Description
Learn how to master the Sales Module in Odoo 20 with this complete functional tutorial. In this video, we walk you through everything you need to know about setting up sales workflows, managing customer records, creating professional quotations, and converting leads into confirmed sales orders. Whether you are new to Odoo or upgrading your database, this step-by-step guide covers core concepts and highlights the key features designed to streamline your sales team's pipeline.
We begin with an overview of the Odoo 20 Sales dashboard and pipeline navigation before diving straight into customer master data configuration. From there, you will learn how to build dynamic quotations line-by-line, including proper field explanations for payment terms, pricelists, tax applications, and optional cross-sell products. We also demonstrate how to send automated quotation emails, showcase the interactive online customer portal, and seamlessly process orders into final customer invoices.
By the end of this tutorial, you will have a clear understanding of the full sales order lifecycle—from initial quote creation to order confirmation and billing. Make sure to subscribe to the channel for more hands-on Odoo 20 functional guides, and don't hesitate to leave your questions or specific workflow requests in the comments section below!
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