What's new in Odoo 20 Sales, CRM & POS

Sales > Commissions > Commission Plans > Achievements Rules

Commission plans can base achievements on money the customer has actually paid. An achievement rule of type 'Amount Paid in Full' adds invoice amounts to a salesperson's achievements only once the invoice is paid, and the achievement is dated on the payment reconciliation. Sales managers who reward salespeople on collected revenue set this type in the Achievements Rules of a commission plan.

Sales > Orders > [order] > Create Invoice

For a service invoiced on ordered quantities, the delivered quantity can end up above the quantity sold, for example extra support hours. In that case the Create Invoice wizard shows an 'Invoice Overages' option. When it is ticked, the extra quantity is billed together with the regular invoice of the order. Users invoicing service orders can charge the extra work without creating a separate order.

Sales > Orders > Quotations (or Orders)

The quotations and orders lists open with a small dashboard at the top. It shows counters for orders to confirm, to deliver and to invoice; clicking a counter filters the list to those orders. It also shows the number of sales orders and the revenue for a selected period, compared with the period before. Salespeople and sales managers see their workload and recent results as soon as they open the list.

Sales > Orders > Quotations; Sales > Configuration > Settings

A sales order line can consist of a description and a price only, with no product selected. Users add a line, type the description and the price, and leave the product empty. Companies that need every line to be linked to a product can enable the 'Mandatory Product' option in the Sales settings, which requires a product on each line.

Sales > Products > Product Variants

The Sales Price of an individual product variant can be edited directly, for example in the Product Variants list. Each variant can therefore carry its own price set by hand, apart from the template price and attribute extra prices. Users managing product catalogues with variants can adjust one variant's price without changing the others. The changed price applies to that variant alone.

Sales > Orders > Quotations > [show Margin column]

On a sales order line, the Margin value can be typed in by the user. Odoo then recalculates the unit price of the line so that it produces the entered margin. The Margin column is an optional column of the order lines and has to be shown first. Salespeople who price by target margin can set the margin and let Odoo work out the price.

Sales > Orders > Quotations > Other Info > Prepayment

The prepayment asked from a customer when confirming a quotation online can be set as a fixed amount on the quotation, in addition to the percentage option. The field is found in the Other Info tab under Prepayment. Salespeople can request a specific deposit amount for an order rather than a share of the total. The percentage option remains available beside it.

Sales > Marketplaces > Lazada > Shops > Connect New Shop

Odoo 20 includes a Lazada connector for sellers on the Lazada marketplace. It imports Lazada orders into Odoo, fetches the delivery slips for them and keeps stock levels synchronised between Odoo and the marketplace. Shops are connected from the Marketplaces menu in Sales. Sellers who run a Lazada shop can manage those orders and their stock from Odoo. Each shop is added with Connect New Shop.

Sales > Products > Discount & Loyalty > [loyalty program]

Loyalty programs have a 'Points Validity' setting expressed in days. Points that customers earn expire once that number of days has passed. The setting is found on loyalty card programs under Discount & Loyalty. Businesses running loyalty schemes can limit how long earned points stay usable. The validity is defined per loyalty program, so different programs can use different periods.

Sales > Commissions > Commission Plans > [plan] > Salespeople

On a commission plan, each salesperson line has a 'Sum of achievements' field. The sales and invoices of the people selected in that field are added to that salesperson's achievements. This covers cases such as managers who earn commission on their team's results, and commissions split between several people. It is set in the Salespeople part of the plan. Each salesperson line can have its own list.

Sales > Orders > [order] > Actions > Close Invoicing

A confirmed sales order can be marked as fully invoiced with the 'Close Invoicing' action. The order then counts as invoiced and Odoo proposes nothing further to invoice on it. A manager can reverse this with the 'Reopen Invoicing' action. Users closing orders that will not be billed further can stop them appearing among orders to invoice. The action sits in the gear menu of the order.

