{"id":16487,"date":"2019-01-18T13:51:53","date_gmt":"2019-01-18T13:51:53","guid":{"rendered":"http:\/\/tenthplanet.in\/odoo\/?p=16487"},"modified":"2026-07-07T07:08:52","modified_gmt":"2026-07-07T07:08:52","slug":"sales","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/sales\/","title":{"rendered":"Odoo Sales"},"content":{"rendered":"<h4>Odoo Sales module contains below list of features<\/h4>\n<h4>Customers<\/h4>\n<p>Helps to manage customer information<\/p>\n<h4>Customer Contacts<\/h4>\n<p>Helps to manage customer contact information<\/p>\n<h4>Customer Internal Notes<\/h4>\n<p>Helps to manage short notes about customer<\/p>\n<h4>Customer Meeting Schedules<\/h4>\n<p>Helps to manage meeting schedules with customers<\/p>\n<h4>Customer Related Document attachments<\/h4>\n<p>Helps to attach customer-related documents with respect to each customer<\/p>\n<h4>Customer Sales Info<\/h4>\n<p>Helps to view customer sales information<\/p>\n<h4>Customer Invoice Info<\/h4>\n<p>Helps to view customer&#8217;s invoices from customer master itself<\/p>\n<h4>Customer Bank Accounts<\/h4>\n<p>Helps to map customer bank accounts to each customer<\/p>\n<h4>Customer Membership<\/h4>\n<p>Helps to capture customer membership details to each customer<\/p>\n<h4>Send SMS to Customer<\/h4>\n<p>Helps to send SMS to the customer through System. Message to be manually typed in by the users<\/p>\n<h4>Product Sales Price List<\/h4>\n<p>Helps to set the sales price list to products<\/p>\n<h4>Order Discounts<\/h4>\n<p>Provision to give Order level Discounts and Line level discounts in the sales order<\/p>\n<h4>Generate Quotation<\/h4>\n<p>Helps to generate quotations and send the quotation to the customer for order confirmation<\/p>\n<h4>Generate Sales Order from Quotation (Domestic &amp; Export)<\/h4>\n<p>Generate Sales order from quotation when the order is confirmed by the customer<\/p>\n<h4>Generate Direct Sales Order (Domestic &amp; Export)<\/h4>\n<p>Generate sales orders based on the direct orders received from the customer<\/p>\n<h4>Print Order Acknowledgment<\/h4>\n<p>Helps to print sales order Acknowledgment upon order confirmation<\/p>\n<h4>Send Order Acknowledgment via Email<\/h4>\n<p>Helps to send Sales Order Acknowledgment to the customer via email<\/p>\n<h4>Attach Order Documents<\/h4>\n<p>Helps to attach order-related reference documents with respect to each order<\/p>\n<h4>Lock\/Unlock the order<\/h4>\n<p>Helps to lock the order once the order is confirmed. This allows to restriction of further edit<br \/>\nHelps to unlock the locked orders by the administrators\/managers to make any corrections<\/p>\n<h4>Cancel Order<\/h4>\n<p>Helps to cancel the order when a customer cancels the order placed or if any mistakes done by the user<\/p>\n<h4>Order Confirmation<\/h4>\n<p>Helps to confirm the order by the user once all the order information is entered. Confirmed orders to be approved before delivery.<\/p>\n<h4>Order Logs<\/h4>\n<p>Any changes in the order will be created with changelogs to track the changes<\/p>\n<h4>Validate Delivery<\/h4>\n<p>Order Helps to deliver goods with respect to the order placed<\/p>\n<h4>Print Delivery Slip<\/h4>\n<p>Helps to print delivery slip to warehouse team to ship the goods from warehouse<\/p>\n<h4>Scrap materials<\/h4>\n<p>Helps to move the damaged goods<\/p>\n<h4>Return Materials<\/h4>\n<p>Helps to accept sales returns from customers<\/p>\n<h4>Lock\/ Unlock DO<\/h4>\n<p>Helps to lock the delivery order once the order is confirmed. This allows to restriction of further edit<br \/>\nHelps to unlock the locked by the administrators\/managers to make any corrections<\/p>\n<h4>View Orders invoicing<\/h4>\n<p>Helps to view the list of order which are not yet invoiced<\/p>\n<h4>View Orders to Upsell<\/h4>\n<p>View list of orders where any upselling is possible<\/p>\n<h4>Invoice Policy<\/h4>\n<p>Policy to define Invoice rules such as Invoice based on Ordered quantity and Invoice based on Delivery Quantity<\/p>\n<h4>Create Invoice<\/h4>\n<p>Create Customer invoice with respect to the ordered quantity or with respect to delivery quantity<\/p>\n<h4>Validate Invoice<\/h4>\n<p>Helps to confirm the invoice and approved by management<\/p>\n<h4>Print Invoice<\/h4>\n<p>Helps to print invoices and send it to customer<\/p>\n<h4>Attach Invoice related documents<\/h4>\n<p>Helps to attach Invoice related reference documents with respect to each Invoice for future reference<\/p>\n<h4>Send Invoice Via Email<\/h4>\n<p>Helps to send Invoice to the customer via email<\/p>\n<h4>Generate Credit Note<\/h4>\n<p>Helps to generate credit note to customer if any sales returns from them<\/p>\n<h4>Register Payment from Invoice<\/h4>\n<p>Generate payments from customer invoice if any payments are received from the customer<\/p>\n<h4>Log Notes\/Comments against order\/DO\/Invoice<\/h4>\n<p>The system captures logs with respect to order, DO and Invoices<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Sales module contains below list of features Customers Helps to manage customer information Customer Contacts Helps to manage customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[344,9],"tags":[108,107,109],"class_list":["post-16487","post","type-post","status-publish","format-standard","hentry","category-odoo-product","category-product","tag-odoo-sales-management","tag-sales","tag-sales-management-in-odoo"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/16487","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=16487"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/16487\/revisions"}],"predecessor-version":[{"id":37839,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/16487\/revisions\/37839"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=16487"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=16487"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=16487"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}