Swikriti Gyawali
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Journal. The Odoo knowledge library
Sales, CRM and pricing
Pricelists that behave, discounts, quotations, lead to order.
Everything from the first lead to the invoice lives in this category. The guides start with the CRM pipeline and converting leads correctly, then move to pricing: pricelist discounts that are not applied, customer-specific B2B prices, and a discount on the whole order instead of line by line.
It also covers the ways you can bill: recurring subscriptions, project billing by milestone, fixed price or time and material, and turning timesheets into invoices. Beyond selling, there are posts on helpdesk SLAs, field service, email marketing, events and renting out products. Two posts look at the bigger picture: what Odoo costs per year, and how Odoo compares to Salesforce as a CRM. This category helps sales teams, account managers and owners who want quotes, prices and invoices that behave the way they expect, without manual fixes along the way.
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Bouke Steemers
