Sales

Use the guides below for the standard Odoo workflow. For Brazilian fiscal documents, bank files and tax assessment, use the KMEE procedures in the Brazilian localization section.

KMEE procedures

Odoo reference

Standard Odoo features for this area are described in the module reference.

Tasks

A documented process has written instructions. Review the prerequisites and the expected result before using it in your company.

Deliver and invoice a Brazilian sale

Sell variants and review prices and margins

Prepare a quotation and confirm a sales order

Configure price lists and sales currencies

Use quotation templates, validity and optional products

Accept a quotation through the customer portal

Use different invoice and delivery addresses

Invoice a down payment or a delivered quantity

Return sold goods and issue a credit note

Prepare a pro-forma invoice