Sales > Products > Pricelists > [pricelist] > Daily Rates

A pricelist has a 'Daily Rates' button that opens a calendar of its date-based rules. The calendar shows which discounts or surcharges apply on which days. Users can also select days in the calendar to create rules for those dates. Businesses whose prices change by date, such as seasonal rates, can review and plan them visually. The button sits on the pricelist form.

Sales > Products > Pricelists > [rule] > Packaging

A pricelist rule can be restricted to a packaging, which acts as a unit of measure, for example a special price when a product is sold in a pack of 6. The Packaging field appears next to the minimum quantity on rules for products that have packagings. The Units of Measure & Packagings setting must be enabled to use it.

Sales > Products > Pricelists > [pricelist] > Print

The printable pricelist report groups products by product category and shows each product's internal reference; exports also include the barcode. A Date field lets the user choose a day and see the prices that are valid on that date. Sales teams can produce price lists for customers that reflect a specific date. The report is opened with the Print button on a pricelist form.

Sales > Configuration > Settings > Display Product Images

The 'Display Product Images' setting in Sales shows the picture of each product beside its line on the quotation PDF and on the customer portal. Once enabled, customers see the product images when they view or download their quotation. It is switched on in the Sales settings. Internal users can check the result by opening a quotation and using the Preview button, which shows the customer view.

Sales > Orders > Quotations > [section]

Section lines on quotations have their own quantity and unit. Changing the quantity of a section scales the quantities of all products inside it. Section titles can run over several lines and include a description. A section and its lines can be saved as a template from the section's menu and reused in later quotations. Salespeople building repeated offers use this to speed up quoting.

Sales > Orders > Quotations > New; Sales > Configuration > Quotation Templates

Quotation templates can be chosen directly when creating an order, from the arrow beside the New button. Templates support subsections and options such as Hide Prices and Hide Composition, and products can be added to them with the product catalog. Any quotation or sales order can be turned into a template with 'Save as template' in the Actions menu. Templates are managed under Sales > Configuration > Quotation Templates.

Sales > Orders > Quotations > [quotation] > Send

The default email used to send a quotation includes the customer reference in its subject and in its text. The customer reference is also shown beside the order number in the breadcrumb. This helps customers and salespeople link the quotation to the customer's own reference. It applies when the quotation has a Customer Reference filled in. The Send button on the quotation opens this email.

Sales > Configuration > Settings

A Sales setting adds numbers to the lines of sales orders. The line numbers are shown on the sales order form, on the PDF document and on the customer portal. Users and customers can then refer to a specific line by its number when discussing an order. The numbering is switched on once in Sales > Configuration > Settings and then applies to quotations and orders.

Customer portal > Sales Orders > [quotation]

The customer portal page of a quotation or order has a left column with the total, the main actions such as sign and pay or download, and the salesperson. A header card above the lines shows the order number, dates and customer reference. Customers use this page to review and accept quotations and to follow their orders. Internal users can see it through Preview.

Sales > Configuration > Settings > Services & Materials; Sales > Orders > Services & Materials

The 'Services & Materials' option in the Sales settings enables a list of re-invoiceable costs for each order, covering expenses, vendor bill lines and timesheets. From this list, users can re-invoice each cost either at a fixed price or at cost. It is useful for businesses that pass project or service costs on to customers. The list is opened from Sales > Orders > Services & Materials.

Sales > Products > Discount & Loyalty > [Discount Code program]

Discount code programs have a 'Once per user' option. When it is ticked, each customer can use the discount code only one time. Marketing and sales teams can hand out a shared code while making sure no customer benefits from it more than once. The option is set per Discount Code program under Sales > Products > Discount & Loyalty and applies to that program only.

Sales > Orders > Quotations > [show optional columns]

Optional values on sales order lines, such as Margin, Margin (%), Delivered (%), Tax Excl. and Tax Incl., are displayed under the main value within the same cell. Each value has a short label: M:, M%:, TE: and TI:. This keeps the order lines compact, as these values do not need their own columns. The values are enabled from the optional columns toggle of the order lines.

