Sales
Odoo Sales Create Professional Quotes
Odoo Sales send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.
Quotation Builder: Create a catchy quote within a seconds. Use predefined products, price lists, and templates to help your sales people work more efficiently.
Quotation Template: Design your custom quotation templates in just a few clicks and reuse them to save time.
Pro-forma: Send Pro-forma invoices to your customers.
Upselling: Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Electronic Signature: Allowing your customers to review and sign your quotations online. Sell faster with electronic signatures.
Variants Grid Entry v13: Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product’s attributes (e.g. sizes, colors, etc.).
Manage Orders & Contracts with Odoo Sales
Odoo Sales Orders: Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Odoo Sales Orders: Invoice on ordered or delivered quantities. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Customer Portal: Provide customers with access to an online portal to view their quotes, odoo sales orders, and track the status of delivery orders in real-time.
Order-Specific Routes: Apply special routes from order lines: dropshipping, replenish on order, etc.
Contracts: 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, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.
Incoterms®: Configure Odoo Sales to automatically display Incoterms directly on the invoice.
eSignature: Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Maintain Products & Prices From Odoo Sales
Product Variants: Create and configure products with multiple options or variants such as size, color, finish, etc.
Product Types: Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Price lists: Compute the correct price based on customer conditions. Add price lists to individual products depending on each customer’s segment. Automatically use the applicable price list based on order conditions such as quantity and/or time.
Product Configuraton: Configure and sell your products by easily selecting your variants attributes with exclusion and optional products.
Units of Measure: Sell product in multiple units of measure and let Odoo manages the conversion.
Shipping Cost: Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc).
Third-Party Shipper: Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.
Discounts: Apply discounts on any line item and choose how the price is reduced as well as if the discount is visible or hidden.
Coupons: Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase. Convince customers to buy more with discounts and coupons.
Sell More Efficiently From Odoo Sales
Reduce Data Entry: Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to close.
Modern User Interface: All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Mobile: Use Odoo’s mobile interface to sell on the road.
Sales warning: Get warnings before sending quotations to specific customers or for specific products.
Streamline Communication from Odoo
On-Boarding Emails: Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
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.
Inter-Companies Rules: Automatically mirror sales and purchase orders in a multi-companies setup.
Schedule Activities: Follow key quotations and orders in just a click and get alerts based on relevant activities.
Reports and Dashboard
Trackable KPIs: Easily monitor a KPI dashboard for important information such churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.
Next Activities: Get a full overview of all your sales activities, next actions, and performance data.
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.
