odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/sales_quotations/quote_template.md

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+---
+title: "Quotation templates"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/sales_quotations/quote_template.html"
+---
+
+===================
+# Quotation templates
+
+Reusable quotation templates can be made in Odoo's **Sales** app for common products or services.
+
+By using these templates, quotations can be tailored and sent to customers at a quicker pace,
+without having to create new quotations from scratch every time a sales negotiation occurs.
+
+.. _sales/send_quotations/templates:
+
+# Configuration
+
+To use quotation templates, begin by activating the setting in :menuselection:`Sales app -->
+Configuration --> Settings`, and scroll to the :guilabel:`Quotations &_Orders` heading.
+
+Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing so reveals a new
+:guilabel:`Default Template` field, in which a default quotation template can be chosen from the
+drop-down menu.
+
+.. image:: quote_template/quotations-templates-setting.png
+   :alt: How to enable quotation templates on Odoo Sales.
+
+Upon activating the :guilabel:`Quotation Template` feature, an internal :icon:`fa-arrow-right`
+:guilabel:`Quotation Templates` link appears beneath the :guilabel:`Default Template` field.
+
+Clicking this link reveals the :guilabel:`Quotation Templates` page, from which templates can be
+created, viewed, and edited.
+
+Before leaving the :guilabel:`Settings` page, do not forget to click the :guilabel:`Save` button to
+save all changes made during the session.
+
+.. _sales/send_quotations/create_templates:
+
+# Create quotation templates
+
+To create a quotation template, click the :guilabel:`Quotation Templates` link on the
+:guilabel:`Settings` page once :guilabel:`Quotation templates` are enabled, or navigate to
+:menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the
+:guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited.
+
+.. image:: quote_template/quotation-templates-page.png
+   :alt: Quotation templates page in the Odoo Sales application.
+
+To create a new quotation template, click the :guilabel:`New` button, located in the upper-left
+corner. Doing so reveals a blank quotation template form that can be customized.
+
+.. image:: quote_template/blank-quotation-form.png
+   :alt: Create a new quotation template on Odoo Sales.
+
+Start by entering a name for the template in the :guilabel:`Quotation Template` field.
+
+Then, in the :guilabel:`Quotation Validity` field, designate how many days the quotation template
+will remain valid for, or leave the field on the default `0` to keep the template valid
+indefinitely.
+
+Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down menu to select a
+preconfigured email template to be sent to customers upon confirmation of an order.
+
+> **tip**:
+>    To create a new email template directly from the :guilabel:`Confirmation Mail` field, start
+   typing the name of the new email template in the field, and select either: :guilabel:`Create` or
+   :guilabel:`Create and edit...` from the drop-down menu that appears.
+
+   Selecting :guilabel:`Create` creates the email template, which can be edited later.
+
+   Selecting :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create
+   Confirmation Mail` pop-up window appears, in which the email template can be customized and
+   configured immediately.
+
+   .. image:: quote_template/create-confirmation-mail-popup.png
+      :alt: Create confirmation mail pop-up window from the quotation template form in Odoo Sales.
+
+   When all modifications are complete, click :guilabel:`Save & Close` to save the email template
+   and return to the quotation form.
+
+If working in a multi-company environment, use the :guilabel:`Company` field to designate to which
+company this quotation template applies.
+
+If a journal is set in the :guilabel:`Invoicing Journal` field, all sales orders with this template
+will invoice in that specified journal. If no journal is set in this field, the sales journal with
+the lowest sequence is used.
+
+If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the
+:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are
+available on quotation template forms.
+
+Check the box beside :guilabel:`Online Signature` to request an online signature from the customer
+to confirm an order.
+
+Check the box beside :guilabel:`Online Payment` to request an online payment from the customer to
+confirm an order. When :guilabel:`Online Payment` is checked, a new percentage field appears, in
+which a specific percentage of payment can be entered.
+
+Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be enabled
+simultaneously, in which case the customer must provide **both** a signature **and** a payment to
+confirm an order.
