odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/acquire_leads/send_quotes.md

@@ -0,0 +1,223 @@
+---
+title: "Create and send quotations"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/acquire_leads/send_quotes.html"
+---
+
+==========================
+# Create and send quotations
+
+Once a qualified lead has been converted into an opportunity, the next step is to create and deliver
+a quotation. This process can be easily handled through Odoo's *CRM* application.
+
+# Create a new quotation
+
+To create a new quotation, open the :menuselection:`CRM app`, revealing the :guilabel:`Pipeline`
+page on the main *CRM* dashboard.
+
+From here, click on any opportunity to open it. Review the existing information and update any
+fields, if necessary.
+
+> **note**:
+>    If a quotation has already been created for this opportunity, it can be found by clicking on the
+   :guilabel:`Quotations` smart button at the top of the top of the form. The number of existing
+   quotations is listed on the smart button, as well.
+
+At the top-left of the form, click the :guilabel:`New Quotation` button.
+
+.. image:: send_quotes/send-quotes-new-button.png
+   :align: center
+   :alt: Qualified lead form with New Quotation button emphasized.
+
+> **important**:
+>    The **Sales** application **must** be installed for the :guilabel:`New Quotation` button to
+   appear.
+
+> **important**:
+>    The :guilabel:`Customer` field is **not** required on the opportunity form.
+
+   However, customer information must be added or linked before a quotation can be sent. If the
+   :guilabel:`Customer` field is left blank on the opportunity, clicking the :guilabel:`New
+   Quotation` button opens a pop-up window with the following options:
+
+   - :guilabel:`Create a new customer`: creates a new customer record, using any available
+     information provided on the opportunity form.
+   - :guilabel:`Link to an existing customer`: opens a drop-down field with existing customer names.
+     Select a name to link this new quotation to an existing customer record.
+   - :guilabel:`Do not link to a customer`: the quotation will **not** be linked to a customer, and
+     no changes are made to the customer information.
+
+Once this button is clicked, a new quotation form appears. Confirm the information in the top half
+of the form, and update any missing or incorrect fields:
+
+- :guilabel:`Customer`: the company or contact for whom this quotation was created.
+- :guilabel:`Referrer`: if this customer was referred by another customer or contact, select it from
+  the drop-down menu in this field.
+- :guilabel:`Invoice Address`: physical address where the invoice should be sent.
+- :guilabel:`Delivery Address`: physical address where any products should be delivered.
+- :guilabel:`Quotation Template`: if applicable, select a pre-configured :doc:`quotation template
+  <../../sales/sales_quotations/quote_template>` from this field.
+- :guilabel:`Expiration`: date when this quotation is no longer valid.
+- :guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation date of confirmed
+  orders. Note that this field is only visible if :doc:`Developer mode (debug mode)
+  </applications/general/developer_mode>` is active.
+- :guilabel:`Recurring Plan`: if this quotation is for a recurring product or subscription, select
+  the recurring plan configuration to be used.
+- :guilabel:`Pricelist`: select a pricelist to be applied to this order.
+- :guilabel:`Payment Terms`: select any applicable payment terms for this quotation.
+
+.. image:: send_quotes/send-quotes-new-quotation.png
+   :align: center
+   :alt: Qualified lead form with New Quotation button emphasized.
+
+> **tip**:
+>    The :guilabel:`Expiration` field automatically populates based on the creation date of the
+   quotation, and the default validity time frame.
+
+   To update the default validity time frame, navigate to :menuselection:`Sales app -->
+   Configuration --> Settings --> Quotations & Orders` and update the :guilabel:`Default Quotation
+   Validity` field. To disable automatic expiration, enter `0` in this field.
+
+   When the desired changes are complete, click :guilabel:`Save`.
+
+   When using a quotation template, the expiration date is based off of the :guilabel:`Quotation
+   Validity` field on the template. To alter the validity date computation on a template, go to
+   :menuselection:`Sales app --> Configuration --> Sales Orders --> Quotation Templates`.
+
+   Then, click on a template to open it, and update the number in the :guilabel:`Quotation Validity`
+   field.
+
+## Order lines
+
+After updating the customer, payment, and deadline information on the new quotation, the
+:guilabel:`Order Lines` tab can be updated with the appropriate product information.
+
+To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab.
+
+Next, type the name of an item into the :guilabel:`Product` field to search through the product
+catalog. Then, select a product from the drop-down menu, or create a new one by selecting
+:guilabel:`Create` or :guilabel:`Create and Edit`.
+
+After selecting a product, update the :guilabel:`Quantity`, if necessary. Confirm the information in
+the remaining fields.
+
+To remove a line from the quotation, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon.
+
+To organize products into sections click :guilabel:`Add a section` and type a name for the section.
+Then, click the :icon:`oi-draggable` :guilabel:`(drag)` icon to the left of the name and drag to
+move the section to the appropriate location. Move each product using the same method to finish
+organizing the quotation order lines.
+
+.. image:: send_quotes/product-sections.png
+   :align: center
+   :alt: Categories are used to create separate sections on the order lines of a quote.
+
+### Product catalog
+
+To quickly add numerous products to the quotation, click the :guilabel:`Catalog` button to open the
+product catalog.
+
+All products in the database are listed as cards and can be sorted in the left panel by
+:guilabel:`Product Category` and :guilabel:`Attributes`.
+
+.. image:: send_quotes/product-catalog.png
+   :align: center
+   :alt: The product catalog displays all products as cards.
+
+To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on the product card.
+Set the quantity of the item using the :icon:`fa-plus` :guilabel:`(add)` or :icon:`fa-minus`
+:guilabel:`(subtract)` buttons, or type the quantity in the number field between the two buttons.
+To remove an item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product card.
+
+.. image:: send_quotes/set-quantity.png
+   :align: center
+   :alt: The purple add and subtract buttons are used to set the quantity of an item.
+
+Once all product quantities are set, click the :guilabel:`Back to Quotation` button to return to the
+quotation. The items selected in the product catalog now appear in the :guilabel:`Order Lines` tab.
+
+# Preview and send quotation
+
+To see a preview of the quotation as the customer will see it, click the :guilabel:`Preview` button.
+Doing so opens a preview in the :guilabel:`Customer Portal`.
+
+After reviewing the customer preview, click :guilabel:`Return to edit mode` to return to the
+quotation form in the backend.
+
+When the quotation is ready to deliver to the customer, click the :guilabel:`Send by Email` button.
+
+Doing so opens a pop-up window with a pre-configured email message. Information from the quotation,
+including the contact information, total cost, and quotation title are be imported from the
+quotation.
+
+A PDF of the quotation is added as an attachment to the email.
+
+> **note**:
+>    A pre-loaded template is used to create the email message. To alter the template, click the
+   internal link to the right of the :guilabel:`Load template` field, located at the bottom of the
+   email pop-up window.
+
+   To select a new template, select an option from the :guilabel:`Load template` drop-down menu.
+
+Proceed to make any necessary changes to the email, then click :guilabel:`Send`. A copy of the
+message is added to the *Chatter* of the of the record.
+
+After a quotation is sent, the originating opportunity's :guilabel:`Quotations` smart button updates
+with a new count. This quotation, and all other quotations can be accessed through this smart
+button at the top of the opportunity in the *CRM* app.
+
+Any quotations attached to the opportunity that are confirmed, and have therefore been converted to
+sales orders, will be deducted from the number listed on the :guilabel:`Quotations` smart button.
+Instead, the value of the sales order will appear in the :guilabel:`Orders` smart button located in
+the same control panel.
+
+# Mark an opportunity won or lost
+
+In order to keep the pipeline up to date and accurate, opportunities need to be identified as *won*
+or *lost* once a customer has responded to a quotation.
+
+To mark an opportunity as *won* or *lost*, return to the opportunity using the breadcrumbs at the
+top-left of the quotation form. Or navigate to :menuselection:`CRM app --> Sales --> My Pipeline`
+and click on the correct opportunity to open it.
