Odoo 13 Sales Management

Odoo 13 Sales Management

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INTRODUCTION ❖ Odoo sales management module is one of the important modules. ❖ Since it handles the sales order management, Sales management module allows you with effective control to your sales department.

❖ You can easily create a new sales order out of different gained opportunity .

❖ Sales management module helps you in generating a new sales order, you can filter the order as per the requirement.

Interface of Odoo Enterprise Edition

Overview of sales module â??

For that Goto Invoicing -> Taxes

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From Overview we can enter the details of following ❖

Company Data

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Quotation Layout

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Payment Method

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Sample Quotation

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And we have following views are available for the quotation

❖ Tree view ❖ Kanban View ❖ Calendar iew ❖ Graph View ❖ Pivot View By default tree view is available for the quotations.

Kanban View

Calendar View

Pivot View

Graph View

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3 status are available -> * Quotation * sales Order * Quotation Send

For Exporting - Select the quotation to export -> From Action Export

Select the export format and ďŹ elds -> Export

We will get a prompt -> Save ďŹ le

Open the ďŹ le Here we can see the date we exported

For importing click Import Button

Click LOAD FILE and Select ďŹ le to Import

Here we can see the data which is imported -> Import

And here we can see Successfully imported quotation details

We have an option for ďŹ ltering, Group By and Favorites the search

Quotation Creation

Fill Customer,Product details -> ConďŹ rm the order

Click the SEND BY EMAIL to send quotation to customer

We will get Email Template -> SEND

Option for see the quotation which is send to the customer

Preview of the Quotation

To check delivery status

Check availability of product click Check Availability

Validate the Process

Odoo 13 have a new feature to notify delivery to customer by SMS

Odoo 13 have a new feature to notify delivery to customer by SMS

Odoo 13 have a new feature to notify delivery to customer by SMS

To Get Preview of the Invoice click PREVIEW

Preview of Invoice

Post the invoice

Register the payment for the invoice

Validate the payment for the invoice

To Send & Print the Invoice click SEND & PRINT

Under Orders Menu ❖

We can view and create the quotation

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View and create the Sale order

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We can create the customer

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And also manage our sales team

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We can view and create the quotation

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We can view and create the sale order

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We can create the customer

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And also manage our sales team

Sales teams

Under To Invoice Menu â?–

View and Invoice the orders

Under To Invoice Menu â?–

You can upsell an order when you have delivered more quantities than initially ordered, with an invoicing policy based on ordered quantities.

Under Products Menu â?– View and create the Products

Under Products Menu â?–

View and create the Products variants

Under Reporting Menu â?– We will get sales report

Under ConďŹ guration Menu Can view and create sales teams

Provide team details like Target,Team leader,Members ->Save

Under Configuration Menu ❖ Can view and create quotation template

Enter template details -> Save

Under Configuration Menu ❖

Can view and create product attribuites

Enter attributes details -> Save

For More Details

Check our company website for related blogs and Odoo book.

Odoo 13 Sales

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Odoo 13 Sales Management

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