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KC (ksc) 117da355cc [IMP] sales: parent doc restructure 2024-08-13 17:14:00 -07:00
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Sales
=====
**Odoo Sales** is the application to run your sales process (from quotation to sales order) and
deliver and invoice what has been sold.
The Odoo **Sales** application is built to manage the entire sales process (from quotation to sales
order), including delivery and invoicing.
.. seealso::
- `Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_
.. cards::
.. card:: Send quotations
:target: sales/send_quotations
Learn everything there is know about quotations in Odoo.
.. card:: Invoicing Method
:target: sales/invoicing
Discover the various invoicing methods Odoo has to offer.
.. card:: Products & Prices
:target: sales/products_prices
Explore all the ways to create and manage custom products, pricelists, discounts, and so much
more.
.. card:: Amazon Connector
:target: sales/amazon_connector
Find out how to configure, connect, and manage sales with Odoo's Amazon Connector.
.. card:: eBay Connector
:target: sales/ebay_connector
See how set up and link existing listings with Odoo's eBay Connector.
Sales dashboard
===============
After installing the Odoo **Sales** application, click the icon from the main dashboard to reveal
the :guilabel:`Quotations` page, which is the main dashboard of the **Sales** app.
This dashboard can be viewed in different ways: :icon:`oi-view-list` :guilabel:`List` (default),
:icon:`oi-view-kanban` :guilabel:`Kanban`, :icon:`fa-calendar` :guilabel:`Calendar`,
:icon:`oi-view-pivot` :guilabel:`Pivot`, :icon:`fa-area-chart` :guilabel:`Graph`, and
:icon:`fa-clock-o` :guilabel:`Activity`.
The views can be changed by clicking the corresponding view icon in the upper-right corner.
.. tabs::
.. tab:: List
The :icon:`oi-view-list` :guilabel:`List` view is the default view of the **Sales** dashboard.
It displays all the quotations and sales orders in the database, along with their pertinent
information and status.
.. image:: sales/dashboard-list.png
:align: center
:alt: The main Sales app dashboard in the default list view.
.. tab:: Kanban
The :icon:`oi-view-kanban` :guilabel:`Kanban` view organizes each individual sales order or
quotation into its own Kanban card, showcasing its vital details.
.. image:: sales/dashboard-kanban.png
:align: center
:alt: The main Sales app dashboard in the Kanban view.
.. tab:: Calendar
The :icon:`fa-calendar` :guilabel:`Calendar` displays a customizable calendar, complete with
sales orders and quotations placed on the days they were created.
.. image:: sales/dashboard-calendar.png
:align: center
:alt: The main Sales app dashboard in the Calendar view.
.. tab:: Pivot
The :icon:`oi-view-pivot` :guilabel:`Pivot` view provides a configurable table, with various
data and metric displays, allowing for detailed sales analysis.
.. image:: sales/dashboard-pivot.png
:align: center
:alt: The main Sales app dashboard in the Pivot view.
.. tab:: Graph
The :icon:`fa-area-chart` :guilabel:`Graph` view offers multiple types of graph options, each
with its own array of configurable :guilabel:`Measures` and metrics.
.. image:: sales/dashboard-graph.png
:align: center
:alt: The main Sales app dashboard in the Graph view.
.. tab:: Activity
The :icon:`fa-clock-o` :guilabel:`Activity` view reveals an organized chart, showing the
various activities associated with different salespeople, categorized by sales order and
activity type.
.. image:: sales/dashboard-activity.png
:align: center
:alt: The main Sales app dashboard in the Activity view.
.. toctree::
:titlesonly:
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