Odoo 18 Sales Management

Odoo Sales is a complete sales management app which helps businesses to manage the complete cycle of sales process in one place from making quotations, converting them into sales orders, handling deliveries and generating invoices along with customer interactions smoothly. It reduces manual work, avoids mistakes in pricing and taxes and makes follow-ups easy.

The helps to works for all types of businesses such as small, medium and large scale businesses and selling products and services to companies (B2B) and end consumers (B2C).

In short, it saves time, cuts paperwork and lets the sales team focus more on selling and keeping customers happy.

Key Features of Odoo 18 Sales

Quotations & Orders

Create and send professional quotations by email.
Convert quotations into sales orders in one click.
E-signature support for faster validation.

Products & Pricelists

Manage products (stockable, services, digital goods).
Multiple pricelists for different customers, currencies, or regions.
Discounts, promotions, and coupons.

Customer Management

Integrated with Odoo CRM for lead → opportunity → quotation → order flow.
Track customer communication (emails, messages, portal).

Sales Process Automation

Automatic delivery order generation when confirming a sale.
Invoicing linked directly to orders (down payments, milestones, full invoice).
Subscription and recurring billing support.

Benefits

Streamlined quotation-to-cash workflow process.
Complete Automation of sales process Reduces errors
Better customer experience via portal.
Improve the Scalability to works for small businesses to large scale enterprises.
Real-time sales performance measures

Odoo Sales Work Flow

Odoo Sales Process

Quotation is the starting point of Sales Process
Proposal Quotation sent to the customer for products or services confirmation
Always a Quotation is linked to the respective customer record
Customer information such as name, address, GSTIN/VAT, payment terms are auto-fetched from the master
Quotation must include products or services with proper description
Quotation line must include unit price and applicable taxes based on selected product
Sales Order Line must have quantity and UOM
Quotation expiration date must include validity date
Salesperson and Sales Team should be mapped to the Quotation
Price Lists are automatically applied based on customer selected and configuration
Discounts can be applied at line level, each line with separate discount is possible
Quotation with Multi-currency is possible for international customers
Based on Customer Acceptance through email, Quotation is converted into a Sales Order
Each Sales Order has a unique order reference number
Sales Order must be mapped with proper order date
Sales Order can include multiple products with line-level details
Confirming a Sales Order reserves stock in the Inventory module
Stock Reservation applies only to storable products
Service Products do not trigger inventory reservation
Delivery can be partial or fully
Delivery status is updated back into the Sales Order
Deliverey Quantity update back in the Line level
Sales Order can be configured to generate Invoices automatically
Invoice creation can be based on ordered quantities
Invoice creation can be based on delivered quantities
Multiple Sales Orders can be combined into a single Invoice
Sales Orders support Advance Payment / Down Payment
Advance Payments can be reconciled with Invoices
Sales Orders and Invoices are accessible using Smart Buttons link
Sales Orders integrate with CRM for pipeline tracking
Sales Orders integrate with Inventory for stock movements
Sales Orders integrate with eCommerce for online orders
All Sales transactions support multi-warehouse environments
Access to Quotations, Orders is governed by User Roles and Permissions
Salesperson access can be limited to their own records
Managers have rights to approve or cancel Sales Orders from their team
Cancelled Sales Orders cannot be invoiced or delivered
Audit Trail records basic field changes made in Quotations, Orders
Communication with customers is logged via Chatter and Email Integration
Internal Notes can be recorded for team collaboration
Attachments can be uploaded in Quotation and Sales Order
Sales Reports are available by customer, product, region and salesperson
Sales Dashboard gives real-time KPIs on pipeline, orders
Performance can be tracked per Salesperson or Sales Team wise
Sales Analysis includes data on revenue, discounts, margins and profitability
Quotation or Sale Order Print with PDF
Sale Order with Proforma Invoice can be allowed to print
While Selecting the Products Grid View Option to Easily select multiple variants at a time
Delivery Content By Email to Customer/Product Followers
Each Sale Order Margin Can be viewed with Proper Costing update in Product Master
Sales Warnings, Get warnings in orders for products or customers
Auto Lock Confirmed Sale Orders with configurable feature
Manage Sales team targets and Commissions
Sale Order Integration with Amazon and status tracking auto sync
Different type of Delivery and Shipping methods are allowed (DHL, FedEx, USPS..etc)
Preview of Sales order with portal view available
Customers are able to view their orders through portal for status information
Sale Order Linked to projects, based on Product Template configuration
Milestones and Tasks are Linked to respective sale orders
Fiscal Position to Replace Taxes easily based on Customer geographical region
Expected Delivery Date maintained to easily track the Delivery status
Product Mapping with Combo Choices
Manage Different Shipping and Invoice Address in Quotation/Sale Order
Easy to Map the Terms and Conditions in Sale Order Level
Easy Apply the Coupon Code in Order Level
Easy add the shipping charges to Order level
Easy to View the Tax Split up in Order Level (GST, IGST…..etc)
Optional/Suggested product mapping in Quotation level to Improve the Business
Easy to Track Customer Credit Limits in Order Level
Schedule the activities such as Email, Phone call and meetings easily

Sales Order Management

Sales Quotation
Orders
Delivery Order
Customer Invoicing
EInvoicing
eWayBill
Packaging

Sales Quotation

Overview

In Odoo, quotations are the first step in the sales cycle. It’s a formal proposal which a company can send to a customer before confirming a sale. It specifies products, quantities, prices, taxes, discounts, and terms and this can be converted into sales orders when a customer confirms the proposal.

