit of Measure
Dealing with products in various units of measures is always very important. Take an instance when you purchase items in a country where the metric measuring standard is of utilization and sell them in a different country where the imperial framework is utilized. Here, you should change over the units. Odoo helps to work with various units of measure for one item.
In order to do this, go to Sales/Configuration / Settings and Activate Units of Measure under Product Catalogue
To create a new unit of measure click the create button.
You can name units of measure and define its category. In Odoo, conversion between two units of measure is possible only if they belong to the same category. Here, the Conversion will be done based on the ratios.
Odoo automates the rounding adjustments when inter-unit exchanges are performed.
Constant monitoring of the performance of a team is essential for the success of the business. The Reporting section of Odoo Sales plays an important role in helping a comprehensive overview of the sale performance. This helps to determine business decisions for the growth of sales.
You can generate Sales report by going to Sales>Reporting Sales
We can consider Sign as a quick method to send, sign and approve documents. This will help a user to complete the preparation of a document in a simple way by dragging and dropping blocks. This will also help the user to manage signature requests and track the status of already sent documents.