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Sales Sandbox Workout

Before You Start

Practice Sandbox

Open Training Sandbox

Username Password Role
sales1 sales1 Sales Staff
manager1 manager1 Manager

This is a safe practice environment. Nothing you do here affects real data.

The sandbox resets periodically from a fresh copy, so do not worry about "breaking" anything. The General Sales, Multi-Channel eCommerce, Sales Lists, and Shipping modules are pre-installed and ready to use.

Prerequisite

Complete the Sales & eCommerce Training Fundamentals course first, or at least skim it. These exercises assume you understand the concepts.

Training Path Overview

Complete these exercises in order. Each one builds on the previous. Plan for about 2 hours total.

# Exercise What You'll Practice Time
1 Create a General Sale Listing New item, add photos, set price, list on store 15 min
2 Post to a Marketplace Select item, choose platform, publish 15 min
3 Create a Weighted Sales List New list, add weighted items, add reusable items, confirm 20 min
4 Handle a Quote Request Review request, create sale order, confirm 15 min
5 Create a Shipping Manifest From sales list, add shipping details, mark shipped 15 min
6 Review Sales Analytics Navigate dashboards, check listings 10 min

Exercise 1: Create a General Sale Listing (15 min)

Goal: Create a new general sale item with full details, pricing, and photos, then mark it ready for the store.

Steps

  1. Log in at the sandbox URL as sales1 / sales1
  2. From the main Odoo dashboard, find and click the General Sales app icon
  3. Click Add Items in the top menu (or click the New button)
  4. Fill in the following:
Field Value
Category Electronics (Non-Computer)
Item Description Samsung 27" LED Monitor — Model LS27A
ID/Serial MON-2026-001
Brand/Manufacturer Samsung
Condition Good/Used
  1. Set pricing for each channel:
Channel Price
eBay $ 89.99
Amazon $ 94.99
Store $ 79.99
  1. If the form has a photo upload area, attach an image (any image will do for practice)
  2. Click Save
  3. Verify the status shows Ready to List

List It on the Store

  1. Open the item you just created
  2. Look for the listed_on_store toggle or checkbox
  3. Set it to True (or check the box)
  4. Save -- the item would now appear on scottrecycling.com/shop in a production environment

Create a Second Listing

Create another general sale item on your own:

Field Value
Category Tools/Equipment
Item Description DeWalt 20V Cordless Drill Kit — DCD771C2
ID/Serial TOOL-2026-001
Brand/Manufacturer DeWalt
Condition New/Unused
eBay $ 129.99
Amazon $ 134.99
Store $ 119.99

Checkpoint

  • Did you create two general sale items?
  • Did each item have a category, description, brand, condition, and pricing?
  • Did you mark at least one item for the store?
  • Do you understand the difference between eBay, Amazon, and Store pricing?

Exercise 2: Post to a Marketplace (15 min)

Goal: Take a processed item and publish it to a marketplace platform through the Multi-Channel eCommerce module.

Steps

  1. From the main Odoo dashboard, find and click Multi-Channel eCommerce
  2. You should see the Browse Inventory view showing items that have been processed in Inventory Processing
  3. If items are available, click one to open the listing form
  4. Review the item details:
    • Verify the specs are correct
    • Check that photos are attached
    • Review the description
  5. Set pricing for the platforms you want to list on:
Platform Price
eBay (set a competitive price)
Amazon (set a competitive price)
Website (set a competitive price)
  1. Select which platforms to publish to (check the ones you want)
  2. Click Publish (or the equivalent action to make the listing live)

Explore the Module

  1. Click Listings in the top menu to see all active listings
  2. Click Orders to see any incoming orders from platforms
  3. Click Analytics to see sales performance data
  4. Click Repricing to see automated pricing tools

Think About

  • Why might you set different prices for eBay vs. Amazon vs. the website?
  • What happens if an item sells on eBay -- does it automatically delist from Amazon?
  • How would you handle an item that is not showing up in Browse Inventory?

Checkpoint

  • Did you open the Multi-Channel eCommerce module?
  • Did you review an item's listing details?
  • Did you set pricing for at least one platform?
  • Did you explore the Listings, Orders, and Analytics menus?

Exercise 3: Create a Weighted Sales List (20 min)

Goal: Create a new sales list for a customer, add both weighted materials and reusable items, and advance it through the workflow.

Steps

  1. From the main Odoo dashboard, find and click Sales Lists
  2. Click New to create a new sales list
  3. Select a Customer from the dropdown (choose any available customer)
  4. The List Date auto-fills with today -- leave it
  5. Click Save -- the list is created in Draft status

Add Weighted Items

  1. Click the Line Items tab
  2. Click Add a line
  3. Set Item Type to Weighted
  4. Select a weighted inventory item from the Weighted Item dropdown (items must exist in Weighted Receiving)
  5. The Product, Description, and weight fields should auto-fill
  6. Adjust the Price Unit if needed
  7. Verify the Subtotal calculates correctly
  8. Add at least one more weighted item

Add Reusable Items

  1. Click Add a line again
  2. Set Item Type to Reusable
  3. Select a reusable inventory item from the Reusable Item dropdown
  4. Adjust the Price Unit as needed
  5. Verify the subtotal

Advance the List

  1. Review all line items -- verify quantities, prices, and subtotals
  2. Check the Totals section at the bottom to see the combined list value
  3. Click Pending to advance the status (indicating the list is complete and ready for review)
  4. Review the list one more time
  5. Click Confirm to advance to Confirmed status

Think About

  • What is the difference between weighted and reusable items on a sales list?
  • Why do we have a Draft --> Pending --> Confirmed workflow instead of just creating the list and confirming it immediately?
  • How does the Totals section help you verify the list before sending it to the customer?