Sales > Marketplaces > TikTok Shop > Shops > Connect New Shop

Odoo 20 has a TikTok Shop connector (module sale_tiktok). It imports TikTok orders, fetches the delivery slips and synchronises stock. The setup sits under a Marketplaces menu in Sales, where shops are connected. Sellers who use TikTok Shop can process those orders in Odoo with the rest of their sales. Shops are added with Connect New Shop under Marketplaces > TikTok Shop > Shops.

Appointments > Resource Bookings

In Odoo 20 bookings, which are appointment calendar events, have a Kanban view grouped by status and a pivot view, available beside the calendar, Gantt and list views. The Kanban lets staff follow reservations through their stages, while the pivot view is used to analyse them. The POS booking module, pos_appointment, uses the same Kanban for restaurant bookings, so restaurants taking table reservations through Odoo can review them the same way.

Point of Sale > Dashboard

In the Odoo 20 Point of Sale, when the separate lines of an order match a combo product, a suggestion appears under the order, for example one Happy Hour Menu, with an Apply button. Clicking it replaces the matching lines with the combo. When more than one combo fits the lines, the cashier chooses which one to use. This makes large table orders easier to handle and gives customers the combo price. It requires combo products whose choices include items also sold individually.

Point of Sale > Configuration > Point of Sales

When Log in with Employees is active on an Odoo 20 point of sale, employees are given one of the access levels Manager, Cashier, Restrictive or Supervised. Supervised is the most limited: a supervised employee can ring up sales, but an employee with a higher level must approve before the payment can be closed. Managers assign these levels per point of sale to control what each staff member is allowed to do at the register.

Point of Sale > Configuration > Settings > Accounting

Odoo 20 Point of Sale accounting works as follows. When a session is closed, its sales are posted as one global customer invoice in a closing journal. A Closing entries setting decides when payment journal entries are created: daily at a chosen hour, or at session closing. With the daily option, the payment entries are generated automatically at that time even if the session is still open. Accountants configure this in the Accounting part of the Point of Sale settings.

Point of Sale > Configuration > Payment Methods

An Odoo 20 point of sale can accept payment in more than one currency. Cash and bank payment methods have a Currencies field. When several currencies are added there, the payment screen lists the method once for each currency, converts the amount due, and records the payment in the currency used. A second currency must be activated first. This helps shops that take cash or bank payments from customers paying in a foreign currency.

In the Odoo 20 Point of Sale, the Orders overview can be searched using an invoice number or a receipt number. This helps staff find a past order when a customer brings an invoice or receipt. The source gives no menu path.

Point of Sale > Configuration > Printers > Kitchen Printer

Preparation printers in the Odoo 20 Point of Sale have a Split per product option. With it turned on, the kitchen receives a separate ticket for each product in the order rather than one ticket covering the whole order. Kitchens where each dish is prepared at a different station can hand out tickets per item. The option is set on the printer record under the Printers configuration of the Point of Sale.

Point of Sale > Configuration > Printers

In Odoo 20 the paper size of a POS printer can be set manually so receipts are laid out correctly on the paper actually used. The setting is on the printer record and is only shown in developer mode. Administrators activate developer mode, open the printer from the Point of Sale printers configuration and choose the paper size. This avoids receipts that are cut off or badly formatted when the printer's paper differs from the default.

Point of Sale > Configuration > Presets > Options

Odoo 20 lets a service fee be added to Point of Sale orders and to self-orders. The fee is configured on presets, such as Dine In, in the Options tab of the preset, so it applies to orders using that preset. The fee amount is also shown on invoices generated for these orders. Restaurants use this to charge a service fee for certain order types without adding it by hand each time.

Point of Sale > Dashboard > Payment > Print

The Odoo 20 Point of Sale can print a simplified receipt. This receipt shows the subtotals and taxes of the order but leaves out the individual order lines. It is printed from the payment confirmation screen after a sale is completed, using the Print button. Shops use it when a short receipt with only totals and tax amounts is enough for the customer.

Point of Sale > Dashboard > Open Register > long press product

In Odoo 20 a product can be snoozed so it is temporarily unavailable in the Point of Sale or on the self-ordering menu. During a session, staff long press the product and choose Snooze. The product then stays hidden from ordering for a limited time. This is used when an item runs out for a while, so customers and cashiers cannot order it until it is available again.

