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Sales模块的Settings菜单包含几个高级功能，可以帮助您提高模块的性能。Odoo将帮助您在销售模块中执行这些功能的高级实现，允许您根据自己的需求激活它们。您可以根据所操作的任务在“设置”菜单中启用或禁用这些功能。让我们详细讨论这些特性。

Product Catalog

产品目录

While discussing the product configuration in the Sales module, we mentioned how to configure variants for a product. By activating the Variants option from the Product Catalog tab, Odoo will allow you to set multiple variants of products with their attributes.

在讨论Sales模块中的产品配置时，我们提到了如何配置产品的变体。通过激活Product Catalog选项卡中的variables选项，Odoo将允许您设置产品的多个变体及其属性。

Configuring multiple measuring units for products is an important step in the sales management process. By enabling the Units of Measure option, you can effortlessly configure different Units for measuring products. It is possible to sell products in packages and manage them with Odoo 16. This can be done by activating the Product Packagings option. You can define the packaging type for products while configuring them. In the product configuration window, you will get additional options to mention the packages under the Inventory tab.

为产品配置多个测量单元是销售管理过程中的一个重要步骤。通过启用度量单位选项，您可以毫不费力地为度量产品配置不同的单位。使用Odoo 16可以打包销售产品并对其进行管理。这可以通过激活产品包装选项来完成。您可以在配置产品时定义产品的包装类型。在产品配置窗口中，您将获得在Inventory选项卡下提到包的附加选项。

You can manage the product packages with more efficiency with the help of the Inventory module.

在Inventory模块的帮助下，您可以更高效地管理产品包。

You can activate the Variant Grid Entry feature to add multiple variants to a sales order from a grid.

您可以激活变体网格条目功能，从一个网格向销售订单添加多个变体。

If you are creating a sales order with a product with multiple variants, you can use this feature. While configuring this product in your system, you are allowed to specify its variants under the Attributes & Variants tab of the product configuration window.

如果您正在为具有多个变体的产品创建销售订单，则可以使用此功能。在系统中配置此产品时，您可以在产品配置窗口的Attributes & variables选项卡下指定其变体。

You will get an additional field under this tab called Sales Variant Selection which will help you to define the method of variant selection while creating a sales order with this product. There are two methods available, Product Configurator and Order Grid Entry. While creating a sales order with this product, you will get a pop-up window to select its variants.

您将在此选项卡下获得一个名为Sales Variant Selection的附加字段，它将帮助您在使用该产品创建销售订单时定义变体选择的方法。有两种方法可用，产品配置器和订单网格输入。在使用该产品创建销售订单时，您将获得一个弹出窗口，用于选择其变体。

1. Product Configurator

1、产品配置器

1. Order Grid Entry

1、订单网格入口

This is how Variant Grid Entry works in the Odoo Sales module.

这就是在Odoo销售模块中变体网格条目的工作方式。

You can send a product-specific email to the customer once the invoice is validated by activating the Deliver Content by Email feature from the Settings menu.

一旦发票通过验证，您可以通过激活Settings菜单中的Deliver Content by email功能向客户发送特定于产品的电子邮件。

If you want to share any specific information related to the product, you can send an email to the other party. It is possible to set an email template for this from the product detail form.

如果您想分享任何与产品相关的具体信息，您可以发送电子邮件给另一方。可以从产品详细信息表单中为此设置电子邮件模板。

Discount

折扣

From the Pricing tab of the Settings menu, you can enable the Discounts feature that will allow you to add discounts on sales order lines.

在Settings菜单的Pricing选项卡中，您可以启用折扣功能，该功能将允许您在销售订单上添加折扣。

You can apply discounts manually as shown in the image below under the Sales Order Lines or Odoo will automatically display the discount computed from the respective pricelist.

您可以手动应用折扣，如下图所示，在销售订单线下面，或者Odoo将自动显示从各自的价格表中计算出的折扣。

Margins

毛利

To get margins in sales orders or quotations, you can activate the Margins feature from the Settings menu as shown below.

要在销售订单或报价中获取毛利，可以从设置菜单中激活毛利功能，如下所示。

Generally, the margin is calculated as the sum of the product sales prices minus the cost set in their detail form.

一般来说，利润率的计算方法是产品销售价格减去其详细形式中设定的成本的总和。

Online Payment

线上支付

By activating the Online Payment option, you can allow your customers to make online payments to confirm sales orders.

通过激活在线支付选项，您可以允许客户进行在线支付以确认销售订单。

You can add more payment providers to your sales operations by clicking on the Payment Providers button. This will lead you to a new window where you can find several payment providers.

