/ Journal. The Odoo knowledge library

Sales, CRM and pricing

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

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