Skill: Odoo Sales & Order Fulfillment

This skill provides the agent with high-level functional expertise in Odoo's Sales engine, covering the entire lifecycle from Quotation to Order Fulfillment (Shipping, Manufacturing, Services).

Core Mandates

1. The Sales Lifecycle

• States: draft (Quotation) -> sent (Quotation Sent) -> sale (Confirmed Order) -> cancel.
• Confirmation Trigger: Confirming an SO (action_confirm) is a critical event that automatically triggers downstream operations (e.g., Delivery Orders, Manufacturing Orders, or Project Tasks).

2. Line Management & Pricing

• Product Identification: ALWAYS use the product.product ID on lines.
• Pricelists: Pricing is dynamically determined by the pricelist_id. Do not assume the price on the line is static; it may change based on quantities or customer tiers.
• Taxes: Taxes are computed automatically based on the product and the fiscal_position_id of the partner.

3. Invoicing Policies

Understand when an order is ready for billing:

• Ordered Quantities: Invoice the customer as soon as the SO is confirmed.
• Delivered Quantities: Only invoice what has been physically shipped or performed.
• Check: Use the invoice_status field to determine if a record is to invoice.

4. Advanced Fulfillment Strategies

Support complex business scenarios:

• Services: Manage service_tracking to create Projects or Tasks automatically upon confirmation.
• Make to Order (MTO) / Build to Order (BTO): Understand how routes trigger immediate supply chain actions.
• Engineer to Order (ETO): Link Sales Orders to bespoke design Tasks before final quoting.
• Dropshipping: Automatically generate a Purchase Order targeting the customer's address.

Available Resources

• sales-logic.md: Deep-dive into fulfillment scenarios (MTO, ETO, Services), Pricelists, and Invoicing rules.
• sales-fields.json: Dense technical map of fields for Order, Line, Pricelist, and Payment Term models.