Process Flow

Business Rules

Quotation is the starting point of Sales Process
Proposal Quotation sent to the customer for products or services confirmation
Always a Quotation is linked to the respective customer record
Customer information such as name, address, GSTIN/VAT, payment terms are auto-fetched from the master
Quotation must include products or services with proper description
Quotation line must include unit price and applicable taxes based on selected product
Quotation expiration date must include validity date
Salesperson and Sales Team should be mapped to the Quotation
Price Lists are automatically applied based on customer selected and configuration
Discounts can be applied at line level, each line with separate discount is possible
Quotation with Multi-currency is possible for international customers
Based on Customer Acceptance through email, Quotation is converted into a Sales Order
Access to Quotations is governed by User Roles and Permissions
Salesperson access can be limited to their own records
Audit Trail records basic field changes made in Quotations
Communication with customers is logged via Chatter and Email Integration
Internal Notes can be recorded for team collaboration
Attachments can be uploaded in Quotation
Quotation or Sale Order Print with PDF
While selecting the Products, Grid View Option to easily select multiple variants at a time
Optional/Suggested product mapping in Quotation level to improve the business
Manage different Shipping and Invoice Address in Quotation
Schedule the activities such as Email, Phone call and meetings easily
Product Mapping with Combo Choices
Salesperson and Sales Team should be mapped to the Quotation
Shipping charges, tax breakdown (GST, IGST), and coupon code can be managed
Customer credit limits can be tracked in Quotation
Terms and Conditions mapping is possible
Fiscal Position can be used to replace taxes based on customer need

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Sales Orders

Overview

A Sales Order (SO) in Odoo is a confirmed sales agreement between company and a customer. It is usually created from a quotation once the customer accepts company’s offer. The sales order triggers delivery, invoicing, and stock operations automatically.

Process Flow

Business Rules

Each Sales Order has a unique order reference number
Sales Order must be mapped with proper order date
Sales Order Line must have quantity and UOM
Sales Order can include multiple products with line-level details
Confirming a Sales Order reserves stock in the Inventory module
Stock Reservation applies only to storable products
Service Products do not trigger inventory reservation
Delivery can be partial or full
Delivery status is updated back into the Sales Order
Delivery quantity updates back at the Line level
Sales Order can be configured to generate Invoices automatically
Invoice creation can be based on ordered quantities
Invoice creation can be based on delivered quantities
Multiple Sales Orders can be combined into a single Invoice
Sales Orders support Advance Payment / Down Payment
Advance Payments can be reconciled with Invoices
Sales Orders and Invoices are accessible using Smart Buttons link
Sales Orders integrate with CRM for pipeline tracking
Sales Orders integrate with Inventory for stock movements
Sales Orders integrate with eCommerce for online orders
All Sales transactions support multi-warehouse environments
Access to Sales Orders is governed by User Roles and Permissions
Managers have rights to approve or cancel Sales Orders from their team
Cancelled Sales Orders cannot be invoiced or delivered
Audit Trail records basic field changes made in Sales Orders
Communication with customers is logged via Chatter and Email Integration
Internal Notes can be recorded for team collaboration
Attachments can be uploaded in Sales Order
Sales Reports are available by customer, product, region, and salesperson
Sales Dashboard gives real-time KPIs on pipeline, orders
Performance can be tracked per Salesperson or Sales Team wise
Sales Analysis includes data on revenue, discounts, margins, and profitability
Quotation or Sale Order Print with PDF
Sale Order with Proforma Invoice print is allowed
Delivery Content by Email to Customer/Product Followers
Each Sale Order Margin can be viewed with Proper Costing update in Product Master
Sales Warnings — Get warnings in orders for products or customers
Auto Lock Confirmed Sale Orders with configurable feature
Manage Sales team targets and Commissions
Sale Order Integration with Amazon and status tracking auto sync
Different types of Delivery and Shipping methods are allowed (DHL, FedEx, USPS, etc.)
Preview of Sales order with portal view available
Customers can view their orders through the portal for status information
Sale Order linked to projects, based on Product Template configuration
Milestones and Tasks are linked to respective sale orders
Fiscal Position to replace taxes easily based on customer need
Expected Delivery Date maintained to easily track the delivery status
Product Mapping with Combo Choices
Manage different Shipping and Invoice Address in Sales Order
Easy to map the Terms and Conditions in Sale Order Level
Easy apply the Coupon Code in Order Level
Easy add the Shipping Charges to Order Level
Easy to view the Tax Split up in Order Level (GST, IGST, etc.)
Easy to track Customer Credit Limits in Order Level
Schedule the activities such as Email, Phone call and meetings easily
Salesperson and Sales Team should be mapped to the Sale Order
Price Lists are automatically applied based on customer selected and configuration
Discounts can be applied at line level
While selecting the Products, Grid View Option to easily select multiple variants at a time

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Delivery Order

Overview

Odoo Delivery manage the process of shipping products from warehouses to customers. This includes preparing delivery orders, validating shipments, managing carriers and shipping methods, and tracking deliveries to ensure timely fulfillment and customer satisfaction.

Process Flow

Business Rules

Each sales order generates a delivery order (picking) to prepare products for shipment.
Delivery orders are linked to specific warehouses and stock locations.
Delivery operations respect product availability and reservation rules before shipment.
Multiple delivery orders can be grouped or split based on carrier, destination, or product type.
Carriers and delivery methods (e.g., FedEx, UPS, Local Courier) are configured with costs and tracking options.
Delivery orders must be validated (done status) to confirm shipment and update inventory levels.
Tracking numbers and delivery statuses are recorded and shared with customers when available.
Partial deliveries are allowed if not all items are ready to ship at once.
Returns and exchanges are processed through reverse delivery orders with proper stock adjustments.
Delivery schedules can be planned and optimized for route and cost efficiency.
Integration with invoicing and sales ensures shipment triggers billing and revenue recognition.
Real-time stock updates occur when delivery orders are validated.
Alerts and notifications can be configured for shipment delays or exceptions.

Delivery Order Screenshot

Customer Invoices

Overview
A Customer Invoice is the official financial document of a company issues to its customer for goods sold or services provided. In Odoo, invoices are directly linked to sales orders and payments. They ensure proper revenue recognition and customer account tracking. Integrated with E-Invoice Portal for the GST Submission as well as Eway Bill Integration for the Goods Transfers through Road.