+
+At the top-left of the form, click on either the :guilabel:`Won` or :guilabel:`Lost` button.
+
+If the opportunity is marked *won*, a green :guilabel:`Won` banner is added to the record, and it is
+moved to the :guilabel:`Won` stage.
+
+Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a :guilabel:`Mark Lost`
+pop-up window, where a :guilabel:`Lost Reason` can be entered.
+
+From the :guilabel:`Lost Reason` drop-down field, choose an existing lost reason. If no applicable
+reason is available, create a new one by entering it into the :guilabel:`Lost Reason` field, and
+clicking :guilabel:`Create`.
+
+> **tip**:
+>    It's best practice to try and use pre-configured :guilabel:`Lost Reason` values as much as
+   possible or to limit the creation of new values only to sales team leads. Using consistent values
+   for this parameter will make pipeline analysis easier and more accurate when filtering for the
+   :guilabel:`Lost Reason` parameter.
+
+   To set up new values for this field, navigate to :menuselection:`CRM --> Configuration --> Lost
+   Reasons`, and click both :guilabel:`New` and :guilabel:`Save` for each new entry added to the
+   list.
+
+Additional notes and comments can be added in the :guilabel:`Closing Note` field.
+
+When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
+:guilabel:`Mark as Lost`.
+
+Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and Odoo returns to the
+opportunity form, where a new red :guilabel:`Lost` banner is now present in the upper-right corner
+of the opportunity.
+
+Once an opportunity is marked as *lost*, it is no longer considered active, and it is removed from
+the pipeline.
+
+In order to view a *lost* opportunity from the pipeline, click the :guilabel:`down arrow icon` to
+the right of the search bar, and select either :guilabel:`Lost` or :guilabel:`Archived` from the
+drop-down menu that appears.
+
+> **important**:
+>    While opportunities that have been marked as *lost* are considered *Archived*, be advised that,
+   in order for an opportunity to be included as *lost* in reporting, it **must** be specifically
+   marked as *lost*, not *Archived*.

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/acquire_leads.md

@@ -0,0 +1,17 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/acquire_leads.html"
+---
+
+:nosearch:
+# 
+# Acquire leads
+
+.. toctree::
+   :titlesonly:
+
+   acquire_leads/convert
+   acquire_leads/opportunities_form
+   acquire_leads/email_manual
+   acquire_leads/send_quotes
+   acquire_leads/lead_mining

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/optimize/gamification.md

@@ -0,0 +1,154 @@
+---
+title: "CRM Gamification"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/optimize/gamification.html"
+---
+
+================
+# CRM Gamification
+
+In Odoo's *CRM* app, *gamification tools* provide the opportunity to evaluate and motivate users
+through customizable challenges, goals, and rewards. Goals are created to target actions within the
+*CRM* app, and can be tracked and rewarded automatically to participating sales teams.
+
+# Configuration
+
+To install the *CRM Gamification* module, navigate to the :menuselection:`Apps` application. Click
+into the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter.
+Type `CRM Gamification` to search.
+
+On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals
+and challenges related to the *CRM* and *Sales* applications.
+
+.. image:: gamification/gamification-module-install.png
+   :align: center
+   :alt: View of the gamification module being installed in Odoo.
+
+> **note**:
+>    If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is
+   automatically installed on the database.
+
+To access the *Gamification Tools* menu, first enable :ref:`developer-mode`.
+
+Next, navigate to :menuselection:`Settings app --> Gamification Tools`.
+
+.. image:: gamification/gamification-tools-menu.png
+   :align: center
+   :alt: View if the gamification tools menu in Odoo Settings.
+
+.. _crm/create-rewards:
+
+# Create badges
+
+*Badges* are awarded to users when they have completed a challenge. Different badges can be awarded
+based on the type of task completed, and can be issued to more than one user, depending on the time
+they accomplish the goal.
+
+To view the existing badges, or create a new one, navigate to :menuselection:`Settings -->
+Gamification Tools --> Badges`.
