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




Leave a comment

0 Comment

 

Recent posts

 ERP IMPLEMENTATION AND TRAINING

ERP IMPLEMENTATION AND TR

ERP Implementation is an important stage for any company along with that the training of the employ .....


 Defeat your online competitors via ODOO E commerce

Defeat your online competitors ...

Odoo is an all-in-one software package, designed for different companies and businesses. There are .....


 ERP Heavy customization Good or Bad

ERP Heavy customization Good ...

As we, all know that every organization follows certain processes to ensure that they are on top w .....


 ERP upgrade and Real Cost

ERP upgrade and Real Cost

Upgrading or installing a new Enterprise Resource Planning ( ERP ) system completely can be a big t .....


 Are you looking for a Software Implementation Consultant

Are you looking for a Software ...

Finding an efficient, experienced software implementation consultant can be a tough task. Whether y .....