- open source ERP is the leading open source solution and was released under
the AGPL license . It is nothing but a suite of open -
source business apps written in Python programming language . Odoo
was previously known by the name Open ERP until May 2014 .
management module is one of the important modules . Since it handles the sales
order management , Sales management module allows you with effective control to
your sales department , you can easily create a new sales order out of
different gained opportunity sales management module helps you in generating a
new sales order , you can filter the order as per the requirement . Odoo Sales
management module is can be linked with emails where you can send the invoice
directly from the system , henceforth manual entries reduce the time With sales
management module you can even trigger the goods delivery as per the timing
with setting up the invoice timing .
1.You can Sell More Efficiently
A ) Modern User Interface
the information you need , where you need it with a fast and intuitive user interface
designed for sales / marketing team .
B ) Mobile
Odoo's mobile interface to sell on the road . Keep working even without an
internet connection and connect automatically when you reconnect .
C ) Reduce Data Entry
2 . Create
Send quotes in just a few clicks . Convert the quotes to sales orders
and invoices from the same screen. Integrates with the CRM app to manage your
sales pipeline from qualification to close .
A ) Quotation Builder
Create a polished quote in seconds . Use predefined products , price
lists , and templates to help your salespeople work more efficiently .
B ) Quotation Template
We can Design custom quotation templates in just a few clicks and reuse
them to save our time .
C ) Upselling
Quotations are optimized which help your company to sell more by
proposing extra options , additional products , applying closing triggers ,
discounts , etc.
D ) Electronic Signature
We can sell faster with electronic signatures , allowing your customers
to review and sign your quotations online .
3 . Manage
Orders & Contracts
A ) Sales Orders
We can convert quotations into sales orders in one click or , let your
customers do it themselves with online quotes and Odoo e Sign . Save time with
the ability to modify sales orders , sell product kits, and ship partial orders
B ) Manage Invoicing from Sales Orders
Invoice on ordered or delivered quantities . Manage payment terms by
customer or by the invoice . We can easily track and follow up on invoice aging
C ) Time & Material Contracts
Invoice any type of product or service with invoicing based on time and
D ) 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 .
E ) Contracts
We can 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 .
F ) Recurring Contract Invoices
Manage recurring billing, contract renewal alerts , and contract options
as well as track recurring revenue via the MRR dashboard .
G ) Incoterms®
We can Configure Odoo Sales to automatically display Incoterms directly
on the invoice .
H ) Odoo e Sign
We can Use Odoo e Sign to easily get signatures on NDAs , contracts , or
any PDF document .
A ) Custom Alerts
Follow key quotations and orders in just a click and get alerts based on
relevant activities .
B ) 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 .
C ) On-Boarding Emails
We can easily Create email templates for specific products to provide
relevant information to buyers such as instructions , service reminders , etc .
D ) Multi-Company Rules
Automatically mirror sales and purchase orders in a multi - company
5 ) Maintain
Products & Prices
A ) Product Variants
Create and configure products with multiple options or variants such as
size , color , finish , etc.
B ) Discounts
We can easily Apply discounts on any line item and choose how the price
is reduced as well as if the discount is visible or hidden .
C ) Product Types
We can Manage any type of product including services , delivery charges ,
electronic products , or consumables .
D ) Price lists
Use price list rules to compute the correct price based on customer
conditions . Easily add one or more price lists to individual products
depending on each customer's segment , especially helpful for differentiating
vendors . Automatically use the applicable price list based on conditions such
as quantity ordered and / or time the product was ordered .
E ) Coupons
We can create a custom coupon code for a price list and allow your
customers to activate their discount at purchase .
6 ) Intuitive
A ) Sales Dashboard
We can get a full overview of all your sales activities , next actions ,
and performance data .
B ) Traceable KPIs
We can Easily monitor a KPI dashboard for important information such
churn , MRR , lifetime value , CAC Ratio , upgrades / downgrades , etc .
C ) 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 .
7 . Integrations
A ) CRM
Add the Odoo CRM app and expand your functionality with features such as
customizable sales pipelines , automated lead creation , etc.
B ) INVENTORY
availability information directly from the quotation . Trigger delivery orders
automatically and check delivery status from the sales order .
C ) ECOMMERCE
Create a fully
integrated online store and sell your products more efficiently .
D ) ACCOUNTING
automatically based on sales orders , delivery orders , and contracts . Easily
reference all information needed on any customer statement .
E ) OMNI-CHANNEL SALES
Odoo is the only
software in the world that allows you to integrate all of your sales channels :
Online Sales -->
Inside Sales -->
In-Store --> Point