+
+In the :guilabel:`Recurring Plan` field, choose from a variety of pre-configured amounts of time
+(e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`, etc.) to designate how often this quotation
+template should occur.
+
+> **note**:
+>    The :guilabel:`Recurring Plan` field **only** applies to subscription plans. For more
+   information, check out the documentation on :doc:`../../subscriptions/plans`.
+
+## Lines tab
+
+In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking
+:guilabel:`Add a product`, organized by clicking :guilabel:`Add a section` (and dragging/dropping
+section headers), and further explained with discretionary information (such as warranty details,
+terms, etc.) by clicking :guilabel:`Add a note`.
+
+To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines`
+tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column.
+
+When clicked, a drop-down menu with existing products in the database appears. Select the desired
+product from the drop-down menu to add it to the quotation template.
+
+If the desired product is not readily visible, type the name of the desired product in the
+:guilabel:`Product` field, and the option appears in the drop-down menu. Products can also be found
+by clicking :guilabel:`Search More...` from the drop-down menu.
+
+> **tip**:
+>    It is possible to add event-related products (booths and registrations) to quotation templates.
+   To do so, click the :guilabel:`Product` field, type in `Event`, and select the desired
+   event-related product from the resulting drop-down menu.
+
+> **note**:
+>    When a product is added to a quotation template, the default :guilabel:`Quantity` is `1`, but
+   that can be edited at any time.
+
+Then, drag and drop the product to the desired position, via the :guilabel:`six squares` icon,
+located to the left of each line item.
+
+To add a *section*, which serves as a header to organize the lines of a sales order, click
+:guilabel:`Add a section` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in
+which the desired name of the section can be typed. When the name has been entered, click away to
+secure the section name.
+
+Then, drag and drop the section name to the desired position, via the :icon:`oi-apps`
+:guilabel:`(six squares)` icon, located to the left of each line item.
+
+To add a note, which appears as a piece of text for the customer on the quotation, click
+:guilabel:`Add a note` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which
+the desired note can be typed. When the note has been entered, click away to secure the note.
+
+Then, drag and drop the note to the desired position, via the :icon:`oi-apps`
+:guilabel:`(six squares)` icon.
+
+To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the
+:icon:`fa-trash` :guilabel:`(remove record)` icon on the far-right side of the line.
+
+## Optional Products tab
+
+Using *optional products* is a marketing strategy that involves the cross-selling of products along
+with a core product. The aim is to offer useful and related products to customers, which may result
+in an increased sale.
+
+.. example::
+   If a customer wants to buy a car, they have the choice to order massaging seats as
+   an additional product that compliments the car, or ignore the offer and buy the car alone.
+
+Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers
+can immediately add them to their online sales orders themselves, if desired.
+
+.. image:: quote_template/optional-products-on-sales-order.png
+   :alt: Optional products appearing on a typical sales order with Odoo Sales.
+
+In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-selling product
+related to the original items in the :guilabel:`Lines` tab, if applicable.
+
+Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column.
+
+When clicked, a drop-down menu with products from the database appear. Select the desired product
+from the drop-down menu to add it as an optional product to the quotation template.
+
+To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash`
+:guilabel:`(remove record)` icon.
+
+> **note**:
+>    Optional products are **not** required to create a quotation template.
+
+## Terms & Conditions tab
+
+The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms and conditions to the
+quotation template. To add terms and conditions, type the desired terms and conditions in this tab.
+
+.. seealso::
+   :doc:`../../../finance/accounting/customer_invoices/terms_conditions`
+
+> **note**:
+>    Terms and conditions are **not** required to create a quotation template.
+
+# Use quotation templates
+
+When creating a quotation (:menuselection:`Sales app --> New`), choose a preconfigured template in
+the :guilabel:`Quotation Template` field.
+
+> **note**:
+>    The order of the templates in the :guilabel:`Quotation Template` field is determined by the order
+   of the templates in the Quotation Templates form. The order of the quotations in the Quotation
+   Templates form does **not** affect anything else.
+
+To view what the customer will see, click the :guilabel:`Preview` button at the top of the page to
+see how the quotation template appears on the front-end of the website through Odoo's customer
+portal.
