Managing sales is one of the most critical tasks for any business. When sales activities are handled using emails, Excel sheets, or manual notes, mistakes are common. Businesses often face issues such as incorrect sales quotations, incorrect pricing, missed customer follow-ups, and poor sales tracking.
The Odoo Sales Module helps solve these problems by managing the entire sales process in one place. It allows businesses to manage sales quotations, products, customers, sales teams, sales orders, and the sales dashboard in a simple, organized way.
This blog explains how the Odoo Sales Module works for business-to-business sales, step by step, in clear, easy language.
What Is the Odoo Sales Module?
The Odoo Sales Module is a core module of Odoo ERP. It is designed to manage the full sales cycle, from the initial customer inquiry through the final sales order and invoice.
The Sales Module is connected with other Odoo modules, like:
- Inventory
- Invoicing
- Accounting
- CRM
Because everything is connected, sales data remains accurate and up to date across the system.
Businesses use the Odoo Sales Module to:
- Create sale quotations
- Manage products and pricing
- Handle customers
- Assign and track sales teams
- Monitor sales performance using the sales dashboard
How Sale Quotation Works in the Odoo Sales Module
A sale quotation is usually the first step in a business sale. It shows the customer what is being sold, at what price, and under what terms.
Creating a Sales Quotation in Odoo
In Odoo, making a sales quotation is very easy:
- Select the customer
- Add products or services
- Enter quantity and price
- Apply taxes or discounts
Odoo automatically calculates totals. This removes manual calculation errors and keeps pricing accurate.
This is why many users search for how the Odoo sales module works for business sales, as quotation management is fast and reliable.
Sending Sale Quotations to Customers
Sales quotations can be sent directly from Odoo:
- By email
- As a professional PDF
Customers receive clear, well-structured quotations, which help them understand the offer more easily and respond faster.
Managing Products in the Odoo Sales Module
Products play a significant role in business sales. The Odoo Sales Module allows businesses to manage product details clearly.
Product Information Used in Sales
Each product in Odoo can include:
- Sales price
- Taxes
- Unit of measure
- Description
When a product is added to a sales quotation, Odoo automatically applies the correct price and tax. This avoids pricing mistakes and ensures consistent sales data.
Product management also helps businesses maintain standard pricing across different
customers and sales teams.
Customer Management in Odoo Sales Module
Properly managing customers helps build long-term business relationships. Odoo keeps all customer data in one place.
What Sales Teams Can See for Each Customer
Sales teams can view:
- Contact details
- Past sale quotations
- Confirmed sales orders
- Invoice and payment history
This full customer view helps sales teams understand buying behavior and provide better service. It also reduces repeated questions and improves communication.
Sales Team Management in Odoo
For businesses with multiple salespersons, sales team management is critical.
How Sales Teams Work in Odoo
Odoo allows businesses to:
- Create multiple sales teams
- Assign salespersons to teams
- Track team-wise performance
Each sales quotation and sales order can be linked to a sales team. This helps managers clearly track responsibility, performance, and sales results.
Sales team tracking helps improve accountability and sales efficiency.
Converting Sale Quotation to Sales Order
As soon as the customer accepts the sales quote, it can easily be converted to the sales order by simply clicking on one link.
Why This Step Is Important
- No need to re-enter data
- No mismatch between quotation and order
- Faster order confirmation
This smooth flow reduces errors and saves time for both sales teams and customers.
Sales Order Workflow and Delivery
After confirmation, the sales order is delivered and invoiced. Connection with Inventory
When a sales order is confirmed:
- Odoo checks product availability
- Delivery orders are created automatically
This ensures that only available products are sold and delivered correctly. It improves order accuracy and customer satisfaction.
Invoicing from Sales Orders
The Odoo Sales Module is directly connected to invoicing.
How Sales Invoicing Works
Invoices can be created:
- Based on the ordered quantity
- Based on the delivered quantity
This flexibility helps businesses of all types, including service- and product-based companies.
Accurate invoicing helps businesses receive payments on time and reduces billing disputes.
Using the Sales Dashboard for Sales Tracking
The sales dashboard gives a clear overview of sales performance.
What the Sale Dashboard Shows
The sale dashboard displays:
- Total sales value
- Number of sales quotations
- Confirmed sales orders
- Sales team performance
Managers can quickly understand how sales are performing and take action when needed.
How Odoo Sales Module Improves Business Sales
The Odoo Sales Module improves business sales by:
- Reducing manual work
- Improving pricing accuracy
- Connecting products, customers, and sales teams
- Providing real-time sales visibility
Sales teams spend less time on paperwork and more time closing deals.
Why Businesses Choose the Odoo Sales Module
Businesses choose Odoo because:
- It is easy to use
- Sales workflows are clear
- Sales data is accurate
- The sales dashboard gives better control
It works well for small businesses and growing companies.
Conclusion
The Odoo Sales Module by Devintellecs, available on the Odoo App Store, helps businesses manage sales quotations, products, customers, sales teams, sales orders, and invoicing in one system. Businesses sold better with clear workflows and a robust sales dashboard at their fingertips. The Odoo Sales Module can facilitate seamless, reliable sales by reducing errors and boosting efficiency.
Learn more from Devintellecs today, or request a demo at [email protected].
