Odoo 16 Community Book

Sales

The Sales module in Odoo 16 cooperatively manages the sales transactions in a corporate enterprise. It collaborates with the functionalities of the CRM module to bring about a coherent and easily accessible output. You can strategically prompt Sales orders from the quotations created from leads and opportunities in Odoo CRM. This intersectionality proves that the Sales and CRM modules function hand in hand.

Since a well-functioning Sales department is integral to a successful business venture, an advanced module solely for the documentation of its affairs and workflow adds to the convenience of sales management. The Sales module in Odoo 16 has many provisions for organizing sales orders and quotations to prioritize customer satisfaction. You can also boost your sales prospects by generating orders from eligible opportunities. Let us discuss some critical features of the Sales module.

Features of the Sales Module in Odoo 16

Futuristic User Interface

Odoo's advanced user interface ensures swift accessibility to all the features in the Sales module. This amenity, in turn, fuels the dynamics of the system's overall performance by allowing the salespersons to acquire and monitor the required data. Besides, the dashboard of each section displays precise yet comprehensive data of their records.

Minimize Data Entry

You can create a sales order from it effortlessly when a quotation or opportunity qualifies for the next stage. This feature minimizes the hassle of manually entering the data while generating sales orders.

Initiate Sales Warning

Initiating sales warnings alerts you regarding a specific product or customer. This way, you can avoid potentially ill-suited business transactions, eventually benefiting your company.

Advanced Quotation Building System

Odoo efficiently detangles the process of creating a new quotation in the Sales module. You can easily make a quotation with a pre-configured price list and product list. You can also personalize your quotation template to craft professionalism, which you can save and reuse.

Upselling to Increase Profit

Upselling targets to improve profitability by suggesting similar products, offering discounts and coupons, etc. These tools are deemed successful in keeping the customers hooked, prompting them to buy more.

Effective Sales Order and Contract Management

The Sales module in Odoo 16 productively manages all the sales orders created. You can easily monitor the conversion of a quotation to a sales order, followed by the generation of an invoice. This arrangement makes it easier to track invoices and oversee payments from customers.

Effortless Communication with Customers

Odoo helps to maintain a solid professional relationship between your company and its customers. Salespeople can schedule appointments with their customers to further their relationship and discuss business prospects. You can also configure a custom email template with product details to send your customers.

Predefined Product and Price List

The Configuration menu in the Sales module has various features that enable product list creation. Defining product variants and customizing attributes, including color and size, have also become effortless. You can also offer discounts on select products. The revamped Sales module allows you to create product price lists and reward coupons.

Integrations

Integrating the Sales and CRM modules will effectively micromanage the sales pipeline and facilitate lead acquisition. Integrating with the Inventory module allows you to check the availability of products from quotations. Moreover, the eCommerce platform offers a fully consolidated online store to sell your products and services.

Now, we shall delve into product management and configuration in the Odoo 16 Sales module.