Sales — Quotations to Invoices
Learn the complete Odoo Sales workflow: creating quotations, confirming sales orders, invoicing customers, and analyzing sales performance.
| Responsible | Juan Palomino |
|---|---|
| Last Update | 02/26/2026 |
| Completion Time | 1 day 11 hours |
| Members | 1 |
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Getting Started with Sales2Lessons · 4 hr
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Preview
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Key Terminology
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Creating Quotations3Lessons · 7 hr
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Creating a New Quotation
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Adding Products & Lines
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Sending Quotations to Customers
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Sales Orders2Lessons · 5 hr
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Confirming a Quotation into a Sales Order
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Tracking Order Status
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Invoicing3Lessons · 7 hr
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Creating an Invoice from a Sales Order
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Partial vs Full Invoicing
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Sending Invoices & Tracking Payment
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Customer Management2Lessons · 4 hr
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Finding & Managing Customers
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Customer Pricelists & Discounts
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Reports & Dashboards2Lessons · 4 hr
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Sales Analysis Reports
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Pipeline & Revenue Tracking
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Tips & Troubleshooting2Lessons · 4 hr
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Common Issues & Fixes
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Quick Reference Cheat Sheet
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