+
+.. image:: quote_template/quotations-templates-preview.png
+   :alt: Customer preview of a quotation template in Odoo Sales.
+
+When all blocks and customizations are complete, click the :guilabel:`Save` button to save the
+configuration.
+
+The blue banner located at the top of the quotation template preview can be used to quickly return
+:icon:`fa-arrow-right` :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation
+form in the back-end of the *Sales* application.
+
+# Mass cancel quotations/sales orders
+
+Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app -->
+Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of
+the table, tick the checkboxes for the quotations to be canceled.
+
+> **tip**:
+>    Select all records in the table by selecting the checkbox column header at the top-left of the
+   table; the total number of selected items are displayed at the top of the page.
+
+Then, with the desired quotations (or sales orders) selected from the list view on the
+:guilabel:`Quotations` page, click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a
+drop-down menu.
+
+From this drop-down menu, select :guilabel:`Cancel quotations`.
+
+.. image:: quote_template/cancel-quotations.png
+   :alt: The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application.
+
+> **note**:
+>    This action can be performed for quotations in *any* stage, even if it is confirmed as a sales
+   order.
+
+Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel quotations`
+confirmation pop-up window appears. To complete the cancellation, click the :guilabel:`Cancel
+quotations` button.
+
+> **note**:
+>    An error pop-up message appears when attempting to cancel an order for an ongoing subscription
+   that has an invoice.
+
+.. seealso::
+   - :doc:`get_signature_to_validate`
+   - :doc:`get_paid_to_validate`

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

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/sales_quotations.html"
+---
+
+:show-content:
+:hide-page-toc:
+# 
+# Sales quotations
+
+A *sales quotation* or quote is a document sent to a customer that outlines the estimated costs and
+terms for goods and services. Once accepted, a quotation can be converted into a sales order, which
+serves as the final agreement before delivery and invoicing.
+
+# Sales flow overview
+
+Quotations fit into a broader sales flow that connects different stages of customer interactions
+from initial interest to payment.
+
+The typical flow follows these steps:
+
+#. *Quotation*: A proposal sent to the customer with product details and pricing.
+#. *Sales order*: Created automatically when the customer accepts the quotation, confirming the
+   sale.
+#. *Delivery* (if applicable): Products are shipped or services are delivered.
+#. *Invoice*: The final bill is issued based on the sales order or delivered products/services.
+#. *Payment*: The customer settles the invoice, completing the sales cycle.
+
+This flow helps businesses track the entire lifecycle of a sale while keeping information consistent
+across apps.
+
+In Odoo, quotations are configured in the **Sales** app. They can also be generated from other apps
+as part of the sales workflow:
+
+- **CRM**: :doc:`Convert opportunities <../crm/acquire_leads/send_quotes>` into quotes to follow up
+  on potential deals.
+- **Helpdesk**: :doc:`Generate quotes from tickets <../../services/helpdesk/advanced/after_sales>`
+  when offering paid services or products.
+- **Subscriptions**: :doc:`Offer recurring services <../subscriptions>` before
+  starting an automatic billing cycle.
+
+.. cards::
+
+   .. card:: Create quotations
+      :target: sales_quotations/create_quotations
+
+      Create, configure, and send quotations to customers.
+
+   .. card:: Quotation templates
+      :target: sales_quotations/quote_template
+
+      Configure and use quotation templates to send tailor-fit quotations at a quicker pace.
+
+   .. card:: Optional products
+      :target: sales_quotations/optional_products
+
+      Offer useful and related products to customers to increase sales.
+
+   .. card:: Online signatures for order confirmations
+      :target: sales_quotations/get_signature_to_validate
+
+      Customers have the ability to confirm orders via online signatures, directly on sales orders.
+
+   .. card:: Online payment order confirmation
+      :target: sales_quotations/get_paid_to_validate
+
+      Customers have the ability to confirm orders via online payment, directly on sales orders.
+
+   .. card:: Quotation Deadlines
+      :target: sales_quotations/deadline
+
+      Set deadlines on quotations to encourage customers to act in a timely manner when
+      closing business deals.