Process Flow

Business Rules / Features

Customer Invoice can able to create without sale order
Customer Invoice can able to create it from Sales order based on ordered or delivered Quantities
Single Invoice is allowed create from Multiple Sales order
Customer Information such as address, GSTIN, payment terms auto fetch from Master
Invoice Date/Accounting Date to reflect the ledger balance in reports
Due Date calculation is based on the mapped payment term in invoice
By default all customer Invoices are mapped under Customer Invoice Journal
Sales Person and team Mapping to make the payment followups
Fiscal Position mapping to Apply the required Taxes in line level
Price List and Currency Mapping in Invoice
Based on the Company Currency and Invoice Currency the Journal Entry will pass
If currency differs then Exchange rate will apply and convert it into Company Currency
Due Amount calculation based on Payments done
Maintained Payment Status for easy followup for dues
Invoice Line with Product or Select a Note and Description is allowed
Quantity and Units of Measure Defined in the Line Level
Unit price and Discounts are defined in the Level for the Total calculation
Based on Selected Product the Taxes will apply automatically in each line wise
Analytical Account Mapping in Each Line wise to Track the project or Cost center Info
Applied Taxes will show in header level with grouping of Taxes
Invoice Cancellation control, EID and Normal
Invoice Validation control
E-Invoice submission automatic or manual option
Manual Einvoice is two steps, confirm to check all validation and process
Can Able to add Payments to Invoice and View Linked Payments
Standard Invoice PDF Template to Download and shared to Customer
Customer Invoice Linked with Sale orders smart button to easy view

E-invoicing

E-way Bill create button view

Generate e-WayBill

Packages

Overview

Odoo allows you to manage products grouped into packages, streamlining warehouse handling and shipping processes. Packages help organize multiple products into single units for easier storage, picking, and delivery, improving overall warehouse efficiency.

Process Flow

Business Rules

Packages can contain one or more products, each with specific quantities, allowing bulk handling of grouped items.
Packaging can be customized per warehouse, shipment, or customer requirements.
Each package is assigned a unique identifier (package ID or barcode) for tracking throughout the warehouse and delivery cycle.
During picking and shipping, packages can be scanned as single units, speeding up operations and reducing errors.
Packages can be nested — for example, pallets containing multiple boxes — to match complex logistics workflows.
Inventory adjustments and stock moves track packages alongside individual products to maintain accurate inventory levels.
Packages support integration with delivery carriers and shipping labels, enabling seamless logistics management.
User roles and permissions control packaging operations, ensuring correct handling and compliance.

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Packages View

Sales Master Management

Customers
Product
Product Variants
Pricelist
Discount and Loyalty
Gift Cards & eWallet
Sales Teams
Quotation Template
Delivery Methods
Tags
Attributes
Combo Choices
Product Categories
Product Tags
Units of Measure
Units of Measure Categories

Customers

Overview

In Odoo, Customers represent the companies or individuals who purchase products or services from your business. The Customers module acts as a centralized database to manage all customer information, including contact details, communication history, sales orders, invoices, and support tickets. This unified view helps businesses build stronger relationships, deliver personalized services, and streamline sales and after-sales processes. Integration with CRM, Sales, Accounting, and Support modules ensures that customer data is accurate and accessible across the entire organization.

Process Flow

Business Rules

Unique Name of the Customer
Address details: Street, City, Zip, State, Country
Phone and Email of the Customer for communication
Customer type: Company or Individual (supports both organizations and persons)
Customer can be identified via checkbox (Customer)
Customer image can be maintained for identification
GSTN and PAN number for tax purposes
Default Fiscal Position mapping to auto-apply correct taxes
Default Payment Terms mapping at Customer level
Default Pricelist mapping (based on customer category, location, or negotiated terms)
Default Payment Method mapping
Ability to map single or multiple Bank Accounts for payment processing
Customer Credit Limits definition and enforcement during sales/invoicing
Multiple addresses supported: Shipping, Invoice, and Other sub-addresses
Multiple contacts can be maintained (e.g., billing contact, shipping contact)
Salesperson mapping at Customer level for follow-ups
Sales Team mapping at Customer level
Provision to assign Tags for segmentation and reporting
Provision to add Customer default Notes
Smart buttons linking to CRM, Sales, Accounting, Inventory
Communication history tracked: Emails, Phone calls, Meetings
Chatter/email integration for ongoing communication
Customer Portal access to view Orders, Invoices, Deliveries, and Support Tickets
Sales Reports & Dashboards by team, product, customer or region
Multi-currency support for global customers
Multi-language support for international trade
Customer can be maintained at single-company level or across all companies
Customers can be marked as Active or Archived
Import/Export tools for bulk management of customer data
User roles/permissions to control who can create, view, or edit customer records

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Product

Overview

The Product Master in Odoo is the centralized system for managing all products and services offered by a company. It enables businesses to maintain detailed information about products, including descriptions, pricing, stock levels, variants, and categorizations. This module supports multiple product types stockable products, consumables and services and integrates with sales, purchasing, inventory, and manufacturing workflows. By organizing product data effectively, the Product Master ensures accurate sales transactions, inventory management and reporting across the enterprise.

