Go to Config. / products - attributes

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Display Type
-Radio: bullet-style values
-Pills: clickable buttons
-Select: dropdown Menu
-Color: Color code with circles

Variants creation:
-Instantly: when added to a product form
-Dynamically: when values added to a SO
-Never: in any moment

-eyedropper can be used to select a color from the screen

You can not change the Variants Creation Mode after an attribute is applied to a product

Select related products Smart Button

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-increase the variants in a product

-can add extra price

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-exclude options if needed

-Sales variant selection via:
a. Product Configurator
b. Order Grid Entry

-will display in SO and E-commerce accordingly

Suggest optional products online

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-activate options in settings

-Website module will be installed

-configure templates

-customers can add optional products & change Qty

Invoice ordered or delivered products

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-can activate automatic INV

-for INVS based in Milestones need Project module and Milestones option activated

-can INV based in timesheets: this option must also be activated in Odoo

Activate discounts in settings

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-a date range can be set and a usage limit

-availability can be in website, POS or sales

-rules and rewards set agt the bottom

-discount can be set in the order, specific product or in the cheapest one

-display a description

-discount code in e-commerce can be applied during checkout process

Coupons are used for specific customers and are not widely used like discounts, that are used many more times.

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-put minimum Qty of customer sales (i.e. 2)

-can choose a specific product or category for that

-generate coupons and may select customers

-coupons sent via email to the customer

-apply coupon code in e-commerce i.e.

Engage customers to buy more. 

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-customers can accumulate certain # of points for benefits.

-set a reward type

-will hace codes for loyalty programs

Are funds to pay products in the company

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-will have an email template

-with report activated you can generate gift cards from the POS

-if generate gift cards, select customers but not specific ones, every customer will receive a gift card

- eWallets can only be generated for specific customers

-will apply the discounts (customers must be logged in the system)

Reference: Odoo YouTube Channel

taxes for good or services

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-select if group of taxes

-go to definition tab

-select the base and the account

-go to advanced options

-select label, companies and country

-in ACC / settings set default taxes

-fiscal positions: select for country or specific contact

Tax Grids are used to generate tax reports automatically – according to the country’s specific regulations.

Reference: Odoo YouTube Channel

default taxes are automatically placed is a SO

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-taxes displayed in the customer preview

Integration with Fedex, UPS and others

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-in Config. / shipping methods the ones used must be published

-a margin can be configured

-Free if order amount is above

- can select for it to apply to certain countries / states

-can include description

-can set price based on rules

-save & new to add other rule

-drag and drop rules based on priority

-insert shipping cost in a SO

-update shipping cost if changes the Qty

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-when weight rule product must have set the weight in the inventory tab

Lead time: in the number of days to when a customer places an order to when they receive the items.

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-Schedule delivery dates or delivery time frames

-given in days

-click on delivery smart button to see the deadline

-go to inventory / configuration / settings - Advance scheduling and add security lead time

-add number of security lead time in days (i.e. 2)

-scheduled date will be 2 days before the deadline

Select Drop Shipping in Purchasing settings / Logistics section 

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-select drop shipping in the inventory tab in a product

-select the endors in the purchasing tab

-purchase smart button generates when validating a sales order - a draft PO

-dropship smart button activates when confirming the PO

-validate the delivery and product gets delivered

Multiple Prices per Product

Activate pricelists in Sales / settings

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-put the due date, min Qty and applicable products

-in Config. can select countries and websites 

-may create a promotional code

Reference: Odoo YouTube Channel

Pricelists - Computed​

Advanced price rules (discounts, formulas) is activated in Sales settings rather than Multiple prices per product

-can use advanced formulas, rounding & margins

Set discounts in the sales settings

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-enter to pricelists

-Extra fee compute -0.01 to end in 0.99

-Margin: condition regarding the cost for the profit to be at least i.e. $20 USD / update to MArgins Pricelist

-Preview how customer sees the discount

-to see strikeout text and % of discount to promote the new price must enable in the pricelist / config. tab / Show public price & discount to the customer