Sales & eCommerce Training Fundamentals¶

Welcome to the Sales & eCommerce Training Fundamentals course. This course teaches you the concepts, terminology, and best practices for selling processed inventory and weighted materials at Scott Recycling -- from creating listings and managing sales channels to processing orders and generating invoices.

Estimated Time: 1.5 hours Audience: Sales Staff, eCommerce Managers, Listing Managers Last Updated: February 2026

Course Overview¶

Lesson	Topic	Time
1	Sales at Scott Recycling	10 min
2	General Sales Module	20 min
3	Multi-Channel eCommerce	15 min
4	Weighted Sales Lists	20 min
5	Website Store & Quote Requests	10 min
6	Order Processing & Invoicing	15 min

After completing this course, move to the Sales Sandbox Workout for hands-on practice.

Lesson 1: Sales at Scott Recycling (10 min)¶

Learning Objectives¶

Understand the four primary sales channels
Know what types of inventory flow through each channel
See how the sales process connects to warehouse operations

The Four Sales Channels¶

Scott Recycling sells through four primary channels, each with its own tools and workflows:

Channel	What It Sells	Tool in Odoo
General Sales	Non-computer items -- electronics, clothing/PPE, vehicles, tools, furniture, raw materials	General Sales module
Multi-Channel eCommerce	Processed computers and electronics -- listed on eBay, Amazon, Walmart, and the website	Multi-Channel eCommerce module
Weighted Sales Lists	Bulk materials by weight -- plastics, metals, e-waste, plus reusable items	Sales Lists module
Website Store	General sale items displayed on scottrecycling.com/shop with a Request-a-Quote system	Online Store (auto-synced from General Sales)

How Sales Connects to the Warehouse¶

The sales team depends entirely on the warehouse:

Warehouse processes items → Sales lists and sells them → Warehouse ships them

Items must be fully processed in Inventory Processing before they can be listed in eCommerce
Weighted materials must be received in Weighted Receiving before they can be added to a sales list
Shipping containers must be packed and verified before orders can ship

This means accurate processing, correct grading, good photos, and proper weights directly impact how quickly and profitably items sell.

Who Does What¶

Role	Responsibilities
Listing Manager	Creates general sale listings, sets pricing, uploads photos, publishes to platforms
eCommerce Manager	Manages multi-channel listings, monitors orders, handles repricing
Sales Staff	Creates and manages weighted sales lists, handles quote requests, processes orders
Shipping Staff	Creates manifests, packs containers, coordinates carrier pickup

Lesson 2: General Sales Module (20 min)¶

Learning Objectives¶

Navigate the General Sales module
Create a new listing with pricing and photos
Understand item statuses and the sales lifecycle
Use listing templates

What Is General Sales?¶

The General Sales module manages non-computer items for sale. These include electronics (non-computer), clothing/PPE, vehicles, raw materials, tools, furniture, and office supplies. Items are listed with pricing for multiple channels and tracked through the sales lifecycle.

Navigation: General Sales (in the main Odoo menu)

The Items List¶

When you open General Sales, you see all items with their status, pricing, and sales channel information:

Column	What It Shows
Date Added	When the item was entered
Status	Current status (Ready to List, Listed, Sold, etc.)
Category	Item type (Electronics, Clothing/PPE, Furniture, etc.)
Item	Item description
ID/Serial	Tracking identifier
Brand/Manufacturer	Brand name
Condition	Good/Used, New/Unused, etc.
Photos	Number of photos attached
eBay $	eBay listing price
Amazon $	Amazon listing price
Store $	In-store/website price
Sold Channel	Where it sold
Sold $	Final sale price

Creating a New Listing¶

Open General Sales
Click Add Items in the top menu (or click New)
Select the Category (Electronics, Furniture, Tools/Equipment, etc.)
Enter the item description, brand, and condition
Set pricing for each channel:
- eBay $ -- your eBay listing price
- Amazon $ -- your Amazon listing price
- Store $ -- the website store price
Add photos -- good photos sell items faster
Click Save -- the status is set to "Ready to List"

Item Status Lifecycle¶

Ready to List → Listed → Sold

Status	Meaning
Ready to List	Item is entered with pricing and photos but not yet published
Listed	Item is published and available for sale on one or more channels
Sold	Item has been purchased -- record the channel and sale price

Listing Templates¶

Templates define default pricing, eBay categories, and listing patterns for each item type. This saves time when listing similar items.