Process Flow

Business Rules

Each product must have a unique name and reference code (SKU) for identification.
Products can be categorized into hierarchical categories to simplify search and reporting.
Products support different types stockable products (inventory tracked), consumables (not tracked), and services.
Product variants can be created by defining attributes like size, colour, or material, enabling flexible product configurations.
Pricing can be managed through multiple pricelists that apply based on customer, currency, or sales conditions.
Products include detailed descriptions, images, and specifications to aid sales and customer understanding.
Inventory settings determine if the product is tracked, its routes (e.g., drop shipping, manufacturing), and warehouse locations.
Taxes are assigned to products based on applicable fiscal regulations and customer locations.
Reordering rules can be set to automate procurement when stock reaches a minimum threshold.
Products can be linked to Bills of Materials (BoMs) for manufacturing processes.
Access control restricts who can create, modify, or deactivate products to ensure data integrity.
Products can be archived or deactivated without deleting historical data.
Integration with barcode systems supports efficient stock operations and order fulfilment.
Product data synchronizes with sales, purchase, and inventory modules to maintain consistency.
Multi-currency and multi-language support allow products to be managed in global contexts.
Products can be linked to subscriptions for recurring sales and service contracts.
Import and export features facilitate bulk updates and data migration.

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Product Variants

Overview

In Odoo, Product Variants allow businesses to manage multiple versions of a single product based on attributes such as size, colour, material, or other customizable options. Instead of creating separate products for each variation, variants are linked to a single product template, simplifying inventory management, sales, and reporting. This system enables flexible product configurations to meet diverse customer needs while maintaining organized and accurate product data across sales, inventory, and purchasing processes.

Process Flow

Business Rules

Product Variants are created by defining attributes (e.g., size, color) and their possible values linked to a product template.
Each variant is a unique combination of attribute values, identifiable by a specific SKU or internal reference.
Variants inherit general information (description, category, tax settings) from the parent product template.
Pricing, inventory levels, and other properties can be customized at the variant level when needed.
Variants are managed in stock individually, allowing precise tracking of quantities and movements.
Sales orders and purchase orders can specify exact product variants to ensure correct fulfilment.
Variants support barcode assignment for easier scanning and warehouse operations.
The system allows bulk creation of variants based on selected attribute combinations.
Access controls determine who can create, edit, or deactivate variants to maintain data integrity.
Variants are included in reports and analytics, providing detailed sales and stock insights.
Product variants integrate with pricelists, promotions, and discounts at both template and variant levels.
Customers can select product variants easily during the sales process, including through the website or customer portal.
Variants can be archived without deleting historical sales or inventory data.
Integration with manufacturing allows specific variants to trigger distinct production processes.
Multi-language support enables attribute values and variant descriptions to be translated for international customers.|

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Pricelist

Overview

In Odoo, a Pricelist defines a set of pricing rules and conditions that determine the sale prices of products for different customers, regions, or sales scenarios. Pricelists help businesses offer personalized pricing based on factors such as customer segments, order quantities, promotions, or currencies. They enable flexible price management and automation, ensuring accurate pricing across sales channels while supporting discounts, mark-ups, and complex pricing strategies.

Process Flow

Business Rules

Pricelists are assigned to customers or sales orders to automatically apply pricing rules.
Each pricelist consists of multiple pricing rules based on product, product category, quantity, date range, or other conditions.
Pricing rules can include fixed prices, percentage discounts, markups, or formulas based on cost or other prices.
Pricelists support multi-currency pricing to handle international sales seamlessly.
Different pricelists can be created for different customer groups, regions, or sales channels.
Pricelists can be set as public (available to all customers) or private (assigned to specific customers).
Rules can be prioritized to control which pricing applies when multiple conditions are met.
Pricelist validity can be controlled with start and end dates to support time-bound promotions.
Special pricing rules can be defined for product variants or entire product categories.
Discounts and surcharges can be combined and calculated automatically based on the rules.
Pricelists integrate with sales orders, quotations, and e-commerce to ensure consistent pricing.
The system allows for bulk import/export of pricelist rules for easier management.
Pricing visibility can be restricted based on user roles to protect sensitive pricing data.
Pricelists can be configured to automatically update prices when costs or base prices change.
Customer-specific pricelists enable personalized offers and loyalty pricing.

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Discount and Loyalty

Overview

In Odoo, the Discount and Loyalty Master module helps businesses manage and automate customer incentives through discounts and loyalty programs. Discounts can be applied directly to products, orders, or customers based on rules such as quantity, promotions, or special events. Loyalty programs encourage repeat business by rewarding customers with points, coupons, or special offers based on their purchases. Together, these features boost customer satisfaction, increase sales, and help retain valuable customers by providing personalized and flexible pricing incentives.

Process Flow

Business Rules

Discounts can be applied at multiple levels product line, entire order, or customer-specific agreements.
Discount types include fixed amount, percentage off, or tiered discounts based on quantity or purchase value.
Discount rules can be automated based on sales campaigns, seasonal promotions, or customer segments.
Loyalty programs track customer purchases and award points based on configurable earning rules.
Customers accumulate loyalty points that can be redeemed for discounts, products, or services.
Loyalty points expiry and usage conditions can be defined to encourage timely redemption.
Customers can view and manage their loyalty points via the customer portal.
Loyalty and discount settings can be combined with pricelists to provide layered pricing strategies.
Discounts can be restricted by user roles to control who can apply or approve them.
Loyalty rewards and discount history are tracked for reporting and analytics.
Integration with POS, e-commerce, and sales modules ensures consistent application of discounts and loyalty rewards across channels.
Notifications and reminders can be configured to alert customers about their loyalty status or available discounts.
Loyalty programs support different tiers or levels to reward higher spending customers with better benefits.
Discounts and loyalty programs can be paused, updated, or terminated without losing historical data.
Reporting tools provide insights into the effectiveness of discounts and loyalty campaigns.

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Gift Cards & eWallet

Overview

In Odoo, the Gift Cards & eWallet module provides businesses with tools to issue, manage, and redeem gift cards and digital wallets. Gift cards are prepaid vouchers customers can purchase and use as a payment method, enhancing sales and customer loyalty. The eWallet feature allows customers to store funds digitally for easy and secure transactions. Together, these solutions offer flexible payment options, encourage repeat purchases, and improve customer satisfaction by simplifying the checkout process across online and physical sales channels.

