Introduction to Odoo Sales App
Introduction
The Odoo Sales App is a powerful tool designed to streamline your entire sales process—from sending a quote to invoicing and delivery. Whether you’re a small UK business or part of a growing enterprise, Odoo makes it easier to manage customers, products, pricing, and orders in one place.
With its intuitive interface and flexible features, the Sales App helps you save time, close deals faster, and boost customer satisfaction.
StStep-by-Step Instructions for Using Odoo Sales
Here’s how to get started with the Odoo Sales App and make the most of its features:
1. Create and Send Sales Quotations
Start your sales process by creating a professional sales quotation in just a few clicks.
- Go to the Sales module and click on Quotations.
- Create to start a new quote.
- Choose a customer or add a new one.
- Add products or services. You can also:
- Include optional products to encourage upselling.
- Use quotation templates to save time with ready-made layouts.
- Add any necessary terms, delivery timelines, or notes.
- Save and send the quotation via email—or use online signature for quicker confirmation.
2. Confirm Orders with Ease
Once your customer accepts the quote, turning it into a sales order is easy.
- Click Confirm on the quotation to convert it into a sales order
- Enable online payment options for instant confirmation and secure transactions.
- Set quotation deadlines to encourage faster decisions.
You can even allow customers to:
- Digitally sign the order online.
- Pay via credit card, bank transfer, or eWallet directly through the portal
- Assignments, such as owner updates and workflow participation.
- Rule-based associations, including workflows, approvals, blueprints, and case escalations—if the user is the record owner.
3. Manage Product Deliveries
After an order is confirmed, Odoo takes care of the fulfilment steps.
- The system automatically generates a delivery order.
- You can set different delivery and billing addresses for flexibility.
- Track shipping status and update delivery notes in real-time.
- Use product variants (e.g. colour, size) for customised orders.
4. Invoice Your Sales
Odoo supports a wide range of invoicing methods:
- Invoice based on ordered quantities (great for fixed-price products).
- Invoice based on delivered quantities (ideal for partial shipments).
- Generate down payment or pro forma invoices before delivering.
- Invoice based on time and materials if you bill by the hour.
- Project milestone invoicing is perfect for service-based businesses.
- Automatically reinvoice expenses to customers for maximum transparency.
All invoices can be created in just a few clicks and sent directly from the system.
5. Manage Your Products and Prices
Efficient product and price management is key to a smooth sales process.
- Go to the Products menu to add or import items in bulk.
- Upload product images using Google Images integration.
- Set up pricelists for different customer groups or currencies.
- Offer discounts, promotions, and special pricing.
You can also:
- Accept multiple currencies for international customers.
- Manage returns and refunds easily from the same dashboard.
6. Boost Sales with Loyalty, Commissions, and Marketplaces
The Odoo Sales App goes beyond basic sales tasks:
- Set up discount and loyalty programmes to reward repeat customers.
- Offer sales commissions to motivate your team.
- Integrate with online marketplaces:
- Use the Amazon Connector to manage Amazon orders directly.
- The Shopee Connector helps you process Shopee orders seamlessly.
- Integrate with online marketplaces:
- Sync product listings, pricing, and stock levels across platforms automatically.
Tips for Using the Odoo Sales App Efficiently
- Automate common tasks using templates and workflows.
- Regularly update your product list and pricing for accuracy.
- Set reminders for quote expiration dates to prompt follow-ups.
- Use dashboards and reports to track performance and identify trends.
- Combine with other Odoo apps like Inventory, CRM, or Accounting for a complete business solution.
