Odoo Sales ERP App

The Odoo Sales Management module is one of the star applications that Odoo provides. With Sales Management in Odoo, you can control your entire Sales department on a single screen. Firstly, you can customize it according to your project requirements. It also allows you to filter Sales Orders for different criteria due to being interlinked with your emails. Invoices can be sent directly from the system which helps you follow up easily. And maintain the traceability of your customer giving rest to the hectic paperwork.

Converting Opportunity into Quotation from CRM pipeline

You can directly send an RFQ(Request for Quotation) to the client from your pipeline itself. For that, you just have to open an opportunity from the CRM pipeline. Once you open it you will see many options in the top left corner such as New Quotation, Mark Won, and Mark Lost.

Odoo Sales Flow

Creation of Quotation

Now when you trigger New Quotation it will take you to the customer quotation form where you can complete filling your quotation. It starts with the Customer field which will be pre-filled since it was attached to an opportunity.

Odoo Quotation Template

Then you have the Quotation template with which you can send a complete quotation in no time. To enable the Quotation template, you will have to go to Menu Items and under the Configuration tab go to Settings which will take you to the Setting page. Then drill down to Quotations & Orders in Sales section under that tick on the Quotation template and save it.

To create your quotation template go to the menu items and under the Configuration tab, trigger the Quotation Template. After triggering that, you will be redirected to the Quotation Template list view where you can create your template by triggering the Create button. A Quotation template form will be displayed, where you can define the number of days that the template is valid also then add items under the Lines section as per your requirement. In the Optional Products, you have an option to suggest related items to the customers by triggering Add a line. In the Confirmation section, you can select the various options like Online signature where you can sign the quotation online and also confirm the order automatically; Online Payment where the customer can make an online payment and confirm the order automatically; Confirmation Mail where you can select the medium as per your preference and the email template will be sent on confirmation. If you leave that section blank nothing will be send. Once you finish the above steps you can save it and your Quotation template is now created.

Coming back to your RFQ, you can select the specific Quotation template as per your preference which will automatically fill in the products in the Orderline that you have specified in that template. If you want to categorize your Orderline by section you can do that by triggering Add a Section option. If you want to add a note after every or specific product in Orderline you can do that by triggering Add a note.

Odoo Terms & Conditions

You can also add your standard terms and conditions in your Sale Orders. To do that, you have to drill up to the Sales menu items and under the Configuration tab go to Settings which will take you to the Setting page. Then drill down to the Quotations & Orders section,  under that tick on the Default Terms & Conditions, and just below it you will see the text box where you can fill in the terms and conditions and save it. Now, whenever you create the RFQ, the terms and conditions which you added will reflect in your Orderline.

Discount Feature in Odoo Sales

You can also enable the Discount feature in your Quotations. For that, go to the Menu items and under the Configuration tab,  go to Settings which will redirect you to the Settings page and drill down to the Pricing section, tick Discounts and Save it to allow manual discounts on your order lines.

Also, you can add products manually in the Orderline as per your requirement by triggering Add a product option below the Orderline. Then you have to Configure a product option where you can configure the product on the fly, Validity field where you can define how long is that Quotation valid, Payment terms where due dates for the payment of invoices are defined and  Delivery Method where you can invoice the shipping based on its medium such as Post, DHL, etc.

Pricing Schemes in Odoo Sales

Basic Pricing:

Odoo Sales Module provides various pricing schemes which you can apply to your Sale Orders, such as Basic pricing, and Pricelist. If you are working on a quotation and want to provide a specific price to a particular customer, you can on the fly change the unit price from Orderline in that quotation but it won’t change the original sale price of the product that you have defined during the product creation.

Odoo Sales Module also accepts negative figures as the unit price. Because there is a possibility that you want to provide a discount on total of the products in Orderline. To do that, add a new item in the Orderline and assign a negative unit price. Since it is a negative value it will deduct from the total amount. For similar cases, Odoo Sales Management Module allows you to enter the negative figure.

