{"id":23849,"date":"2025-06-16T13:10:42","date_gmt":"2025-06-16T13:10:42","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/upsell-sale-order-intro\/"},"modified":"2026-02-25T12:08:21","modified_gmt":"2026-02-25T12:08:21","slug":"upsell-sale-order-introduction-in-odoo18","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/upsell-sale-order-introduction-in-odoo18\/","title":{"rendered":"Upsell Sale Order Introduction in Odoo18"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_75444\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/M1NgNyYrJSA?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>Upselling in Odoo is a strategy to increase revenue by encouraging customers to purchase more expensive items, upgrades, or other add-ons during the sales process. This feature helps sales teams identify opportunities to provide more value to the client while increasing the average order value.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Understanding Upselling:<\/strong> Odoo identifies upselling opportunities based on invoicing policies, specifically when the quantity delivered is higher than the quantity invoiced.<\/li>\n\n\n\n<li><strong>Invoicing Policy:<\/strong> For upselling to work effectively, products should be set to &#8220;Delivered Quantities&#8221; invoicing policy.<\/li>\n\n\n\n<li><strong>Upsell Status:<\/strong> Odoo provides a specific status on sales orders to notify salespersons when an order is &#8220;Upsellable.&#8221;<\/li>\n\n\n\n<li><strong>Dashboard Monitoring:<\/strong> Managers can use the Sales dashboard to track &#8220;Orders to Upsell,&#8221; ensuring no revenue is left on the table.<\/li>\n\n\n\n<li><strong>Product Recommendations:<\/strong> You can configure optional products on a template to suggest higher-value alternatives during the quotation stage.<\/li>\n\n\n\n<li><strong>Sales Team Visibility:<\/strong> The system helps sales teams focus on existing customers who have the potential for higher consumption.<\/li>\n\n\n\n<li><strong>Automated Alerts:<\/strong> Odoo can trigger notifications when a customer exceeds their initially ordered service hours or quantities.<\/li>\n\n\n\n<li><strong>Revenue Growth:<\/strong> By utilizing the upsell feature, businesses can systematically grow their top-line revenue through existing contracts.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Upselling in Odoo is a strategy to increase revenue by encouraging customers to purchase more expensive items, upgrades, or other [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-23849","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/23849","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=23849"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/23849\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=23849"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=23849"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=23849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}