Odoo Sales Management Module Part 2

Posted by Cybrosys Technologies 21/01/2017

Odoo - 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 .


http: blog/Uploads/BlogImage/Odoo-Sales-Management-Module-Part-2.jpg


Odoo sales 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 .


Features


1.You can Sell More Efficiently

A ) Modern User Interface

All the information you need , where you need it with a fast and intuitive user interface designed for sales / marketing team .

B ) Mobile

Use 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 Professional Quotes

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 materials .

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 .


4 )Streamline Communication

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 setup .


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 Reporting

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

Just Add the Odoo CRM app and expand your functionality with features such as customizable sales pipelines , automated lead creation , etc. 

B ) INVENTORY

Check product 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

Generate invoices 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 --> e Commerce

Inside Sales -->   CRM

In-Store --> Point of Sale




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