Sales

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    Sell More Efficiently

    Modern User Interface

    All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.

    Mobile

    Use Odoo's mobile interface to sell on the road.

    Reduce Data Entry

    Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

    Sales warning

    Get warnings before sending quotations to specific customers or for specific products.


    Create Professional Quotations

    Quotation Builder

    Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

    Quotation Template

    Design custom quotation templates in just a few clicks and reuse them to save time.

    Pro-forma

    Send Pro-forma invoices to your customers.

    Upselling

    Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

    Electronic Signature

    Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

    Variants Grid Entry v13

    Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).


    Manage Orders & Contracts

    Sales Orders

    Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

    Manage Invoicing from Sales Orders

    Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

    Customer Portal

    Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

    Order-Specific Routes

    Apply special routes from order lines: dropshipping, replenish on order, etc.

    Contracts

    Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Odoo Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

    Incoterms®

    Configure Odoo Sales to automatically display Incoterms directly on the invoice.

    eSignature

    Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.


    Streamline Communication

    Schedule Activities

    Follow key quotations and orders in just a click and get alerts based on relevant activities.

    Email Gateways

    See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.

    On-Boarding Emails

    Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

    Inter-Companies Rules

    Automatically mirror sales and purchase orders in a multi-companies setup.


    Maintain Products & Prices

    Product Variants

    Create and configure products with multiple attributes or variants such as size, color, finish, etc.

    Discounts

    Apply discounts on any quotation line item and choose if the discount should be visible or hidden.

    Product Types

    Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

    Third-Party Shipper

    Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.

    Shipping Cost

    Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)

    Coupons

    Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

    Product Configurator

    Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.

    Units of Measure

    Sell product in multiple units of measure and let Odoo manages the conversion.

    Pricelists

    Compute the correct price based on customer conditions. Add pricelists to individual products depending on each customer's segment. Automatically use the applicable pricelist based on order conditions such as quantity and/or time.


    Intuitive Reporting

    Trackable KPIs

    Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

    Next Activities

    Get a full overview of all your sales activities, next actions, and performance data.

    Order & Invoicing Analysis

    Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.