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Odoo Tips - Order to Upsell in Odoo12

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Order to Upsell - Under Odoo ERP, one can create a sale quotation and later convert it to sale order. Following this, one can easily create an invoice pertaining to that sale order and make payment to the aforementioned sales order. In between this procedure, there will be another process called Delivery products. i.e., one needs to deliver the product from their warehouse corresponding to that sale order.

There is another option that we need to consider for an order to upselling. Ie, Invoice creation. One can create an invoice according to the ordered quantity and delivered quantity. If we go through particular product details, in the invoice tab of that product we can see an option called Invoicing policy. There we can see options to ordered quantity and delivered quantity. If we choose the ordered quantity, one can create the invoice according to the ordered quantity of that product and if choose delivered quantity the invoice will create according to the delivered quantity.

in this case, we need to choose Ordered quantity, so that we can create an invoice according to the ordered quantity. If we choose the Delivered quantity, the invoice will create according to the delivered quantity and the order will not come under Order to Upsell.

A sale order comes to Order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity. Ie, if the ordered quantity of the product is 8 but the delivered quantity is 10 then the sale order will come under the Order to Upsell menu.

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Odoo Tips - Order to Upsell in Odoo12

  1. 1. Order to Upsell in Odoo v12 www.cybrosys.com
  2. 2. INTRODUCTION ● Upsell means deliver more than order. ● Sometimes, you are going to deliver products to a customer more than it was ordered then there is an opportunity to upsell.
  3. 3. Lets see how to configure upsell: Go to -> Sales Module -> Create a quotation. Invoicing policy of product must be ordered quantities
  4. 4. Here, ordered quantity is 50. Confirm the quotation and create invoice.
  5. 5. In the case of upselling,customer has to deliver more than ordered.
  6. 6. Now, Go to->To Invoice ->Orders to Upsell Here, sale order is appeared as an upselling opporchunity.Make sure that sales order is unlocked or else it won’t appear in Orders to sell.
  7. 7. To remove sale order from order to Upsell, change ordered quantity as delivered.
  8. 8. Now, check in Orders to Upsell Here, upselling opportunity is removed from Orders to Upsell
  9. 9. For More Information, watch the video: Odoo Tips - Order to Upsell in Odoo12
  10. 10. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, Kerala, India-682030. Cybrosys Technologies Pvt. Ltd. Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635. Cybrosys Ltd Cybrosys Limited Alpha House, 100 Borough High Street, London, Greater London, SE1 1LB, United Kingdom Thank You ! Cybrosys Technologies Pvt. Ltd. 1st Floor, Thapasya Building, Infopark, Kakkanad, Kochi, India - 682030.

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