Pricing
A correct-looking unit price can still be inconsistent with the intended customer segment, quantity threshold, pricelist, discount, currency, or commercial policy.
Odoo 19 Sales Guided Plan
Turn Every Quotation into a Sales Flow That Can Be Delivered and Collected.
A quotation is only the start. Pricing, customer terms, team ownership, order confirmation, stock availability, delivery, returns, invoicing, taxes, payment, and reporting must work together before the sales process can be trusted from promise through collection.
Clear commercial setup paths
Validate before rollout
Connect selling to fulfillment and collection
A sale is a connected workflow
01
Price & Quote
Customer, product, pricelist, discounts, terms, and quotation
Promise
02
Confirm & Fulfill
Sales order, stock reservation, delivery, partials, and returns
Execute
03
Invoice
Invoicing policy, taxes, terms, down payments, and financial handoff
Bill
04
Collect & Review
Payment status, receivables, sales analysis, and process improvement
Validate
Where sales problems appear
A quotation can look correct while the downstream sales flow is still wrong.
The customer may accept the quoted price, but pricing rules, stock, delivery policy, taxes, invoicing logic, payment terms, or collection configuration can still fail later. The guided plan checks the complete commercial workflow rather than treating the quotation as the final result.
Stock
The order may be valid while the quantity is reserved elsewhere, unavailable in the required location, or dependent on purchase or manufacturing replenishment.
Delivery
Shipping routes, reservation, delivery steps, partial deliveries, lead times, returns, and warehouse settings can change fulfillment.
Taxes
Product, customer, fiscal, price-inclusion, and transaction settings can change what appears on the final invoice.
Invoicing
Ordered quantities, delivered quantities, milestones, down payments, or other invoicing policies can change when and how the customer is billed.
Collection
A completed delivery is not the same as a completed sales cycle. Payment terms, receivables, payment status, and reconciliation still matter.
A quotation should be tested against the full promise: correct price, available product, deliverable order, correct invoice, and a payment result that Accounting can explain.
Six guided sales outcomes
Build Sales around the result your commercial process must deliver.
The guided plan organizes Sales into practical outcome groups so customer ownership, pricing, quotations, fulfillment, invoicing, payment handoff, and reporting can be configured and tested as one connected flow.
Customers, contacts, sales teams, territories, responsibilities, and permissions
Structure who sells to whom, who owns the commercial relationship, and which users can view, create, confirm, approve, or manage sales activity.
- Customer and contact structure
- Sales teams and responsibilities
- Territory or segment ownership where used
- Salesperson assignment
- User access and permissions
Intended result: clearer ownership of customers and sales transactions.
Products, pricelists, discounts, quotation templates, and commercial terms
Build reusable product and pricing logic so retail, wholesale, customer-specific, quantity-based, or other commercial conditions can flow into quotations consistently.
- Shared product sales data
- Pricelists and price rules
- Discount policies
- Quotation templates
- Payment and commercial terms
Intended result: pricing and quotation terms that are easier to apply consistently.
Quotations, approvals, confirmation, follow-up, and upselling
Move from draft offer to confirmed commitment with the right commercial follow-up, internal controls, customer communication, and opportunity for additional value where appropriate.
- Quotation creation and revision
- Approval controls where used
- Order confirmation
- Activities and customer follow-up
- Upselling and commercial expansion
Intended result: a more controlled path from proposal to confirmed sales order.
Delivery policies, shipping, reservations, partial delivery, and returns
Connect the commercial promise to the physical fulfillment process, including stock availability, reservations, delivery timing, partial quantities, shipping, and customer returns.
- Delivery and warehouse dependencies
- Stock reservations
- Partial deliveries and backorders
- Shipping logic
- Returns and reverse flow
Intended result: sales commitments that are easier to trace into fulfillment.
Invoicing policy, taxes, payment terms, down payments, and collection handoff
Define how the commercial transaction becomes a customer invoice, when it is billable, what tax and terms apply, and how the balance moves into collection and Accounting.
- Ordered or delivered quantity invoicing
- Taxes and fiscal dependencies
- Payment terms
- Down-payment workflows where used
- Receivables and collection handoff
Intended result: a clearer connection between the sale, invoice, and customer balance.
Sales analysis, activities, order performance, and improvement
Review sales activity and order results so management can understand pricing behavior, quotation conversion, fulfillment, customer activity, and areas that may need process improvement.
- Sales and order analysis
- Activity follow-up
- Quotation and order performance
- Customer and product visibility
- Continuous process improvement
Intended result: sales activity that is easier to review and improve.
Practical wholesale and retail scenario
Sell the same product at different wholesale and retail prices, then validate the complete sales outcome.
