How to Create Upsell Sale Order in Odoo18

This video provides a practical guide on how to process an upsell within a sales order, moving from a standard transaction to an expanded agreement with the customer.

• Identifying the Order: Start by navigating to Sales > Orders > To Upsell to find orders where the delivered quantity exceeds the invoiced amount.
• Modifying the Order: You can open an existing confirmed Sales Order and directly increase the quantities or add new line items.
• Sending for Approval: Once the upsell is added, you can resend the updated quotation to the customer for digital signature.
• Updating Delivery: If the upsell involves physical goods, Odoo automatically updates the linked delivery order to reflect the new quantities.
• Invoicing the Difference: After the customer accepts, you can create an invoice specifically for the additional upselled items.
• Tracking History: The chatter on the sales order maintains a history of the modifications made during the upselling process.
• Analytic Accounting: The upsell revenue is automatically tracked against the same analytic account, keeping project profitability accurate.
• Closing the Loop: Once the additional invoice is posted and paid, the upsell status is cleared from the order.