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May 09, 2025 Views: 71 Post Id: P001328

How Can I Manage Upselling Effectively in the Odoo 18 Sales App?

In Odoo 18, the Order to Upsell feature in the Sales module is designed to help businesses identify and act on upselling opportunities directly from sales orders.Here's how it works:When a sales order is confirmed with a partial delivery or lower quantity than requested, Odoo ERP system flags it as an upsell opportunity.These flagged orders can then be reviewed and processed from the "To Upsell" smart button in the Sales dashboard.Sales teams can use this...

In Odoo 18, the Order to Upsell feature in the Sales module is designed to help businesses identify and act on upselling opportunities directly from sales orders.

Here's how it works:

  1. When a sales order is confirmed with a partial delivery or lower quantity than requested, Odoo ERP system flags it as an upsell opportunity.
  2. These flagged orders can then be reviewed and processed from the "To Upsell" smart button in the Sales dashboard.
  3. Sales teams can use this to follow up with customers, suggest upgraded products, or fulfill pending quantities—boosting overall revenue.

This feature streamlines upselling efforts and ensures no missed opportunities. If you're running a sales-heavy business on Odoo 18, it's definitely worth leveraging.

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Email- sales@webkul.com


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