Sales and Invoicing

Last updated: october 25, 2019

Sales and Invoicing


Each business is identified with at least one product. In reality, what is a product? A product can be anything in form that can be offered to a market that may fulfill the customer’s specific want or need. In retailing, products are called stock. In manufacturing, products are purchased as raw materials and are sold as completed merchandise.

The beginning stage of any ERP programming clearly include the product generation task. All the data with respect to a product is put away in the framework for a better management of product. Odoo has a striking product management department. Utilizing it, the client can determine the features of product like picture, name of the product, type of the product, procurement status, stock status, purchases and bookkeeping subtleties.

A decent ERP programming like Odoo will likewise store the product subtleties like reordering rules, bill of materials if the item is saleable, also draft the manufacturing request if the item is available, and related sales request and buy orders and so on.

The client can set diverse depictions of the product to the provider and the client under Odoo.

As you open the sales module and select the product button, you can see that Odoo has just enrolled couple of items for your need. Anyway one can make another new product in understanding to the business need.


All you need to do is Go to Sales->Product->Create

As soon as you click on the CREATE button, you will be navigated to a new window with a product info.There you can click on the EDIT button and make all the necessary changes to the product and its associated features.

The creation form will look like:

  • Product name: It is the name which will be displayed on all other screens that refer to this specific product.

  • Can be Sold:To remove a product from showing up on ‘sales product’ list, uncheck the Can be Sold button. Generally, this is used while creating a raw material or a product for internal consumption.

  • Product Type:Product Type is the first option on the Information tab. There are three available product types:

  • Services: A service is a non-material product which you provide. This type of product will configure at the time when your company is providing any type of services to your customers. Therefore it does not appear in the various stock operations. In Odoo, the services are also considered as a product. But user can't keep the stock of a service.

  • Consumables: A product for which the user doesn't want to manage the inventory (no quantity on hand or forecasted) but that can be received from the supplier or delivered to the customer. Odoo assumes that the product always has enough stock.

  • Stockable: The product which is managed with Inventory.This product is used in stock management and its replenishment is more or less automated by the rules defined in the system. In Stockable product, you can easily maintain your minimum stock level by defining reordering rule for stock in your system, so that your stock will not reach to out of stock. If you do not set Reordering rule, Odoo ERP will show-up warning messages in quotation, if there isn’t enough balance in the stock. Odoo ERP will prevent processing delivery orders that don’t have balances in the stock and it can be processed only by force availability button in the delivery order.

  • Product Category:User can organize the products under a specific category.
  • Internal Reference: For the most part, Odoo utilizes the Product Name field and the description when displaying product information. It is very common that a company may have a coding system for its products. The Internal Reference field is useful to enter an alternative product code or number for the product in that case.

  • Barcode: Especially, when the number of products is more, the probability of human error also increases. Now smartly and effortlessly add/update product quantity by scanning product barcodes while receiving or delivering products in your Odoo.

  • Sales Price: The price at which the product is sold to the customer.

  • Consumer Tax: Default taxes used when selling the product. Odoo's tax engine is very flexible and support many different type of taxes: value added taxes (VAT), eco-taxes, federal taxes, retention, withholding taxes, etc. For most countries, the chart of account you setup is automatically pre-configured with the main taxes of the country.

Under Sales Tab of product;

  • Invoicing Policy:Ordered Quantity:Invoice quantities used by the customer.
    Delivered Quantity:Invoice quantities delivered to the customer.

  • Subscription Product:If set, confirming a sale order with this product will create a subscription.

  • Email Template: Send a product specific email once the invoice is validated.

  • Event Ticket:If checked this product automatically creates an event registration at the sales order confirmation.

  • Optional Products:Optional products are suggested whenever the customer hits the”Add to cart .”

  • Sales Description: A description of the product that you want to communicate to your customers.This description will be copied to every Sales Order, Delivery Order, and Customer Invoice/Credit Note.

  • Warning Message;Selecting the ‘Warning Option’ will notify the user with the message. Selecting “Blocking Message” will throw an exception with the message and block the flow. The message has to be written in the next filed.

Under E-commerce Tab of product,

  • Website:Option to restrict publishing to this website.

  • Categories: The product will be available in each mentioned e-commerce category.Go to shop>Customize and enable ‘E-commerce categories.

  • Alternate Product:Suggest Alternatives to your customer(upselling strategy).Those product show up on the product page.

  • ACCESSORY Product: Accessories show up when the customer reviews the cart before payment.

  • Extra Product Media:

Under Point of Sale Tab of product

  • Available in POS:Check this if you want this product to appear in the POS.

Under Purchase Tab of product

  • Reordering:
    Procurement: Create a draft purchase order- Based on your product configuration, the system will create a draft purchase order. Propose a call for tender-If the purchase requisition module is installed and this option is selected, the system will create a draft call for tender.

  • Vendor Bills: Vendor Taxes- Default taxes used when buying the product.

  • Control Policy:On ordered Quantities-Control bills based on ordered quantities. On received Quantities-Control bills based on received quantities.

  • Purchase Descriptions: This note is added to purchase orders.

Under Inventory Tab of Product

  • Route: Depending on the module installed, this will allow you to define the route of the product. whether it will be bought, manufactured, replenished on order etc.

  • Manufacturing Lead Time; Average lead time in days to manufacture this product.In the case of multi level BOM,the manufacturing lead times of the component will be added.

  • Customer Lead Time: Delivery lead time in days. It is the number of days,promised to the customer, between the confirmation of the sale order and the delivery.

  • Packages: Gives different ways to package the same product.

Under Accounts Tab of product

  • Income Account: Keep this field empty to use the default value from the product category.

  • Expense Account: Keep this field empty to use the default value from the product category. If anglo-saxon accounting with automated valuation method is configured, the expense account on the product category will be used.


Configure your products with variations and select optional product items

Product Variants

Product variations are utilized to oversee items having diverse varieties, similar to measure, shading, and so forth. It permits dealing with the item at the layout level (for all varieties) and at the variation level (specific attributes).

For instance, an organization selling shirts may have the accompanying item:

B&C T-shirt

Sizes: S, M, L, XL, XXL

Hues: Blue, Red, White, Black

In this model, B&C T-Shirt is known as the item layout and B&C T-Shirt, S, Blue is a variation. Sizes and shading are properties or attributes.

To enable the choice, go to Sales/Configuration/Settings and Activate Variants Under Product Catalog Option.

On the off chance if you click on the attributes button, a window simply like beneath will be showed up.

However, to make a new attribute, you can click on the CREATE BUTTON. Also can import the attribute from the rundown.

  • Display Type:The display type used in the product configurator.

  • Variants Creation Mode:

  • -Instantly:All possible variants are created as soon as the attribute and its values are added to a product.

  • -Dynamically:Each variant is created only when its corresponding attributes and values are added to a sales order.

  • -Never:Variants are never created for the attribute.

  • Note;the variants creation mode cannot be changed once the attribute is used on at least one product.


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