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Sales

Sales

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Responsible Lauren Gautschi
Last Update 09/30/2026
Completion Time 4 hours 42 minutes
Members 3
  • Quotations
    15Lessons · 2 hr 1 min
    • Invoicing for what is ordered
      10 xp
    • Invoicing for what is delivered
      10 xp
    • Selling products
      10 xp
    • Create your First Sales Quotation
      10 xp
    • Adding headers and footers to quote templates and products
      10 xp
    • Sales Basics
      10 xp
    • Your First Quotation
      10 xp
    • Create Products
      10 xp
    • Create Product Variants
      10 xp
    • Quotation Templates
      10 xp
    • PDF Quote Builder
      10 xp
    • Product Documents
      10 xp
    • Online Quotation
      10 xp
    • Invoicing Policies
      10 xp
    • Pipeline Management for a B2B Equipment Supplier
      10 xp
  • Promotions
    4Lessons · 35 min
    • Promotion Basics & Discounts
      10 xp
    • Coupons
      10 xp
    • Loyalty Programs
      10 xp
    • Gift Card Programs
      10 xp
  • Sales Tax
    3Lessons · 19 min
    • Sales Tax: Part 1
      10 xp
    • Sales Tax: Part 2
      10 xp
    • Sales Tax: Part 3
      10 xp
  • Delivery
    3Lessons · 28 min
    • Delivery Prices
      10 xp
    • Delivery Lead Times
      10 xp
    • Dropshipping
      10 xp
  • Pricelists
    2Lessons · 17 min
    • Pricelists: Multiple Prices Per Product
      10 xp
    • Pricelists - Discounts and Margins
      10 xp
  • Commissions
    1Lessons · 7 min
    • Commission Plans
      10 xp
  • Integrations
    6Lessons · 46 min
    • Gelato Connector
      10 xp
    • Quote calculator Basics
      10 xp
    • Configure a Shopify connector account
      10 xp
    • Set up the Shopify connector
      10 xp
    • Shopify connector account form overview
      10 xp
    • Shopify connector delivery flow for Odoo 19
      10 xp
  • General
    1Lessons · 9 min
    • Using the Product Import Template
      10 xp