Navigation: General Sales --> Listing Templates

Available categories:

Electronics (Non-Computer)
Clothing/PPE
Vehicle/Truck
Raw Materials/Scrap
Tools/Equipment
Office Supplies
Furniture
Other/Miscellaneous

Pricing Best Practices¶

Practice	Why It Matters
Research comparable items	Price competitively against similar listings on each platform
Set different prices per channel	eBay buyers expect different pricing than Amazon or direct buyers
Include shipping in your calculation	Factor in shipping costs when setting the price
Update prices regularly	Stale listings at old prices can sit unsold or sell below market

Photos Sell Items

Items with clear, well-lit photos sell significantly faster. Take photos from multiple angles. Show any damage or wear honestly -- it builds buyer trust and reduces returns.

Lesson 3: Multi-Channel eCommerce (15 min)¶

Learning Objectives¶

Understand the four marketplace platforms
Know how to list an item across multiple channels
Understand inventory synchronization
Check order status from all channels

What Is Multi-Channel eCommerce?¶

The Multi-Channel eCommerce module lets you list processed electronics (laptops, desktops, phones, tablets) for sale across multiple platforms from a single interface. It handles listings, orders, analytics, repricing, and synchronization.

Navigation: Multi-Channel eCommerce (in the main Odoo menu)

Supported Platforms¶

Platform	Listing Types	Notes
eBay	Auction and fixed-price	Largest audience for used electronics
Amazon	Marketplace listings	Higher trust, stricter requirements
Walmart	Walmart Marketplace	Growing platform for refurbished goods
Website	scottrecycling.com storefront	Direct sales, no platform fees

How It Works¶

Items are processed in Inventory Processing (graded, specs entered, photos taken)
Processed items appear in the Browse Inventory view in Multi-Channel eCommerce
You open an item, set pricing for each platform, and publish the listing
The system syncs inventory across all channels -- when an item sells on one platform, it is removed from the others
Orders from all platforms appear in a single Orders view

Key Features¶

Feature	What It Does
Multi-platform listing	Create once, publish to multiple platforms
Automated sync	Inventory and pricing sync across all channels in real-time
Repricing	Automatic price adjustments to stay competitive
Unified orders	All orders from all channels in one view
Analytics	Sales performance metrics by platform, category, and time period

The Listing Workflow¶

Find the item in Browse Inventory
Click the item to open the listing form
Set pricing for each platform
Add or review photos and descriptions
Select which platforms to list on
Click Publish

Process First, Then List

Items must be fully processed in Inventory Processing -- with grade, specs, and photos -- before they appear in Multi-Channel eCommerce. If you do not see an item, check whether it has been processed.

Order Processing¶

When an item sells on any platform:

The order appears in Orders
Confirm the order
Package and ship via the Shipping module
Mark as shipped -- tracking info syncs back to the platform automatically

Lesson 4: Weighted Sales Lists (20 min)¶

Learning Objectives¶

Create a weighted sales list for a customer
Add both weighted and reusable items to a list
Understand the list status workflow
Know how generation rules automate list creation

What Are Weighted Sales Lists?¶

Weighted Sales Lists combine weighted materials and reusable items into a single customer-facing list. They are the primary tool for selling bulk materials to regular customers.

