Boost Your Sales with Odoo Sales Management
Increase efficiency and drive revenue growth. All-in-one module for tracking leads, managing quotations, and analyzing sales performance
What is a Sales Management Solution?
Odoo Sales Management is a powerful tool designed to streamline and automate the entire sales process. With Odoo Sales, you can efficiently manage your sales pipeline, track customer interactions, and generate accurate sales forecasts. The system offers advanced features that enhance your sales operations, improve customer relationships, and boost overall sales performance. By providing a comprehensive solution for managing quotations, orders, and invoices, Odoo Sales helps businesses drive growth, optimize their sales strategies, and achieve success. With real-time insights and automated workflows, you can focus on closing deals and expanding your customer base.
Fuelling Seamless Operations and Sustainable Growth
Transform your business with our tailored made system, enhancing workflow, boosting productivity, and ensuring a future-ready foundation for success.
Product Management
Efficiently manage products and variants, including pricing, attributes, and stock levels. Keep your inventory organized and up-to-date.
Quotation Template
Create and customize quotations with ease. Use templates to streamline the process, and quickly generate professional quotes for your clients.
Sales Orders
Process sales orders efficiently from creation to invoicing. Manage order details, track status, and ensure timely fulfillment.
Delivery Orders
Handle delivery orders seamlessly. Coordinate shipments, manage delivery statuses, and ensure accurate and timely delivery of products.
Online and Retail Selling
Sell products online or through point-of-sale (POS) systems. Integrate with your e-commerce platform and POS for a unified sales experience.
Reports and Forecasting
Generate detailed sales reports and forecasts to gain insights into performance. Use data to drive strategic decisions and improve sales outcomes.
We customize and implement a management system to your unique needs and processes
Still, running everything manually or spread across clunky apps that don't talk to each other? Losing hours of productivity and thousands in revenue to poor organization and lack of insight into your business?
Tailored Benefits for Sales Management
Our Odoo Sales Management solution is crafted to address the specific challenges of the sales process. We offer specialized modules to streamline your operations, from quote generation and order management to invoicing and customer follow-up. Experience the optimal way to manage your sales pipeline, track customer interactions, and forecast sales with accuracy. Odoo Sales empowers your team to close deals faster, enhance customer satisfaction, and drive revenue growth, ensuring efficiency and success in every aspect of your sales operations.
Order and Contract Management:
Odoo's Order and Contract Management feature allows you to efficiently handle all aspects of sales orders and contracts. Create, track, and manage orders and contracts seamlessly from a single interface. Automate workflows, monitor contract status in real-time, and ensure timely fulfillment. This feature helps you maintain accurate records, enhance customer relationships, and streamline the entire sales process, ensuring smooth and efficient order and contract management.
Invoice based on ordered or delivered quantities, or time and materials. Manage payment terms per customer or invoice, and easily track and follow up on invoice aging.
Convert quotations to sales orders with one click or let customers do it online with Odoo eSign. Save time by modifying orders, selling product kits, and shipping partial orders.
Manage contract phases, invoicing, renewals, upselling, and recurring revenue with Odoo Subscriptions and the MRR dashboard.
Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Efficient Quotation Management:
Create, send, and manage quotations effortlessly with Odoo's comprehensive quotation management tools. Convert quotes to sales orders with one click, allow customers to approve online, and streamline your sales process for increased efficiency and customer satisfaction.
Design custom quotation templates in just a few clicks and reuse them to save time.
Send pro forma invoices to your customers.
Sell faster with electronic signatures, allowing your customers to review and sign their quotations online.
Intuitive Reporting
Gain valuable insights with Odoo's Sales Reporting tools. Track sales performance, monitor key metrics, and generate detailed reports to make informed decisions. Analyze trends, forecast sales, and optimize your sales strategies for increased efficiency and growth.
Get a full overview of all your sales activities, next actions, and performance data.
Choose to base statistics on orders, invoices, or both, and group sales data by product type, salesperson, country, or sales team for detailed insights.
Easily monitor important KPIs like total invoiced amounts, sales per country, salesperson, and team, churn, MRR, lifetime value, CAC ratio, and upgrades/downgrades.
Simplify Operations.
Amplify Success.
Imagine running your business effortlessly, our solutions make it happen—no tech jargon.
Experience growth made simple with our innovative tools, turning your business dreams into reality.
3 Steps to Kickstart Your Success
S T E P 1
Discovery & Assessment
S T E P 2
Training & implementation
S T E P 3
Support & Updates
FAQ
Questions? Look here.
What is the Sales Module in Odoo?
The Sales Module in Odoo is a comprehensive tool that allows businesses to manage their sales processes efficiently. It includes features such as creating quotations, sales orders, managing products, and handling invoices.
How can I create a sales order in Odoo?
To create a sales order in Odoo, navigate to the Sales Module, click on the 'Create' button, select the customer, add products, set quantities, and confirm the order. You can then generate an invoice based on the sales order.
What features are available in the Odoo Sales Module?
The Odoo Sales Module provides a range of features including sales team management, order tracking, product variants management, subscription handling, and payment management for seamless transaction processing.
How can I send an email with the sales template in Odoo?
In the Sales Module of Odoo, you can easily send emails with the sales template to customers. Simply select the desired template, add a personalized message, choose the recipient, and click on the send button to dispatch the email.
Can I manage multiple sales activities using the Odoo Sales Module?
Yes, with the Odoo Sales Module, you can efficiently manage multiple sales activities such as creating sales orders, tracking sales variants, handling payments, and sending product information to customers for smooth sales operations.
Why choose KerningCode as your technology partner?
KerningCode stands out as an exceptional Odoo partner for implementing ERP due to several key factors:
1. Expertise: KerningCode has a team of seasoned professionals with experience in Odoo ERP implementation. This expertise ensures that your ERP project is in capable hands.
2. Customization: KerningCode understands the importance of tailoring an ERP system to meet your unique business needs. They offer extensive customization options to align the ERP with your specific requirements.
3. Comprehensive Support: As a reputable partner, KerningCode offers comprehensive support services, including troubleshooting, system maintenance, and continuous assistance to ensure your ERP system runs seamlessly.
4. Proven Track Record: KerningCode's history of successful ERP implementations is a testament to their reliability and ability to deliver results for their clients.
5. Training Programs: KerningCode provides training programs to empower your team with the knowledge and skills required to effectively manage your ERP application. This commitment to education ensures the longevity of your ERP system.
6. Innovation: KerningCode keeps up with the latest technological advancements and industry trends, allowing them to integrate innovative solutions into your ERP, keeping your business ahead of the curve.
7. Flexible Approach: KerningCode understands that every business is unique. Their flexible approach means they can adapt to your specific needs and offer a tailored solution.
8. Client Satisfaction: KerningCode prioritizes client satisfaction and works closely with you to ensure your expectations are not just met but exceeded.
KerningCode's combination of expertise, customization, support, and a client-centric approach makes them a top choice for implementing Odoo ERP.
Don't Hesitate - Let's Succeed Together!!
Seize the moment! Book your call now. Together, we'll make your dream project a
reality and elevate your business to new heights. Let's make it happen!