Achieve greater success in your company's sales efforts
Today's businesses are all implementing new sales methodologies in order to stay one step ahead of the competition. Sales operations in companies are increasingly being managed with the help of high-quality tools and operational software. Additionally, various models of sales terminology and various sales methodologies are used by organizations to put their company first in front of the customers.
Today, you have a wide variety of sales management software options to choose from, all of which provide excellent operational tools and management functions for your business. TThe Odoo Sales Module solution offers a dedicated sales management module that assists you in prioritizing your sales activities and stands out as an exceptional management tool among the other available options. Any business can benefit from having such a tool, as it can increase sales efficiency and consistency while also simplifying the sales process.
Send digital quotations
- Use templates
- Send quotation online
- Generate sales orders
Quotations that are detailed and well-written
Templates for quotations can be customized to meet your specific requirements and saved for future use. They are available as defaults and can be used directly or modified.
Advanced options allow you to do even more
Use the Sales Management Odoo module's advanced settings to expand the scope of your business operations.
- Define discounts and price lists
- Warnings and alerts for sales
- Proforma invoicing
- Integrate delivery methods and shipping connectors
- Down payment configuration
- Product-specific emails
Successful Odoo Sales Management
The Odoo sales report will assist you in effectively managing your business's sales operations.
- Great user interface
- Low data entry
- Sell using mobile gadgets
Direct sales quotations can be sent.
- Quotations via emails
- Build quotations
- Use custom quotation templates
- A dedicated quotation window
- Online signature
Dashboard with multiple modes
Sales module windows can be viewed in multiple forms.
- Kanban view
- List view
- Pivot view
- Graph view
- Calendar view
- Activity view
Create sales orders based on the quotations sent in the instance.
- Enhancing the effectiveness of product and service upsells
- Instantly generate orders for goods and services
- Directly create and send invoices
A company's ability to communicate effectively, both internally and externally, is critical to its success.
- Plan activities
- Send emails and alerts
- Log notes and integrated messaging tool
Prioritize your products
Set up a system that will increase sales and attract new customers to your business with Odoo Sales.
- Promotion programs
- Personalized coupon programs
- Applicable in retail POS sales and e-commerce
When it comes to analyzing the company's sales operations, Odoo's sales management module has the same reporting capabilities as all other modules.
- Dashboard, Pivot, as well as Graph views
- Custom and default filtering options
Convergence with advanced modules of Odoo
The modular structure of the Odoo platform is one of its best features, as it provides you with dedicated modules for the company's business management operations.
Create sales orders in CRM directly from leads.
Website & E-commerce
In the sales management module, your product will be shown if you sell it online.
Point of Sale (POS)
With POS integration, the CRM module will be able to generate leads from retail operations.
When it comes to sales, it's best to use a system with centralized inventory management.
The financial aspects of sales are created and managed directly through the creation of invoices.
It is well known that Odoo Sales ERP is a customizable platform that can be defined and developed to meet your operational requirements. Depending on your needs, you can customize the sales operations of your company, and the module will work accordingly. Based on your needs, we can create a platform tailored to your specific business.