ODOO Sales

SALES MANAGEMENT

Modern User Interface

All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.

Mobile

Use Odoo’s mobile interface to sell on the road. Keep working even without an internet connection and resynch automatically when you reconnect.

Reduce Data Entry

Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

Create Professional Quotations

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

Quotation Template

Design custom quotation templates in just a few clicks and reuse them to save time.

Upselling

Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

Electronic Signature

Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

Manage Orders & Contracts

Sales Orders

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

Customer Portal

Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

Contracts

Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Odoo Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

Incoterms®

Configure Odoo Sales to automatically display Incoterms directly on the invoice.

eSignature

Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.

Streamline Communication

Schedule Activities

Follow key quotations and orders in just a click and get alerts based on relevant activities.

Email Gateways

See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.

On-Boarding Emails

Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

Multi-Companies Rules

Automatically mirror sales and purchase orders in a multi-companies setup.

Maintain Products & Prices

Product Variants

Create and configure products with multiple attributes or variants such as size, color, finish, etc.

Discounts

Apply discounts on any quotation line item and if the discount is visible or hidden.

Product Types

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

Pricelists

Use pricelist rules to compute the correct price based on customer conditions. Easily add one or more pricelists to individual products depending on each customer’s segment, especially helpful for differentiating vendors. Automatically use the applicable pricelist based on conditions such as quantity ordered and/or time the product was ordered.

Coupons

Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

Intuitive Reporting

Next Activities

Get a full overview of all your sales activities, next actions, and performance data.

Trackable KPIs

Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

Order & Invoicing Analysis

Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.

 

NOTE: Above features are available based on given Odoo versions/ Editions.