Streamline Your Sales Process with Odoo 18 Sales Management

Automate, track, and optimize your entire sales workflow with ease.

Why Use the Odoo 18 Sales Module?

Whether you're a wholesaler, B2B service provider, or eCommerce seller, managing your sales efficiently is key to growth. The Odoo 18 Sales module simplifies everything — from quoting and order tracking to invoicing and performance analysis.

With a clean interface and full integration across your business, your team can work faster and more accurately, reducing paperwork and increasing revenue.


Creating and Sending Quotations

Odoo makes it simple to send professional, accurate quotations in just a few clicks. From the Sales dashboard, click Create to generate a new quotation.

Highlights of the Quotation feature:

  • Drag-and-drop product lines for speed
  • Customizable templates for recurring quote styles
  • Online signature and payment options built-in
  • Email tracking so you know when quotes are viewed

Once accepted, you can confirm the quotation into a sales order instantly, streamlining the sales-to-fulfillment process.


Flexible Pricing and Discounting

Need to handle special pricing for VIP clients? Or give quantity-based discounts? Odoo 18 makes pricing powerful but easy.

Key features:

  • Pricelists to set dynamic or fixed prices by customer segment
  • Discount rules (by product, order total, or time period)
  • Promotions and coupons (ideal for eCommerce)
  • Currency and tax localization based on customer location

This makes it effortless to personalize pricing strategies and boost conversions.


Managing Sales Orders

Once a quotation is confirmed, it becomes a Sales Order. Odoo tracks each order's fulfillment status, invoicing, and delivery status from a centralized dashboard.

Features include:

  • Automated order workflows for confirmation, delivery, invoicing
  • Real-time order status tracking
  • Delivery date planning
  • Customer communication tools built-in

Every order in Odoo is linked to inventory, accounting, and shipping — keeping all teams aligned.


Product Catalog and Configuration

Your sales team will love how easy it is to manage products in Odoo. You can create product templates with variants (like size, color, or packaging) and set attributes for each item.

Product configuration includes:

  • Product types: Storable, consumable, or service
  • Variant management: With matrix view
  • Multiple units of measure
  • Barcoding and SKU support

This ensures every quote or order is accurate and inventory levels stay in sync.


Integration with Invoicing and Inventory

One of the biggest strengths of Odoo Sales is its deep integration with other Odoo apps — especially Invoicing and Inventory.

  • Sales → Invoice: Generate invoices automatically based on order lines
  • Sales → Inventory: Reserve stock and trigger deliveries
  • Sales → Subscription: Convert quotes into recurring plans

This allows for a smooth, end-to-end sales process — no double entry, no manual updates.


Sales Reporting and Analytics

Odoo 18 offers robust analytics to help you track what's working — and what's not. You can view sales trends, order volumes, customer history, and individual salesperson performance.

Sample reports:

  • Sales by product
  • Revenue by customer
  • Order cycle time
  • Average deal size

All reports can be filtered, grouped, and exported — giving you the insights to optimize pricing, staffing, and inventory.


Tips for Getting the Most Out of Odoo Sales

To supercharge your sales process, try these tips:

  • Use digital signatures to close deals faster
  • Create pricelist rules for special customers
  • Automate email follow-ups for unconfirmed quotes
  • Sync with CRM to track leads through to orders
  • Train your team to use dashboards and reports regularly

Conclusion

From quotation to order to payment, Odoo 18 Sales gives you full visibility and control over your sales operations. It's built for speed, flexibility, and collaboration — so you can spend less time on admin and more time growing your revenue.

Need help implementing Odoo Sales for your business? Talk to our team today!

Streamline Your Sales Process with Odoo 18 Sales Management
JD / Janeindiran December 4, 2024
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