Oro Documentation
Oro Documentation
  • USERS
  • DEVELOPERS
    • Backend Developer Guide
    • Frontend Developer Guide
    • Community Guide
  • CLOUD
  • BLOG
  • FORUM
  • Home >
  • User Documentation >
  • Back-Office >
  • Sales
  • User Documentation
    • Concept Guides
      • Master Catalog Management
      • Web Catalog Management
      • Product Management
      • Customer Management
      • Customer Permissions
      • Guest Functions
      • Price Management
      • Payment Configuration
      • Shipping Configuration
      • Order Management
      • Multi-Website Configuration
      • Tax Management
      • Inventory and Warehouse Management
      • Storefront Localization and Translation
        • Translate Content
        • Translate Product Attribute Labels and Options
      • Marketing Automation
      • Promotion Management
      • Consent Management
        • Add a Consent Landing Page to a Web Catalog
        • Localize Consents
        • Reports with Accepted Consents
        • Add a Cookie Banner to the Website
    • Back-Office
      • Getting Started
        • Community vs Enterprise Edition
        • Application Authentication
          • Log in/out
          • Restore Password
          • Troubleshoot Login Issues
        • User Menu
          • My User
            • Add OAuth Applications
          • My Configuration
          • My Emails
          • My Calendar
        • Navigation and Search
          • Navigation Basics
          • Record Tables (Grids)
          • Shortcuts
          • Search
          • Company Structure and Organization Selector
          • Pinbar
          • User Menu
          • Extended Menu
          • Sidebar Panel
          • Flash Notifications
          • Dialog Windows
        • Information Management
          • Create a Record
          • Manage Records
            • View Records
            • Edit Records
            • Delete Records
          • Import Records
          • Export Records
          • Add Notes
          • Add Comments
          • Add Attachments
      • Dashboard
        • Dashboards
        • Widgets
          • Leads Statistics
          • Opportunity Statistics
          • Average Lifetime Sales
          • Campaign Leads
          • Campaigns by Close Revenue
          • Ecommerce Statistics
          • Forecast
          • Leads List
          • Opportunities by Lead Source
          • Opportunities by Status
          • Opportunities List
          • Opportunity Generating Campaigns
          • Purchase Funnel
          • Quick Launchpad
          • Recent Calls
          • Recent Emails
          • Recently Accessed Account
          • Recently Accessed Contacts
          • Today’s Calendar
      • Customers
        • Accounts
          • Create an Account
          • Manage Accounts
          • Merge Accounts
          • Import Accounts
          • Export Accounts
        • Contacts
          • Export Contacts
          • Import Contacts
        • Customers
          • Create a Customer
          • Create an Address
          • Export Customers
          • Import Customers
          • Configure Price List per Customer
          • Add All Products Page to Frontend Menus per Customer
          • Customize Frontend Menus per Customer
        • Customer Groups
          • Configure Price List per Customer Group
          • Add All Products Page to Frontend Menus per Customer Group
          • Customize Frontend Menus per Customer Group
        • Customer Users
          • Export Customer User Details
          • Import Customer User Details
        • Customer User Roles
        • Business Customers
          • Export Business Customers
          • Import Business Customers
      • Sales
        • Leads
          • Create a Lead
          • Manage Leads
          • Qualify a Lead
          • Import Leads
          • Export Leads
        • Opportunities
          • Create an Opportunity
          • Manage Opportunities
          • Import an Opportunity
          • Export an Opportunity
          • Manage Opportunity Workflow
          • Multi-Currency Opportunities
        • Shopping Lists
        • Request for Quote (RFQ)
          • View a Request for Quote Details
          • View Requests for Quote Summary
          • Manage RFQs
          • Use RFQ Workflows
        • Quotes
          • Create a Quote
            • Create a Quote From Scratch
            • Create a Quote on the Customer Request
          • Manage Quotes
          • Send a Guest Quote
          • Use Quotes Workflows
            • Simple Quote Management: Steps and Transitions
            • Quote Management with Approvals: Steps and Transitions
            • Basic Quote Lifecycle Management (When Workflows Are Disabled)
          • Assign a Shipping Method to a Quote
        • Orders
          • Create an Order
          • View Order Details
          • Manage Orders
          • Move an Order Through Its Lifecycle
          • Add a Shipping Tracking Number to the Order
          • View Order Internal Statuses
        • Price Lists
          • Create a Price List