Process Flow

Business Rules

Gift cards can be created with fixed or variable amounts and assigned unique codes for tracking.
Customers can purchase gift cards online, in-store, or receive them as promotional offers.
Gift cards can be redeemed partially or fully during sales transactions.
eWallets allow customers to preload funds that can be used for future purchases.
Both gift cards and eWallet balances are securely managed and updated in real-time.
Expiry dates and usage restrictions can be set for gift cards and eWallet funds.
Customers can view their gift card balances and eWallet funds via the customer portal.
Refunds or returns involving gift card payments adjust balances accordingly.
Gift cards and eWallets integrate seamlessly with POS, e-commerce, and sales modules.
Multiple gift cards can be applied in a single transaction, with system-enforced validation.
Administrative controls regulate who can issue, modify, or deactivate gift cards and eWallet accounts.
Reports provide insights into gift card sales, redemptions, and eWallet usage.
Automated notifications remind customers of expiring gift cards or low eWallet balances.
Integration with loyalty programs enables rewards to be added directly to eWallets.
Gift cards and eWallets support multi-currency transactions for global customers.
Security features prevent fraud and unauthorized use through code validation and access controls.

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Sales Teams

Overview

In Odoo, the feature allows companies to define, manage, and structure their sales teams based on regions, product lines, customer types, or business functions. It provides a foundation for organizing sales efforts efficiently, assigning responsibilities clearly, and monitoring performance effectively. Through the Sales Teams Master, businesses can streamline lead distribution, manage sales pipelines, control data access, and generate focused reporting across various sales units. The setup of this master data ensures consistency, structure, and clarity across all sales processes within the system.

Process Flow

Business Rules

Each Sales Team must have a unique team name that reflects its identity or business scope.
A Team Leader (Manager) must be assigned to every sales team to supervise team operations and manage pipeline activities.
Salespersons (Team Members) must be added to define the users responsible for handling leads, opportunities, and sales orders within the team.
An optional team email alias can be configured for shared communication and centralized customer interactions.
The team can be linked to a default sales channel to classify and track sales activities accordingly.
Sales stages and pipelines can be customized per team to match the team’s process and workflow.
The system automatically associates leads, opportunities, and quotations with the responsible sales team based on user or manual assignment.
Only users with appropriate access rights (e.g., Sales Manager or Administrator) can create, modify, or delete Sales Teams.
Archived teams retain historical records for reporting but are hidden from active operations.
Sales team membership controls visibility — team members and the team leader can only view and manage records assigned to their team.
Multiple sales teams can be created to support complex or layered business structures.
Each sales team’s data is reflected in reports, KPIs, forecasts, and dashboards scoped by team for focused performance tracking.
The master setup integrates seamlessly with other Odoo modules like CRM, Sales, Invoicing, and Inventory, ensuring smooth inter-departmental coordination.

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Quotation Template

Overview

The Quotation Template allows companies to create reusable quotation formats that standardize product offerings, pricing, payment options, and legal terms. These templates ensure that sales teams can generate consistent and professional quotations quickly, while minimizing manual data entry. Quotation templates support predefined product lines, optional items, service charges, delivery, and terms & conditions — enabling faster sales cycles, clearer communication with customers, and better sales team efficiency.

Process Flow

Business Rules

Each Quotation Template must have a distinct and meaningful name to identify its use (e.g., by product category, package, or offer type).
A quotation validity period (e.g., 30 or 45 days) must be defined to control how long the quote is valid for the customer.
The template may include a setting to send confirmation emails automatically upon order validation.
Templates are created under a specific company in multi-company environments.
A quote calculator can be enabled for estimating costs like shipping, installation, or additional services.
Templates support the definition of product/service lines, each with default quantities, units of measure, and pricing.
Optional products can be configured to encourage upselling; customers can choose to include these in the quote.
Templates may include section and note lines to group products or provide additional information (e.g., warranties, delivery conditions).
Recurring plans can be defined if the quotation involves subscription-based or repeat services.
Templates allow enabling online signature to let customers digitally approve the quotation via the customer portal.
Templates can also enable online payment, allowing customers to pay at the time of confirmation.
A default invoicing journal can be linked for accounting integration during invoicing.
Templates include a Terms & Conditions section to standardize legal or commercial disclaimers across quotations.
Templates are compatible with the quote builder, allowing sales reps to adjust or configure elements before sending.
Access to creating, modifying, or deleting templates is restricted based on user roles and permissions.
Templates can be archived when not in use, retaining historical data without cluttering active choices.
All templates are fully integrated with Sales, CRM, eCommerce, Accounting, and Inventory modules.

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Delivery Methods

Overview

The Delivery Methods Master in Odoo allows businesses to define, manage and automate shipping options for sales orders, eCommerce, and warehouse operations. Delivery methods (also called shipping methods) represent the logistics services available to fulfil customer orders, including third-party carriers (e.g., FedEx, UPS), local delivery, or manual transport options.

These methods support cost calculation, delivery scheduling, integration with carriers, and tracking functionalities. A well-structured delivery method setup improves shipping efficiency, cost accuracy, and customer satisfaction.

Process Flow

Business Rules

Each delivery method must have a unique name identifying the carrier or type of delivery service (e.g., “Local Delivery”, “UPS Ground”).
Delivery methods can be linked to third-party shipping connectors (e.g., DHL, FedEx, UPS) to enable real-time rate calculation and label generation.
Fixed-price or rules-based pricing can be configured per method (e.g., flat rate, based on weight, volume, destination, or order value).
Methods can be configured to apply automatically based on delivery conditions such as destination, weight, or sales channel.
Delivery charges can be added automatically to the quotation or sales order based on the selected method.
Each delivery method can be enabled or disabled for use in eCommerce, Point of Sale (POS), or backend sales.
Free delivery thresholds can be set (e.g., free shipping on orders above a certain value).
Tax settings can be applied to delivery charges for proper fiscal calculation.
Delivery methods support multi-company and multi-warehouse environments, allowing for specific methods per location.
Users can assign delivery methods manually in quotations, sales orders, or through automated rules.
Integration with warehouse operations allows automated picking, shipping, and tracking updates.
Shipping labels and tracking numbers are generated when integrated with compatible carriers.
Delivery methods can be linked to specific journals or accounts for proper accounting of shipping revenue or cost.
Access to create, modify, or delete delivery methods is restricted by user permissions.
Delivery methods can be archived to retain history while keeping the list of active options clean.
Templates or default methods can be set up for repeat customers or product categories.
All delivery data is visible in related sales orders, invoices, and delivery slips, ensuring consistency across operations.