The guided approach separates feature activation, pricing configuration, real sales execution, connected dependencies, and validation so a pricing rule is not considered complete until quotation, order, delivery, invoice, and payment behave as intended.
Activation
Confirm the Sales features required for the pricing and transaction model.
Review the capabilities needed for pricelists, discounts, quotation templates, online signatures or payments where relevant, delivery behavior, invoicing policy, down payments, and other supported Sales features before changing individual quotations.
Configuration
Configure the product, retail price, wholesale logic, customer assignment, and commercial terms.
Confirm product sales data, pricing rules, applicable quantities, customer or segment assignment, currency, discounts, taxes, payment terms, quotation content, and the conditions that determine whether the retail or wholesale price should apply.
Execution
Run separate retail and wholesale sales transactions through the real sales flow.
Create quotations for representative retail and wholesale customers, verify the price selected by Odoo, confirm the orders, process delivery, create the invoice using the intended invoicing policy, and continue the transaction through payment or receivable status.
Dependencies
Check Inventory, Accounting, Purchase, Manufacturing, POS, and shared product dependencies.
Confirm whether stock is available and reservable, whether supply requires purchasing or manufacturing, whether taxes and receivables are configured correctly, whether the product is also sold through POS, and whether shared product data changes another application.
Validation
Compare the final retail and wholesale outcomes from quotation through collection.
Validate the selected price, discounts, tax result, confirmed sales order, reservation, delivered quantity, return behavior where relevant, invoice amount, payment terms, customer balance, payment status, and sales reporting before relying on the pricing design.
Intended sales outcomes
The goal is not simply to create quotations faster. It is to build a sales process users can follow and explain.
These are intended outcomes of a well-designed and validated Sales workflow. Actual results still depend on data quality, pricing policy, stock, connected applications, permissions, operational discipline, and company controls.
Consistent pricing
Better alignment between customers, products, quantities, pricelists, discounts, currencies, and the commercial conditions used in quotations.
More professional quotations
Reusable quotation structure, clearer terms, controlled pricing, and a more deliberate path from offer to confirmation.
Connected execution
A clearer link from confirmed order to reservation, delivery, returns, invoice, payment, and connected operational applications.
Clearer sales visibility
Better ability to review quotation activity, orders, customers, products, commercial performance, and areas requiring follow-up.
The advisor method
From the sales result you need to the screen, route, transaction, and validation that control it.
ERP Workflow Advisor separates feature activation from execution, identifies screen-level paths and source-confirmed alternatives, reviews permissions and shared data, checks connected applications, and turns configuration into an end-to-end sales test.
Exact menus, screens, and tabs
App → Menu → Screen → Record → Tab
Identify where the relevant Sales setting or operation is located and distinguish the configuration screen from the transaction screen used to create or manage the sales flow.
Alternative source-confirmed paths
Settings Route ↔ Operational Route
Where Odoo provides more than one documented or source-confirmed path to the same function, the advisor distinguishes the alternatives instead of presenting one route as universal.
Shared product and customer data
Customer + Product → Quote → Order
Review customer, product, pricing, units, taxes, terms, and other shared data before duplicating records or compensating for an upstream configuration issue.
Permission awareness
Quote → Approve → Confirm → Deliver → Invoice
Consider which users should edit pricing, apply discounts, confirm orders, approve exceptions, manage delivery dependencies, create invoices, or review sales reporting.
Cross-application dependencies
Sales → Inventory / Purchase / Manufacturing → Accounting
Check whether fulfillment, replenishment, production, POS activity, expenses, tax, invoicing, or receivables changes the commercial result being tested.
End-to-end sales validation
Price → Quote → Confirm → Deliver → Invoice → Pay → Review
Turn the configuration into a controlled sales transaction and verify pricing, stock, delivery, returns, tax, invoicing, payment status, customer balance, and reporting together.
Connected applications
Sales promises are fulfilled by the applications around Sales.
A quotation can depend on product availability, purchasing, manufacturing, delivery, tax, accounting, POS activity, and other shared data. The advisor follows those dependencies before changing a Sales setting simply because the problem first appeared there.
Financial connection
Accounting
Customer invoices, taxes, receivables, payment terms,
down payments, payment status, reconciliation, and financial reporting
continue the sales cycle after the commercial order is confirmed.
Open Accounting Guided Plan →
Fulfillment connection
Inventory
Stock availability, locations, reservations, delivery operations,
shipping, partial quantities, backorders, and returns determine
whether the sales promise can be fulfilled.
Open Inventory Guided Plan →
Production connection
Manufacturing
Sales demand may require finished products to be manufactured.