+
+   .. card:: Deliver orders and invoices to different addresses
+      :target: sales_quotations/different_addresses
+
+      Specify separate customer delivery and invoicing addresses on quotations.
+
+   .. card:: Product variants on quotations and sales orders
+      :target: sales_quotations/orders_and_variants
+
+      Add product variants to sales orders to provide additional options for single products.
+
+   .. card:: PDF quote builder
+      :target: sales_quotations/pdf_quote_builder
+
+      Add custom PDF files to quotations to elevate the document's headers and designs.
+
+# Sales quotations in business deals
+
+Sales quotations serve as a key step in the sales process, bridging the gap between a customer's
+initial inquiry about goods and services and the final contractual agreement for payment and
+delivery. The quotation also provides transparency in pricing, helping both parties negotiate and
+finalize the terms before making a commitment.
+
+Sales quotations play a crucial role in business transactions by defining the scope and cost of what
+is being sold to the end-customer; setting clear expectations on pricing, delivery, tax, and
+payment terms; and providing a documented stage where the business deal can be negotiated before
+agreed upon.
+
+# Key components of a sales quotation
+
+A well-structured sales quotation comprises the following:
+
+- Quotation number and date: A unique identifier for tracking and reference, as well as the
+  :doc:`dates of issue and expiration <sales_quotations/deadline>`. In Odoo **Sales** app, the
+  quotation number is assigned under a standard naming convention once it is confirmed.
+- Customer information: Customer name and contact information, as well as
+  :doc:`invoicing and delivery address <sales_quotations/different_addresses>`.
+- Products and services: Itemized listing of items to be purchased, including quantity,
+  specifications (as needed), and unit price.
+- Payment terms and :doc:`pricelists <products_prices/prices/pricing>`: Configured agreements and
+  rules for the pricing and payment of this particular sales quotation.
+- Special pricing: Optional :doc:`discounts and promotional pricing
+  <products_prices/prices/pricing>` to update and/or modify individual product lines.
+- Total cost and currency: Summary totals of product or service and shipping prices, including
+  relevant taxes.
+
+In Odoo's **Sales** app, quotations can include additional details and configurations that add
+more detail and information, such as :doc:`quotation templates <sales_quotations/quote_template>`,
+:doc:`subscription plans <../../sales/subscriptions>`, and :doc:`sales team referrer name
+<sales_quotations/create_quotations>`.
+
+.. image:: sales_quotations/sales-quotation.png
+   :alt: Unconfirmed sales quotation in Odoo **Sales** app.
+
+.. toctree::
+   :titlesonly:
+
+   sales_quotations/create_quotations
+   sales_quotations/quote_template
+   sales_quotations/optional_products
+   sales_quotations/get_signature_to_validate
+   sales_quotations/get_paid_to_validate
+   sales_quotations/deadline
+   sales_quotations/different_addresses
+   sales_quotations/orders_and_variants
+   sales_quotations/pdf_quote_builder

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/shopee_connector/manage.md

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+---
+title: "Shopee order management"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/shopee_connector/manage.html"
+---
+
+=======================
+# Shopee order management
+
+# Product catalog mapping
+
+## New Odoo customers with no existing products
+
+If you are starting a new Odoo database and your products are only on Shopee, you can import your
+Shopee product catalog into Odoo.
+
+#. **Export Shopee catalog:** Use the *Mass Function* drop-down to export the product catalog from
+   Shopee, ensuring it includes the Shopee SKUs.
+
+   .. image:: manage/shopee-seller-centre-product-extract.png
+      :alt: Mass Function drop-down in Shopee.
+
+#. **Import into Odoo:** :doc:`Import <../../../essentials/export_import_data>` the exported catalog
+   into Odoo. During the import process, it is *crucial* to map the Shopee SKU to the
+   *Internal Reference* field in Odoo. This field will serve as the link between your Shopee and
+   Odoo products.
+
+## Existing Odoo customers with products already in Odoo
+
+If you already have products in your Odoo database, you'll need to map your Shopee listings to your
+existing Odoo products.