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Attributes

Overview

The Product Attributes in Odoo allows businesses to define customizable characteristics for products such as brand, size, colour, or style. These attributes help in generating product variants and enable customers to filter products easily on eCommerce platforms. Attributes can be displayed in different formats (radio buttons, dropdowns, colour, etc.) and support dynamic variant creation to streamline product configuration and selection.

Process Flow

Business Rules

Each attribute must have a unique name (e.g., “Brand”) that clearly defines the product characteristic.
The Display Type controls how attribute values appear to users
- Radio (single select),
- Pills (visual buttons),
- Select (dropdown list),
- Color (color swatches),
- Multi-checkbox (multi-select).
Variant Creation defines how product variants are generated from attribute values
- Instantly Variants created as soon as the attribute is added.
- Dynamically Variants created on demand.
- Never – Variants are not generated for this attribute.
Attributes can be marked as Visible or Hidden on the eCommerce platform to control customer filtering.
Attributes can be linked to an eCommerce Category (e.g., “General Features”) for better frontend product classification.
Multiple attribute values can be defined (e.g., Apple, Samsung for Brand) with optional price impacts.
Attribute values can have an extra price that affects variant pricing if needed.
Attributes support multi-language translations to serve international customers.
Only users with appropriate permissions can create, edit, or delete attributes and their values.
Attributes integrate fully with Product Templates, Variants, Sales, Inventory, and eCommerce modules.
Attributes improve product filtering, variant management, and customer product selection experiences.

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Combo Choices

Overview

The Combo Choices in Odoo enables businesses to create product bundles or combo offers by grouping multiple products under one package. Combos can be configured with different items or options, allowing customers to choose from predefined selections or sets. This feature supports promotions, upselling, and customizable product packages, enhancing sales opportunities both online and offline.

Process Flow

Business Rules

Each combo choice must have a unique name to identify the product bundle (e.g., “T-shirt Combo”).
Combo choices are linked to one or more companies; visibility can be set as Visible to all or restricted.
Each combo contains multiple component products with their original prices listed.
Combo items can have customized pricing, with discounts or zero adjustments applied per item.
Customers can select items within the combo according to the available options.
Combo pricing can be managed as
- Sum of individual products,
- Fixed combo price, or
- Discounted price on components.
Combo choices can be added to sales orders, quotations, and eCommerce carts seamlessly.
Inventory quantities for individual combo components are tracked and adjusted during sales and delivery.
Only authorized users can create, edit, or delete combo choices.
Combos support adding or removing combo lines for flexibility in product offerings.
Combo details, including pricing and component list, are visible to sales teams and customers as applicable.
Product combos integrate with Sales, Inventory, and eCommerce modules for smooth operation.

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Product Categories

Overview

The Product Categories in Odoo organizes products into hierarchical groups for streamlined management and reporting. Categories enable businesses to set shared accounting properties, inventory valuation methods, and operational rules for groups of products. This classification facilitates better financial tracking, inventory control, and tailored sales strategies by grouping products as saleable items, services, or other types.

Process Flow

Business Rules

Each product category must have a unique name that reflects the product grouping.
Categories can have a parent category, supporting hierarchical organization.
Categories can be linked to Avatax Categories for tax compliance and automated tax calculations.
Categories support route assignments to define logistic flows such as drop shipping or manufacturing routes.
Force Removal Strategy can be set to dictate how inventory is reserved or removed.
Categories control packaging reservation rules, such as
- Reserve Only Full Packagings (reserve complete packages)
- Reserve Partial Packagings (allow partial reservation of packages)
The Inventory Valuation method is set at the category level
- Manual Stock moves are manually accounted
- Automated Real-time valuation is done automatically
Categories define Costing Methods including
- Standard Price
- Average Cost
- FIFO/LIFO
Categories specify Account Properties for financial postings
- Income Account (sales revenue)
- Expense Account (costs related to products)
- Down payment Account (for advance payments)
Changes to category settings impact all products assigned to the category unless overridden individually.
Only authorized users can create, edit, or archive product categories.
Archived categories remain in the system for historical reporting but are excluded from active use.
Categories facilitate filtering and grouping across Sales, Purchase, Inventory, and Accounting reports.
Multi-company setups support category configurations that are either shared or company-specific.

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Product Tags

Overview

The Product Tags Master in Odoo allows businesses to create customizable labels (tags) that can be assigned to products and variants for better classification and filtering. Tags enhance product visibility on eCommerce platforms by allowing optional display customization such as colors or images. This flexibility helps improve product discoverability, segmentation, and marketing efforts across sales channels.

Process Flow

Business Rules

Each product tag must have a unique name for identification.
Tags can be set as visible on eCommerce, controlling whether they appear as filters or labels on online storefronts.
Tags can be assigned a color for visual distinction in backend views and on eCommerce platforms when no image is provided.
A tag image can be uploaded (binary file), which overrides the color display on eCommerce sites.
Tags can be linked to multiple product templates and product variants for flexible grouping.
Users with appropriate permissions can create, edit, or delete tags.
Tags function as non-hierarchical labels, allowing multiple tags per product without parent-child relationships.
Tags improve product filtering and searchability on both backend lists and customer-facing portals.
Tags can be archived without deletion to maintain historical consistency while removing them from active use.
Tags support multi-language labels for global eCommerce catalogs.

