Odoo Sales module contains below list of features
Customers
Helps to manage customer information
Customer Contacts
Helps to manage customer contact information
Customer Internal Notes
Helps to manage short notes about customer
Customer Meeting Schedules
Helps to manage meeting schedules with customers
Customer Related Document attachments
Helps to attach customer-related documents with respect to each customer
Customer Sales Info
Helps to view customer sales information
Customer Invoice Info
Helps to view customer’s invoices from customer master itself
Customer Bank Accounts
Helps to map customer bank accounts to each customer
Customer Membership
Helps to capture customer membership details to each customer
Send SMS to Customer
Helps to send SMS to the customer through System. Message to be manually typed in by the users
Product Sales Price List
Helps to set the sales price list to products
Order Discounts
Provision to give Order level Discounts and Line level discounts in the sales order
Generate Quotation
Helps to generate quotations and send the quotation to the customer for order confirmation
Generate Sales Order from Quotation (Domestic & Export)
Generate Sales order from quotation when the order is confirmed by the customer
Generate Direct Sales Order (Domestic & Export)
Generate sales orders based on the direct orders received from the customer
Print Order Acknowledgment
Helps to print sales order Acknowledgment upon order confirmation
Send Order Acknowledgment via Email
Helps to send Sales Order Acknowledgment to the customer via email
Attach Order Documents
Helps to attach order-related reference documents with respect to each order
Lock/Unlock the order
Helps to lock the order once the order is confirmed. This allows to restriction of further edit
Helps to unlock the locked orders by the administrators/managers to make any corrections
Cancel Order
Helps to cancel the order when a customer cancels the order placed or if any mistakes done by the user
Order Confirmation
Helps to confirm the order by the user once all the order information is entered. Confirmed orders to be approved before delivery.
Order Logs
Any changes in the order will be created with changelogs to track the changes
Validate Delivery
Order Helps to deliver goods with respect to the order placed
Print Delivery Slip
Helps to print delivery slip to warehouse team to ship the goods from warehouse
Scrap materials
Helps to move the damaged goods
Return Materials
Helps to accept sales returns from customers
Lock/ Unlock DO
Helps to lock the delivery order once the order is confirmed. This allows to restriction of further edit
Helps to unlock the locked by the administrators/managers to make any corrections
View Orders invoicing
Helps to view the list of order which are not yet invoiced
View Orders to Upsell
View list of orders where any upselling is possible
Invoice Policy
Policy to define Invoice rules such as Invoice based on Ordered quantity and Invoice based on Delivery Quantity
Create Invoice
Create Customer invoice with respect to the ordered quantity or with respect to delivery quantity
Validate Invoice
Helps to confirm the invoice and approved by management
Print Invoice
Helps to print invoices and send it to customer
Attach Invoice related documents
Helps to attach Invoice related reference documents with respect to each Invoice for future reference
Send Invoice Via Email
Helps to send Invoice to the customer via email
Generate Credit Note
Helps to generate credit note to customer if any sales returns from them
Register Payment from Invoice
Generate payments from customer invoice if any payments are received from the customer
Log Notes/Comments against order/DO/Invoice
The system captures logs with respect to order, DO and Invoices
