/ Journal. The Odoo knowledge library

Sales, CRM and pricing

Pricelists that behave, discounts, quotations, lead to order.

Field Service in Odoo: from work order to invoice in the field

Field Service in Odoo: from work order to invoice in the field

Field jobs stop leaking hours and parts when the task is the single place everything lands: the schedule, the timer, the worksheet, the parts off the van, the signature, and the invoice built straight...

Aug 13, 2026

Helpdesk SLAs and ticket routing in Odoo: stop tickets falling through the cracks

Helpdesk SLAs and ticket routing in Odoo: stop tickets falling through the cracks

Tickets stop falling through the cracks when three things work together in Odoo Helpdesk: a team that owns each queue, an SLA policy that puts a clock on every ticket, and automatic assignment that gi...

Aug 11, 2026

Timesheets to invoice in Odoo: bill the hours you actually worked

Timesheets to invoice in Odoo: bill the hours you actually worked

You bill every hour you work by closing the gap between the work and the invoice: a service product set to invoice on timesheets, hours logged on the task as they happen, and the invoice drawn from de...

Aug 8, 2026

Billing projects in Odoo: milestones, fixed price and time-and-material

Billing projects in Odoo: milestones, fixed price and time-and-material

What Odoo bills on a project, and when, is decided by one field: the invoicing policy on the service product. Fixed price bills the agreed amount, milestones bill per finished phase, time-and-material...

Aug 6, 2026

How much does Odoo cost per year? The four cost layers, and where the money really goes

How much does Odoo cost per year? The four cost layers, and where the money really goes

You search "how much does Odoo cost per year", and the first number you find is a licence price per user per month. It looks affordable, so you budget for it. Then the first implementation quote lands...

Aug 1, 2026

Recurring billing and subscriptions in Odoo: set up plans without manual invoices

Recurring billing and subscriptions in Odoo: set up plans without manual invoices

Recurring billing in Odoo takes three pieces: a recurrence plan for the rhythm, a recurring product, and a confirmed subscription quotation. The scheduled actions then raise every invoice on time, and...

Jun 8, 2026

How to give a discount on the whole order in Odoo (not line by line)

How to give a discount on the whole order in Odoo (not line by line)

One discount on the whole Odoo order takes two things: switch on Discounts in the Sales settings, then use the Discount button at the bottom of the order, which spreads one percentage across all lines...

Apr 27, 2026

From lead to won deal: setting up the Odoo CRM pipeline (and converting leads correctly)

From lead to won deal: setting up the Odoo CRM pipeline (and converting leads correctly)

Your sales team is dropping deals through the cracks, and nobody can say where each one stands. The fix is a CRM pipeline that matches how you actually sell: decide whether you need a lead step before...

Apr 4, 2026

Why your Odoo pricelist discount is not applied (and how to set up customer-specific B2B pricing)

Why your Odoo pricelist discount is not applied (and how to set up customer-specific B2B pricing)

When an Odoo pricelist discount is not applied, the fix is almost always about order: set the customer and the pricelist on the quotation first, add the products after. You built a pricelist, gave a c...

Mar 16, 2026