+
+.. image:: gamification/badges.png
+   :align: center
+   :alt: View of the badges page in Odoo.
+
+> **note**:
+>    Some badges can be awarded outside of challenges, as well. Select the Kanban card for the desired
+   badge, then click :guilabel:`Grant`. This opens a :guilabel:`Grant Badge` pop-up window. Select
+   a user from the :guilabel:`Who would you like to reward?` field.
+
+   Add any additional information regarding why the user is receiving the reward in the field below,
+   then click :guilabel:`Grant Badge`.
+
+To create a new badge, click :guilabel:`New` at the top-left of the page to open a blank form.
+Enter a name for the :guilabel:`Badge`, followed by a description.
+
+The :guilabel:`Allowance to Grant` field determines when a badge can be granted, and by whom:
+
+- :guilabel:`Everyone`: this badge can be manually granted by any user.
+- :guilabel:`A selected list of users`: this badge can only be granted by a select group of users.
+  If this option is selected, it generates a new field, :guilabel:`Authorized Users`. Choose the
+  appropriate users from this drop-down list.
+- :guilabel:`People having some badges`: this badge can only be granted by users who have already
+  been awarded a specific badge. If this option is selected it generates a new field,
+  :guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have
+  before they can award this badge to others.
+- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can
+  only be awarded through challenges.
+
+To limit the number of badges a user can send, tick the :guilabel:`Monthly Limited Spending`
+checkbox. This sets a limit on the number of times a user can grant this badge. In the
+:guilabel:`Limitation Number` field, enter the maximum number of times this badge can be sent per
+month, per person.
+
+.. image:: gamification/create-badge.png
+   :align: center
+   :alt: The details page for a new badge.
+
+.. _crm/create-challenge:
+
+# Create a challenge
+
+To create a challenge, navigate to to :menuselection:`Settings --> Gamification Tools -->
+Challenges`. Click :guilabel:`New` in the top-left corner to open a blank challenge form.
+
+At the top of the form, enter a :guilabel:`Challenge Name`.
+
+## Create assignment rules
+
+To assign the challenge to specific users, one or more assignment rules must be utilized.
+
+Click into the first field under :guilabel:`Assign Challenge to`, and select a parameter from the
+drop-down list to define the rule. Then, click into the next field to define the rule's operator. If
+necessary, click into the third field to further define the parameter.
+
+> **tip**:
+>    To include all users with permissions in the *Sales* app, create a rule with the following
+   parameters:
+
+   - :guilabel:`Groups`
+   - :guilabel:`is in`
+   - `Sales/User: Own Documents Only`
+
+   .. image:: gamification/assignation-rule.png
+     :align: center
+     :alt: View of the assignation rules section of a Challenge form.
+
+In the :guilabel:`Periodicity` field, select a time frame for goals to be automatically assessed.
+
+## Add goals
+
+Challenges can be based on a single goal, or can include multiple goals with different targets. To
+add a goal to the challenge, click :guilabel:`Add a line` on the :guilabel:`Goals` tab.
+
+In the :guilabel:`Goal Definition` field, choose a goal from the drop-down list. The
+:guilabel:`Condition` field automatically updates to reflect the condition set on the goal
+definition.
+
+> **tip**:
+>    The *CRM Gamification* module contains preconfigured goals geared towards salesteams:
+
+   - :guilabel:`New Leads`
+   - :guilabel:`Time to Qualify a Lead`
+   - :guilabel:`Days to Close a Deal`
+   - :guilabel:`New Opportunities`
+   - :guilabel:`New Sales Orders`
+
+Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`.
+
+Repeat these steps for each additional goal.
+
+.. image:: gamification/challenge-goals.png
+   :align: center
+   :alt: The goals tab of a challenge form.
+
+## Add rewards
+
+Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges <crm/create-rewards>` to be awarded
+:guilabel:`For 1st User` and :guilabel:`For Every Succeeding User` by selecting them from the
+drop-down lists.
+
+> **note**:
+>    Badges are granted when a challenge is finished. This is either at the end of a running period,
+   at the end date of a challenge, or when the challenge is manually closed.
