Sales Management

Sales Management

Sales Management helps to automate your entire order to cash flows by optimizing processes and deliver on time. The process of taking, approving, scheduling, tracking, fulfilling and being paid for orders is the regular and day today activities of your business.

Odoo sales management provides you with complete information related to the sales department. You can easily check the information on the invoicing, deliveries, follow up, trace-ability, and so on. Sales management in Odoo is tightly integrated with CRM and Inventory. The Sales process involves the following features

  • Manage Customers
  • Quotations/Proforma invoices to customers
  • Convert the quote to Sales when customer confirms the quote
  • Create the Sales order when customer directly place the order
  • Sales with same or different Billing and shipping addresses
  • Provision for sales Discounts
  • Supports domestic as well as export sales
  • Order confirmation
  • Automatic/manual Delivery orders with respect to sales order for delivery of goods
  • Partial or full delivery of ordered goods
  • Delivery Slip print for goods dispatch
  • Generate Invoice to customer based on delivered qty or based on ordered qty
  • Multi Level approval of Invoice if required
  • Printing Invoices only after validation of Invoices

Sales Workflow:

Quotation

Sales Order

Customer Invoice: