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
Check our YouTube channel for functional and technical videos in Odoo. Odoo 13 Sales Management
Thank You