Point of Sale > Configuration > Presets > Self Ordering

In Odoo 20 customers who order through self-ordering can receive their receipt by WhatsApp or by SMS. The option is configured on a preset, such as Takeout, in its Self Ordering tab under the Point of Sale presets configuration. Customers then get the receipt on their phone instead of a paper copy. The Self Ordering tab of each preset holds the settings for how these receipts are offered.

Sales > Orders > Quotations

In Odoo 20 a rental product can be added to an ordinary sales order. As soon as the order contains a rentable line, a Rental period field appears under Expiration. An order counts as a rental order when both its start and return dates are filled in; clearing these dates turns it back into a normal sales order. Sales staff can therefore combine selling and renting from the Sales app.

Rental > Orders

The Odoo 20 rental orders list and Kanban views have a strip of counters at the top: Today, Pickups, Returns, Late, To Confirm and To Invoice. Each card shows how many orders fall in that group, and clicking a card filters the orders to that group. Rental staff use it to see at a glance what must be picked up, returned, confirmed or invoiced.

Rental > Products > Prices tab

In Odoo 20 rental, subscription and sales prices are all pricelist rules shown in the product's Prices tab, using the standard pricelist engine. A rental product keeps a Periodicity, in hours, days, weeks or nights, set in its Sales tab. Its rental price is the rule price multiplied by the number of periods in the rental. Managers maintain all prices in one place for each product.

Rental > Configuration > Settings

In Odoo 20 the Rental settings include an Availabilities field, which is a working schedule, or resource calendar, set per company. It defines the days on which pickups and returns can take place. Rental managers use it to keep pickups and returns on the days the business is open. The field is found in the Pick up & Returns section of the Rental settings.

CRM > Pipeline

The lead and opportunity form does not show the address fields in its main area. The top of the form displays Contact, with the prompt to select or create a contact, plus Email and Phone, which encourages users to link a real contact record. The raw address fields remain available in the Extra Info tab, but only when developer mode is active. Sales users therefore manage addresses mainly through the linked contact.

CRM > Configuration > Sales Teams > team member > Lead Assignment tab

On each sales team member, the Lead Assignment tab has an Auto-Assignment Rules choice that controls how leads are distributed. The options are Always in rotation, In rotation with a limit, where a maximum number of leads per 30 days is set, and Out of rotation. Sales managers use these settings to decide which members receive automatically assigned leads and how many.

CRM > Pipeline > Generate; CRM > Lead Mining Requests

The Generate button in the CRM pipeline opens a screen with eight lead source options, including searches in a company directory, website forms, email replies, appointments, surveys and plugin integrations. Lead mining relies on Dun & Bradstreet data. Industries are grouped by divisions, and searching for individual people is not offered. Lead Mining Requests can still be opened from the CRM menu.

CRM > Sales > My Pipeline (team dropdown)

The pipeline title acts as a dropdown. Users pick a sales team to see only that team's pipeline, or All Teams to see everything; sales managers also get a Manage Teams entry. The switcher works across the kanban, list, calendar, pivot, graph, map, cohort and forecast views of the pipeline. The dropdown sits next to the Generate button at the top of the pipeline, and the chosen team filters what is displayed.

CRM > Pipeline > lead > Subscriptions smart button

When the customer on a lead already has subscriptions, the lead shows a Subscriptions smart button. It opens those subscriptions as well as upsells or renewals created from the lead. Upsell and renewal quotations made from there automatically get the lead set as their opportunity, and the lead's expected and recurring revenue are updated from those quotations. Sales users open it from the lead form.

Sales > Products > Discount & Loyalty > [program] > rule/reward

Loyalty programs work with subscriptions. A loyalty rule or reward can be marked Recurring. A recurring rule grants points again on each renewal invoice, and a recurring reward is granted once more on every renewal while the customer still has sufficient points, for example a discount during the first months or free products each period. The customer portal displays the loyalty details on the subscription.