菜单
Work with customers, leads, quotes, sales orders, and customer invoices. Use when the user mentions selling, sales, CRM, pipeline, quotes/offertes, orders, invoicing customers, or chasing payments.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Remove signs of AI-generated writing from text. Use when drafting or editing user-facing copy in Odoo (emails, product descriptions, website pages, knowledge articles, chatter messages) so it reads natural and human-written. Based on Wikipedia's "Signs of AI writing" guide.
Post messages and notes in Odoo chatter, schedule activities, attach files, and manage followers via the external API. Use when the user wants to log a call, leave an internal note, send an email through Odoo, schedule a follow-up, or add an attachment to any record.
Build automated actions, server actions, scheduled jobs, and email triggers in Odoo. Use when the user wants "when X happens, do Y", or a scheduled/recurring task.
Work with vendors, RFQs, purchase orders, receiving goods, and paying vendor bills. Use when the user mentions buying, purchase, inkoop, vendors/suppliers, POs, bills, or procurement.
Deduplicate, enrich, and fix data quality — especially contacts, products, leads. Use for dedupe, merging duplicates, fixing formatting, enrichment, or data-quality audits.
Add custom fields, adjust views/forms, and customize models without writing a module (Studio-style changes). Use when the user wants to add a field, change a form layout, or customize a view.
| name | selling |
| description | Work with customers, leads, quotes, sales orders, and customer invoices. Use when the user mentions selling, sales, CRM, pipeline, quotes/offertes, orders, invoicing customers, or chasing payments. |
| triggers | ["sell","selling","sales","verkoop","quote","offerte","order","invoice","factuur","customer","klant","deal","pipeline","lead","crm"] |
| odoo_modules_any | ["sale_management","crm","account"] |
End-to-end revenue flow: lead → quote → sales order → invoice → payment.
crm.lead — leads and opportunities (same model, type field distinguishes)res.partner — customer (company or individual, is_company)sale.order — quotation (draft/sent) then sales order (sale/done)sale.order.line — line itemsaccount.move — customer invoice (move_type = out_invoice)account.payment — payment receivedstage_id, set expected_revenue + probability, assign user_idsale.order with opportunity_id linkaction_confirm (state: draft → sale), stock moves created_create_invoices() on the SO, or via sale.advance.payment.inv wizardaccount.payment to invoice via reconciliationsale.order is confirmed, lines become effectively locked — changes need an unlock or amendment.fiscal.position (country/VAT-based), not the raw product tax.crm.lead and crm.opportunity share the model; filter on type when searching.state = posted is immutable — use credit note, don't edit.