sale.order.form.editable.list sale.order sale.order.list.select sale.order sale.order.search.inherit.quotation sale.order primary sale.order.search.inherit.sale sale.order primary Sales Orders ir.actions.act_window sale.order form tree,kanban,form,calendar,pivot,graph {} [('state', 'not in', ('draft', 'sent', 'cancel'))]

Create a Quotation, the first step of a new sale.

Once the quotation is confirmed, it becomes a sales order. You'll be able to invoice it and collect payments. From the Sales Orders menu, you can track delivery orders or services.

Orders to Invoice ir.actions.act_window sale.order form tree,form,calendar,graph,pivot,kanban {'create': False} [('invoice_status','=','to invoice')]

You will find here all orders that are ready to be invoiced.

You can select all orders and invoice them in batch, or check every order and invoice them one by one.

Orders to Upsell ir.actions.act_window sale.order form tree,form,calendar,graph,pivot,kanban [('invoice_status','=','upselling')] {'create': False}

Orders to upsell are orders having products with an invoicing policy based on ordered quantities for which you have delivered more than what have been ordered.

Example: pre-paid service offers for which the customer have to buy an extra pack of hours, because he used all his support hours.

Quotations ir.actions.act_window sale.order form tree,kanban,form,calendar,pivot,graph

Create a Quotation, the first step of a new sale.

Your next actions should flow efficiently: confirm the Quotation to a Sales Order, then create the Invoice and collect the Payment.

sale.order.line.tree sale.order.line sale.order.line.select sale.order.line Sales Order Lines sale.order.line tree {'search_default_product_id': [active_id], 'default_product_id': active_id} [('state', 'in', ['sale', 'done'])] product.product.sale.order product.product product.template.sale.order.button product.template product.template.invoice.policy product.template account.invoice.groupby account.invoice Account Invoice account.invoice sale.group_discount_per_so_line account.invoice.line.tree account.invoice.line sale.group_discount_per_so_line account.invoice.line.form account.invoice.line sale.group_discount_per_so_line account.invoice.supplier.form account.invoice sale.group_discount_per_so_line product.pricelist.tree.inherit.product product.pricelist product.pricelist.form.inherit.product product.pricelist product.pricelist.kanban.inherit.product product.pricelist Sales Orders ir.actions.act_window sale.order form tree,form,calendar,graph,kanban,pivot [('state','not in',('draft','sent','cancel'))] { 'search_default_team_id': [active_id], 'default_team_id': active_id, }

Create a Quotation, the first step of a new sale.

Your next actions should flow efficiently: confirm the Quotation to a Sales Order, then create the Invoice and collect the Payment.

Sales Orders ir.actions.act_window sale.order form tree,form,calendar,graph,kanban,pivot [('state', '=', 'sale'),('invoice_status','=','to invoice')] { 'search_default_team_id': [active_id], 'default_team_id': active_id, } Quotations ir.actions.act_window sale.order form tree,form,calendar,graph,kanban,pivot { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'show_address': 1, } []

Create a Quotation, the first step of a new sale.

Your next actions should flow efficiently: confirm the Quotation to a Sales Order, then create the Invoice and collect the Payment.

Invoices account.invoice form tree,form,calendar,graph,kanban,pivot [ ('state', 'not in', ['draft', 'cancel']), ('type', '=', 'out_invoice')] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_type':'out_invoice', 'type':'out_invoice', 'journal_type': 'sale', } 1 tree 2 form Quotations Analysis sale.report graph [('state','=','draft'),('team_id', '=', active_id)] {'search_default_order_month':1} This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application. Sales Analysis sale.report graph [('state','not in',('draft','cancel')),('team_id', '=', active_id)] {'search_default_order_month':1} This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application. Invoices Analysis account.invoice.report graph [('team_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])] {'search_default_month':1} From this report, you can have an overview of the amount invoiced to your customer. The search tool can also be used to personalise your Invoices reports and so, match this analysis to your needs.