          • Duplicate a Price List
          • Export Prices from the Price List
          • Import Prices Into the Price List
          • Add a Product Price Manually
          • Generate a Product Price Automatically
          • Use Autocomplete
          • Schedule Price Adjustments
          • Manage Prices in Multiple Currencies
        • Payment Terms
        • Sales Territories
      • Products
        • Master Catalog
          • Import Master Catalog Categories Information
          • Export Master Catalog Categories Information
        • Products
          • Products Grid
            • View Product Details
            • Edit a Product
            • Manage Product Pricing
            • Manage Inventory
          • Create a Simple Product
          • Create a Configurable Product
          • Manage Product Visibility
          • Import Product Information
          • Export Product Information
          • Product Units
        • Product Families
          • Create a New Product Family
          • Manage Product Attributes in Product Families
        • Product Attributes
          • Import Product Attributes
        • Product Brands
        • Price Attributes
      • Marketing
        • Marketing Lists
        • Email Campaigns
          • Send an Email Campaign via MailChimp
          • Send Email Campaign via dotmailer
          • Manage dotmailer Data Fields and Mappings
        • Marketing Campaigns
        • Promotions
          • Promotions
            • Create Promotions
            • Add Conditions to Promotions
            • Add Expressions to Promotions
            • Manage Discounts in Orders
            • Calculate Order Total in Promotions
            • Review the FAQs
          • Coupons
            • Manage Coupons in Orders
            • Create a Sample Coupon
            • Export Coupons
            • Import Coupons
        • Tracking Websites
        • Web Catalogs
          • Create a Web Catalog
          • Edit a Web Catalog Content Tree
            • Configure Content Variants for the Content Node
            • Set Up the Homepage, First Level Menu, and Sub Menus
            • Customize Web Catalog Contents for Localization, Customer, Customer Group, or Website
          • Customize Web Catalog Contents for Localization, Customer or Customer Group
          • Build a Custom Web Catalog From Scratch (Sample)
          • Use Web Catalog Nodes as Root Nodes (Example)
        • Landing Pages
        • Content Blocks
        • Customer Login Pages
      • Taxes
        • Product Tax Codes
          • Create a Product Tax Code
          • View Product Tax Code Details
          • Link a Tax Code to a Product
        • Customer Tax Codes
          • Create a Customer Tax Code
          • View Customer Tax Code Details
          • Link a Tax Code to a Customer or Customer Group
        • Taxes (Tax Rates)
          • Create a Tax Rate
          • View and Filter Tax Rates
          • Export Tax Rates
          • Import Taxes Rates
        • Tax Rules
          • Create a Tax Rule
          • View and Filter Tax Rules
          • Export Tax Rules
          • Import Tax Rules
        • Tax Jurisdictions
          • Create a Tax Jurisdiction
          • View and Filter Tax Jurisdictions
      • Inventory
        • Warehouses
        • Manage Inventory
        • Export Inventory Levels and Statuses
        • Import Inventory Levels and Statuses
      • Activities
        • Tasks
          • Create a Task
          • Manage Tasks
        • Calls
        • Contact Requests
        • Cases
        • Calendar Events
          • Add a Calendar Event
          • Manage Calendar Events
      • Reports and Segments
        • Reports
          • Use System Reports
            • Accounts Reports
            • Leads Reports
            • Opportunities Reports
            • Best Selling Products Report
          • Use Custom Reports
          • Reports in Use
        • Segments
        • Filters
      • System
        • Configuration
          • System Configuration
            • General Setup
            • Integrations
            • Websites
          • CRM Configuration
            • Sales Pipeline
          • Commerce Configuration
            • Customer
            • Guests
            • Catalog
            • Design
            • Product
            • Inventory
            • Sales
            • Taxation
            • Payment
            • Orders
            • Shipping
          • Marketing Configuration
            • General Setup
          • Configuration Quick Search
        • User Management
          • Users
            • Create a User
            • Manage Users
            • Configure User System Settings
          • Roles and Permissions
            • Entity and System Capabilities
            • Create and Manage Roles
            • Field Level Permissions
            • End-to-end Access Configuration in Context
          • User Groups
          • Business Units
          • Organizations
            • Create an Organization
            • Manage Organizations
            • Add All Products Page to Frontend Menus per Organization