+
+#. **Export Shopee catalogs:** Use the *Mass Function* drop-down to export the product catalog from Shopee
+   (including Shopee SKUs) and :doc:`export <../../../essentials/export_import_data>` your product
+   catalog from Odoo (including *Internal References*).
+#. **Map in a spreadsheet:** Use a spreadsheet to map the products. Match the Shopee SKU from the
+   Shopee export with the corresponding *Internal Reference* from the Odoo export. Create a column
+   that links the Shopee SKU with the Odoo *Internal Reference*.
+#. **Update Odoo products:** Import the updated spreadsheet back into Odoo. Use the mapping you
+   created in the spreadsheet to update the *Internal Reference* field of your existing Odoo
+   products with the corresponding Shopee SKU. This establishes the link between your Odoo and
+   Shopee products.
+
+> **important**:
+>    Product catalog synchronization between Odoo and Shopee is **not automatic**. It is a
+   **manual operation** that you must initiate. The process differs depending on whether your
+   products already exist in Odoo.
+
+# Order synchronization
+
+Orders are automatically fetched from Shopee, and synchronized in Odoo, at **regular intervals**.
+
+The synchronization is based on the Shopee orders status: only orders whose status has changed
+since the last synchronization are fetched from Shopee. This includes changes on Shopee only.
+
+When an order is canceled on Shopee, it will update the order's status in Odoo. On the other hand,
+if an order is canceled on Odoo, the change won't be reflected on Shopee.
+
+For every synchronized order, Odoo creates a sales order and a customer (contact), as long as the
+customer hasn't been previously imported from Shopee or doesn't already exist in the database.
+
+> **note**:
+>    The principal of the synchronization is to *only fetch orders that needs to be shipped*
+   (i.e., `SHIPPED`, `CANCEL`, `UNPAID`, `COMPLETED`).
+
+# Force synchronization
+
+In order to force the synchronization of an order, whose status has **not** changed since the
+previous synchronization:
+
+Then, navigate to the Shopee account in Odoo :menuselection:`Sales app --> Configuration --> Shopee
+--> Account --> Shop`. Modify the date for :guilabel:`Last Order Sync` under :guilabel:`Orders
+Follow-up`.
+
+Be sure to pick a date that occurs prior to the last status change of the desired order to
+synchronize and save. This will ensure synchronization occurs correctly.
+
+# Manage deliveries in :abbr:`FBM (Fulfilled by Merchant)`
+
+Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a picking is instantly
+created in the **Inventory** app, along with a sales order and customer record.
+
+When a picking related to the order is confirmed, you also have to click on :guilabel:`Arrange
+Shipment` in your Shopee Seller Account in order to be able to generate and fetch the
+:guilabel:`Shipping Label` and :guilabel:`Tracking Number`.
+
+## Shopee delivery statuses
+
+Understanding the different Shopee delivery statuses is crucial for managing your orders
+effectively. Here's a breakdown:
+
+- **Ready to ship:** The seller can now arrange shipment for this order.
+- **Shipment arranged:** The seller has arranged shipment online and received a tracking number
+  from the third-party logistics (3PL) provider.
+- **Shipped:** The parcel has been dropped off at the 3PL location or picked up by the 3PL
+  provider.
+- **Cancelled:** The order has been canceled.
+- **Pickup failed:** The 3PL parcel pickup attempt failed. The seller needs to rearrange shipment,
+  and the rest of the order fulfillment content.
+
+.. image:: manage/shopee-delivery-orders-status.png
+   :alt: Shopee delivery status in Odoo.
+
+> **important**:
+>    Unsupported for Non-Shopee Supported Logistics (NSSL)
+
+   This feature is not available for :abbr:`NSSL (Non-Shopee Supported Logistics)`, you have to
+   manually create shipping label and tracking number via the logistics provider's website/app.
+   Check your region for list of supported logistics (e.g. [Malaysia
+   ](https://seller.shopee.com.my/edu/article/388)).
+
+   Shopee requires users to provide a tracking reference with each delivery. This is needed to
+   assign a carrier.
