Odoo
Sales Management
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Odoo ERP for Sales Management
Take your sales operations to next level
Sales ERP
Sales are one of the vital aspects of any business where all of the companies all around the globe are striving towards. Today all the companies are adopting newer sales methodologies to be able to stay ahead in the competition. The use of dignified tools and operational software for the effective management of sale operations in the companies have seen to be the recent trends in the market nowadays. Moreover, numerous models of sales terminologies along with different sales methodologies are used by organizations to put their company first to the customers.
The sales management software solutions are abundantly available today for you to choose from offering exceptional operational tools as well as management functions to your companies. Among all the sales management software tools the Odoo ERP solution provides you with a dedicated sales management module that helps you to put your sales operations first stands out as an exceptional management tool. The necessity of such a tool is there for any businesses as it can bring in reliability, effectiveness, and simplifications to the sales operations of your company.
Send your Quotations Online
Use templates
Send quotation online
Instantly generate sales orders
Detailed and well crafted quotations
There are default quotation templates available that can be used or can be modified to create new ones as per your need and can be saved for further uses
Go further with advanced settings
The advanced settings in the sales module will help you to go further with your sales operations
Define discounts and price list
Sales warnings and alerts
Proforma invoicing
Configure delivery method and shipping connectors
Down payment configuration
Product specific emails
Why should you choose Odoo for sales management?
The Odoo sales module will help you to run the sales operations of your company efficiently with
Attractive user interface Low number of data to be entered Sell on the go using mobile gadgets
Well crafted quotations
You will also be able to send out dedicated sale quotations directly to the customers at any instance.
- Send quotations via emails
- Quotation builder
- Default and custom quotation templates
- A dedicated quotations window
- Online signature
Advanced device integration
The sales module windows can be viewed in multiple forms.
Kanban View
List View
Pivot View
Graph View
Calendar View
Activity View
Put your product sales first
Create sales orders on the quotations which have been sent at the instance.
- Functionality of upselling products and services
- Generate sales orders instantly
- Create and send out invoices directly
Streamline the communications
Communications are vital aspects of a business let it be in house or out house which will be helpful in the sale operations
- Schedule activities
- Send email and alerts directly
- Log notes and integrated message tool
Put your products first
Craft your sales operations that will help you to bring in more sales and attract customers to the company.
- Promotion programmes
- Custom coupon programs
- Applicable in retails POS sales and e-commerce
Advanced reporting
Just as in all the modules of Odoo the reporting functionalities of the sales management module will be helpful in statistical analysis on the sales operations of the company.
- Dashboard, Pivot as well as Graph views
- Custom and default filtering options
Integration with advanced modules of Odoo
One of the best features of the Odoo platform is the modular structure thus providing you with dedicated modules for the business management operations of the company.
CRM
Create sales orders directly from the leads in CRM
Accounting
Direct invoice creation and the management of the financial aspects of the sales
Inventory
The centralized inventory management system is the prior for the sales operations