Sales

Odoo Sales is the application that runs the full sales process, from the first quotation through to the confirmed order, delivery and invoice. It suits businesses of any size that want to manage quoting, pricing and order follow-up in one place.

What Odoo Sales does

Odoo Sales lets a sales team build and send quotations, confirm them into sales orders, and generate invoices based on what was ordered or delivered. Pricing tools such as pricelists, discounts and loyalty programmes help tailor offers to different customers, while marketplace connectors keep online sales in sync with the rest of the business.

Main capabilities

• Quotations and orders: create quotations, use templates for common offers, and collect online signatures or payments to confirm orders.
• Invoicing methods: invoice based on ordered or delivered quantities, take down payments, or invoice by time, materials or project milestone.
• Products and pricing: manage products, variants and pricelists, and run discount, eWallet or gift card programmes.
• Commissions: set up target or achievement based commission plans for sales teams.
• Marketplace connectors: synchronise orders with Amazon, Shopee and the Gelato print-on-demand service.

Topics covered in this knowledge base

This section covers creating and sending quotations, quotation templates, optional products, online signatures and payments, quotation deadlines, and delivery or invoice addresses. It also covers the different invoicing methods, managing products and pricing, sales commissions, and the Amazon, Shopee and Gelato connectors.

Frequently asked questions

Does Odoo Sales include invoicing?

Yes. Sales orders link directly to invoicing, so you can bill customers based on what was ordered or what was delivered.

Can I connect Odoo Sales to marketplaces like Amazon or Shopee?

Yes. Odoo provides connectors that synchronise orders, stock and shipping status with Amazon, Shopee and the Gelato print-on-demand service.

Do I need quotation templates to use Odoo Sales?

No, templates are optional. They simply speed up quoting for products and services you sell regularly.

Need help?

Need help configuring Odoo Sales for your business? Contact support@thoughtlogik.com or see our Odoo implementation services.