            • Customize Frontend Menus per Organization
            • Configure Organization System Settings
        • Contact Reasons
        • Contact Groups
        • Emails
          • Templates
          • Notification Rules (Automatic Email Notifications)
        • Integrations
          • Manage Integrations: Payment Method Integration
            • Check/Money Order Service
            • Payment Terms Configuration
            • PayPal Payments Services Configuration
            • Apruve Payment Service
            • Authorize.Net Payments Services
            • InfinitePay Payment Service
            • Wirecard Payments Services
            • Payments at Checkout
          • Manage Integrations: Shipping Method Integration
            • Flat Rate Shipping Integration
            • UPS Shipping Integration
            • FedEx Shipping Integration
            • DPD Shipping Integration
          • Google Tag Manager Integration
          • dotmailer Integration
            • Configure dotmailer Integration
            • Configure Single Sign-on
          • MailChimp Integration
          • Zendesk Integration
          • LDAP Integration
          • Embedded Forms
          • Google Integration
            • Google Single Sign-On
            • Voice and Video Calls via Hangouts
          • MS Outlook Integration
            • Hardware Requirements
            • Software Requirements
            • Connect MS Outlook Add-in to Oro Instance
            • Mapping Rules Between Oro and Outlook
            • Synchronization Workflow
            • Create Leads, Opportunities and Cases from Outlook
        • Channels
        • Jobs
        • Data Audit
        • Scheduled Tasks
        • Entities
          • Create Entities
          • Manage Entities
          • Create Entity Fields
            • Basic Entity Field Properties
            • Advanced Entity Field Properties
            • Type-related Entity Field Properties
            • Examples of Creating Custom Entity Fields
          • Manage Entity Fields
        • Tags Management
          • Tags
          • Taxonomies
        • Menus
        • Frontend Menus
          • Frontend Menus Overview
          • Frontend Menus Configuration
          • Edit a Frontend Menu
          • Add All Products Page to Frontend Menus Globally
          • Customize Frontend Menus Globally
        • System Calendars
        • Shipping Rules
          • Expression Language for Shipping and Payment Rules
        • Payment Rules
        • Workflows
          • System Workflows
          • Available System Workflows
            • Checkout Workflow
            • Alternative Checkout Workflow
            • Single Page Checkout Workflow
            • Quote Workflows
            • RFQ Management Flow Workflow
            • RFQ Submission Flow Workflow
            • Task Flow
            • Unqualified Sales Lead Workflow
            • Contact Request Workflow
          • Custom Workflows
          • Workflow Steps, Transitions, and Attributes
        • Processes
        • System Information
        • Consent Management
        • Websites
          • System Configuration for Website
            • Commerce Configuration Settings per Website
            • System Configuration Settings per Website
          • Create a Website
          • Manage a Website
          • Setup a Website Host
          • Configure Price Lists per Website
          • Add All Products Page to Frontend Menus per Website
          • Customize Frontend Menus per Website
        • Localization
          • Languages
          • Translations
          • Localizations
    • Commerce Storefront
      • Navigation and UI
        • General Layout
        • Common Controls
      • Register and Sign In
        • Create Account
        • Sign In
        • Forgot Password
      • My Account
        • My Profile
        • Address Book
        • Users
        • Roles
        • Requests for Quote
          • Create an RFQ
          • Create a Guest RFQ
        • Order History
        • Previously Purchased Products
        • Quotes
        • Manage Payment Profiles (Authorize.Net Customer Profiles)
      • Orders
        • Create an Order
        • Order via Matrix Form
        • Re-Order Products
      • Quotes
        • Accept a Quote
        • Send Guest Quotes
      • Quick Order Form
      • Shopping Lists
        • Shopping Lists for Registered Users
        • Shopping Lists for Guest Users
      • Checkout
        • Multi Page Checkout
        • Single Page Checkout
        • Guest Checkout
        • Promotions at Checkout
    • Glossary
Version:
3.1
  • 4.1 (latest)
  • 1.6
  • 4.2 Alpha1 (master)
Available in OroCRM Available in OroCommerce

Sales

  • Leads
  • Opportunities
  • Shopping Lists
  • Request for Quote (RFQ)
  • Quotes
  • Orders
  • Price Lists
  • Payment Terms
  • Sales Territories
Oro Documentation
  • Oro inc
  • Orocommerce
  • Orocrm
  • Oroplatform
  • Partners
  • Services
  • Events
  • Terms & conditions
  • Privacy policy
  • Contributor license agreement

@2019 Oro, Inc. All Rights Reserved.

Back to top