Sales

Features:

• Modern User Interface. All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
• Reduce Data Entry. Send quotes in 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 closing.
• 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.
• Quotation Builder. Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
• Quotation Template. Design 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. Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
• Sales Orders. Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
• Manage Invoicing from Sales Orders. Invoice on ordered or delivered quantities, based on time and materials. 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, and sales orders, and track the status of delivery orders in real-time.
• Order-Specific Routes. Apply special routes from order lines: dropshipping, replenishing on order, etc.
• Schedule Activities. Follow key quotations and orders in just a click and get alerts based on relevant activities.
• 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.
• On-Boarding Emails. Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
• Product Variants. Create and configure products with multiple attributes or variants such as size, color, finish, etc.
• Discounts. Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
• Product Types. Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
• Third-Party Shipper. Compute shipping costs automatically, print shipping labels, and track your shipment.
• Shipping Cost. Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc.)
• Coupons. Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
• Product Configurator. Configure and sell your products by easily selecting your variant attributes with exclusion and optional products.
• Units of Measure. Sell the product in multiple units of measure and let Odoo manage the conversion.
• Pricelists. Compute the correct price based on customer conditions. Add pricelists to individual products depending on each customer's segment. Automatically use the applicable pricelist based on order conditions such as quantity and/or time.
• Order and 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.
• Next Activities. Get a full overview of all your sales activities, next actions, and performance data.
• CRM Integrations. Add the Odoo CRM app and expand your functionality with a feature such as customizable sales pipelines, automated lead creation, etc.
• Accounting Integrations. Generate invoices automatically based on sales orders, delivery orders, and contracts. Easily reference all information needed on any customer statement.
• Inventory Integrations. Check product availability information directly from the quotation. Trigger delivery orders automatically and check the delivery status from the sales order.
• Omni-Channel Sales Integrations.
• eCommerce Integrations. Create a fully integrated online store and sell your products more efficiently.