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.
Odoo sales 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.
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 the 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 time.
C ) Upselling
Quotations are optimized which helps 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 the 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 with 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 effectively.
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 pricelist 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 ) E-COMMERCE
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