It is a suite of open source business apps which cover all business needs. Odoo Sales Integrates with:
- CRM
- Accounting
- Inventory
- Omni Channels
- E-Commerce
Sell More Efficiently with Odoo Sales
Advanced User Interface
With an intuitive and fast interface that is specially designed for the salespeople, you can easily get all the required information.
Mobile
The mobile interface work as a backbone to sell without a stop. You can keep working without an internet connection as well as resync automatically when reconnected.
Decrease Data Entry
You can send quotes in some clicks. Moreover, can convert quotes to the sales orders as well as invoices from the similar screen. Odoo Sales integrates with the CRM app that is helpful to manage your sales pipeline from the qualification to closing.
Create Professional Quotations with Odoo Sales
The Quotation Builder
You can create a polished quote in a short span of time. By using predefined price lists, templates and products can help your sales team work more efficiently.
The Quotation Template
Design and develop custom quotation templates in some clicks as well as use them again to save your time.
Upselling
The quotations are optimized to assist businesses to sell more by suggesting extra options, discounts, applying closing triggers, additional products, etc.
Electronic Signature
Sell more quick with the electronic signatures that allow your customers to review as well as sign your quotations online.
Manage Contracts & Orders Better With Odoo Sales
Exceptional Sales Orders
Convert the quotations into sales orders in a click or, let your client do it with online quotes as well as Odoo eSign. Save your time with the power to modify the:
- Sales Orders
- Sell Product Kits
- Ship Partial OrderS
Manage the Invoicing from Sales Orders
Deliver quantities or Invoice on ordered, based on material and time. You can manage the payment terms by invoice or client. Track and follow up invoice aging easily.
Client Portal
Provide your customers the access to an online portal. It will help them view their sales orders, view and track the status of delivery orders.
Contracts
Track every phase of a contract such as:
- Invoicing
- Renewal
- Upselling
Completely integrated with the Odoo Subscriptions to managing recurring invoices such as:
- Memberships or Service Contracts
- Contract Renewal Alerts
- Contract Options
- Track Recurring Revenue through the MRR Dashboard
- Incoterms
Automatically display the Incoterms directly on the invoice by configuring Odoo Sales.
- eSignature
You can easily get signatures on the contracts, NDAs or any of PDF document.
Streamline Communication with Odoo Sales
- Schedule your Activities
Now you can follow orders and key quotations by following some clicks and can get alerts based on the appropriate activities.
- Email Gateways
Have a complete track on your email communications attached to the associated client order automatically. It allows you to trace back on the discussions as well as negotiate more efficiently.
- On-Boarding Emails
Develop email templates for the specific products to offer relevant information to the buyers, e.g., instructions or service reminders, etc.
- Multi-Companies Rules
Mirror purchase and sales orders automatically in a multi-companies setup.
Maintain Products & Prices with Odoo Sales
- Product Alternatives
Configure and Create products with many attributes such as color, size, finish, etc.
- Discounts
Apply the discounts on any quotation line item as well as if the discount is hidden or visible.
- The Product Types
Manage your product including:
- Services
- Stockable Products
- Delivery Charges
- Electronic Products
- Consumables
- Pricelists
Use the rule of pricelist to compute accurate prices based on the customer conditions. Add one or more that one pricelist to the individual products depending on each client’s segment which is helpful for differentiating t the vendors. Use the applicable price list automatically based on the conditions like quantity ordered.
- Coupons
Create custom coupons code for a price list and allow customers to activate their discount at any purchase.
Intuitive Reporting with Odoo Sales
- Next Activities
Enjoy a complete overview of all your performance data, sales activities, and next actions.
- Trackable Kpis
Easily Monitor A KPI Dashboard To Get Essential Information Like:
- Total Amount Invoiced
- Sales Per Country/Salespersons & Team
- Churn
- MRR
- Lifetime Value
- CAC Ratio
- Upgrades/Downgrades
- Etc
- Invoicing & Order Analysis
Select whether your statistics are based on invoices, order or both. Group the sales by any category like
- Product Type
- Salesperson
- Country
- The Sales Team
Conclusion
So, if you want to get further details about Odoo Sales, then come to us. Call or Email us anytime.
