Products ir.actions.act_window product.template kanban,tree,form,activity {"search_default_filter_to_sell":1, "sale_multi_pricelist_product_template": 1}

Create a new product

You must define a product for everything you sell or purchase, whether it's a storable product, a consumable or a service.

product.template.product.website.form product.template 0 sale.order.activity sale.order
sale.order.calendar sale.order sale.order.graph sale.order sale.order.pivot sale.order sale.order.kanban sale.order
sale.order.tree sale.order 2 sale.order.tree sale.order 4 sale.order.tree sale.order primary /sales/sale_quotation_onboarding_panel sale.order.form sale.order

product.template.sale.order.button product.template
product.template.invoice.policy product.template 15 account.move.groupby account.move account.move.tree.inherit.sale account.move Account Invoice account.move product.group_discount_per_so_line Sales Orders ir.actions.act_window sale.order tree,form,calendar,graph,kanban,pivot [('state','not in',('draft','sent','cancel'))] { 'search_default_team_id': [active_id], 'default_team_id': active_id, }

Create a new quotation, the first step of a new sale!

Once the quotation is confirmed by the customer, it becomes a sales order.
You will be able to create an invoice and collect the payment.

Sales Orders ir.actions.act_window sale.order tree,form,calendar,graph,kanban,pivot [('invoice_status','=','to invoice')] { 'search_default_team_id': [active_id], 'default_team_id': active_id, } Quotations ir.actions.act_window sale.order tree,form,calendar,graph,kanban,pivot { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'show_address': 1, } []

Create a new quotation, the first step of a new sale!

Once the quotation is confirmed by the customer, it becomes a sales order.
You will be able to create an invoice and collect the payment.

Invoices account.move tree,form,kanban [ ('state', '=', 'posted'), ('move_type', 'in', ['out_invoice', 'out_refund'])] { 'search_default_team_id': [active_id], 'default_team_id': active_id, 'default_move_type':'out_invoice', 'move_type':'out_invoice', 'journal_type': 'sale', } 1 tree 2 form Quotations Analysis sale.report graph [('state','=','draft'),('team_id', '=', active_id)] {'search_default_order_month':1} This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application. Sales Analysis sale.report graph [('state','not in',('draft','cancel'))] { 'search_default_Sales': 1, 'search_default_filter_date': 1, 'search_default_team_id': [active_id]} This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application. Invoices Analysis account.invoice.report graph [('state', 'not in', ['draft', 'cancel'])] {'search_default_month':1, 'search_default_team_id': [active_id]} From this report, you can have an overview of the amount invoiced to your customer. The search tool can also be used to personalise your Invoices reports and so, match this analysis to your needs.