BOMs, material availability, capacity, production lead time,
and completion timing can affect the promised delivery.
Open Manufacturing Guided Plan →
Supply connection
Purchase
A sales requirement may depend on purchasing stock or components.
Vendor lead times, incoming quantities, receipts, and replenishment
can determine whether the customer delivery date is realistic.
Open Purchase Guided Plan →
Channel connection
POS & Kitchen
Products may also be sold through retail or restaurant channels.
Shared product data, pricing, taxes, stock movement, and customer
demand should be understood across both Sales and POS workflows.
Open POS & Kitchen Guided Plan →
Spending connection
Expenses
Sales travel, customer visits, commissions-related operating activity,
and employee spending may sit alongside the commercial process while
remaining separate from customer invoicing and revenue.
Open Expenses Guided Plan →
Access options
Choose how long you want ERP Workflow Advisor available.
Use the same advisor while configuring customers, teams, products, pricelists, quotations, order controls, fulfillment, invoicing, collection, or following Sales dependencies into Inventory, Manufacturing, Purchase, Accounting, POS, Expenses, and other supported Odoo areas.
30-Day Membership
$8.99
30-day ERP guidance access period
Suitable for a focused Sales setup, implementation phase, pricing review, workflow test, training period, or short-term Odoo project.
- Access to ERP Workflow Advisor
- Sales and supported application guidance
- Private working area and workflow continuity
- Configuration, execution, and validation guidance
Unlimited Access
$149
One-time payment for unlimited access under the service terms
Designed for Odoo professionals, business owners, implementation teams, and service providers who expect to return to the advisor across multiple applications and projects.
- One-time payment for this access product
- No monthly renewal for this product
- The same ERP Workflow Advisor workspace
- Long-term use across supported guided-plan topics
Need to compare the available access options first? View ERP Workflow Advisor pricing.
Start with the required sales result
Do not begin with the Sales menu you assume is correct.
Start with the sales result you need: create wholesale and retail pricing, build professional quotations, control discounts, assign customers and sales teams, confirm orders, reserve stock, deliver partially, manage returns, create the correct invoice, collect payment, or understand how Sales connects to Inventory, Manufacturing, Purchase, POS, Expenses, and Accounting. Then configure the relevant settings, execute a controlled sales cycle, and validate the complete result before relying on it.
Odoo 19 Sales Guided Plan
Turn Every Quotation into a Sales Flow That Can Be Delivered and Collected.
A quotation is only the start. Pricing, customer terms, team ownership, order confirmation, stock availability, delivery, returns, invoicing, taxes, payment, and reporting must work together before the sales process can be trusted from promise through collection.
Clear commercial setup paths
Validate before rollout
Connect selling to fulfillment and collection
A sale is a connected workflow
01
Price & Quote
Customer, product, pricelist, discounts, terms, and quotation
Promise
02
Confirm & Fulfill
Sales order, stock reservation, delivery, partials, and returns
Execute
03
Invoice
Invoicing policy, taxes, terms, down payments, and financial handoff
Bill
04
Collect & Review
Payment status, receivables, sales analysis, and process improvement
Validate
Where sales problems appear
A quotation can look correct while the downstream sales flow is still wrong.
The customer may accept the quoted price, but pricing rules, stock, delivery policy, taxes, invoicing logic, payment terms, or collection configuration can still fail later. The guided plan checks the complete commercial workflow rather than treating the quotation as the final result.
Pricing
A correct-looking unit price can still be inconsistent with the intended customer segment, quantity threshold, pricelist, discount, currency, or commercial policy.
Stock
The order may be valid while the quantity is reserved elsewhere, unavailable in the required location, or dependent on purchase or manufacturing replenishment.
Delivery
Shipping routes, reservation, delivery steps, partial deliveries, lead times, returns, and warehouse settings can change fulfillment.
Taxes
Product, customer, fiscal, price-inclusion, and transaction settings can change what appears on the final invoice.
Invoicing
Ordered quantities, delivered quantities, milestones, down payments, or other invoicing policies can change when and how the customer is billed.
Collection
A completed delivery is not the same as a completed sales cycle. Payment terms, receivables, payment status, and reconciliation still matter.
A quotation should be tested against the full promise: correct price, available product, deliverable order, correct invoice, and a payment result that Accounting can explain.
Six guided sales outcomes
Build Sales around the result your commercial process must deliver.
The guided plan organizes Sales into practical outcome groups so customer ownership, pricing, quotations, fulfillment, invoicing, payment handoff, and reporting can be configured and tested as one connected flow.
