销售¶ 客户关系管理系统 组织管道 管理失去的机会 将销售线索标记为输 创建/编辑丢失原因 检索丢失的机会 恢复失去的机会 Restore multiple opportunities at once 多个销售团队 创建新的销售团队 为销售团队增加成员 销售团队仪表板 获取销售线索 销售线索转换商机 配置 将销售线索转换为商机 合并潜在客户和商机 产生潜在客户/机会 配置电子邮件别名 在您的网站上使用联系表格 定制联系人表单 编辑联系人表单字段 创建并发送报价单 创建新报价单 订单行 预览并发送报价单 将商机标记为赢得或丢失 线索挖掘 配置 创建商机 价格 分配和跟踪销售线索 跟踪销售线索的访问 配置 跟踪网页 查看销售线索/商机中访问过的页面 Assign leads with predictive lead scoring Predictive lead scoring 配置 Change the probability manually Assign leads based on probability 配置基于规则的任务分配 配置分配规则 Unattended leads report Create an unattended leads report Add custom filters Add filter for past due activities Exclude unassigned leads Add a Sales team View results 分析性能 流水线分析 浏览管道分析页面 搜索选项 Add custom filters and groups Measurement options 查看选项 创建报告 赢得/丢失报告 Customize win/loss reports Save and share reports 优化您的日常工作 利用业务伙伴自动完成功能扩大你的联系人群体 配置 为联系人增加企业数据资料 价格 如何激励和奖励我的销售人员？ 配置 创建一个挑战 设立目标 建立奖励 销售 发送报价 报价模板 配置 Create quotation templates Lines tab Optional Products tab Terms & Conditions tab PDF Quote Builder tab 使用报价模板 可选产品 Optional products on quotations Optional products on quotation templates Online signatures for order confirmations Activate online signatures Order confirmations with online signatures Online payment order confirmation Activate online payments 支付提供商 登记付款 Quotation deadlines Quotation expiration Quotation template expiration Deliveries and invoices to different addresses 设置 Contact form configuration Address added to quotations Product variants on quotations and sales orders 设置 产品配置 产品配置器 Order grid entry PDF quote builder 配置 Dynamic text in PDFs Dynamic text values Add PDF to product PDF quote 开票方式 基于已交付或订购数量的开票 Invoicing policy features Invoicing policy on product form 对销售流程的影响 Down payments 创建发票 Initial down payment request Example: request 50% down payment Customer taxes modification on down payments Income account modification on down payments Pro-forma invoices 配置 Send pro-forma invoice Invoicing based on time and materials App and settings configuration Service product configuration Add time spent to sales order Invoice time spent 费用配置 Add expenses to sales order 开票费用 Purchase configuration Add purchase to sales order Invoice purchase 开票项目流程 创建里流程式产品 开票流程 Reinvoice expenses to customers Expenses application Add expenses to sales orders Reinvoice expense 产品和价格 管理您的产品 Import products Import template Customize product import template Import product template spreadsheet Import relation fields, attributes, and variants Relation fields Attributes and values 产品变体 产品变体 配置 属性 Attribute values 产品变体 Configure variants Variants smart button 变型的影响 Product images with Google Images 配置 谷歌API仪表板 谷歌可编程搜索仪表板 Odoo Product images in Odoo with Google Custom Search API 管理定价 Pricelists, discounts, and formulas Pricing strategy options 价格表 Price rules tab Price rules tab (multiple prices per product) Price rules tab (advanced price rules) Time-based rules tab 配置选项卡 Show discount percentage to customers Customer pricelist application 每个产品多个价格表 高级价格规则 Price computation 条件 Foreign currencies 设置 View, edit, and add currencies Currency detail form Main currency detail form Create new currency Currency-specific pricelists Auto-conversion from public price Set product prices 退货和退款 Before invoicing After invoicing Use eWallets and gift cards 电子钱包 Gift cards Discount and loyalty programs Configure the settings Configure discount and loyalty programs Program types 条件规则 优惠及返利 亚马逊连接器 亚马逊连接器特点 支持的功能 支持的市场 Amazon Connector configuration Connect Amazon Seller account to Odoo Amazon orders in Odoo Product tax configuration Add a new marketplace 亚马逊订单管理 订单同步 强制同步 在FBM中管理发货 