Checkpoint

  • Did you create a new sales list for a customer?
  • Did you add at least two weighted items?
  • Did you add at least one reusable item?
  • Did you advance the list to Confirmed status?
  • Did you verify the totals?

Exercise 4: Handle a Quote Request (15 min)

Goal: Review an incoming quote request from the website store, respond to the buyer, and convert it to a sales order.

Steps

  1. Navigate to E-commerce Enterprise (or look for the Quote Requests menu)
  2. Click Quote Requests
  3. If there are existing quote requests, open one to explore

  4. If no requests exist, create a simulated one by noting what the form would look like:

    Field Example Value
    Name John Smith
    Email john@example.com
    Phone (555) 123-4567
    Company Smith Manufacturing
    Product (a general sale item)
    Quantity 3
    Message "Interested in purchasing 3 units. Can you offer a bulk discount?"

  5. Review the request details:

    • Who is the buyer?
    • What product are they interested in?
    • What quantity?
    • Any special requirements in the message?
  6. If a quote request is available, update its status to Quoted
  7. Click Create Sale Order to convert the accepted quote into a draft sales order
  8. Review the generated sales order -- verify the customer, product, quantity, and pricing
  9. Confirm the sales order

Think About

  • How quickly should you respond to a quote request? Aim for the same business day.
  • What factors would you consider when setting a bulk discount price?
  • When would you decline a quote request?

Checkpoint

  • Did you find the Quote Requests section?
  • Did you review a quote request's details (buyer info, product, quantity)?
  • Did you understand the New --> Quoted --> Accepted workflow?
  • Did you create a sales order from a quote (or understand the process)?

Exercise 5: Create a Shipping Manifest (15 min)

Goal: Create a shipping manifest from a confirmed sales list, add carrier and tracking details, and advance it through the shipping workflow.

Steps

  1. Navigate to Sales Lists --> Sales Lists
  2. Open the sales list you confirmed in Exercise 3 (or any confirmed/sold list)
  3. Click Create Manifest -- a new shipping manifest is created in Draft status
  4. The manifest opens with the customer and items pre-populated from the sales list
  5. Fill in the shipping details:
Field Value
Carrier UPS (or any carrier name)
Tracking Number 1Z999AA10123456784 (example)
  1. Review the manifest:
    • Verify the customer is correct
    • Check the line items match the sales list
    • Verify the total weight
  2. Click Confirm to finalize the manifest
  3. Click Mark Shipped to record that the carrier has picked up the shipment
  4. (Optional) Click Print Manifest to see the PDF output

Explore the Manifests List

  1. Navigate to Sales Lists --> Shipping Manifests
  2. View the list of all manifests
  3. Note the status column -- you should see your manifest in "Shipped" status
  4. Try filtering by status to see only shipped or delivered manifests

Think About

  • Why is it important to enter the tracking number? It lets the customer and the sales team track the shipment.
  • What would you do if you need to ship a single sales list in multiple shipments (e.g., some items ship today, others next week)?
  • When would you mark a manifest as "Delivered"?

Checkpoint

  • Did you create a shipping manifest from a sales list?
  • Did you enter carrier and tracking information?
  • Did you advance the manifest through Confirmed and Shipped statuses?
  • Can you find your manifest in the Shipping Manifests list?

Exercise 6: Review Sales Analytics (10 min)

Goal: Navigate to the sales analytics dashboards and understand what information is available.

Steps

  1. Go to General Sales --> All Items (list view)
  2. Try filtering and grouping:
    • Filter by Status -- show only "Listed" items to see what is currently for sale
    • Filter by Category -- see how many items are in each category
    • Group By --> Category -- see items grouped by type
    • Group By --> Status -- see the breakdown of Ready to List, Listed, and Sold
  3. Now go to Multi-Channel eCommerce --> Analytics
  4. Explore the available views:
    • Sales by platform -- which channels are performing best?
    • Sales by category -- what types of items sell most?
    • Sales by time period -- are sales trending up or down?
  5. Check the Listing History in General Sales to see historical listing data
  6. Go to Sales Lists --> Sales Lists and try:
    • Filtering by status to see lists in different stages
    • Sorting by customer to see sales patterns

Key Questions to Answer

Use the analytics to answer these questions (even if the sandbox has limited data):

  • Which sales channel has the most active listings?
  • What is the most common item category?
  • Are there items that have been in "Ready to List" status for a long time? (These may need pricing adjustments or better photos.)
  • How many sales lists are currently in Draft vs. Confirmed vs. Sold?

Checkpoint

  • Did you filter and group items in General Sales?
  • Did you explore the Multi-Channel eCommerce Analytics section?
  • Did you review the Sales Lists by status?
  • Can you identify which channels and categories have the most activity?

Wrap-Up Checklist

By completing this workout, you should be comfortable with:

  • Creating general sale listings with pricing, photos, and store publishing
  • Navigating the Multi-Channel eCommerce module and posting to marketplaces
  • Creating weighted sales lists with both weighted and reusable items
  • Handling quote requests from the website store
  • Creating shipping manifests with carrier and tracking information
  • Reviewing sales analytics across channels and categories

What's Next?

Resource Description
Sales & eCommerce Fundamentals Review concepts and terminology anytime
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 and manifests
Online Store Guide Detailed reference for the website store

Need Help?

Contact your supervisor or the sales team lead if you have questions about pricing, listings, or order processing. For system issues, submit a helpdesk ticket or reach out to the IT team.