Customers, contacts, sales teams, territories, responsibilities, and permissions
Structure who sells to whom, who owns the commercial relationship, and which users can view, create, confirm, approve, or manage sales activity.
- Customer and contact structure
- Sales teams and responsibilities
- Territory or segment ownership where used
- Salesperson assignment
- User access and permissions
Intended result: clearer ownership of customers and sales transactions.
Products, pricelists, discounts, quotation templates, and commercial terms
Build reusable product and pricing logic so retail, wholesale, customer-specific, quantity-based, or other commercial conditions can flow into quotations consistently.
- Shared product sales data
- Pricelists and price rules
- Discount policies
- Quotation templates
- Payment and commercial terms
Intended result: pricing and quotation terms that are easier to apply consistently.
Quotations, approvals, confirmation, follow-up, and upselling
Move from draft offer to confirmed commitment with the right commercial follow-up, internal controls, customer communication, and opportunity for additional value where appropriate.
- Quotation creation and revision
- Approval controls where used
- Order confirmation
- Activities and customer follow-up
- Upselling and commercial expansion
Intended result: a more controlled path from proposal to confirmed sales order.
Delivery policies, shipping, reservations, partial delivery, and returns
Connect the commercial promise to the physical fulfillment process, including stock availability, reservations, delivery timing, partial quantities, shipping, and customer returns.
- Delivery and warehouse dependencies
- Stock reservations
- Partial deliveries and backorders
- Shipping logic
- Returns and reverse flow
Intended result: sales commitments that are easier to trace into fulfillment.
Invoicing policy, taxes, payment terms, down payments, and collection handoff
Define how the commercial transaction becomes a customer invoice, when it is billable, what tax and terms apply, and how the balance moves into collection and Accounting.
- Ordered or delivered quantity invoicing
- Taxes and fiscal dependencies
- Payment terms
- Down-payment workflows where used
- Receivables and collection handoff
Intended result: a clearer connection between the sale, invoice, and customer balance.
Sales analysis, activities, order performance, and improvement
Review sales activity and order results so management can understand pricing behavior, quotation conversion, fulfillment, customer activity, and areas that may need process improvement.
- Sales and order analysis
- Activity follow-up
- Quotation and order performance
- Customer and product visibility
- Continuous process improvement
Intended result: sales activity that is easier to review and improve.
Practical wholesale and retail scenario
Sell the same product at different wholesale and retail prices, then validate the complete sales outcome.
The guided approach separates feature activation, pricing configuration, real sales execution, connected dependencies, and validation so a pricing rule is not considered complete until quotation, order, delivery, invoice, and payment behave as intended.
Activation
Confirm the Sales features required for the pricing and transaction model.
Review the capabilities needed for pricelists, discounts, quotation templates, online signatures or payments where relevant, delivery behavior, invoicing policy, down payments, and other supported Sales features before changing individual quotations.
Configuration
Configure the product, retail price, wholesale logic, customer assignment, and commercial terms.
Confirm product sales data, pricing rules, applicable quantities, customer or segment assignment, currency, discounts, taxes, payment terms, quotation content, and the conditions that determine whether the retail or wholesale price should apply.
Execution
Run separate retail and wholesale sales transactions through the real sales flow.
Create quotations for representative retail and wholesale customers, verify the price selected by Odoo, confirm the orders, process delivery, create the invoice using the intended invoicing policy, and continue the transaction through payment or receivable status.
Dependencies
Check Inventory, Accounting, Purchase, Manufacturing, POS, and shared product dependencies.
Confirm whether stock is available and reservable, whether supply requires purchasing or manufacturing, whether taxes and receivables are configured correctly, whether the product is also sold through POS, and whether shared product data changes another application.
Validation
Compare the final retail and wholesale outcomes from quotation through collection.
Validate the selected price, discounts, tax result, confirmed sales order, reservation, delivered quantity, return behavior where relevant, invoice amount, payment terms, customer balance, payment status, and sales reporting before relying on the pricing design.
Intended sales outcomes
The goal is not simply to create quotations faster. It is to build a sales process users can follow and explain.
These are intended outcomes of a well-designed and validated Sales workflow. Actual results still depend on data quality, pricing policy, stock, connected applications, permissions, operational discipline, and company controls.
Consistent pricing
Better alignment between customers, products, quantities, pricelists, discounts, currencies, and the commercial conditions used in quotations.
More professional quotations
Reusable quotation structure, clearer terms, controlled pricing, and a more deliberate path from offer to confirmation.
Connected execution
A clearer link from confirmed order to reservation, delivery, returns, invoice, payment, and connected operational applications.
Clearer sales visibility
Better ability to review quotation activity, orders, customers, products, commercial performance, and areas requiring follow-up.
