Setting up master data in Odoo 18 Sales is a critical process that ensures smooth and efficient sales operations. Master data encompasses essential information such as customer details, product configurations, and activity types, which are fundamental to running a streamlined sales workflow. To begin with, businesses need to create and configure customer profiles, which store vital information like contact details, payment terms, and delivery preferences. This enables efficient management of customer interactions and ensures that the sales process runs seamlessly from quotation to invoicing.
In addition to customer data, product setup is equally important. This involves defining product categories, attributes, and variants to accurately represent the available offerings. Businesses can assign units of measure, set up product tags for better classification, and configure price lists to manage different pricing strategies. Furthermore, activity types and plans can be established to streamline follow-ups and track sales activities, ensuring effective customer engagement. By meticulously configuring these elements, businesses can enhance their sales processes, improve customer experience, and ensure that the system is tailored to meet specific operational needs.