+
+   If the carrier doesn't automatically provide a tracking reference, one must be set manually.
+   This rule applies to all Shopee marketplaces.
+
+# Follow deliveries in Odoo
+
+For :abbr:`FBM (Fulfilled by Merchant)` orders, the stock move is automatically created in Odoo by
+the Shopee connector, thanks to the shipping status of Shopee.
+
+.. image:: manage/shopee-wh-out.png
+   :alt: Stock move created for Shopee order in Odoo.
+
+## Order fulfillment process
+
+This section describes the process of fulfilling Shopee orders within Odoo, from order creation to
+inventory updates.
+
+#. **New order creation:** When a new order is placed on Shopee, it is automatically created in
+   Odoo.
+#. **Arrange shipment on Shopee:** Before the order can be shipped, you **must** arrange the
+   shipment through the Shopee platform itself. This usually involves selecting a shipping
+   provider, generating a shipping label, and scheduling pickup or drop-off. Odoo does *not*
+   handle the physical shipping arrangements; this is managed entirely within Shopee.
+#. **Fetch Shopee shipping label (delivery note):** Once the shipment is arranged on Shopee,
+   Odoo fetches the generated shipping label (which serves as the delivery note). This label
+   contains crucial information like the tracking number and is essential for printing and
+   attaching to the package. The shipping label is imported into Odoo and associated with the
+   corresponding sales order.
+#. **Validate stock out in Odoo:** After the shipping label is retrieved, you need to validate the
+   stock movement in Odoo. This confirms that the ordered items have left your warehouse or
+   inventory. Validating the stock out will decrease the stock levels in Odoo.
+#. **Inventory update on Shopee:** Finally, Odoo pushes the updated stock levels back to Shopee.
+   This ensures that your Shopee listings reflect the current inventory, preventing overselling and
+   keeping your product availability accurate. This synchronization keeps your Shopee storefront
+   up-to-date with your Odoo inventory.
+
+# Register payments
+
+Since customers pay Shopee as an intermediary, creating a dedicated *Bank* journal (e.g. named
+`Shopee Payments`), with a dedicated *Bank and Cash* intermediary account is recommended.
+
+Additionally, as Shopee makes a single weekly or monthly payment, selecting all the invoices linked
+to a single payment is necessary when registering payments.
+
+To do that, use the appropriate :guilabel:`Journal` dedicated to Shopee payments, and select
+:guilabel:`Batch Deposit` as the :guilabel:`Payment Method`.
+
+Then, select all the generated payments, and click :menuselection:`Actions --> Create batch payment
+--> Validate`.
+
+> **tip**:
+>    This same action can be performed with vendor bills from Shopee dedicated to fees/commissions.
+
+   When the balance is received in the bank account at the end of the week/month, and the bank
+   statements are recorded, credit the Shopee intermediary account by the amount received.
+
+# Analyzing Shopee sales with Odoo's reporting
+
+Odoo's dashboard consolidates sales data from all your connected sales channels, providing a
+comprehensive overview of your business performance. To specifically analyze your Shopee sales, you
+will need to configure sales teams for your Shopee shops. This setup enables you to filter and
+isolate Shopee sales data within the Odoo dashboard.
+
+## Setting up sales teams for Shopee reporting
+
+By default, the Shopee account's sales team is shared across all of your company's accounts. To
+generate separate reports for specific Shopee shops or marketplaces, you'll need to assign dedicated
+sales teams.
+
+#. **Assign a sales team to your Shopee shop:** Navigate to the Shopee account configuration
+   (typically found under :menuselection:`Sales --> Configuration --> Accounts`).  Within the
+   account details, assign a specific sales team to your Shopee shop.
+#. **Filtering Shopee sales on the dashboard:** Once sales teams are assigned, you can use the
+   dashboard filters to view sales data specifically for your Shopee shops. Select the appropriate
+   sales team to isolate and analyze your Shopee performance.
+
+.. seealso::
+   - :doc:`Shopee supported features and marketplaces <../shopee_connector>`
+   - :doc:`setup`