管理同步交付时出现的错误 在FBA中跟进发货 Invoice and register payments 开具开票 Register payments Follow Amazon sales in sales reporting eBay 连接器 eBay connector setup 概述 eBay - Odoo linked fields eBay terms eBay actions available on Odoo Setup required on Odoo prior to eBay setup Set up on eBay Set up eBay developer account Set up eBay keyset Configure account deletion / notification settings (Production) Creating the keyset Create eBay user token Grant application access API explorer Entering credentials into Odoo 如何上架一个产品 上架没有变种 有变种的上架 Product identifiers EAN and UPC identifiers 带项目细节的上架产品 Process invoices and payments Posting payment Reconciling payments Troubleshooting eBay connector 接受帐户删除通知 Verify the installation of Odoo is up to date 将Odoo更新到最新版本 更新可用模块列表 Install the eBay Connector - Account Deletion update 从Odoo检索端点详细信息 订阅帐户删除通知 验证与端点的连接 Linking existing listings Turn off eBay scheduled actions Sync eBay categories Link eBay listings Manual listing link Turn on eBay scheduled Actions 销售点 开始会话 Sell products Set customers Customer notes 退货和退款 管理收银机 关闭 PoS 会话 Multi-employee management 配置 Practical application Log in using badges 分析 Receipts and invoices 收款 重新打印收据 发票 配置 给客户开发票 检索开票 生成发票的二维码 Product combos 配置 Practical application 配置 访问 POS 设置 Make products available 安全连接（HTTPS） 强制您的销售点使用安全连接（HTTPS） ePOS打印机的自签名证书 Generate, export, and import self-signed certificates Check if the certificate was imported correctly Shop features 销售订单 选择销售订单 申请首付款或结算订单 条形码 配置 分配条形码 To your products To your employees 使用条形码 扫描产品 Log employees 序列号和批次 序列号和批次导入 序列号和批次创建 Ship later 配置 Practical application Customer display 配置 Local IoT box 餐厅功能 配置 Floors and tables 配置 From the POS backend From the POS frontend Take orders Table transfer 订单打印中 配置 启用和创建打印机 设置表单 Print orders 账单 配置 账单打印 账单拆分 提示 配置 Tip products Tip using an Adyen terminal Tip after payment Add tips Tip using an Adyen terminal Tip after payment Pricing features 折扣 应用手动折扣 对产品应用折扣 应用全局折扣 应用限时折扣 创建价格表 在PoS界面上使用价目表 Discount tags (barcode scanner) 条形码命名规则 扫描产品和标签 Loyalty programs 配置 在你的PoS界面使用忠诚度计划 价格表 配置 Create pricelists 每个产品多个价格表 高级价格规则 Select pricelists Flexible taxes (fiscal positions) 配置 Use fiscal positions 现金舍入 配置 支付方式 Payment terminals 配置 Adyen 配置 生成Adyen API密钥 找到Adyen终端标识符 Set the Event URLs 配置支付方式 用支付终端付款 Ingenico 配置 连接一个IOT 盒子 为比荷卢Ingenico配置Lane/5000 配置支付方式 用支付终端付款 SIX 配置 Install the POS IoT Six module Connect an IoT box Configure the terminal ID 配置支付方式 用支付终端付款 Stripe 配置 配置支付方式 Connect Stripe to Odoo Configure the payment terminal Link the payment method to a POS 用支付终端付款 故障排除 Payment terminal unavailable in your Stripe account Vantiv 配置 配置支付方式 用支付终端付款 Worldline 配置 连接一个IOT 盒子 配置协议 设置IP地址 主机名 端口号 配置支付方式 用支付终端付款 报表 查看统计数据 订阅 Subscription quotations 确认 Automatic payments Subscription products Configure recurrence periods Product form configuration 按时间定价 价格表 Use subscriptions in the eCommerce shop Create recurrence periods as product variants Subscription plans Configure subscription plans Use subscription plans on quotations Upsell subscriptions Discount configuration Upsell subscriptions Renew subscriptions Subscription renewals Close subscriptions 配置 关闭订阅 管理员视图 客户视图 Automation rules Create automation rules Automation rule form fields Apply On section Action section Activity section Subscription reports Reporting page elements Filters and Group By Views Graph view Pivot view List view Measures Insert in spreadsheet Reporting pages Subscriptions analysis Retention analysis MRR breakdown MRR analysis 出租 仪表板 设置 租赁产品 租赁价格 价格 预留 价格计算 租赁订单 客户签名 提货 Return products Print pickup and return receipts Edit on GitHub