+
+After setup is complete, click the :guilabel:`Start Challenge` button at the top-left of the page to
+begin the challenge.

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/optimize/lead_enrichment.md

@@ -0,0 +1,123 @@
+---
+title: "Lead enrichment"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/optimize/lead_enrichment.html"
+---
+
+===============
+# Lead enrichment
+
+*Lead enrichment* is a service that provides business information for a contact attached to a lead.
+Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for
+existing leads in an Odoo database.
+
+The information provided by lead enrichment can include general information about the business
+(including full business name and logo), social media accounts, :guilabel:`Company type`,
+:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of
+:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number,
+:guilabel:`Timezone`, and :guilabel:`Technologies Used`.
+
+> **note**:
+>    Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
+   Purchase)` features before deciding to purchase more credits for the database. This includes
+   demo/training databases, educational databases, and one-app-free databases.
+
+> **important**:
+>    The *leads* feature **must** be activated in the *CRM* settings page in order to use lead
+   enrichment. To access the *CRM* settings, navigate to :menuselection:`CRM app --> Configuration
+   --> Settings`. Under the :guilabel:`CRM` section activate the :guilabel:`Leads` option and click
+   :guilabel:`Save`.
+
+# Lead enrichment set up
+
+To set up lead enrichment in the *CRM* application, navigate to :menuselection:`CRM app -->
+Configuration --> Settings`. Then, under the :guilabel:`Lead Generation` section, tick the checkbox
+next to :guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on demand only` or
+:guilabel:`Enrich all leads automatically`. Click the :guilabel:`Save` button to activate the
+changes.
+
+.. image:: lead_enrichment/lead-enrichment-activate.png
+   :align: center
+   :alt: CRM lead generation settings page, with lead enrichment activation highlighted, and enrich
+         leads on demand only chosen.
+
+# Enrich leads
+
+Enrichment of leads is based on the domain of the email address of the customer set on the lead.
+There are two different ways that a lead can be enriched: *automatically* or *manually*.
+
+## Automatically enrich leads
+
+During set up, if :guilabel:`Enrich all leads automatically` was selected on the *CRM*
+:guilabel:`Settings` page, then no action needs to be taken by the user to enrich the lead. A
+scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a
+remote database is contacted.
+
+> **tip**:
+>    To access the cron that runs for the automatic lead enrichment, activate :ref:`developer mode
+   <developer-mode>`, and navigate to :menuselection:`Settings app --> Technical menu --> Automation
+   section --> Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click into the
+   result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any necessary adjustments. In the
+   :guilabel:`Execute Every` field, enter a value greater than, or equal to, five minutes.
+
+.. example::
+   The following is an example of lead enrichment data that has been autocompleted successfully:
+
+   .. image:: lead_enrichment/lead-enrichment-data.png
+      :align: center
+      :alt: Chatter showing lead enrichment data.
+
+## Manually enrich leads
+
+If the :guilabel:`Enrich leads on demand only` option was selected on the *CRM* :guilabel:`Settings`
+page, when activating :guilabel:`Lead Enrichment`, each lead that a user wishes to enrich **must**
+be manually enriched. This is achieved by clicking the :guilabel:`Enrich` button in the top menu of
+the lead.
+
+The same information will be retrieved at the same :abbr:`IAP (In-App Puchase)` credit cost (one per
+enrichment). This method of enrichment is useful when every lead does not need to be enriched, or
+cost is an issue.
+
+.. image:: lead_enrichment/manual-enrichment.png
+   :align: center
+   :alt: Manual enrich button feature highlighted on the CRM lead.
+
+> **tip**:
+>    Manually enrich leads in bulk using the *list* view. First, navigate to :menuselection:`CRM app
+   --> Leads`, and click the list view button (:guilabel:`☰ (three horizontal lines)` icon). Next,
+   tick the checkboxes for the leads that should be manually enriched. Finally, click the
+   :guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting drop-down menu. This
+   can also be achieved from the *My Pipeline* page. To do so, simply open the *CRM* app, or
+   navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. Either route reveals leads and
+   opportunities on the :guilabel:`Pipeline` page.
