Manage Orders & Contracts
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.
Get warnings before sending quotations to specific customers or for specific products.
Modern User Interface
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Use Odoo's mobile interface to sell on the road.
Create Professional Quotations
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Design custom quotation templates in just a few clicks and reuse them to save time.
Send Pro-forma invoices to your customers.
Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
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).
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.
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Apply special routes from order lines: dropshipping, replenish on order, etc.
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.
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Follow key quotations and orders in just a click and get alerts based on relevant activities.
See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Automatically mirror sales and purchase orders in a multi-companies setup.
Maintain Products & Prices
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
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.
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.
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.
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.
Create a fully integrated online store and sell your products more efficiently.
Add the Odoo CRM app and expand your functionality with a feature such as customizable sales pipelines, automated lead creation, etc.
Generate invoices automatically based on sales orders, delivery orders, contracts. Easily reference all information needed on any customer statement.
Check product availability information directly from the quotation. Trigger delivery orders automatically and check delivery status from the sales order