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Units of Measure

Overview

The Units of Measure in Odoo enables businesses to standardize how product quantities are measured, ensuring consistency across sales, purchases, inventory, and manufacturing processes. Units of measure are grouped into categories (like Weight, Length, Volume), with one reference unit per category serving as the base for all conversions. This setup supports accurate unit conversions and helps maintain inventory integrity and precise reporting.

Process Flow

Business Rules

Each Unit of Measure must have a unique name (e.g., “kg”) to clearly identify the measurement.
Units belong to a category (e.g., Weight, Length), which groups units of similar types for proper conversion.
Each category has a reference unit of measure that serves as the base unit for all conversions within that category (e.g., kilogram for Weight).
The Unit of Measure has a type designation; the reference unit is marked as “Reference Unit” while others are “Bigger” or “Smaller” based on their conversion factor relative to the reference.
Units have a conversion ratio to the reference unit (not shown here but important for calculations).
The UNSPSC Category code can be assigned to map units to standardized procurement classifications.
Units can be used in various transactions and documents such as sales orders, purchase orders, stock moves, and manufacturing operations.
Users can select units freely within the same category, and Odoo automatically converts quantities based on the defined ratios.
Only authorized users can create, modify, or delete Units of Measure.
Units cannot be deleted if they are in use by existing products or transactions but can be archived to preserve historical data.
Proper rounding rules and precision can be applied to units to avoid calculation errors.
Multi-company environments support sharing or customizing UoMs per company needs.
Units support multi-language names for international use.

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Units of Measure Categories

Overview

The Units of Measure Categories in Odoo groups related units of measure into logical categories like Weight, Length, or Volume. Each category has a reference unit, which acts as the base for all unit conversions within that category. This structure ensures consistent quantity measurement and seamless conversions across sales, purchases, inventory, and manufacturing processes. Categories also help streamline product grouping in Point of Sale (POS) and other modules.

Process Flow

Business Rules

Each Unit of Measure Category must have a unique name (e.g., Weight) that defines the measurement type.
Categories group related units of measure, such as grams, kilograms, pounds under the Weight category.
Each category has exactly one Reference Unit of Measure, which is the standard base unit for conversions (e.g., kilogram for Weight).
Units within the category are classified relative to the reference unit as
- Smaller than the reference unit (e.g., grams, ounces)
- Bigger than the reference unit (e.g., tons)
Each unit has a conversion ratio to the reference unit (e.g., 1 kg = 1000 g).
The Group Products in POS option allows units in this category to be grouped in the Point of Sale interface for easier product selection.
Units have defined rounding precision to control quantity decimal places in transactions.
Users with proper permissions can create, edit, or archive categories and units within them.
Unit of Measure categories and their units ensure accurate conversions and consistent reporting across all relevant modules.
Categories support multi-language translations for international operations.
Units within a category cannot be deleted if they are linked to products or transactions but can be archived.
Categories are shared across companies or customized per company in multi-company setups.

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Sales Reporting Management

Sales
Salespersons
Products
Customers
Sales Teams Dashboard

Sales Reporting

Overview

The Sales Reporting feature in Odoo offers a powerful suite of tools to monitor, analyze, and visualize sales data. Users can explore sales performance through multiple dynamic views such as List, Pivot Tables, Graphs/Charts, and Spreadsheet-like reports, all accessible within the Sales module. These views provide comprehensive insights into sales orders, revenue, customer behaviour, product performance, and sales team effectiveness. The reporting tools are fully customizable, interactive, and support real-time data refresh, enabling informed decision-making and sales strategy optimization.

Business Rules

Sales reports consolidate data from sales orders, quotations, invoices, and related sales documents.
Users can view sales data in various formats
- List View Detailed line-by-line records of sales transactions.
- Pivot Table Multi-dimensional analysis allowing grouping and aggregation by dimensions like product, customer, date, sales team.
- Graph/Chart View Visual representation of sales trends with bar, line, pie charts.
- Spreadsheet View Interactive tabular reports allowing data manipulation and export.
Multiple filters and grouping options enable users to slice data by time periods, sales teams, products, regions, customers, and other relevant fields.
Reports support drill-down capability to inspect transactional details from summary data.
Reports are updated in real-time based on current sales data for accuracy.
Users can save customized report configurations and schedule automated report generation and emailing.
Access to reports is controlled by user roles and permissions, ensuring data security and confidentiality.
Sales reporting integrate seamlessly with other modules such as Inventory, Accounting, CRM, and eCommerce for a holistic business view.
Reports support multi-currency and multi-company setups, consolidating or segmenting data as needed.
Export options include PDF, Excel, and CSV formats for offline analysis and presentations.
Visual dashboards summarize key KPIs like total sales, average order value, sales growth, and top-performing products or customers.
Users can add custom measures and calculated fields to tailor reports to specific business needs

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Sales Analysis by Salespersons

Overview

The Sales Analysis by Salespersons report in Odoo provides detailed insights into individual sales representatives’ performance. It helps businesses track sales volume, revenue, and order counts by each salesperson over selectable time periods. This report enables managers to evaluate team productivity, identify top performers, and spot areas for coaching or improvement. Data is presented in multiple views like pivot tables, charts, and lists for flexible analysis.

Business Rules

The report aggregates sales data linked to each salesperson based on sales orders, quotations, and invoices.
Users can filter data by date ranges (e.g., last month, last quarter, custom period) to focus on relevant performance windows.
Sales can be grouped by various dimensions such as product categories, customer segments, regions, or sales teams.
The report supports multiple view types including
- List View for detailed transaction records,
- Pivot Table for summarized grouping and aggregation,
- Graph/Chart View to visualize performance trends.
Drill-down features allow exploring individual sales orders or customer interactions linked to a salesperson.
Performance metrics include total sales amount, number of orders, average order value, and margin percentages.
Access to the report is permission-controlled to maintain data confidentiality.
Supports multi-currency transactions and consolidates values accordingly.
Integrates with CRM and Sales modules for a comprehensive overview of salesperson activities.
Reports update dynamically with real-time sales data for accurate monitoring.
Export options allow sharing of reports in Excel, CSV, or PDF formats.