+
+# Pricing
+
+Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit.
+
+> **note**:
+>    See here for full pricing information: [Lead Generation by Odoo IAP
+   ](https://iap.odoo.com/iap/in-app-services/273).
+
+To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the
+:guilabel:`Lead Generation` section, under the :guilabel:`Lead Enrichment` feature, click on
+:guilabel:`Buy Credits`.
+
+.. image:: lead_enrichment/buy-lead-enrichment-credits-setting.png
+   :align: center
+   :alt: Buy credits from the lead enrichment settings.
+
+Credits and balances may also be purchased by navigating to the :menuselection:`Settings app`. In
+the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click on :guilabel:`View
+My Services`.
+
+.. image:: lead_enrichment/view-my-services-setting.png
+   :align: center
+   :alt: Buy credits in the Odoo IAP settings.
+
+.. seealso::
+   :doc:`../../../essentials/in_app_purchase`
+
+> **important**:
+>    When collecting a company's contact information, make sure to be aware of the latest EU
+   regulations. For more information about General Data Protection Regulation, refer to: [Odoo GDPR
+   ](http://odoo.com/gdpr)_.

package/payload/skills/odoo18-docs/references/docs/applications/sales/crm/optimize/partner_autocomplete.md

@@ -0,0 +1,84 @@
+---
+title: "Enrich contacts with partner autocomplete"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/crm/optimize/partner_autocomplete.html"
+---
+
+=========================================
+# Enrich contacts with partner autocomplete
+
+*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the
+new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one
+of the companies suggested in the drop-down menu. Instantly get valuable company information full of
+hard-to-find data for a desired company.
+
+> **important**:
+>    A company **cannot** already be manually entered in the *Contacts* application prior to enriching
+   it with data.
+
+The information provided by partner autocomplete can include general information about the business
+(including full business name and logo), social media accounts, :guilabel:`Company type`,
+:guilabel:`Founded` information, :guilabel:`Sectors` information, the number of
+:guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number,
+:guilabel:`Timezone`, and :guilabel:`Technologies Used`.
+
+> **important**:
+>    When getting a company's contact information make sure to be aware of the latest EU regulations.
+   For more information about General Data Protection Regulation refer to: [Odoo GDPR
+   ](http://odoo.com/gdpr). In Odoo, individual contact information cannot be searched for with
+   the partner autocomplete feature.
+
+# Configuration
+
+Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner
+Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`.
+
+.. image:: partner_autocomplete/settings-partner-autocomplete.png
+   :align: center
+   :alt: View of settings page and the activations of the feature in Odoo.
+
+# Enrich contacts with corporate data
+
+From any module, as the user is typing in the name of a new company contact, Odoo reveals a large
+drop-down menu of potential match suggestions. If any are selected, the contact is then populated
+with corporate data related to that specific selection.
+
+For example, after typing `Odoo`, the following information populates:
+
+.. image:: partner_autocomplete/odoo-autocomplete.png
+   :align: center
+   :alt: Creating a new contact in Odoo
+
+In the chatter, the following information populates about the company, after clicking on the desired
+pre-populated contact:
+
+.. image:: partner_autocomplete/odoo-info-autocomplete.png
+   :align: center
+   :alt: View of the information being shown about odoo with the autocomplete option in Odoo
+
+> **tip**:
+>    Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of
+   company name.
+
+# Pricing
+
+*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
+used. Each request consumes one credit.
+
+To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the
+:guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the
+:guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select
+a desired package.
+
+> **note**:
+>    If the database runs out of credits, the only information populated when clicking on the
+   suggested company will be the website link and the logo.
+
+   Learn about our [Privacy Policy ](https://iap.odoo.com/privacy).
+
+> **note**:
+>    Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App
+   Purchase)` features before deciding to purchase more credits for the database. This includes
+   demo/training databases, educational databases, and one-app-free databases.
+
+.. seealso::
+   :doc:`../../../essentials/in_app_purchase`