Navigation: Sales Lists (in the main Odoo menu)

The Sales List Workflow¶

Draft → Pending → Confirmed → Sold

Status	Meaning
Draft	List is being built -- items can be added or removed freely
Pending	List is complete and awaiting review or approval
Confirmed	List is approved -- ready for sales order creation
Sold	Sales order has been created and fulfilled

Creating a Sales List¶

Navigate to Sales Lists --> Sales Lists
Click New
Select the Customer
The List Date auto-fills with today
Save -- the list is created in Draft status

Adding Items¶

Sales lists support polymorphic line items -- each line can be either a weighted material or a reusable item.

Open the sales list
Go to the Line Items tab
Click Add a line
Select the Item Type:
- Weighted -- select a weighted inventory item (tracked by WGT barcode)
- Reusable -- select a reusable inventory item (tracked by serial number)
The Product, Description, and other fields auto-fill from the item record
Adjust the Price Unit if needed
The Subtotal computes automatically
Repeat for additional items

One-Click Workflows¶

From a confirmed sales list, several actions are available with a single click:

Action	What It Does
Create Sales Order	Generates an Odoo sales order from the list, linking products, quantities, and pricing
Create Manifest	Creates a shipping manifest for delivery tracking
Create Invoice	Generates an invoice from the shipping manifest

Generation Rules¶

Generation rules automate sales list creation for regular customers. When enough items accumulate to meet configured thresholds, the system automatically creates a draft sales list.

Navigation: Sales Lists --> Generation Rules

Rule Field	What It Controls
Customer	Which customer the rule applies to
Item Count Minimum	Create a list when this many items are available
Value Minimum	Create a list when total value exceeds this amount
Box Count	Create a list when this many boxes are ready
Product Category Filter	Only include items from specific categories
Active	Toggle to enable or disable the rule

Set Up Rules for Regular Customers

If a customer buys the same type of material on a recurring basis, set up a generation rule. The system will automatically create draft lists when enough inventory accumulates, saving you from manually checking stock levels.

Lesson 5: Website Store & Quote Requests (10 min)¶

Learning Objectives¶

Understand how items appear on the website store
Know the quote request workflow
Handle incoming quote requests

The Website Store¶

The online store at scottrecycling.com/shop sells general sale items. Products are automatically published from the General Sales module when marked for store listing -- there is no separate publishing step.

When a general sale item has listed_on_store set to True:

Title, description, photos, and price sync to the website automatically
A condition badge displays (New, Like New, Fair, For Parts)
The item appears under its product category

Product Categories on the Store¶

Category	Examples
Vehicles	Trucks, forklifts, trailers
Furniture	Desks, chairs, shelving
Office Supplies	Filing cabinets, whiteboards
Clothing	PPE, uniforms, safety gear
Tools/Equipment	Power tools, hand tools, industrial equipment
Electronics	Non-computer electronics, monitors, peripherals
Raw Materials	Scrap metal, plastics, bulk commodities

Quote Requests¶

For B2B buyers and high-value items, the store includes a Request a Quote button. When a buyer submits a quote request, it creates a record in Odoo that follows this workflow:

New → Quoted → Accepted / Declined

Status	What to Do
New	Review the request, research pricing, prepare a quote
Quoted	Quote has been sent to the buyer -- wait for their response
Accepted	Click Create Sale Order to generate a sales order automatically
Declined	Buyer declined or request was closed

Handling Quote Requests¶

Open E-commerce Enterprise --> Quote Requests
Click a new request to see buyer info, product, quantity, and message
Research appropriate pricing
Send the quote to the buyer
Update the status as you progress

Check Quote Requests Daily

B2B quote requests often represent high-value opportunities. A fast response can be the difference between winning and losing the sale. Check the queue at least once per day.