Pricelist:

You also have the option to use Odoo Pricelist in Odoo Sales. You can easily manage the product pricing according to the company’s needs.

Multiple Pricing:

One instance of a pricelist is Multiple Pricing. That is the least complex pricing feature and comes in handy mostly for Volume Pricing. That means you can sell the products in different quantities and depending upon the quantity, you get a different price. Which you can apply seasonally or to a single customer.

To enable this feature, you have to again go to configuration settings in Sales and under the pricing section tick on Multiple Sales price per product.

For better understanding. Let’s consider a business case where you have a hardware company. That sells a single desktop keyboard for $ 200. The pricing is such that if the client purchases more than 5 quantities they will get it for $150. If they purchase more than 10 quantities they will get it for $100.

Now to implement this pricelist you have to go to the Products setting and select the product which in our case is a keyboard. Once you open it, you can see under General Information, the sales price which is $200.

Now if you switch to the Sales tab, you can see the whole Pricing section where you can do multiple pricelists for the product, you can even apply it seasonally by defining the start date and end date.

The above pricing scheme indicates that on purchasing 5 Keyboards customer will get it at the original sales price. If they purchase more than 5 Keyboards they will get them at $150. If they are purchasing more than 10 Keyboards they will get them at the discountable price of $100.

Now when you create a new Sale Order in Odoo Sales, select the default pricelist. Odoo pricelist named public pricelist. Now, when you add the keyboard and It’s in the Orderline it will reflect the pricelist which was defined.

You can also add the pricelist for your specific customer. Let’s consider if your customer is a retailer and you sell them the Keyboard at the retail price of $70. For configuring this type of pricelist, go back to product configuration. And open the product which in this case is the keyboard. Once you open it, you can see under General Information the sales price is still $200. To define a specific price for a specific customer like a retailer, you need to switch to the sales tab. Under the pricing section, select add an item, create a new pricelist for example Reseller Pricing and set the price to  $70, and Save it.

Now you go to Contacts and select the contact of your Retailer. Let’s take the example of  Kit Distributor which is a retailer. Now once you open that contact, you will see the Sales & Purchases Tab. If you go there you will see the Sale Pricelist field which contains the default public pricelist, To apply the pricelist we created for a retailer in the above example, change it to the Reseller Pricelist and save it.

Now when you create a new Sale Order in Odoo Sales Module, select the customer which is in our case Kit Distributor, and change its pricelist to the Reseller Pricelist. Now, when you add the product keyboard in the Orderline it will reflect the retail price($70) which was defined. So here we assigned a different unit price for the specific product to the specific customer. And that unit price is only applicable to that customer. For other customers, they will have to pay the original sales price.

Prices Computed from Formulas:

Another way to set up your price list in the Odoo Sales Management module is by computing formulas. Unlike the previous pricelist, it can be applied based on the product, its category, & variants linked to it, etc. To enable this feature you have to go to configuration settings in sales and under the pricing section tick on Multiple Sales price per product and select Prices Computed from Formulas.

Now under the product category, select pricelist which will redirect you to the pages which shows all the pricelist that are configured.  When you can create a new pricelist, you will be redirected to the pricelist form view wherein under the Pricelist Items section you can add a pricelist by triggering add a line. This will open a wizard where you can specify how you want your price list to reflect, you can apply on Global i.e. all the Products, Product Category i.e.the product with a specific category, Product i.e some specific product, and Product Variant product based on some variant.

Now under price computation, you can compute a price by Fixed Price, Percentage(how much percent discount you want to give to the user), and Formula (where you can define a formula that you want to implement that also allows you to round off your price.)

On filling all the details in & saving, you can reflect it in your sales order on creating one. You just have to change the pricelist section in the Sale Order with the pricelist you just created. Then it will automatically show on the Orderline product price.

Sending Quotation by Email

Once you’re done filling the quotations with the proper details and pricelists you can send it to your customer by triggering send by email button. An automatic email will be prepared based on your template with content and pdf attachments. You can also add your content if required and can view the attached pdf. The email can be sent by clicking on the SEND button.