您可以通过单击payment providers按钮向销售操作添加更多的支付提供商。这将引导您进入一个新窗口，您可以在其中找到几个支付提供商。

You can activate the required payment providers from this window.

您可以从这个窗口激活所需的支付提供者。

Default Quotation Validity

默认报价有效期

If you want to set a default validity on your quotations, you can enable the Default Quotation Validity feature from the Settings menu.

如果您想设置报价的默认有效性，您可以从设置菜单中启用默认报价有效性功能。

The default validity in a particular number of days can be mentioned here. While creating a new sales order or quotation, you will get the Expiration date on the window. It will be calculated based on the default validity.

在特定天数内的默认有效性可以在这里提到。在创建新的销售订单或报价时，您将在窗口上获得Expiration date。它将根据默认有效性计算。

Lock Confirmed Sales

锁定已确认的销售单

Odoo allows you to lock a sales order once it is confirmed. By locking, Odoo will restrict the sales order from editing. You can activate this feature from the Quotation & Orders tab of the Settings menu.

Odoo允许您锁定销售订单一旦它被确认。通过锁定，Odoo将限制销售订单的编辑。您可以从“设置”菜单的“报价与订单”选项卡激活此功能。

As shown in the image below, you can find the Lock option in the sales order that will help you to lock the confirmed sales order.

如下图所示，您可以在销售订单中找到锁定选项，该选项将帮助您锁定已确认的销售订单。

You can Unlock the sales order by using the specified button.

您可以使用指定的按钮解锁销售订单。

Pro-Forma Invoice

形式结算单

Odoo permits you to send Pro-Forma Invoice to your customers by enabling the corresponding option from the Settings menu of the Sales module.

通过启用Sales模块的Settings菜单中的相应选项，Odoo允许您向客户发送形式发票。

Based on the cost mentioned in the sales order, you can generate a Pro-forma invoice before the customer bill generation. It will give a comprehensive understanding of what the company offers to its customers.

根据销售订单中提到的成本，您可以在生成客户账单之前生成一个形式发票。这将使人们全面了解公司为客户提供的服务。

You will get the Send Pro-Forma Invoice on the sales order window as shown in the image above. When you click on this button, a pop-up will appear on the screen.

您将在销售订单窗口上获得发送形式发票，如上图所示。当你点击这个按钮时，屏幕上会出现一个弹出窗口。

The auto-generated mail will show the details of the sales order number and amount. You can edit the content of the mail as per your need. You can also attach sales quotations in this mail so that the customer will get an exact idea of the price, terms & conditions, and other offers proposed by the company. Click on the Send button.

自动生成的邮件将显示销售订单号和金额的详细信息。您可以根据需要编辑邮件的内容。您还可以在此邮件中附上销售报价，以便客户能够准确了解价格，条款和条件，以及公司提出的其他报价。单击发送按钮。

Invoicing

开票

You can define the Invoicing Policy of your sales operations from the Settings menu.

您可以从“设置”菜单中定义销售操作的开票策略。

In Odoo, you can invoice products in two different ways. By selecting the Invoice what is Ordered option as the Invoicing Policy, you can invoice all quantities ordered by the customer. In the case of the Invoice what is delivered, Odoo allows you to invoice the quantities that are delivered to the customer. You can not invoice products before delivery in the second method.

在Odoo中，您可以用两种不同的方式开具产品发票。通过选择Invoice what is Ordered选项作为发票策略，您可以为客户订购的所有数量开具发票。对于交付的发票，Odoo允许您对交付给客户的数量开具发票。在第二种方法中，你不能在交货前开具发票。

It is possible to define the Invoicing Policy of a product in the product detail form.

可以在产品详细信息表单中定义产品的Invoicing Policy。

Down Payments

预付款

In Odoo, the down payment is created as a separate product. The product used for down payment can be mentioned in the Down Payments section available under the Invoicing tab in the Settings menu.

在Odoo中，预付款被创建为一个单独的产品。用于预付款的产品可以在设置菜单中发票选项卡下的预付款部分中提到。

Using the external link available here, you can manage the product.

使用这里提供的外部链接，您可以管理产品。

Connectors

连接器

In order to import amazon orders to your sales module, you can activate the Amazon Sync option. By activating this field, you can manage amazon orders in the sales module and sync deliveries.

为了将amazon订单导入到您的销售模块，您可以激活amazon Sync选项。通过激活该字段，您可以在销售模块中管理amazon订单并同步交付。

We will be looking at the reporting features of the Sales module in the next section.

在下一节中，我们将研究Sales模块的报表特性。