Lesson 6: Order Processing & Invoicing (20 min)¶

Learning Objectives¶

Process a sales order from creation to fulfillment
Create and manage shipping manifests
Generate invoices from completed orders

Sales Orders¶

Sales orders are created from several sources:

Source	How It Creates a Sales Order
Weighted Sales List	Click "Create Sales Order" on a confirmed list
Quote Request	Click "Create Sale Order" on an accepted quote
Multi-Channel eCommerce	Automatically created when an item sells on a platform
Manual	Created directly in the Sales module for special situations

The Sales Order Lifecycle¶

Draft → Confirmed → Shipped → Invoiced

Draft -- order is created, line items and pricing can be adjusted
Confirmed -- order is locked in, warehouse is notified to prepare shipment
Shipped -- items have been packed and sent via carrier
Invoiced -- invoice has been generated and sent to the customer

Shipping Manifests¶

Shipping manifests track the physical shipment of sold materials to customers. They are created from sales lists and follow their own workflow.

Navigation: Sales Lists --> Shipping Manifests

Manifest Workflow¶

Draft → Confirmed → Shipped → Delivered

Status	Meaning
Draft	Manifest is being prepared -- items and carrier can be edited
Confirmed	Manifest is finalized and ready for carrier pickup
Shipped	Carrier has picked up the shipment -- tracking is active
Delivered	Customer has received the shipment

Creating a Manifest¶

Open a confirmed or sold sales list
Click Create Manifest
A new shipping manifest is created in Draft status
Enter the Carrier and Tracking Number
Click Confirm when the manifest is ready
Click Mark Shipped when the carrier picks up
Click Mark Delivered when the customer confirms receipt

Printing a Manifest¶

Click Print Manifest to download a PDF with all shipment details, line items, and weights. Include the printed manifest with the physical shipment.

Invoicing¶

Invoices can be generated from shipping manifests or sales orders:

Open the shipping manifest or sales order
Click Create Invoice
Review the invoice details (customer, line items, amounts)
Confirm and send the invoice to the customer

Track Everything from One Place

Use the stat buttons on the sales list form to navigate between the sales list, its sales order, shipping manifest, and invoice. Everything is linked so you can trace the full lifecycle from a single record.

What's Next?¶

Now that you understand the concepts, it is time to practice:

Sales Sandbox Workout -- Hands-on exercises in the training sandbox
General Sales Guide -- Detailed reference for the General Sales module
Multi-Channel eCommerce Guide -- Detailed reference for marketplace listings
Weighted Sales Lists Guide -- Detailed reference for sales lists
Online Store Guide -- Detailed reference for the website store

Quick Reference¶

Common Tasks¶

Task	Where to Go	Key Steps
Add a new general sale item	General Sales --> Add Items	Select category, enter details, set pricing, add photos, save
List an item for sale	General Sales --> Open item	Review pricing/photos, change status to Listed
List on a marketplace	Multi-Channel eCommerce --> Browse Inventory	Find item, set pricing, select platforms, publish
Create a weighted sales list	Sales Lists --> New	Select customer, add weighted/reusable items, set prices
Confirm a sales list	Sales Lists --> Open list	Review items, click Pending, then Confirm
Create a sales order from a list	Sales Lists --> Open confirmed list	Click "Create Sales Order"
Handle a quote request	E-commerce Enterprise --> Quote Requests	Review request, send quote, update status
Create a shipping manifest	Sales Lists --> Open sold list	Click "Create Manifest", enter carrier/tracking, confirm
Generate an invoice	Shipping Manifest or Sales Order	Click "Create Invoice", review, confirm

Sales Channel Quick Guide¶

Channel	Best For	Module
eBay	Used electronics, one-off items	Multi-Channel eCommerce
Amazon	Refurbished electronics, higher volume	Multi-Channel eCommerce
Walmart	Refurbished goods, growing audience	Multi-Channel eCommerce
Website Store	General items, B2B quote requests	General Sales (auto-syncs)
Weighted Sales Lists	Bulk materials, regular customers	Sales Lists

Sales List Statuses¶

Status	Meaning	Available Actions
Draft	Building the list	Add/remove items
Pending	Ready for review	Review and confirm
Confirmed	Approved	Create sales order, create manifest
Sold	Order created	Create invoice, track shipment