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Sales & Distribution

Overview of sales workflows, quotations, orders, and deliveries.

Overview

  • Quotations, sales orders, deliveries, invoicing
  • Price lists, discounts, and promotions

Dependencies

  • Odoo apps: sale, stock
  • Internal modules: list custom sales add-ons

Setup and Configuration

  • Pricelists, payment terms, delivery policies
  • Sales teams and pipelines

Models and Key Fields

  • sale.order, sale.order.line
  • stock.picking, stock.move

Views and Actions

  • Sales order forms and delivery operations
  • Actions for confirmations, cancellations, and returns

Permissions and Security

  • Sales user vs manager
  • Access rules for sensitive pricing

Business Workflows

  • Quote → order → delivery → invoice
  • Backorders and partial deliveries

Integration Points

  • Stock operations and invoicing hooks
  • Reports and dashboards

Troubleshooting

  • Delivery exceptions
  • Pricing anomalies

FAQs

  • How to configure multiple pricelists?
  • How to handle partial deliveries?
  • Links to inventory and accounting
  • Cross-references to system management