selling

name: selling description: Work with customers, leads, quotes, sales orders, and customer invoices. Use when the user mentions selling, sales, CRM, pipeline, quotes/offertes, orders, invoicing customers, or chasing payments. triggers: [sell, selling, sales, verkoop, quote, offerte, order, invoice, factuur, customer, klant, deal, pipeline, lead, crm] odoo_modules_any: [sale_management, crm, account]

Selling

End-to-end revenue flow: lead → quote → sales order → invoice → payment.

Key models

• crm.lead — leads and opportunities (same model, type field distinguishes)
• res.partner — customer (company or individual, is_company)
• sale.order — quotation (draft/sent) then sales order (sale/done)
• sale.order.line — line items
• account.move — customer invoice (move_type = out_invoice)
• account.payment — payment received

Typical workflows

1. Qualify lead → update stage_id, set expected_revenue + probability, assign user_id
2. Quote from lead → create sale.order with opportunity_id link
3. Confirm order → action_confirm (state: draft → sale), stock moves created
4. Invoice → _create_invoices() on the SO, or via sale.advance.payment.inv wizard
5. Collect → match account.payment to invoice via reconciliation

Gotchas

• Once sale.order is confirmed, lines become effectively locked — changes need an unlock or amendment.
• Taxes resolve via fiscal.position (country/VAT-based), not the raw product tax.
• crm.lead and crm.opportunity share the model; filter on type when searching.
• Invoice state = posted is immutable — use credit note, don't edit.