{"id":23850,"date":"2025-06-16T13:10:42","date_gmt":"2025-06-16T13:10:42","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/create-upsell-sale-order-mp4\/"},"modified":"2026-02-25T12:09:11","modified_gmt":"2026-02-25T12:09:11","slug":"how-to-create-upsell-sale-order-in-odoo18","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/how-to-create-upsell-sale-order-in-odoo18\/","title":{"rendered":"How to Create Upsell Sale Order in Odoo18"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_74902\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/HRyt2J1AvAo?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>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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Identifying the Order:<\/strong> Start by navigating to <strong>Sales &gt; Orders &gt; To Upsell<\/strong> to find orders where the delivered quantity exceeds the invoiced amount.<\/li>\n\n\n\n<li><strong>Modifying the Order:<\/strong> You can open an existing confirmed Sales Order and directly increase the quantities or add new line items.<\/li>\n\n\n\n<li><strong>Sending for Approval:<\/strong> Once the upsell is added, you can resend the updated quotation to the customer for digital signature.<\/li>\n\n\n\n<li><strong>Updating Delivery:<\/strong> If the upsell involves physical goods, Odoo automatically updates the linked delivery order to reflect the new quantities.<\/li>\n\n\n\n<li><strong>Invoicing the Difference:<\/strong> After the customer accepts, you can create an invoice specifically for the additional upselled items.<\/li>\n\n\n\n<li><strong>Tracking History:<\/strong> The chatter on the sales order maintains a history of the modifications made during the upselling process.<\/li>\n\n\n\n<li><strong>Analytic Accounting:<\/strong> The upsell revenue is automatically tracked against the same analytic account, keeping project profitability accurate.<\/li>\n\n\n\n<li><strong>Closing the Loop:<\/strong> Once the additional invoice is posted and paid, the upsell status is cleared from the order.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This video provides a practical guide on how to process an upsell within a sales order, moving from a standard [&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-23850","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/23850","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=23850"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/23850\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=23850"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=23850"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=23850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}