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Products

Overview

The Products in Odoo offers a complete, in-depth view of how products perform across all sales channels over chosen time periods. This analysis aggregates sales data including quantities sold, revenue generated, profitability, and trends at both individual product and category levels. It enables businesses to identify top-selling products, slow movers, seasonal demand shifts, and product lifecycle stages. The module supports multiple dynamic views such as lists, pivot tables, graphs, and pie charts, giving users flexible and actionable insights to optimize inventory, pricing, marketing, and sales strategies.

Business Rules

Sales data is collected from all relevant sales documents quotations, confirmed sales orders, invoices, and refunds.
Products can be analyzed individually or grouped by categories, brands, variants, or other product attributes.
Users can apply filters by date ranges, sales teams, regions, customer segments, or channels to narrow down the scope of analysis.
The analysis supports various views
- List View for detailed transactional data.
- Pivot Tables for multidimensional grouping and summarization.
- Graphs/Charts including line charts for trends, bar charts for comparisons, and pie charts for sales distribution.
- Spreadsheet-like reports for ad-hoc data manipulation and export.
Key performance indicators include
- Total quantity sold
- Total sales revenue
- Average selling price
- Profit margins
- Growth rates and trend analysis
Drill-down capability allows users to investigate individual transactions or customer interactions contributing to product sales.
The module supports multi-currency transactions with automatic currency conversion for consolidated reporting.
Access to sales analysis data is controlled through user permissions ensuring data security.
Real-time data updates enable up-to-date decision-making and forecasting.
Export options allow users to download reports in PDF, Excel, or CSV formats for offline analysis or presentations.
Integration with Inventory, Accounting, CRM, and eCommerce modules provides a 360-degree view of product performance.
The system retains historical sales data for trend analysis and long-term forecasting.
Users can save customized reports and schedule automatic report distribution to stakeholders.

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Customers

Overview

The Sales Analysis by Customers report in Odoo provides insights into the purchasing behavior and sales performance related to individual customers or customer groups. It enables businesses to track total sales, order frequency, average purchase value, and customer segmentation over specific periods. This analysis helps identify key accounts, loyal customers, and opportunities for targeted marketing or relationship management. The report supports multiple views such as lists, pivot tables, and charts for flexible, actionable insights.

Business Rules

Sales data is aggregated based on customer records linked to sales orders, invoices, and quotations.
Users can filter the analysis by date ranges, customer categories, geographic regions, sales teams, or specific customer groups.
Sales can be grouped and summarized by customer, customer segment, or sales channel.
Multiple view options include
- List View for detailed transaction records.
- Pivot Tables to group and summarize sales metrics.
- Graph/Chart Views (bar charts, pie charts) for visual trend analysis.
Metrics include total sales amount, number of orders, average order value, and customer lifetime value.
Drill-down capability allows exploring detailed sales transactions per customer.
Supports multi-currency transactions and consolidates sales accordingly.
Reports update dynamically with real-time sales data to reflect current customer activity.
Access to reports is governed by user permissions to ensure confidentiality.
Export options include PDF, Excel, and CSV formats for offline use or sharing.
Integration with CRM and Sales modules provides comprehensive customer insights including communication history and pipeline status.
Historical sales data is preserved for trend and retention analysis.
Users can save custom report views and schedule automatic report delivery.

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Sales Analysis By Sales Teams – Dashboard

Overview

The Sales Analysis by Sales Team report in Odoo provides insights into the performance of different sales teams within an organization. It aggregates sales data like revenue, order count, and customer acquisition by each team, allowing managers to assess team productivity, identify high-performing teams, and allocate resources effectively. Each sales team has its own detailed sales analysis, enabling focused monitoring and comparison across teams. This report supports multiple views such as charts, pivot tables, and lists to provide flexible, actionable insights at the team level.

Business Rules

Sales data is grouped and summarized based on the assigned sales team linked to sales orders, quotations, and invoices.
Each sales team maintains its own detailed sales analysis, including metrics and reports specific to that team.
Users can filter by date ranges, regions, product categories, or customer segments to refine the analysis.
Metrics include total sales amount, number of orders, average deal size, and growth percentages per team.
The report supports different visualization types
- List View showing detailed sales records per team.
- Pivot Tables for multi-dimensional analysis.
- Graphs/Charts for trend visualization and comparison.
Drill-down options allow managers to examine individual salespersons’ performance within each team.
Reports reflect real-time sales data to ensure accurate monitoring.
Access is controlled by user roles and permissions to protect sensitive data.
Multi-currency and multi-company environments are supported, with consolidated or segmented reporting.
Export functionality enables reports to be downloaded in Excel, PDF, or CSV formats.
Integration with CRM, Inventory, and Accounting modules enhances the depth of sales team insights.
Historical sales data retention supports trend analysis and forecasting.
Users can save customized views and schedule automated report distribution to stakeholders.

Sales Team Dashboard

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Key Features of Odoo 18 Sales

Quotations & Orders

Products & Pricelists

Customer Management

Sales Process Automation

Benefits

Odoo Sales Process

Sales Order Management

Sales Quotation

Sales Orders

Delivery Order

Customer Invoices

Packages

Sales Master Management

Customers

Product

Product Variants

Pricelist

Discount and Loyalty

Gift Cards & eWallet

Sales Teams

Quotation Template

Delivery Methods

Tags

Attributes

Combo Choices

Product Categories

Product Tags

Units of Measure

Units of Measure Categories

Sales Reporting Management

Sales Reporting

Sales Analysis by Salespersons

Products

Customers

Sales Analysis By Sales Teams – Dashboard

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