If you want to preview the quotation before sending it to the customer you can do it by triggering the print action on the top of the quotation, which will provide you with a printable PDF version of your quotation.

Modifying Quotation Layout:

If you want to change the layout of your quotation, you can do it from the Menu items. Under the Configuration tab,  go to Settings →General Settings where you will find the Business Document section; where you have the option Change Document Template which will open many predefined layouts where you can choose according to your preference.

Once the customer has accepted the quotation you can go ahead and trigger the confirm button and convert the RFQ into the Sale Order.

Delivery Validation:

Odoo Sales Management & inventory module is liked together. On confirming, the order in Odoo Sales, a smart tab of Delivery will upgrade in the form view. Now if you click on that Delivery tab, it will redirect you to Inventory. In inventory, all the details will populate based on your Sale Order. In the top right corner, every stage is defined. The stage in which your outgoing order is currently will be highlighted.

To Confirm your outgoing order all you have to do is click on the green Validate button on the top left of the screen. Once you validate and apply it, your outgoing order will be upgraded to the Done stage.

Invoice Validation:

Once the order is delivered, you can return to the Sale order and create the invoice by triggering create invoice button. There are multiple options available to create invoices such as invoiceable lines, invoiceable lines(deduct down payments), Down payment (percentage), and Down payment (fixed amount). Select the invoice option you prefer and trigger the create and view invoices button which will take you to the invoice page.  The invoice page has different stages such as DRAFT, OPEN, and PAID.

By default, the  Invoice would be in the draft stage. To move it to the Open stage you will have to Validate the invoice by clicking on the Validate button. To move it to the Paid stage, you will have to first trigger the register payment button which will open the register payment wizard where all the details will be pre-populated and all you need to do is define the payment method  Ultimately click on the validate button which will move the invoice from the Open stage to the Paid stage which means your order has been delivered and the payment is received.

Tracking the History:

All the interactions done for this quotation can be track in chatter. Messages sent to or received from the customer are trackable below the quotation. All the communication history is preserve and available when the quotation is convert to the sales order.

Manually creating the Sale Order:

You can manually create an RFQ in the Odoo Sales Management module. If you do not want to create the same from the Odoo CRM pipeline. You can trigger the Odoo Sales App wherein you will redirect to the list view of the Quotation page. Here you have the option to create a button on the top left corner. If you trigger that it will again take you to the customer quotation form. Now fill in the details and carry on with the process as discussed earlier.

You can easily add a new customer and new product in the Odoo Sales Management module. Just click on the Customer drop-down menu. click on Create and edit option which will open a new wizard. You can record customer information such as the website, address, contact number, and much more.

You can manually add the products in the Orderline by triggering add a new product under Order Line., To configure the product on the fly click on Configure a product in the dropdown list of the Product field.

With the Odoo Sales Management module, closing opportunities has become effortless & easy. It permits you to select predefined quotations for product line offers. You will find the information about the product in the quotation itself. Which helps you adapt the offer to fit the client’s needs.

If you find an upselling opportunity with the Odoo Sales module you can reorganize the offer by adding more products. When the offer is ready, the customer can sign the deal online. You can have access to or scrutinize your past interaction and transaction with your clients at any moment.

With the Odoo Sales report, you can have insights into your sales activity, revenue by salesperson, and revenue by product category. You can categorize your product by month or week. On completing report & finalizing format. You can add it to your dashboards in just a few clicks.

Integrate Odoo sales Management module with the major shipping services like DHL, FedEx, Ups, and much more

The Odoo Sales module increases sales efficiency with an interactive dashboard, amazing quotations, and even more.

Odoo Sales flow provides a smooth interface. You can also add references and quotes that can help in closing opportunities easily.

There are several instances when the default Odoo Sales Management app or module does not fulfill the requirements of a company. In such situations, an experienced Odoo implementation partner like Bista Solutions can customize the modules as per your business requirement.

If you need any assistance or customization for your Odoo Apps you can schedule a demo with us  using this Contact Form or by emailing us at sales@bistasolutions.com