Sales - Odoo

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Sales Basics

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In this video, learn the basics about the amazing Odoo Sales application, and where to find all the awesome options, features, and everything else in between. 00:00 - 00:40 Introduction 00:41 - 01:02 Dashboard 01:03 - 01:24 Settings 01:25 - 01:44 Reporting 01:45 - 02:19 Products 02:20 - 02:31 To Invoice 02:32 - 02:38 Orders 02:39 - 02:58 Conclusion **Check out more Odoo tutorials** https://www.odoo.com/documentation/17.0/applications/sales/sales/send_quotations/create_quotations.html **App documentation** - https://www.odoo.com/documentation/17.0/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/WuU - Start a free trial: https://www.odoo.com/r/4HTR

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1. What is the default filter applied when you first open the Odoo Sales app dashboard?

A filter that shows all sales orders from the last 30 days. A filter that only shows the quotations related to the current user. A filter that displays only orders that are ready to be invoiced.

2. Where should you go if you want to customize elements like product catalogs, pricing, or order settings?

Reporting > Analytics. Products > Price Lists. Configuration > Settings.

3. What can you find under the "To Invoice" header menu in the Sales app?

A list of all customers who haven't paid their bills yet. Links to "Orders to Invoice" and "Orders to Upsell." The configuration settings for connecting a printer to Odoo.

Sales - Odoo

Sales Basics

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