Odoo Sales App: Features

Odoo’s Sales application provides businesses with an all-in-one solution for managing their sales operations. With features like quotation building, sales orders and invoicing management, customer portals, and email gateways, sales teams can streamline their processes and easily keep track of their activities. The application also offers tools for managing products, discounts, shipping, and coupons, as well as a product configurator and unit of measure management, allowing businesses to customize their sales process to fit their specific needs.

This application also provides in-depth analysis and reporting features, such as trackable KPIs and sales analysis by category, enabling businesses to gain valuable insights into their sales performance. With an intuitive user interface and mobile access, sales teams can work efficiently on the go, while electronic signature capabilities and inter-company rules ensure smooth communication and collaboration across teams and businesses. Overall, Odoo’s Sales application offers a comprehensive solution for managing and optimizing sales operations, helping businesses drive growth and revenue.

Let’s take a look at some of the Odoo Sales App features:

Efficient Selling: 

• Modern User Interface:

A user-friendly interface optimized for salespeople enables quick access to all relevant information in the right places.

• Mobile:

Conduct sales on the go with Odoo’s mobile interface.

• Data Entry Reduction:

Easily generate quotes, sales orders, and invoices from a single screen with seamless integration with the CRM app, streamlining your sales pipeline management from initial qualification to final closure.

• Sales Warning:

Receive alerts before sending quotes to particular customers or for specific products to avoid potential sales pitfalls.

Professional Quotations:

• Quotation Builder:

Accelerate the quote creation process by leveraging pre-defined products, price lists, and templates, enabling sales teams to work more efficiently.

• Quotation Template:

Design customized quotation templates with minimal effort and utilize them repeatedly to reduce time and effort.

• Pro-forma:

Facilitate transactions with customers by sending them proforma invoices.

• Upselling:

Optimize quotations to promote additional options, products, and other triggers for closing the sale, leading to greater sales potential and increased revenue.

• Electronic Signature:

Expedite the sales process by incorporating electronic signatures, enabling customers to review and sign quotations online.

• Variants Grid Entry:

Enhance sales order management by using a grid or matrix to include product variants and display all possible combinations of product attributes, such as sizes and colors.

Orders & Contracts Management:

• Sales Orders:

Streamline the sales process by converting quotations into sales orders with a single click, or by allowing customers to create their own sales orders through online quotes and Odoo eSign. Modify sales orders, sell product kits, and process partial orders with ease, saving time and effort.

• Manage Invoicing from Sales Orders:

Simplify invoicing by basing it on ordered or delivered quantities, time, and materials. Manage payment terms by customer or invoice, and track and follow up on invoice aging quickly and easily.

• Customer Portal:

Enhance customer experience by granting them access to an online portal, enabling them to view their quotes, sales orders, and delivery order status in real time.

• Order-Specific Routes:

Apply specific routes to order lines, such as drop shipping or replenishment on order, to improve order processing efficiency.

• Contracts:

Track contract phases, such as invoicing, renewal, and up-selling, with full integration with Odoo Subscriptions for recurring invoice management, contract renewal alerts, and contract options. Monitor recurring revenue via the MRR dashboard.

• Incoterms:

Configure Odoo Sales to display Incoterms on invoices automatically, streamlining the invoicing process.

• e Signature:

Utilize Odoo e Sign to secure signatures on NDAs, contracts, or any PDF document with ease.

 

Ease of Communication:

• Schedule Activities:

Stay on top of important quotations and orders with just one click, and receive alerts based on relevant activities to ensure timely follow-up.

• Email Gateways:

 Improve efficiency by automatically attaching all email communications to the corresponding customer order, enabling easy tracing of discussions and negotiation history.

• On-Boarding Emails:

Enhance the buyer experience by creating product-specific email templates with relevant information, such as instructions and service reminders, to streamline communication and facilitate on boarding.

• Inter-Company Rules:

Seamlessly manage sales and purchase orders in a multi-company setup by automatically mirroring them across all relevant companies.

Products & Prices Maintenance:

• Product Variants:

Easily create and configure products with multiple attributes or variants, such as size, color, and finish, to meet your customers’ unique needs.

• Discounts:

Apply discounts to any quotation line item, and choose whether the discount should be visible or hidden, to incentive sales and improve customer satisfaction.

• Product Types:

Manage any type of product, including services, stackable products, delivery charges, electronic products, or consumables, to meet the diverse needs of your customers.

• Third-Party Shipping:

Automatically compute shipping costs, print shipping labels, and track your shipment with UPS, DHL, FedEx, USPS, Bpost, Easypost, or other third-party shippers.

• Shipping Cost:

Compute shipping costs based on multiple variables, such as weight, volume, quantity, margin, and delivery address, to ensure accurate and fair pricing.

• Coupons:

Boost sales and improve customer loyalty by creating custom coupon codes for specific price lists, allowing customers to activate their discounts at purchase.

• Product Configurator:

Streamline the product selection process by configuring and selling your products with ease, selecting variant attributes with exclusion and optional products.

• Units of Measure:

Sell products in multiple units of measure, and let Odoo manage the conversion to ensure consistency and accuracy.

• Price Lists:

Compute the correct price based on customer conditions, add price lists to individual products depending on each customer’s segment, and automatically apply the applicable price list based on order conditions, such as quantity and/or time.

Clear Reporting:

• KPI Dashboard:

Stay up-to-date on important metrics like total invoiced amount, sales by country/person/team, churn, MRR, lifetime value, CAC ratio, upgrades/downgrades, and more with an easy-to-use dashboard.

• Sales Activities:

Keep track of all sales activities and performance data in one place, including the next actions and upcoming tasks.

• Sales Analysis:

Analyze your sales data by grouping it based on different categories such as product type, salesperson, country, or sales team. Choose whether to base your analysis on orders, invoices, or both.

Odoo Sales is a comprehensive solution for managing sales operations that offers a range of features to streamline the sales process. From quotation building to order management, invoicing, and reporting, the application provides an all-in-one solution for businesses to optimize their sales operations. The intuitive user interface, mobile access, electronic signature capabilities, and inter-company rules make it easy for sales teams to work efficiently on the go, collaborate with others, and communicate effectively with customers. Overall, Odoo Sales provides businesses with a powerful tool to drive growth and revenue by helping them manage and analyze their sales performance.

Don’t hesitate to contact the Bista Solutions team if you want to learn more about this application or request a free consultation/demo here. Our ERP experts can customize solutions to suit your business needs. Bista Solutions, an Odoo Gold Partner with decades of experience, a global presence, and 5 awards for Odoo Best Partner North America, can guarantee you’re in good hands.