A sale order comes to Order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity.

1. Upselling Invoice
in Odoo 15
www.cybrosys.com

2. INTRODUCTION
❖ A sale order comes to Order to upsell only if one creates the invoice according to the
ordered quantity and the delivered quantity is greater than the invoiced quantity.
❖ Under Odoo ERP, one can create a sale quotation and later convert it to a sale order.
❖ Following this, one can easily create an invoice pertaining to that sale order and make
payment to the aforementioned sales order.

3. ❖ If we go through product form, in the General information tab of that product we can see an
option called Invoicing policy.
❖ There we can see two options: ‘Ordered quantity’ and ‘Delivered quantity’.
❖ If we choose the Ordered quantity, one can create the invoice according to the ordered
quantity of that product.
❖ If choose Delivered quantity the invoice will create according to the delivered quantity. To
create an upselling invoice, the Invoicing policy should be ‘Ordered Quantity’.

4. ❖ Before creating sale order make sure that the product’s invoicing policy set as ordered
quantity.

5. ❖ So let's get started with the sales module.Create and confirm sale order.Here I am created a
sale order for the product with 4 quantity.

6. ❖ And then create invoice for the sale order by clicking CREATE INVOICE

7. ❖ Now click on CREATE AND VIEW INVOICE

8. ❖ Now we are created invoice for 4 quantities.

9. ❖ Get back to the sale order then Go to the delivery created.Click on smart button.

10. ❖ Now enter more quantity than ordered then > CONFIRM

11. ❖ Validate the picking for the sale order created.

12. ❖ Then Goto To Invoice > Orders to Upsell

13. ❖ Here we can see the upselling opportunity created for this sale order.

14. ❖ And we will get the details about the invoiced quantity,delivered quantity and
ordered quantity.

15. ❖ Click on EDIT > Now update the quantity as 6 ie;delivered quantity.And click
on CREATE INVOICE button

16. ❖ We will get the newly created invoice in draft state.

17. ❖ Now confirm the newly created invoice.

18. ❖ Now get back to the orders to upsell we can see the updated tree view.

19. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo 15 Enterprise Book
Check our YouTube channel for functional and technical
videos in Odoo.
Upselling Invoice in Odoo 15

21. Thank You