The advisor method
From the sales result you need to the screen, route, transaction, and validation that control it.
ERP Workflow Advisor separates feature activation from execution, identifies screen-level paths and source-confirmed alternatives, reviews permissions and shared data, checks connected applications, and turns configuration into an end-to-end sales test.
Exact menus, screens, and tabs
App → Menu → Screen → Record → Tab
Identify where the relevant Sales setting or operation is located and distinguish the configuration screen from the transaction screen used to create or manage the sales flow.
Alternative source-confirmed paths
Settings Route ↔ Operational Route
Where Odoo provides more than one documented or source-confirmed path to the same function, the advisor distinguishes the alternatives instead of presenting one route as universal.
Shared product and customer data
Customer + Product → Quote → Order
Review customer, product, pricing, units, taxes, terms, and other shared data before duplicating records or compensating for an upstream configuration issue.
Permission awareness
Quote → Approve → Confirm → Deliver → Invoice
Consider which users should edit pricing, apply discounts, confirm orders, approve exceptions, manage delivery dependencies, create invoices, or review sales reporting.
Cross-application dependencies
Sales → Inventory / Purchase / Manufacturing → Accounting
Check whether fulfillment, replenishment, production, POS activity, expenses, tax, invoicing, or receivables changes the commercial result being tested.
End-to-end sales validation
Price → Quote → Confirm → Deliver → Invoice → Pay → Review
Turn the configuration into a controlled sales transaction and verify pricing, stock, delivery, returns, tax, invoicing, payment status, customer balance, and reporting together.
Connected applications
Sales promises are fulfilled by the applications around Sales.
A quotation can depend on product availability, purchasing, manufacturing, delivery, tax, accounting, POS activity, and other shared data. The advisor follows those dependencies before changing a Sales setting simply because the problem first appeared there.
Financial connection
Accounting
Customer invoices, taxes, receivables, payment terms,
down payments, payment status, reconciliation, and financial reporting
continue the sales cycle after the commercial order is confirmed.
Open Accounting Guided Plan →
Fulfillment connection
Inventory
Stock availability, locations, reservations, delivery operations,
shipping, partial quantities, backorders, and returns determine
whether the sales promise can be fulfilled.
Open Inventory Guided Plan →
Production connection
Manufacturing
Sales demand may require finished products to be manufactured.
BOMs, material availability, capacity, production lead time,
and completion timing can affect the promised delivery.
Open Manufacturing Guided Plan →
Supply connection
Purchase
A sales requirement may depend on purchasing stock or components.
Vendor lead times, incoming quantities, receipts, and replenishment
can determine whether the customer delivery date is realistic.
Open Purchase Guided Plan →
Channel connection
POS & Kitchen
Products may also be sold through retail or restaurant channels.
Shared product data, pricing, taxes, stock movement, and customer
demand should be understood across both Sales and POS workflows.
Open POS & Kitchen Guided Plan →
Spending connection
Expenses
Sales travel, customer visits, commissions-related operating activity,
and employee spending may sit alongside the commercial process while
remaining separate from customer invoicing and revenue.
Open Expenses Guided Plan →
Access options
Choose how long you want ERP Workflow Advisor available.
Use the same advisor while configuring customers, teams, products, pricelists, quotations, order controls, fulfillment, invoicing, collection, or following Sales dependencies into Inventory, Manufacturing, Purchase, Accounting, POS, Expenses, and other supported Odoo areas.
30-Day Membership
$8.99
30-day ERP guidance access period
Suitable for a focused Sales setup, implementation phase, pricing review, workflow test, training period, or short-term Odoo project.
- Access to ERP Workflow Advisor
- Sales and supported application guidance
- Private working area and workflow continuity
- Configuration, execution, and validation guidance
Unlimited Access
$149
One-time payment for unlimited access under the service terms
Designed for Odoo professionals, business owners, implementation teams, and service providers who expect to return to the advisor across multiple applications and projects.
- One-time payment for this access product
- No monthly renewal for this product
- The same ERP Workflow Advisor workspace
- Long-term use across supported guided-plan topics
Need to compare the available access options first? View ERP Workflow Advisor pricing.
Start with the required sales result
Do not begin with the Sales menu you assume is correct.
Start with the sales result you need: create wholesale and retail pricing, build professional quotations, control discounts, assign customers and sales teams, confirm orders, reserve stock, deliver partially, manage returns, create the correct invoice, collect payment, or understand how Sales connects to Inventory, Manufacturing, Purchase, POS, Expenses, and Accounting. Then configure the relevant settings, execute a controlled sales cycle, and validate the complete result before relying on it.